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 |
---|---|---|---|---|---|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
1,889
shares
|
$113,377
0.0% of portfolio
|
Q4 2023
Reduced 36.91%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,847
shares
|
$110,856
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
1,833
shares
|
$110,016
0.05% of portfolio
|
Q1 2024
New holding
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
1,461
shares
|
$87,689
0.06% of portfolio
|
Q2 2024
New holding
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$78,506
0.03% of portfolio
|
Q1 2023
New holding
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
1,224
shares
|
$73,464
0.0% of portfolio
|
Q4 2023
Reduced 3.92%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
1,046
shares
|
$62,780
0.02% of portfolio
|
Q1 2024
Added 11.87%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
1,000
shares
|
$60,020
0.03% of portfolio
|
Q1 2024
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
995
shares
|
$59,719
0.03% of portfolio
|
Q2 2024
Added 0.61%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
923
shares
|
$55,398
0.02% of portfolio
|
Q2 2024
Added 144.18%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
902
shares
|
$54,138
0.01% of portfolio
|
Q1 2024
Reduced 37.62%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
870
shares
|
$52,217
0.01% of portfolio
|
Q1 2024
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 25, 2024 Q2 2024 |
799
shares
|
$47,955
0.02% of portfolio
|
Q2 2024
Reduced 30.88%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
772
shares
|
$46,335
0.0% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
641
shares
|
$38,472
0.01% of portfolio
|
Q2 2024
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
638
shares
|
$38,292
0.01% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
627
shares
|
$37,632
0.0% of portfolio
|
Q1 2024
Reduced 35.89%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
572
shares
|
$34,331
0.01% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
525
shares
|
$31,510
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
470
shares
|
$28,209
0.0% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
435
shares
|
$26,108
0.0% of portfolio
|
Q2 2024
New holding
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
427
shares
|
$25,628
0.01% of portfolio
|
Q4 2021
New holding
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$25,448
0.02% of portfolio
|
Q1 2019
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
395
shares
|
$23,707
0.0% of portfolio
|
Q4 2023
Reduced 99.8%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
393
shares
|
$23,587
0.0% of portfolio
|
Q2 2024
Added 6.5%
|