Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P Midcap L (XMLV)

XMLV Quotes by TradingView

This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Midcap L (XMLV) during Q1 2024. 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 29, 2024 Q1 2024
Adviser Investments LLC

BUY
 -
100K
New
$5.24M - $5.65M
100K $6.09M
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
59.7K
+ 1610.12%
$3.12M - $3.37M
63.4K $3.85M
Oct 17, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
55.7K
+ 9.9%
$2.91M - $3.14M
618K $37.6M
May 13, 2024 Q1 2024
Ubs Group Ag

BUY
 -
42.9K
+ 13.43%
$2.24M - $2.42M
362K $22M
May 15, 2024 Q1 2024
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
37.2K
New
$1.95M - $2.1M
37.2K $2.26M
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
25K
New
$1.31M - $1.41M
25K $1.52M
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
17.8K
+ 5.03%
$929K - $1M
370K $22.5M
May 15, 2024 Q1 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
16.5K
New
$862K - $928K
16.5K $1M
May 15, 2024 Q1 2024
Kestra Advisory Services, LLC

BUY
 -
14.8K
+ 170.72%
$775K - $835K
23.5K $1.43M
May 15, 2024 Q1 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
14.5K
+ 190.14%
$761K - $820K
22.2K $1.35M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
13.9K
+ 193.06%
$728K - $784K
21.1K $1.28M
May 13, 2024 Q1 2024
Harvest Investment Services, LLC

BUY
 -
13.2K
New
$690K - $743K
13.2K $801K
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
11.7K
New
$611K - $658K
11.7K $709K
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.07K
+ 1.99%
$475K - $512K
466K $28.3M
May 15, 2024 Q1 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
8.85K
New
$463K - $499K
8.85K $538K
May 14, 2024 Q1 2024
Commonwealth Financial Services, LLC

Parkersburg, WV
BUY
 -
8.81K
New
$461K - $497K
8.81K $536K
May 10, 2024 Q1 2024
Avestar Capital, LLC

BUY
 -
8.72K
+ 30.9%
$456K - $492K
36.9K $2.25M
May 15, 2024 Q1 2024
Gts Securities LLC

New York, NY
BUY
 -
8.67K
+ 105.63%
$454K - $489K
16.9K $1.03M
May 09, 2024 Q1 2024
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
8.43K
+ 20.17%
$441K - $475K
50.2K $3.05M
May 09, 2024 Q1 2024
Obsidian Personal Planning Solutions LLC

BUY
 -
7.7K
+ 7.84%
$403K - $434K
106K $6.44M
May 15, 2024 Q1 2024
Jane Street Group, LLC

New York, NY
BUY
 -
7.34K
+ 194.57%
$384K - $414K
11.1K $676K
May 03, 2024 Q1 2024
Great Valley Advisor Group, Inc.

BUY
 -
7.28K
New
$381K - $411K
7.28K $443K
Apr 19, 2024 Q1 2024
Cornerstone Wealth Management, LLC

BUY
 -
7.27K
+ 6.85%
$380K - $410K
113K $6.89M
May 14, 2024 Q1 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.58K
+ 33.3%
$344K - $371K
26.3K $1.6M
May 14, 2024 Q1 2024
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
5.86K
New
$307K - $331K
5.86K $356K
Apr 26, 2024 Q1 2024
Dorval Corp

Maple Grove, MN
BUY
 -
5.5K
+ 2.7%
$288K - $310K
209K $12.7M
May 14, 2024 Q1 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
5.42K
New
$283K - $305K
5.42K $329K
May 20, 2024 Q1 2024
Virtu Financial LLC

New York, NY
BUY
 -
4.82K
+ 58.76%
$252K - $272K
13K $792K
Apr 15, 2024 Q1 2024
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
4.69K
+ 3.9%
$245K - $264K
125K $7.59M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
4.47K
New
$234K - $252K
4.47K $272K
May 14, 2024 Q1 2024
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
3.98K
+ 17.26%
$209K - $225K
27.1K $1.65M
Apr 16, 2024 Q1 2024
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
3.9K
New
$204K - $220K
3.9K $237K
Apr 19, 2024 Q1 2024
Ipswich Investment Management Co., Inc.

BUY
 -
3.56K
New
$186K - $201K
3.56K $216K
Apr 17, 2024 Q1 2024
Lvz, Inc.

BUY
 -
3.56K
New
$186K - $201K
3.56K $216K
Apr 22, 2024 Q1 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.54K
+ 4.11%
$185K - $200K
89.7K $5.46M
Apr 17, 2024 Q1 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
2.73K
+ 44.88%
$143K - $154K
8.82K $537K
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
2.6K
+ 59.58%
$136K - $146K
6.95K $423K
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
2.51K
+ 13.59%
$132K - $142K
21K $1.28M
May 14, 2024 Q1 2024
Jones Financial Companies Lllp

BUY
 -
2.19K
New
$115K - $124K
2.19K $133K
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
2.11K
+ 6.62%
$110K - $119K
33.9K $2.06M
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
1.83K
New
$96K - $103K
1.83K $111K
Apr 16, 2024 Q1 2024
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1K
New
$52.4K - $56.4K
1K $60.8K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
977
New
$51.1K - $55.1K
977 $59.4K
May 14, 2024 Q1 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
870
New
$45.5K - $49.1K
870 $52.9K
May 10, 2024 Q1 2024
Citigroup Inc

BUY
 -
678
+ 7.5%
$35.5K - $38.2K
9.72K $591K
Apr 24, 2024 Q1 2024
Win Advisors, Inc

BUY
 -
452
+ 2.39%
$23.7K - $25.5K
19.4K $1.18M
May 16, 2024 Q1 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
417
New
$21.8K - $23.5K
417 $25.4K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
348
New
$18.2K - $19.6K
348 $21.2K
May 13, 2024 Q1 2024
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
321
+ 52.03%
$16.8K - $18.1K
938 $57K

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