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 |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,373
shares
|
$85,688
0.04% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,358
shares
|
$84,752
0.0% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$81,632
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,288
shares
|
$80,384
0.0% of portfolio
|
Q3 2025
Added 281.07%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
940
shares
|
$58,665
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
935
shares
|
$58,353
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
888
shares
|
$55,420
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
860
shares
|
$53,672
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$43,687
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
695
shares
|
$43,374
0.03% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
622
shares
|
$38,819
0.0% of portfolio
|
Q2 2025
Added 18.7%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
531
shares
|
$33,139
0.0% of portfolio
|
Q2 2025
Reduced 15.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
525
shares
|
$32,765
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
519
shares
|
$32,390
0.01% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
470
shares
|
$29,332
0.0% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
460
shares
|
$28,708
0.02% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
444
shares
|
$27,710
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
City State Bank
Norwalk, IA |
Oct 16, 2025 Q3 2025 |
427
shares
|
$26,649
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$26,461
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
402
shares
|
$25,088
0.0% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
393
shares
|
$24,527
0.0% of portfolio
|
Q2 2025
Reduced 63.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
332
shares
|
$20,720
0.01% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
318
shares
|
$19,846
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
316
shares
|
$19,721
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
304
shares
|
$18,972
0.02% of portfolio
|
Q3 2025
Added 0.33%
|