Institutional Ownership Invesco ETF Tr Ii S&P Midcap L (XMLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
12,260
shares
|
$760,978
0.31% of portfolio
|
Q2 2025
Added 14.4%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
11,971
shares
|
$743,039
0.0% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
11,926
shares
|
$740,246
0.14% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
11,809
shares
|
$732,984
1.75% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,712
shares
|
$726,963
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$716,908
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,460
shares
|
$711,322
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
11,433
shares
|
$709,646
0.43% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,061
shares
|
$686,556
0.0% of portfolio
|
Q2 2025
Added 22.61%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,902
shares
|
$676,687
0.0% of portfolio
|
Q2 2025
Added 14.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,835
shares
|
$672,528
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$670,914
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$663,714
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,613
shares
|
$658,748
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
10,448
shares
|
$648,507
0.01% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,110
shares
|
$627,527
0.03% of portfolio
|
Q2 2025
Reduced 24.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
9,756
shares
|
$605,554
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
9,618
shares
|
$596,989
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,456
shares
|
$586,933
0.0% of portfolio
|
Q2 2025
Reduced 67.7%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
9,403
shares
|
$583,644
0.01% of portfolio
|
Q2 2025
Added 152.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
8,879
shares
|
$551,119
0.01% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
8,853
shares
|
$549,505
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,417
shares
|
$522,443
0.0% of portfolio
|
Q2 2025
Added 134.26%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,377
shares
|
$519,960
0.11% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
8,373
shares
|
$519,712
0.03% of portfolio
|
Q2 2025
New holding
|