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 |
---|---|---|---|---|---|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
390
shares
|
$23,407
0.0% of portfolio
|
Q2 2024
Reduced 76.22%
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
290
shares
|
$17,405
0.0% of portfolio
|
Q2 2024
New holding
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
288
shares
|
$17,285
0.01% of portfolio
|
Q2 2023
Reduced 62.5%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
276
shares
|
$16,565
0.01% of portfolio
|
Q2 2024
New holding
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
200
shares
|
$12,004
0.0% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
178
shares
|
$10,683
0.0% of portfolio
|
Q4 2020
New holding
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
150
shares
|
$9,003
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
141
shares
|
$8,462
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
135
shares
|
$8,102
0.0% of portfolio
|
Q2 2024
Reduced 30.05%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
130
shares
|
$7,802
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
109
shares
|
$6,542
0.0% of portfolio
|
Q2 2023
Reduced 26.85%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
104
shares
|
$6,242
0.0% of portfolio
|
Q1 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
102
shares
|
$6,122
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
70
shares
|
$4,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
70
shares
|
$4,201
0.0% of portfolio
|
Q1 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
60
shares
|
$3,601
0.0% of portfolio
|
Q4 2022
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,700
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
39
shares
|
$2,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 18, 2024 Q2 2024 |
24
shares
|
$1,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
24
shares
|
$1,440
0.0% of portfolio
|
Q4 2023
Reduced 29.41%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3
shares
|
$180
0.0% of portfolio
|
Q3 2023
Reduced 57.14%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
2
shares
|
$120
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
1
shares
|
$60
0.0% of portfolio
|
Q2 2024
Reduced 97.73%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|