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 200 institutions that hold shares in the stock, with a total of 7.63 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Rosel Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
9,878
shares
|
$592,877
0.2% of portfolio
|
Q2 2024
Added 11.96%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
9,744
shares
|
$584,834
0.0% of portfolio
|
Q2 2024
Added 0.3%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
9,670
shares
|
$580,393
0.01% of portfolio
|
Q2 2024
Reduced 4.94%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
9,513
shares
|
$570,970
0.01% of portfolio
|
Q2 2024
New holding
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
9,365
shares
|
$562,087
0.06% of portfolio
|
Q2 2024
Added 0.55%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
8,853
shares
|
$531,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
8,759
shares
|
$525,715
0.01% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
8,570
shares
|
$514,371
0.0% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
8,543
shares
|
$512,750
0.5% of portfolio
|
Q2 2024
Added 0.07%
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 26, 2024 Q2 2024 |
8,538
shares
|
$512,450
0.06% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
8,468
shares
|
$508,249
0.08% of portfolio
|
Q4 2023
Added 27.3%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
7,998
shares
|
$480,039
0.02% of portfolio
|
Q2 2024
Added 0.86%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
7,884
shares
|
$473,197
0.16% of portfolio
|
Q2 2024
Added 2.66%
|
|
Petix & Botte CO
|
Aug 13, 2024 Q2 2024 |
7,722
shares
|
$463,474
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,659
shares
|
$459,693
0.0% of portfolio
|
Q2 2024
Reduced 31.09%
|
|
Harvest Investment Services, LLC
|
Aug 13, 2024 Q2 2024 |
7,626
shares
|
$457,712
0.17% of portfolio
|
Q2 2024
Reduced 42.13%
|
|
Strategic Equity Management
|
Jul 31, 2024 Q2 2024 |
7,558
shares
|
$453,631
0.32% of portfolio
|
Q2 2024
New holding
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
7,320
shares
|
$439,346
0.01% of portfolio
|
Q2 2024
Added 0.54%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
6,993
shares
|
$419,719
0.03% of portfolio
|
Q2 2024
Added 0.49%
|
|
Act Advisors, Llc.
|
Jul 24, 2024 Q2 2024 |
6,984
shares
|
$419,179
0.2% of portfolio
|
Q2 2024
Reduced 8.67%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
6,953
shares
|
$417,319
0.01% of portfolio
|
Q1 2024
Added 59.58%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
6,900
shares
|
$414,138
0.11% of portfolio
|
Q2 2024
Reduced 31.82%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
6,840
shares
|
$410,536
0.08% of portfolio
|
Q2 2024
Reduced 22.39%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
6,668
shares
|
$400,213
0.15% of portfolio
|
Q2 2024
Added 10.76%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
6,652
shares
|
$399,253
0.0% of portfolio
|
Q2 2024
Reduced 63.32%
|