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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
8,344
shares
|
$517,912
0.24% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
8,281
shares
|
$514,001
0.05% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
8,248
shares
|
$511,953
0.4% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
8,037
shares
|
$498,856
0.01% of portfolio
|
Q2 2025
Added 64.52%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
7,800
shares
|
$484,146
0.0% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,775
shares
|
$482,594
0.12% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
7,726
shares
|
$479,552
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
7,012
shares
|
$435,234
0.0% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
6,957
shares
|
$431,820
0.03% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,714
shares
|
$416,737
0.01% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
6,593
shares
|
$409,227
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
6,543
shares
|
$406,124
0.09% of portfolio
|
Q2 2025
Added 56.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
6,525
shares
|
$405,006
0.08% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
6,495
shares
|
$403,144
0.01% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,412
shares
|
$397,992
0.03% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
6,335
shares
|
$393,213
0.29% of portfolio
|
Q2 2025
Added 4849.22%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,198
shares
|
$384,709
0.13% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
6,192
shares
|
$384,337
0.24% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
6,107
shares
|
$379,061
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,082
shares
|
$377,509
0.09% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$375,151
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
5,664
shares
|
$351,564
0.08% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
5,634
shares
|
$349,702
0.0% of portfolio
|
Q2 2025
Added 6.34%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
5,579
shares
|
$346,288
0.01% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,553
shares
|
$344,674
0.0% of portfolio
|
Q2 2025
Added 4.22%
|