Purchases and Sales Made in Q2 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 Q2 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 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
670K+ 191.76% |
$33M - $38.2M
|
1.02M
$62M
|
|
|
Aug 10, 2022
Q2 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
441KNew |
$21.7M - $25.2M
|
441K
$26.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
79.5K+ 26.66% |
$3.91M - $4.53M
|
378K
$23M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
78.3K+ 21.56% |
$3.85M - $4.46M
|
441K
$26.8M
|
|
|
Jul 19, 2022
Q2 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
75.2KNew |
$3.7M - $4.29M
|
75.2K
$4.57M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
68.9K+ 18726.9% |
$3.39M - $3.93M
|
69.3K
$4.21M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
61KNew |
$3M - $3.48M
|
61K
$3.71M
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
60K+ 1160.67% |
$2.95M - $3.42M
|
65.1K
$3.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56K+ 708.84% |
$2.75M - $3.19M
|
63.9K
$3.88M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
38.8KNew |
$1.91M - $2.21M
|
38.8K
$2.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
15K+ 228.8% |
$738K - $855K
|
21.5K
$1.31M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 6.03% |
$724K - $839K
|
258K
$15.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2K+ 200.16% |
$602K - $698K
|
18.3K
$1.12M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
11KNew |
$542K - $628K
|
11K
$670K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 1.19% |
$488K - $565K
|
841K
$51.2M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.91K+ 1.19% |
$488K - $565K
|
841K
$51.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.64KNew |
$474K - $550K
|
9.64K
$586K
|
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
9.28KNew |
$457K - $530K
|
9.28K
$564K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
8.06K+ 13.17% |
$397K - $460K
|
69.3K
$4.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.27K+ 51.83% |
$358K - $415K
|
21.3K
$1.29M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.98KNew |
$344K - $398K
|
6.98K
$425K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.62K+ 44.14% |
$277K - $321K
|
18.4K
$1.12M
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.92KNew |
$242K - $281K
|
4.92K
$299K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.84KNew |
$238K - $276K
|
4.84K
$294K
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.81K+ 9.88% |
$237K - $274K
|
53.5K
$3.25M
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4.57K+ 3.48% |
$225K - $261K
|
136K
$8.27M
|
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.11KNew |
$202K - $234K
|
4.11K
$250K
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.06KNew |
$200K - $231K
|
4.06K
$247K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.97K+ 11.46% |
$195K - $226K
|
38.6K
$2.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.78K+ 42.22% |
$186K - $216K
|
12.7K
$774K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.56K+ 2.37% |
$126K - $146K
|
110K
$6.71M
|
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.27K+ 11.92% |
$62.6K - $72.6K
|
11.9K
$726K
|
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 0.46% |
$51.5K - $59.7K
|
227K
$13.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
894+ 5.29% |
$44K - $51K
|
17.8K
$1.08M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800New |
$39.4K - $45.6K
|
800
$48.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
705New |
$34.7K - $40.2K
|
705
$42.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
655+ 10.63% |
$32.2K - $37.4K
|
6.82K
$415K
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
649+ 2.3% |
$31.9K - $37K
|
28.9K
$1.76M
|
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
647+ 1.42% |
$31.8K - $36.9K
|
46.3K
$2.82M
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
560+ 12.98% |
$27.6K - $31.9K
|
4.87K
$296K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
379+ 209.39% |
$18.7K - $21.6K
|
560
$34.1K
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
BUY
|
- |
346+ 1.35% |
$17K - $19.7K
|
26K
$1.58M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
287+ 2.39% |
$14.1K - $16.4K
|
12.3K
$747K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206+ 0.12% |
$10.1K - $11.8K
|
179K
$10.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
200New |
$9.84K - $11.4K
|
200
$12.2K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
199+ 1.73% |
$9.79K - $11.4K
|
11.7K
$712K
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
157+ 2.05% |
$7.73K - $8.96K
|
7.81K
$475K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
143+ 1.74% |
$7.04K - $8.16K
|
8.38K
$510K
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
131+ 0.5% |
$6.45K - $7.47K
|
26.1K
$1.59M
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
97+ 1.3% |
$4.77K - $5.53K
|
7.54K
$459K
|