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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
6,163
shares
|
$377,360
0.14% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
6,107
shares
|
$373,931
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$373,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$370,074
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
6,029
shares
|
$369,155
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
5,982
shares
|
$366,277
0.0% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,726
shares
|
$350,602
0.1% of portfolio
|
Q3 2024
Reduced 17.01%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
5,348
shares
|
$327,458
0.0% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
5,287
shares
|
$323,723
0.0% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
5,230
shares
|
$320,232
0.09% of portfolio
|
Q1 2024
Reduced 17.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,191
shares
|
$317,844
0.01% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
5,168
shares
|
$316,436
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,147
shares
|
$315,150
0.01% of portfolio
|
Q3 2024
Added 36.24%
|
|
|
Columbia Advisory Partners LLC
|
Oct 18, 2024 Q3 2024 |
5,092
shares
|
$311,783
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
5,030
shares
|
$307,986
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,013
shares
|
$306,945
0.0% of portfolio
|
Q3 2024
Added 36.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
4,935
shares
|
$302,170
0.01% of portfolio
|
Q4 2023
Reduced 0.96%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,919
shares
|
$301,190
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
4,850
shares
|
$296,965
0.08% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$294,026
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
4,677
shares
|
$286,372
0.04% of portfolio
|
Q3 2024
Reduced 62.8%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
4,620
shares
|
$282,882
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
4,612
shares
|
$282,392
0.19% of portfolio
|
Q4 2022
Reduced 6.28%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
4,492
shares
|
$275,045
0.07% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,492
shares
|
$275,045
0.0% of portfolio
|
Q3 2024
Added 71.32%
|