Purchases and Sales Made in Q1 2021 in 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) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.03M+ 2818.75% |
$48.8M - $54.5M
|
1.07M
$63.1M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
133KNew |
$6.32M - $7.05M
|
133K
$7.88M
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
89.9KNew |
$4.26M - $4.76M
|
89.9K
$5.32M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
82.2KNew |
$3.9M - $4.35M
|
82.2K
$4.86M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.6K+ 5772.41% |
$2.11M - $2.36M
|
45.3K
$2.68M
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.7KNew |
$1.93M - $2.15M
|
40.7K
$2.41M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37K+ 99.12% |
$1.75M - $1.96M
|
74.3K
$4.39M
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.2K+ 27.83% |
$1.24M - $1.39M
|
121K
$7.13M
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
25.6KNew |
$1.21M - $1.36M
|
25.6K
$1.51M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
25.6K+ 23.74% |
$1.21M - $1.35M
|
133K
$7.89M
|
|
Apr 14, 2021
Q1 2021
|
Verde Capital Management
|
BUY
|
- |
20.4K+ 5.67% |
$968K - $1.08M
|
380K
$22.5M
|
|
Apr 15, 2021
Q1 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
15.7K+ 262.33% |
$746K - $833K
|
21.7K
$1.29M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.5K+ 91.71% |
$687K - $767K
|
30.3K
$1.79M
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
14.1K+ 9.3% |
$670K - $748K
|
166K
$9.82M
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
12.3K+ 45.57% |
$582K - $650K
|
39.2K
$2.32M
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
9.01KNew |
$427K - $477K
|
9.01K
$533K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.74KNew |
$414K - $462K
|
8.74K
$517K
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
8.4K+ 100.02% |
$398K - $444K
|
16.8K
$993K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.77KNew |
$368K - $411K
|
7.77K
$459K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
7.73KNew |
$366K - $409K
|
7.73K
$457K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
7.26KNew |
$344K - $384K
|
7.26K
$429K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.24KNew |
$343K - $383K
|
7.24K
$428K
|
|
Jan 03, 2023
Q1 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
7.09KNew |
$336K - $375K
|
7.09K
$419K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.9K+ 22.94% |
$327K - $365K
|
37K
$2.19M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
6.48KNew |
$307K - $343K
|
6.48K
$383K
|
|
May 12, 2021
Q1 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
6.24K+ 37.01% |
$296K - $330K
|
23.1K
$1.37M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.91K+ 61.42% |
$233K - $260K
|
12.9K
$763K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.54K+ 3.97% |
$215K - $240K
|
119K
$7.02M
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.16K+ 93.03% |
$197K - $220K
|
8.64K
$511K
|
|
May 07, 2021
Q1 2021
|
Clarus Group, Inc.
|
BUY
|
- |
4.16KNew |
$197K - $220K
|
4.16K
$246K
|
|
Apr 29, 2021
Q1 2021
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12KNew |
$195K - $218K
|
4.12K
$244K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.94KNew |
$187K - $209K
|
3.94K
$233K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.74K+ 32.06% |
$177K - $198K
|
15.4K
$912K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.53KNew |
$167K - $187K
|
3.53K
$209K
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.22K+ 25.18% |
$153K - $170K
|
16K
$946K
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
3K+ 47.62% |
$142K - $159K
|
9.3K
$550K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.26K+ 17415.38% |
$107K - $120K
|
2.28K
$135K
|
|
May 17, 2021
Q1 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 45.42% |
$97.2K - $108K
|
6.56K
$388K
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.6K+ 7.61% |
$75.7K - $84.5K
|
22.6K
$1.34M
|
|
Apr 28, 2021
Q1 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
1.47K+ 7.17% |
$69.8K - $77.9K
|
22K
$1.3M
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.42K+ 13.03% |
$67.2K - $75K
|
12.3K
$727K
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.26K+ 2.67% |
$59.5K - $66.4K
|
48.2K
$2.85M
|
|
May 17, 2021
Q1 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.21K+ 27.2% |
$57.6K - $64.3K
|
5.68K
$336K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
986+ 3.05% |
$46.8K - $52.2K
|
33.3K
$1.97M
|
|
May 13, 2021
Q1 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
796+ 15.87% |
$37.7K - $42.1K
|
5.81K
$344K
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
787+ 6.81% |
$37.3K - $41.7K
|
12.3K
$730K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
772New |
$36.6K - $40.9K
|
772
$45.7K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
722+ 8.79% |
$34.2K - $38.2K
|
8.93K
$528K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
539+ 5.84% |
$25.6K - $28.5K
|
9.77K
$578K
|
|
Apr 28, 2021
Q1 2021
|
Planning Directions Inc
|
BUY
|
- |
513+ 8.33% |
$24.3K - $27.2K
|
6.67K
$395K
|