Purchases and Sales Made in Q3 2020 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 Q3 2020. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2020
Q3 2020
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
251K+ 2833.48% |
$10.2M - $11.2M
|
260K
$16.9M
|
|
Dec 10, 2020
Q3 2020
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
245KNew |
$9.92M - $10.9M
|
245K
$15.9M
|
|
Oct 23, 2020
Q3 2020
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
212K+ 110.09% |
$8.57M - $9.41M
|
404K
$26.2M
|
|
Nov 13, 2020
Q3 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
206K+ 94.55% |
$8.32M - $9.14M
|
423K
$27.4M
|
|
Oct 14, 2020
Q3 2020
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
85.7K+ 712.66% |
$3.46M - $3.81M
|
97.7K
$6.33M
|
|
Oct 13, 2020
Q3 2020
|
Brookstone Capital Management
|
BUY
|
- |
79.6K+ 9.5% |
$3.22M - $3.54M
|
917K
$59.4M
|
|
Nov 16, 2020
Q3 2020
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
67.9KNew |
$2.75M - $3.02M
|
67.9K
$4.4M
|
|
Oct 19, 2020
Q3 2020
|
Cwm, LLC
|
BUY
|
- |
67.9K+ 581.55% |
$2.75M - $3.02M
|
79.6K
$5.15M
|
|
Nov 12, 2020
Q3 2020
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
58.2KNew |
$2.35M - $2.59M
|
58.2K
$3.77M
|
|
Oct 15, 2020
Q3 2020
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
51.7KNew |
$2.09M - $2.3M
|
51.7K
$3.35M
|
|
Nov 17, 2020
Q3 2020
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.13M - $1.24M
|
27.9K
$1.81M
|
|
Nov 16, 2020
Q3 2020
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.7K+ 32.63% |
$1.08M - $1.19M
|
108K
$7.02M
|
|
Nov 12, 2020
Q3 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.5KNew |
$1.03M - $1.13M
|
25.5K
$1.65M
|
|
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
22.5K+ 20.89% |
$911K - $1M
|
130K
$8.44M
|
|
Oct 13, 2020
Q3 2020
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.1K+ 47.63% |
$815K - $895K
|
62.4K
$4.04M
|
|
Nov 16, 2020
Q3 2020
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.7KNew |
$677K - $744K
|
16.7K
$1.08M
|
|
Nov 16, 2020
Q3 2020
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
15.6KNew |
$630K - $692K
|
15.6K
$1.01M
|
|
Oct 26, 2020
Q3 2020
|
Sheets Smith Wealth Management
|
BUY
|
- |
15.1KNew |
$609K - $669K
|
15.1K
$976K
|
|
Nov 13, 2020
Q3 2020
|
F3 Logic, LLC
|
BUY
|
- |
12.5K+ 21.46% |
$505K - $555K
|
70.6K
$4.58M
|
|
Nov 04, 2020
Q3 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.3KNew |
$497K - $546K
|
12.3K
$795K
|
|
Nov 30, 2020
Q3 2020
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
11.6K+ 5.09% |
$471K - $517K
|
240K
$15.6M
|
|
Oct 30, 2020
Q3 2020
|
Wt Wealth Management
|
BUY
|
- |
10.2K+ 186.93% |
$411K - $452K
|
15.6K
$1.01M
|
|
Nov 05, 2020
Q3 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.59KNew |
$388K - $426K
|
9.59K
$621K
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.14K+ 4.15% |
$329K - $362K
|
204K
$13.2M
|
|
Nov 06, 2020
Q3 2020
|
Wbi Investments, Inc.
|
BUY
|
- |
7.7K+ 38.13% |
$312K - $342K
|
27.9K
$1.81M
|
|
Nov 09, 2020
Q3 2020
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.57KNew |
$306K - $336K
|
7.57K
$490K
|
|
Nov 16, 2020
Q3 2020
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.24K+ 26.7% |
$293K - $322K
|
34.4K
$2.23M
|
|
Nov 06, 2020
Q3 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
6.56K+ 47.07% |
$265K - $291K
|
20.5K
$1.33M
|
|
Oct 27, 2020
Q3 2020
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.66KNew |
$229K - $251K
|
5.66K
$366K
|
|
Nov 02, 2020
Q3 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.64KNew |
$228K - $251K
|
5.64K
$365K
|
|
Oct 28, 2020
Q3 2020
|
Estate Counselors, LLC
|
BUY
|
- |
5.35K+ 52.71% |
$216K - $238K
|
15.5K
$1M
|
|
Oct 13, 2020
Q3 2020
|
Minot Wealth Management LLC
|
BUY
|
- |
5.1KNew |
$206K - $227K
|
5.1K
$330K
|
|
Oct 29, 2020
Q3 2020
|
Ifp Advisors, Inc
|
BUY
|
- |
4.94K+ 121.42% |
$200K - $219K
|
9.01K
$583K
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.29K+ 7.85% |
$173K - $190K
|
58.9K
$3.81M
|
|
Oct 09, 2020
Q3 2020
|
Family Legacy, Inc.
|
BUY
|
- |
4.02K+ 9.76% |
$163K - $179K
|
45.2K
$2.93M
|
|
Nov 19, 2020
Q3 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.99K+ 43.48% |
$161K - $177K
|
13.2K
$853K
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
BUY
|
- |
3.36K+ 4.76% |
$136K - $149K
|
74K
$4.79M
|
|
Nov 04, 2020
Q3 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.27K+ 5.46% |
$132K - $145K
|
63K
$4.08M
|
|
Nov 13, 2020
Q3 2020
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.15K+ 46.13% |
$127K - $140K
|
9.97K
$646K
|
|
Nov 16, 2021
Q3 2020
|
Retirement Group, LLC
|
BUY
|
- |
3.11K+ 3660.0% |
$126K - $138K
|
3.2K
$207K
|
|
Oct 13, 2020
Q3 2020
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.8K+ 254.55% |
$113K - $124K
|
3.9K
$253K
|
|
Oct 09, 2020
Q3 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.52K+ 29.47% |
$102K - $112K
|
11.1K
$717K
|
|
Dec 11, 2020
Q3 2020
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.52K+ 28.07% |
$102K - $112K
|
11.5K
$744K
|
|
Oct 21, 2020
Q3 2020
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37K+ 7.05% |
$96K - $106K
|
36.1K
$2.34M
|
|
Nov 02, 2020
Q3 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
2.36K+ 9.26% |
$95.5K - $105K
|
27.9K
$1.81M
|
|
Oct 19, 2020
Q3 2020
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.33K+ 563.77% |
$94.4K - $104K
|
2.75K
$178K
|
|
Nov 03, 2020
Q3 2020
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.27K+ 4.79% |
$91.9K - $101K
|
49.7K
$3.22M
|
|
Nov 12, 2020
Q3 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.11K+ 28.47% |
$85.5K - $93.9K
|
9.54K
$618K
|
|
Mar 14, 2023
Q3 2020
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.07K+ 31.09% |
$83.9K - $92.1K
|
8.74K
$566K
|
|
Nov 12, 2020
Q3 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.85K+ 1.4% |
$75K - $82.4K
|
134K
$8.7M
|