Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.7KNew |
$3.85M - $4.08M
|
77.7K
$5.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
74.9K+ 21.16% |
$3.71M - $3.93M
|
429K
$28.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
69.5KNew |
$3.45M - $3.65M
|
69.5K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.8KNew |
$3.01M - $3.19M
|
60.8K
$3.98M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
52.9K+ 10.75% |
$2.62M - $2.77M
|
544K
$35.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
44.6KNew |
$2.21M - $2.34M
|
44.6K
$2.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
34.8K+ 14.31% |
$1.73M - $1.83M
|
278K
$18.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.8KNew |
$1.13M - $1.2M
|
22.8K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
22.2K+ 4.47% |
$1.1M - $1.16M
|
518K
$34M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.3K+ 21.34% |
$611K - $647K
|
70.1K
$4.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.2K+ 5.07% |
$456K - $483K
|
191K
$12.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.13KNew |
$353K - $374K
|
7.13K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.96KNew |
$345K - $365K
|
6.96K
$456K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.69KNew |
$331K - $351K
|
6.69K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.36KNew |
$315K - $334K
|
6.36K
$417K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.33K+ 755.68% |
$313K - $332K
|
7.16K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
5.45K+ 80.67% |
$270K - $286K
|
12.2K
$801K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
5.28KNew |
$262K - $277K
|
5.28K
$346K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.28K+ 14.24% |
$212K - $224K
|
34.3K
$2.25M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.19K+ 4.12% |
$208K - $220K
|
106K
$6.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.96KNew |
$196K - $208K
|
3.96K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.22K+ 2.92% |
$160K - $169K
|
114K
$7.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
2.94K+ 16.74% |
$146K - $154K
|
20.5K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.06K+ 36.18% |
$102K - $108K
|
7.75K
$508K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.99K+ 72.41% |
$98.6K - $104K
|
4.74K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.91K+ 35.25% |
$94.7K - $100K
|
7.33K
$481K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.69K+ 0.35% |
$83.9K - $88.9K
|
487K
$31.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.45K+ 21.18% |
$71.6K - $75.9K
|
8.27K
$542K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
1.28K+ 4.65% |
$63.6K - $67.4K
|
28.9K
$1.9M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
778+ 4.15% |
$38.5K - $40.8K
|
19.5K
$1.28M
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
740+ 1.99% |
$36.7K - $38.8K
|
38K
$2.49M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
725+ 2.63% |
$35.9K - $38K
|
28.3K
$1.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
666+ 4.22% |
$33K - $34.9K
|
16.4K
$1.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
645+ 3.19% |
$32K - $33.8K
|
20.9K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$33.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
512New |
$25.4K - $26.9K
|
512
$33.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
456+ 1.01% |
$22.6K - $23.9K
|
45.5K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
439+ 5.87% |
$21.8K - $23K
|
7.92K
$519K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
340+ 0.77% |
$16.8K - $17.8K
|
44.6K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
218+ 778.57% |
$10.8K - $11.4K
|
246
$16.1K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
171+ 0.14% |
$8.47K - $8.97K
|
118K
$7.76M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
150New |
$7.43K - $7.87K
|
150
$9.84K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 0.38% |
$4.96K - $5.25K
|
26.4K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
91+ 0.07% |
$4.51K - $4.77K
|
131K
$8.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
76+ 0.59% |
$3.77K - $3.99K
|
12.9K
$849K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
61+ 0.67% |
$3.02K - $3.2K
|
9.16K
$600K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
51New |
$2.53K - $2.68K
|
51
$3.34K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
47New |
$2.33K - $2.47K
|
47
$3.08K
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
44+ 0.41% |
$2.18K - $2.31K
|
10.9K
$714K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 0.2% |
$1.19K - $1.26K
|
11.9K
$783K
|