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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
935
shares
|
$58,035
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
888
shares
|
$55,118
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
864
shares
|
$53,628
0.0% of portfolio
|
Q2 2025
Added 234.88%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
860
shares
|
$53,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$43,449
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
695
shares
|
$43,138
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
658
shares
|
$40,842
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
622
shares
|
$38,607
0.0% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
589
shares
|
$36,559
0.01% of portfolio
|
Q1 2025
Reduced 26.28%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
531
shares
|
$32,959
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
525
shares
|
$32,586
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
515
shares
|
$31,966
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
470
shares
|
$29,172
0.0% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
460
shares
|
$28,552
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
444
shares
|
$27,559
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
427
shares
|
$26,503
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$26,317
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
399
shares
|
$24,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
393
shares
|
$24,393
0.0% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
338
shares
|
$20,979
0.0% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
318
shares
|
$19,738
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
316
shares
|
$19,614
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
303
shares
|
$18,807
0.02% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
298
shares
|
$18,496
0.0% of portfolio
|
Q2 2025
Reduced 83.74%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
228
shares
|
$14,151
0.0% of portfolio
|
Q2 2025
Added 0.44%
|