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 219 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
180
shares
|
$11,016
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
178
shares
|
$10,893
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
177
shares
|
$10,832
0.0% of portfolio
|
Q4 2024
Reduced 53.05%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
150
shares
|
$9,180
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
120
shares
|
$7,344
0.0% of portfolio
|
Q4 2024
Added 11900.0%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
109
shares
|
$6,670
0.0% of portfolio
|
Q2 2023
Reduced 26.85%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
108
shares
|
$6,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
102
shares
|
$6,242
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$6,120
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
76
shares
|
$4,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
70
shares
|
$4,284
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
60
shares
|
$3,672
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,754
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
24
shares
|
$1,468
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
23
shares
|
$1,407
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
16
shares
|
$979
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2
shares
|
$122
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|