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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
BUY
|
- |
1.66K+ 152.29% |
$67.3K - $73.9K
|
2.76K
$181K
|
|
|
Oct 09, 2020
Q3 2020
|
Lake Street Financial LLC
|
BUY
|
- |
1.5K+ 1.64% |
$60.8K - $66.8K
|
93K
$6.1M
|
|
|
Nov 04, 2020
Q3 2020
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5KNew |
$60.7K - $66.7K
|
1.5K
$98.4K
|
|
|
Nov 13, 2020
Q3 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.48K+ 0.81% |
$60K - $65.9K
|
185K
$12.1M
|
|
|
Nov 13, 2020
Q3 2020
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.09K+ 10.95% |
$44.3K - $48.6K
|
11.1K
$727K
|
|
|
Nov 16, 2020
Q3 2020
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
778+ 1.55% |
$31.5K - $34.6K
|
50.9K
$3.34M
|
|
|
Nov 10, 2020
Q3 2020
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
617New |
$25K - $27.4K
|
617
$40.5K
|
|
|
Oct 30, 2020
Q3 2020
|
Single Point Partners, LLC
|
BUY
|
- |
467+ 6.79% |
$18.9K - $20.8K
|
7.34K
$481K
|
|
|
Nov 16, 2020
Q3 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
302New |
$12.2K - $13.4K
|
302
$19.8K
|
|
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
265+ 115.22% |
$10.7K - $11.8K
|
495
$32.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
252+ 58.88% |
$10.2K - $11.2K
|
680
$44.6K
|
|
|
Sep 07, 2021
Q3 2020
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
251New |
$10.2K - $11.2K
|
251
$16.5K
|
|
|
Nov 02, 2020
Q3 2020
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
200+ 5.0% |
$8.09K - $8.89K
|
4.2K
$275K
|
|
|
Oct 29, 2020
Q3 2020
|
Caprock Group, Inc.
|
BUY
|
- |
141+ 0.74% |
$5.7K - $6.27K
|
19.2K
$1.26M
|
|
|
Oct 27, 2020
Q3 2020
|
Cutler Group LP
|
BUY
|
- |
100+ 4.0% |
$4.05K - $4.44K
|
2.6K
$170K
|
|
|
Nov 12, 2020
Q3 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
92+ 1.5% |
$3.72K - $4.09K
|
6.24K
$409K
|
|
|
Oct 22, 2020
Q3 2020
|
D.B. Root & Company, LLC
|
BUY
|
- |
51+ 0.68% |
$2.06K - $2.27K
|
7.56K
$496K
|
|
|
Nov 13, 2020
Q3 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13New |
$526 - $578
|
13
$852
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
9+ 0.47% |
$364 - $400
|
1.92K
$126K
|
|
|
Oct 13, 2020
Q3 2020
|
Rda Financial Network
|
BUY
|
- |
9+ 0.12% |
$364 - $400
|
7.71K
$505K
|
|
|
Oct 19, 2020
Q3 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 0.46% |
$283 - $311
|
1.54K
$101K
|
|
|
Oct 16, 2020
Q3 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
6+ 1.29% |
$243 - $267
|
471
$30.9K
|
|
|
Oct 14, 2020
Q3 2020
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.58% |
$121 - $133
|
519
$34K
|
|
|
Nov 05, 2020
Q3 2020
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1+ 0.05% |
$40.5 - $44.4
|
2.2K
$144K
|
|
|
Oct 05, 2020
Q3 2020
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.58% |
$40.5 - $44.4
|
174
$11.4K
|
|
|
Oct 23, 2020
Q3 2020
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.45% |
$40.5 - $44.4
|
221
$14.5K
|
|
|
Nov 13, 2020
Q3 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1Closed |
$40.5 - $44.4
|
0
$0
|
|
|
Oct 07, 2020
Q3 2020
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$80.9 - $88.9
|
28K
$1.84M
|
|
|
Nov 13, 2020
Q3 2020
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37- 0.52% |
$1.5K - $1.64K
|
7.01K
$460K
|
|
|
Oct 14, 2020
Q3 2020
|
Simplex Trading, LLC
|
SELL
|
- |
-37Closed |
$1.5K - $1.64K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41- 0.41% |
$1.66K - $1.82K
|
9.96K
$653K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-73Closed |
$2.95K - $3.24K
|
0
$0
|
|
|
Nov 05, 2020
Q3 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-82- 1.68% |
$3.32K - $3.64K
|
4.8K
$315K
|
|
|
Nov 09, 2020
Q3 2020
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-88- 0.06% |
$3.56K - $3.91K
|
140K
$9.21M
|
|
|
Nov 12, 2020
Q3 2020
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 33.33% |
$4.05K - $4.44K
|
200
$13.1K
|
|
|
Oct 13, 2020
Q3 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-111Closed |
$4.49K - $4.93K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Sandy Spring Bank
|
SELL
|
- |
-154Closed |
$6.23K - $6.84K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-164Closed |
$6.63K - $7.29K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-202- 23.91% |
$8.17K - $8.98K
|
643
$42.2K
|
|
|
Oct 14, 2020
Q3 2020
|
Ridgewood Investments LLC
|
SELL
|
- |
-315- 5.66% |
$12.7K - $14K
|
5.25K
$344K
|
|
|
Oct 30, 2020
Q3 2020
|
Calton & Associates, Inc.
|
SELL
|
- |
-354- 0.79% |
$14.3K - $15.7K
|
44.2K
$2.9M
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-375Closed |
$15.2K - $16.7K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-488Closed |
$19.7K - $21.7K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Brown Advisory Inc
|
SELL
|
- |
-537- 5.78% |
$21.7K - $23.9K
|
8.76K
$574K
|
|
|
Nov 10, 2020
Q3 2020
|
Us Bancorp \De\
|
SELL
|
- |
-599- 12.07% |
$24.2K - $26.6K
|
4.36K
$286K
|
|
|
Oct 29, 2020
Q3 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-683- 7.88% |
$27.6K - $30.4K
|
7.99K
$524K
|
|
|
Nov 12, 2020
Q3 2020
|
Pacific Sun Financial Corp
|
SELL
|
- |
-712- 2.04% |
$28.8K - $31.6K
|
34.2K
$2.25M
|
|
|
Oct 08, 2020
Q3 2020
|
Moody National Bank Trust Division
|
SELL
|
- |
-836- 7.1% |
$33.8K - $37.2K
|
10.9K
$717K
|
|
|
Oct 30, 2020
Q3 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-856- 0.77% |
$34.6K - $38K
|
110K
$7.22M
|