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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $440 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
450
shares
|
$27,553
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
427
shares
|
$26,145
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$25,961
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
395
shares
|
$24,185
0.0% of portfolio
|
Q4 2023
Reduced 99.8%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
393
shares
|
$24,063
0.0% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
377
shares
|
$23,083
0.0% of portfolio
|
Q3 2024
Reduced 39.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
258
shares
|
$15,797
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
224
shares
|
$13,715
0.0% of portfolio
|
Q3 2024
Reduced 48.51%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
206
shares
|
$12,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$12,246
0.0% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
194
shares
|
$11,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
178
shares
|
$10,898
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
150
shares
|
$9,184
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
135
shares
|
$8,266
0.0% of portfolio
|
Q2 2024
Reduced 30.05%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
109
shares
|
$6,674
0.0% of portfolio
|
Q2 2023
Reduced 26.85%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
105
shares
|
$6,429
0.0% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
102
shares
|
$6,245
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
76
shares
|
$4,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
70
shares
|
$4,286
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
60
shares
|
$3,673
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,755
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
24
shares
|
$1,469
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
24
shares
|
$1,469
0.0% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2
shares
|
$122
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|