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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,033
shares
|
$312,398
0.0% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$298,060
0.01% of portfolio
|
Q1 2024
Reduced 12.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,650
shares
|
$288,625
0.0% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
4,620
shares
|
$286,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
4,595
shares
|
$285,211
0.02% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,556
shares
|
$282,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,511
shares
|
$279,997
0.18% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,492
shares
|
$278,818
0.0% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,450
shares
|
$276,211
0.08% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$275,652
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
4,417
shares
|
$274,163
0.0% of portfolio
|
Q2 2025
Reduced 59.42%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,382
shares
|
$271,990
0.02% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
4,379
shares
|
$271,804
0.08% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
4,305
shares
|
$267,211
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
4,275
shares
|
$265,349
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
4,275
shares
|
$265,349
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,200
shares
|
$260,694
0.08% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$256,597
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
4,118
shares
|
$255,604
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
4,075
shares
|
$252,935
0.21% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
4,070
shares
|
$252,624
0.12% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,046
shares
|
$251,135
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
3,942
shares
|
$244,679
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
3,843
shares
|
$238,535
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,794
shares
|
$235,493
0.05% of portfolio
|
Q2 2025
Reduced 13.75%
|