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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,702
shares
|
$229,783
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,590
shares
|
$222,831
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,590
shares
|
$222,831
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,587
shares
|
$222,645
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,421
shares
|
$212,341
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
3,420
shares
|
$212,279
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
3,369
shares
|
$209,113
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,336
shares
|
$207,065
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,322
shares
|
$206,196
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
3,318
shares
|
$205,948
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$205,575
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,285
shares
|
$203,899
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
3,273
shares
|
$203,155
0.14% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$196,141
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,925
shares
|
$181,554
0.08% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
2,911
shares
|
$180,685
0.05% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,439
shares
|
$151,388
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$124,140
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,945
shares
|
$120,726
0.05% of portfolio
|
Q2 2025
Reduced 34.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$113,774
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,395
shares
|
$86,587
0.0% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,374
shares
|
$85,284
0.0% of portfolio
|
Q2 2025
Added 12.25%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,373
shares
|
$85,222
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,358
shares
|
$84,291
0.0% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$81,187
0.03% of portfolio
|
Q1 2023
New holding
|