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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
178
shares
|
$11,048
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
165
shares
|
$10,241
0.0% of portfolio
|
Q2 2025
Reduced 25.34%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
150
shares
|
$9,310
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
102
shares
|
$6,331
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
100
shares
|
$6,207
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
100
shares
|
$6,207
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
100
shares
|
$6,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
84
shares
|
$5,213
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
76
shares
|
$4,717
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
70
shares
|
$4,344
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
60
shares
|
$3,724
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
51
shares
|
$3,165
0.0% of portfolio
|
Q1 2025
Added 303.92%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,793
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
37
shares
|
$2,296
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
30
shares
|
$1,862
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
25
shares
|
$1,551
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
23
shares
|
$1,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
23
shares
|
$1,427
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
2
shares
|
$124
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|