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 214 institutions that hold shares in the stock, with a total of 7.67 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,918
shares
|
$425,041
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
6,658
shares
|
$409,067
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
6,585
shares
|
$404,582
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,550
shares
|
$402,432
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
6,425
shares
|
$394,752
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,371
shares
|
$391,434
0.04% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
6,179
shares
|
$379,637
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,146
shares
|
$377,610
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
6,107
shares
|
$375,214
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$371,343
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
6,027
shares
|
$370,298
0.12% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
5,906
shares
|
$362,864
0.13% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
5,741
shares
|
$352,727
0.09% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
5,491
shares
|
$337,367
0.27% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,456
shares
|
$335,216
0.0% of portfolio
|
Q1 2025
Added 4446.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,328
shares
|
$327,352
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,298
shares
|
$325,509
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,237
shares
|
$321,761
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$307,200
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
4,926
shares
|
$302,653
0.17% of portfolio
|
Q1 2025
Reduced 14.46%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
4,885
shares
|
$300,134
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$295,034
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
4,727
shares
|
$290,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
4,690
shares
|
$288,153
0.03% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,674
shares
|
$287,170
0.03% of portfolio
|
Q1 2025
Reduced 3.79%
|