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 |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
6,579
shares
|
$394,871
0.0% of portfolio
|
Q2 2024
Reduced 12.49%
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Jul 18, 2024 Q2 2024 |
6,303
shares
|
$378,306
0.25% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
6,225
shares
|
$373,624
0.01% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Rocky Mountain Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
6,175
shares
|
$370,623
0.3% of portfolio
|
Q4 2021
Reduced 2.37%
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 27, 2024 Q2 2024 |
6,107
shares
|
$366,542
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$362,760
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
5,962
shares
|
$357,839
0.03% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
5,954
shares
|
$357,359
0.0% of portfolio
|
Q2 2024
Added 0.07%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
5,870
shares
|
$352,317
0.0% of portfolio
|
Q2 2024
Added 7.41%
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 17, 2024 Q2 2024 |
5,850
shares
|
$351,117
0.1% of portfolio
|
Q2 2024
Reduced 9.3%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
5,539
shares
|
$332,450
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
5,230
shares
|
$313,904
0.09% of portfolio
|
Q1 2024
Reduced 17.38%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
5,224
shares
|
$313,544
0.01% of portfolio
|
Q2 2024
Reduced 8.35%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,042
shares
|
$302,620
0.0% of portfolio
|
Q2 2024
Added 41.83%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
4,978
shares
|
$298,779
0.09% of portfolio
|
Q2 2024
Reduced 8.07%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
4,935
shares
|
$296,198
0.01% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,802
shares
|
$288,216
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
4,620
shares
|
$277,292
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Meridian Financial, LLC
Holliston, MA |
Aug 13, 2024 Q2 2024 |
4,612
shares
|
$276,812
0.18% of portfolio
|
Q4 2022
Reduced 6.28%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
4,490
shares
|
$269,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
4,463
shares
|
$267,869
0.08% of portfolio
|
Q2 2024
Reduced 2.36%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$266,548
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
Legacy Trust
Grand Rapids, MI |
Jul 16, 2024 Q2 2024 |
4,414
shares
|
$264,928
0.06% of portfolio
|
Q4 2022
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
4,284
shares
|
$257,125
0.16% of portfolio
|
Q2 2024
New holding
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jun 25, 2024 Q1 2024 |
4,275
shares
|
$256,585
0.13% of portfolio
|
Q4 2022
New holding
|