Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
166KNew |
$8.15M - $8.95M
|
166K
$10.5M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
73.3KNew |
$3.6M - $3.95M
|
73.3K
$4.64M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
62K+ 127.05% |
$3.05M - $3.34M
|
111K
$7.01M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33.6K+ 12.09% |
$1.65M - $1.81M
|
312K
$19.7M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33K+ 417.26% |
$1.62M - $1.78M
|
41K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
30.6KNew |
$1.5M - $1.65M
|
30.6K
$1.93M
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
27.9KNew |
$1.37M - $1.51M
|
27.9K
$1.77M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.9KNew |
$1.08M - $1.18M
|
21.9K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
21.2KNew |
$1.04M - $1.14M
|
21.2K
$1.34M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18.3KNew |
$899K - $987K
|
18.3K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$896K - $983K
|
18.2K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.1K+ 25.5% |
$889K - $976K
|
89.1K
$5.63M
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
16.4KNew |
$804K - $882K
|
16.4K
$1.04M
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
15.9KNew |
$779K - $855K
|
15.9K
$1M
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
14.6K+ 277.32% |
$719K - $789K
|
19.9K
$1.26M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
12.3K+ 14.7% |
$602K - $661K
|
95.6K
$6.05M
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
10.5KNew |
$517K - $568K
|
10.5K
$666K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.94K+ 9.51% |
$488K - $536K
|
114K
$7.24M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.71KNew |
$477K - $524K
|
9.71K
$615K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.25K+ 3354.88% |
$405K - $445K
|
8.5K
$538K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.77K+ 1.14% |
$382K - $419K
|
687K
$43.5M
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.38K+ 21.5% |
$363K - $398K
|
41.7K
$2.64M
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.92KNew |
$291K - $319K
|
5.92K
$375K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.63K+ 2.43% |
$227K - $249K
|
195K
$12.4M
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.43K+ 5.62% |
$218K - $239K
|
83.3K
$5.27M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
4.14K+ 395.51% |
$203K - $223K
|
5.19K
$328K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.99KNew |
$147K - $161K
|
2.99K
$189K
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.06K+ 1.74% |
$101K - $111K
|
120K
$7.62M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2K+ 15.43% |
$98.1K - $108K
|
14.9K
$945K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.96KNew |
$96.2K - $106K
|
1.96K
$124K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.65K+ 1.56% |
$81.1K - $89K
|
107K
$6.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.58K+ 2.25% |
$77.6K - $85.2K
|
71.7K
$4.54M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.54K+ 1.35% |
$75.4K - $82.8K
|
115K
$7.29M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.28K+ 17.51% |
$63.1K - $69.2K
|
8.62K
$545K
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.19K+ 5.7% |
$58.4K - $64.1K
|
22.1K
$1.4M
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
813+ 2.81% |
$39.9K - $43.8K
|
29.7K
$1.88M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
740+ 1.9% |
$36.4K - $39.9K
|
39.7K
$2.51M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
700New |
$34.4K - $37.8K
|
700
$44.3K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
681New |
$33.5K - $36.7K
|
681
$43.1K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
637+ 3.26% |
$31.3K - $34.4K
|
20.2K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465+ 0.5% |
$22.8K - $25.1K
|
94.3K
$5.97M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
282New |
$13.9K - $15.2K
|
282
$17.8K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
188+ 2.07% |
$9.24K - $10.1K
|
9.29K
$588K
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
187+ 2.26% |
$9.19K - $10.1K
|
8.46K
$535K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
151+ 0.62% |
$7.42K - $8.14K
|
24.5K
$1.55M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
96+ 1.0% |
$4.72K - $5.18K
|
9.72K
$615K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
85+ 0.86% |
$4.18K - $4.58K
|
9.93K
$628K
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
59+ 0.64% |
$2.9K - $3.18K
|
9.22K
$583K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
50+ 3.14% |
$2.46K - $2.7K
|
1.64K
$104K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
45+ 0.22% |
$2.21K - $2.43K
|
20.6K
$1.3M
|