Purchases and Sales Made in Q2 2024 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 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
60.1K+ 222.12% |
$3.21M - $3.42M
|
87.2K
$5.44M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
59.3KNew |
$3.16M - $3.38M
|
59.3K
$3.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
50.2K+ 52.26% |
$2.68M - $2.86M
|
146K
$9.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.5K+ 176.6% |
$2.21M - $2.36M
|
64.9K
$4.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.5K+ 412.74% |
$1.2M - $1.28M
|
28K
$1.75M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.8K+ 4.27% |
$844K - $900K
|
386K
$24.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
12.6KNew |
$671K - $716K
|
12.6K
$785K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
11.1K+ 49.93% |
$591K - $631K
|
33.3K
$2.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.51KNew |
$508K - $542K
|
9.51K
$594K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.03K+ 366.18% |
$429K - $457K
|
10.2K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
7.56KNew |
$403K - $430K
|
7.56K
$472K
|
|
|
Aug 01, 2024
Q2 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
7.28K+ 3.48% |
$389K - $415K
|
216K
$13.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.79K+ 4.52% |
$255K - $272K
|
111K
$6.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.49KNew |
$240K - $256K
|
4.49K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.4K+ 4.12% |
$235K - $251K
|
111K
$6.94M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
4.28KNew |
$229K - $244K
|
4.28K
$267K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
4.28KNew |
$228K - $243K
|
4.28K
$267K
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.14K+ 8.24% |
$221K - $236K
|
54.3K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.94K+ 2.94% |
$210K - $224K
|
138K
$8.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.86K+ 100.0% |
$206K - $220K
|
7.72K
$482K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.78KNew |
$202K - $215K
|
3.78K
$236K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
3.42KNew |
$182K - $195K
|
3.42K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.9K+ 26.94% |
$155K - $165K
|
13.7K
$853K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 4.14% |
$122K - $131K
|
57.7K
$3.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2KNew |
$107K - $114K
|
2K
$125K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.94K+ 22.4% |
$104K - $111K
|
10.6K
$662K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.49K+ 41.83% |
$79.4K - $84.7K
|
5.04K
$315K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.46KNew |
$78K - $83.2K
|
1.46K
$91.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.06K+ 11.96% |
$56.3K - $60.1K
|
9.88K
$616K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
892+ 0.99% |
$47.6K - $50.8K
|
90.6K
$5.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
648+ 10.76% |
$34.6K - $36.9K
|
6.67K
$416K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
641New |
$34.2K - $36.5K
|
641
$40K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
592+ 2.25% |
$31.6K - $33.7K
|
26.9K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
578+ 3.19% |
$30.8K - $32.9K
|
18.7K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
545+ 144.18% |
$29.1K - $31K
|
923
$57.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
514+ 1.25% |
$27.4K - $29.3K
|
41.8K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
501+ 1.58% |
$26.7K - $28.5K
|
32.1K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
435New |
$23.2K - $24.8K
|
435
$27.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
405+ 7.41% |
$21.6K - $23.1K
|
5.87K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
387+ 1.05% |
$20.7K - $22K
|
37.3K
$2.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
386+ 0.31% |
$20.6K - $22K
|
125K
$7.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
333+ 0.33% |
$17.8K - $19K
|
101K
$6.27M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
290New |
$15.5K - $16.5K
|
290
$18.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
286+ 1.74% |
$15.3K - $16.3K
|
16.7K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
276New |
$14.7K - $15.7K
|
276
$17.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
209+ 1.45% |
$11.2K - $11.9K
|
14.6K
$912K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
204+ 2.66% |
$10.9K - $11.6K
|
7.88K
$492K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
176+ 4.99% |
$9.39K - $10K
|
3.7K
$231K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
123+ 2.5% |
$6.56K - $7K
|
5.04K
$315K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
70New |
$3.74K - $3.99K
|
70
$4.37K
|