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 |
---|---|---|---|---|---|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
4,275
shares
|
$256,585
0.02% of portfolio
|
Q2 2024
New holding
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$248,122
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
4,111
shares
|
$246,742
0.0% of portfolio
|
Q2 2024
Reduced 0.27%
|
|
Wbi Investments, Inc.
|
Jul 30, 2024 Q2 2024 |
4,102
shares
|
$246,202
0.06% of portfolio
|
Q2 2024
Reduced 35.73%
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2024 Q2 2024 |
4,102
shares
|
$246,202
0.04% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
4,086
shares
|
$245,241
0.19% of portfolio
|
Q2 2024
Reduced 6.65%
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
4,004
shares
|
$240,320
0.01% of portfolio
|
Q2 2024
Reduced 12.84%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
3,848
shares
|
$230,956
0.02% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
3,778
shares
|
$226,755
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,738
shares
|
$224,354
0.0% of portfolio
|
Q2 2024
Reduced 0.77%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,700
shares
|
$222,074
0.0% of portfolio
|
Q2 2024
Added 4.99%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
3,672
shares
|
$220,393
0.01% of portfolio
|
Q2 2024
Reduced 17.91%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
3,665
shares
|
$219,973
0.0% of portfolio
|
Q2 2024
Reduced 29.91%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,637
shares
|
$218,292
0.01% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
3,467
shares
|
$208,089
0.0% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
Ridgewood Investments LLC
|
Jul 29, 2024 Q2 2024 |
3,418
shares
|
$205,148
0.09% of portfolio
|
Q2 2024
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$198,786
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,250
shares
|
$195,065
0.0% of portfolio
|
Q1 2024
Added 3.97%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
3,238
shares
|
$194,344
0.0% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
2,888
shares
|
$173,337
0.05% of portfolio
|
Q2 2024
Added 0.17%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
2,622
shares
|
$157,372
0.0% of portfolio
|
Q3 2023
Reduced 23.45%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
2,499
shares
|
$149,989
0.01% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
2,465
shares
|
$147,949
0.03% of portfolio
|
Q2 2024
Reduced 10.85%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,012
shares
|
$120,760
0.01% of portfolio
|
Q2 2024
Added 0.05%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
2,000
shares
|
$120,040
0.01% of portfolio
|
Q2 2024
New holding
|