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 224 institutions that hold shares in the stock, with a total of 8.31 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
3,933
shares
|
$245,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
3,843
shares
|
$239,841
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,702
shares
|
$231,041
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,593
shares
|
$224,239
0.0% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,590
shares
|
$224,051
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,587
shares
|
$223,864
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
3,421
shares
|
$213,504
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
3,420
shares
|
$213,442
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
3,343
shares
|
$208,636
0.15% of portfolio
|
Q3 2025
Reduced 47.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,336
shares
|
$208,199
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,322
shares
|
$207,326
0.0% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$206,701
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,285
shares
|
$205,016
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
3,273
shares
|
$204,267
0.14% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
3,238
shares
|
$202,083
0.04% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$197,215
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
2,925
shares
|
$182,549
0.08% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,917
shares
|
$182,049
0.05% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,439
shares
|
$152,217
0.01% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,337
shares
|
$145,852
0.0% of portfolio
|
Q3 2025
Added 170.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,000
shares
|
$124,820
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,945
shares
|
$121,387
0.05% of portfolio
|
Q2 2025
Reduced 34.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,833
shares
|
$114,397
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,395
shares
|
$87,061
0.0% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,374
shares
|
$85,751
0.0% of portfolio
|
Q2 2025
Added 12.25%
|