Purchases and Sales Made in Q1 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.15M+ 4952.97% |
$60.7M - $67.4M
|
1.18M
$71.6M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
445KNew |
$23.4M - $26M
|
445K
$27.1M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
244KNew |
$12.8M - $14.2M
|
244K
$14.8M
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
101KNew |
$5.31M - $5.9M
|
101K
$6.14M
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
70.1K+ 58.46% |
$3.68M - $4.09M
|
190K
$11.5M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
66.7K+ 2560.64% |
$3.51M - $3.9M
|
69.3K
$4.21M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
33.9K+ 26.87% |
$1.78M - $1.98M
|
160K
$9.74M
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
31.2K+ 4.01% |
$1.64M - $1.82M
|
808K
$49.1M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.2KNew |
$1.54M - $1.71M
|
29.2K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.6K+ 958.66% |
$1.45M - $1.61M
|
30.4K
$1.85M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
23.7K+ 1618.32% |
$1.25M - $1.38M
|
25.1K
$1.53M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
22.8K+ 59.49% |
$1.2M - $1.33M
|
61.2K
$3.72M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
21.4KNew |
$1.13M - $1.25M
|
21.4K
$1.3M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.4K+ 8.66% |
$1.02M - $1.14M
|
244K
$14.8M
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.7K+ 11.79% |
$880K - $977K
|
159K
$9.65M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.4K+ 19.49% |
$810K - $900K
|
94.4K
$5.74M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7KNew |
$670K - $744K
|
12.7K
$774K
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
8.9KNew |
$468K - $520K
|
8.9K
$541K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.57K+ 17.51% |
$451K - $501K
|
57.5K
$3.5M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.9KNew |
$363K - $403K
|
6.9K
$420K
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
6.76K+ 100.03% |
$355K - $395K
|
13.5K
$822K
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
6.63K+ 1.93% |
$349K - $387K
|
349K
$21.2M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.35K+ 5.89% |
$334K - $371K
|
114K
$6.94M
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
5.49KNew |
$289K - $321K
|
5.49K
$334K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.46K+ 19.33% |
$287K - $319K
|
33.7K
$2.05M
|
|
May 06, 2022
Q1 2022
|
Retireful, LLC
|
BUY
|
- |
5.28KNew |
$278K - $309K
|
5.28K
$321K
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.17KNew |
$272K - $302K
|
5.17K
$314K
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.14K+ 11.78% |
$270K - $300K
|
48.7K
$2.96M
|
|
May 11, 2022
Q1 2022
|
Redwood Financial Network Corp
|
BUY
|
- |
4.77KNew |
$251K - $279K
|
4.77K
$290K
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$243K - $270K
|
4.62K
$281K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.45K+ 4.56% |
$234K - $260K
|
102K
$6.2M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
4.4KNew |
$231K - $257K
|
4.4K
$268K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.85K+ 37.79% |
$202K - $225K
|
14K
$853K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.63K+ 18160.0% |
$191K - $212K
|
3.65K
$222K
|
|
Apr 15, 2022
Q1 2022
|
G&S Capital LLC
|
BUY
|
- |
3.43K+ 11.74% |
$180K - $201K
|
32.7K
$1.99M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.62KNew |
$138K - $153K
|
2.62K
$159K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.61KNew |
$137K - $152K
|
2.61K
$158K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.46K+ 131.64% |
$129K - $143K
|
4.32K
$263K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.04K+ 4.79% |
$107K - $119K
|
44.5K
$2.71M
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.58K+ 10.34% |
$83.3K - $92.5K
|
16.9K
$1.03M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.51KNew |
$79.6K - $88.5K
|
1.51K
$92.1K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.67% |
$77.9K - $86.5K
|
90.2K
$5.48M
|
|
Apr 18, 2022
Q1 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.22K+ 28.99% |
$63.9K - $71K
|
5.41K
$329K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 6.08% |
$62.9K - $69.8K
|
20.8K
$1.27M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.19K+ 59.08% |
$62.5K - $69.4K
|
3.2K
$195K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
981+ 15.18% |
$51.6K - $57.3K
|
7.44K
$453K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
883+ 9.86% |
$46.4K - $51.6K
|
9.84K
$598K
|
|
May 13, 2022
Q1 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
850+ 10.92% |
$44.7K - $49.7K
|
8.64K
$525K
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
461New |
$24.2K - $26.9K
|
461
$28K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
402+ 32.29% |
$21.1K - $23.5K
|
1.65K
$100K
|