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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.41KClosed |
$179K - $199K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-3.54KClosed |
$186K - $207K
|
0
$0
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3.6K- 2.66% |
$189K - $210K
|
131K
$7.77M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 7.92% |
$191K - $212K
|
42.3K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.71K- 37.78% |
$195K - $217K
|
6.11K
$361K
|
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-3.94KClosed |
$207K - $230K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.37K- 29.76% |
$230K - $255K
|
10.3K
$610K
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-4.48K- 14.61% |
$235K - $262K
|
26.2K
$1.55M
|
|
|
May 17, 2022
Q1 2022
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-4.55KClosed |
$239K - $266K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.91K- 3.15% |
$258K - $287K
|
151K
$8.91M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.97K- 29.51% |
$261K - $290K
|
11.9K
$702K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.54K- 36.09% |
$291K - $324K
|
9.81K
$580K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.11KClosed |
$321K - $357K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6.13K- 61.44% |
$323K - $358K
|
3.85K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.88K- 10.05% |
$362K - $402K
|
61.6K
$3.64M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.22K- 51.88% |
$380K - $422K
|
6.7K
$396K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.69KClosed |
$405K - $449K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.16KClosed |
$429K - $477K
|
0
$0
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.63K- 67.6% |
$454K - $504K
|
4.13K
$245K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.97K- 3.82% |
$472K - $524K
|
226K
$13.3M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.91K- 1.18% |
$521K - $579K
|
831K
$49.2M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.2K- 30.1% |
$589K - $655K
|
26K
$1.54M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.2K- 2.14% |
$590K - $655K
|
513K
$30.4M
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-11.3K- 25.02% |
$596K - $662K
|
34K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.6K- 4.37% |
$716K - $795K
|
298K
$17.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14.5K- 17.18% |
$761K - $845K
|
69.7K
$4.13M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.4K- 2.64% |
$865K - $961K
|
605K
$35.8M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18K- 2.12% |
$947K - $1.05M
|
831K
$49.2M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-19.6KClosed |
$1.03M - $1.15M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.4K- 90.02% |
$1.07M - $1.19M
|
2.26K
$134K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-20.7KClosed |
$1.09M - $1.21M
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.6K- 66.77% |
$1.14M - $1.26M
|
10.7K
$635K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$1.28M - $1.42M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-24.6K- 56.02% |
$1.3M - $1.44M
|
19.3K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.4K- 73.97% |
$1.34M - $1.49M
|
8.95K
$530K
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-26.3K- 76.72% |
$1.38M - $1.54M
|
7.98K
$472K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-28.9KClosed |
$1.52M - $1.69M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-29.9K- 19.26% |
$1.57M - $1.75M
|
125K
$7.41M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-35.9K- 6.91% |
$1.89M - $2.1M
|
484K
$28.6M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-39.3K- 47.96% |
$2.07M - $2.3M
|
42.7K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-49.1K- 5.82% |
$2.58M - $2.87M
|
794K
$47M
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-53.9K- 98.88% |
$2.84M - $3.15M
|
613
$36.3K
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-56.5KClosed |
$2.97M - $3.3M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61K- 20.78% |
$3.21M - $3.57M
|
233K
$13.8M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-61.8KClosed |
$3.25M - $3.61M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-65.5K- 79.49% |
$3.45M - $3.83M
|
16.9K
$1M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-74.7KClosed |
$3.93M - $4.37M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-103K- 50.61% |
$5.4M - $6M
|
100K
$5.93M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-109K- 23.16% |
$5.76M - $6.39M
|
363K
$21.5M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-118K- 85.96% |
$6.21M - $6.89M
|
19.3K
$1.14M
|