Purchases and Sales Made in Q3 2021 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 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
831KNew |
$43.6M - $46.4M
|
831K
$50.5M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
53KNew |
$2.78M - $2.96M
|
53K
$3.22M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
50.1K+ 185.08% |
$2.63M - $2.79M
|
77.1K
$4.69M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.5K+ 277.54% |
$1.97M - $2.09M
|
51K
$3.1M
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
36.4KNew |
$1.91M - $2.03M
|
36.4K
$2.21M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
30.3K+ 4.09% |
$1.59M - $1.69M
|
772K
$46.9M
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1K+ 30.13% |
$1M - $1.07M
|
82.5K
$5.01M
|
|
Oct 25, 2021
Q3 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 124.16% |
$919K - $977K
|
31.6K
$1.92M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
17.3KNew |
$907K - $964K
|
17.3K
$1.05M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
15.2K+ 59.54% |
$796K - $846K
|
40.6K
$2.47M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.1KNew |
$796K - $846K
|
15.1K
$921K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
14K+ 13.03% |
$737K - $784K
|
122K
$7.41M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
13.5KNew |
$706K - $751K
|
13.5K
$818K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
12.3KNew |
$645K - $685K
|
12.3K
$746K
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
12.1K+ 41.85% |
$635K - $675K
|
41K
$2.49M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.9K+ 49.77% |
$623K - $662K
|
35.7K
$2.17M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.6K+ 9.87% |
$611K - $650K
|
130K
$7.87M
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
11K+ 1805.24% |
$579K - $616K
|
11.6K
$708K
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.24K+ 98.84% |
$433K - $460K
|
16.6K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.19K+ 12.04% |
$430K - $457K
|
76.2K
$4.63M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.4K+ 41.74% |
$389K - $413K
|
25.1K
$1.53M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
5.52KNew |
$290K - $308K
|
5.52K
$336K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.34K+ 361.01% |
$281K - $298K
|
6.82K
$415K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.31KNew |
$279K - $296K
|
5.31K
$323K
|
|
Nov 08, 2021
Q3 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
5.11K+ 11.48% |
$268K - $285K
|
49.6K
$3.01M
|
|
Nov 02, 2021
Q3 2021
|
Howard Capital Management Inc.
|
BUY
|
- |
4.76KNew |
$250K - $266K
|
4.76K
$289K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.43K+ 2.92% |
$233K - $247K
|
156K
$9.5M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.88K+ 0.57% |
$204K - $217K
|
685K
$41.6M
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
BUY
|
- |
3.79K+ 14.56% |
$199K - $212K
|
29.8K
$1.81M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.76KNew |
$197K - $210K
|
3.76K
$229K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.7K+ 1.28% |
$194K - $206K
|
294K
$17.9M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 0.38% |
$174K - $185K
|
887K
$53.9M
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.09KNew |
$162K - $172K
|
3.09K
$188K
|
|
Nov 10, 2021
Q3 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.05K+ 15250.0% |
$160K - $170K
|
3.07K
$187K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
2.93KNew |
$154K - $163K
|
2.93K
$178K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.79K+ 3.1% |
$147K - $156K
|
92.9K
$5.65M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.74K+ 59.47% |
$144K - $153K
|
7.35K
$447K
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.72KNew |
$143K - $152K
|
2.72K
$165K
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.7K+ 18.38% |
$142K - $151K
|
17.4K
$1.06M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.5K+ 0.57% |
$131K - $139K
|
444K
$27M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.42K+ 37.54% |
$127K - $135K
|
8.87K
$539K
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
2.41K+ 1.84% |
$127K - $135K
|
133K
$8.11M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
1.49KNew |
$78.2K - $83.1K
|
1.49K
$90.5K
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.36K+ 1.57% |
$71.3K - $75.7K
|
87.8K
$5.34M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.18K+ 6.03% |
$62.1K - $66K
|
20.8K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.17K+ 0.54% |
$61.6K - $65.5K
|
219K
$13.3M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.03K+ 19.43% |
$54.1K - $57.5K
|
6.33K
$385K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
956+ 1.99% |
$50.2K - $53.4K
|
49K
$2.98M
|
|
Nov 09, 2021
Q3 2021
|
Wbi Investments, Inc.
|
BUY
|
- |
945+ 16.43% |
$49.6K - $52.7K
|
6.7K
$407K
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
734+ 12.25% |
$38.5K - $41K
|
6.73K
$409K
|