Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2021
Q4 2020
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-200- 3.54% |
$8.32K - $9.62K
|
5.46K
$338K
|
|
|
Feb 04, 2021
Q4 2020
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-200- 4.76% |
$8.32K - $9.62K
|
4K
$248K
|
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-210- 2.2% |
$8.74K - $10.1K
|
9.33K
$578K
|
|
|
Feb 18, 2021
Q4 2020
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-285- 4.4% |
$11.9K - $13.7K
|
6.19K
$384K
|
|
|
Feb 08, 2021
Q4 2020
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-294Closed |
$12.2K - $14.1K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-304Closed |
$12.6K - $14.6K
|
0
$0
|
|
|
Feb 24, 2021
Q4 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-346- 4.86% |
$14.4K - $16.6K
|
6.78K
$420K
|
|
|
Jan 15, 2021
Q4 2020
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-353- 16.03% |
$14.7K - $17K
|
1.85K
$115K
|
|
|
Jan 15, 2021
Q4 2020
|
Baystate Wealth Management LLC
|
SELL
|
- |
-519Closed |
$21.6K - $25K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-525- 7.84% |
$21.8K - $25.3K
|
6.18K
$383K
|
|
|
Feb 01, 2021
Q4 2020
|
First Personal Financial Services
|
SELL
|
- |
-551- 9.21% |
$22.9K - $26.5K
|
5.43K
$337K
|
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-585- 6.23% |
$24.3K - $28.2K
|
8.8K
$545K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-643Closed |
$26.8K - $30.9K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-666- 5.31% |
$27.7K - $32K
|
11.9K
$736K
|
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-675- 11.97% |
$28.1K - $32.5K
|
4.96K
$308K
|
|
|
Jan 13, 2021
Q4 2020
|
Sheets Smith Wealth Management
|
SELL
|
- |
-700- 4.65% |
$29.1K - $33.7K
|
14.4K
$890K
|
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-981- 7.45% |
$40.8K - $47.2K
|
12.2K
$756K
|
|
|
Feb 16, 2021
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.05K- 12.0% |
$43.6K - $50.5K
|
7.69K
$477K
|
|
|
Mar 14, 2023
Q4 2020
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.05K- 12.0% |
$43.6K - $50.5K
|
7.69K
$477K
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-1.16KClosed |
$48.3K - $55.9K
|
0
$0
|
|
|
Jan 25, 2021
Q4 2020
|
Rothschild Investment Corp
|
SELL
|
- |
-1.19K- 13.58% |
$49.5K - $57.3K
|
7.58K
$470K
|
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.21K- 22.02% |
$50.4K - $58.3K
|
4.29K
$266K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.49K- 96.74% |
$61.8K - $71.5K
|
50
$3.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.5KClosed |
$62.4K - $72.2K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.52K- 3.06% |
$63.2K - $73.1K
|
48.2K
$2.99M
|
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.68KClosed |
$70K - $81K
|
0
$0
|
|
|
Feb 17, 2021
Q4 2020
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.82K- 12.94% |
$75.7K - $87.5K
|
12.2K
$759K
|
|
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.87K- 39.03% |
$77.8K - $90K
|
2.92K
$181K
|
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.99K- 19.96% |
$82.7K - $95.7K
|
7.97K
$494K
|
|
|
Feb 22, 2021
Q4 2020
|
Retirement Group, LLC
|
SELL
|
- |
-2.06K- 64.42% |
$85.7K - $99.1K
|
1.14K
$70.5K
|
|
|
Feb 17, 2021
Q4 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 4.94% |
$88K - $102K
|
40.7K
$2.52M
|
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-2.14K- 27.8% |
$89.1K - $103K
|
5.56K
$345K
|
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.19K- 6.96% |
$91.3K - $106K
|
29.3K
$1.82M
|
|
|
Feb 10, 2021
Q4 2020
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.28K- 21.58% |
$95K - $110K
|
8.3K
$515K
|
|
|
Feb 04, 2021
Q4 2020
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.72K- 29.06% |
$113K - $131K
|
6.64K
$412K
|
|
|
Jan 12, 2021
Q4 2020
|
Cx Institutional
|
SELL
|
- |
-2.73K- 98.13% |
$114K - $131K
|
52
$3.22K
|
|
|
Jul 24, 2024
Q4 2020
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.77K- 12.01% |
$115K - $133K
|
20.3K
$1.26M
|
|
|
Jan 29, 2021
Q4 2020
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.86K- 7.93% |
$119K - $137K
|
33.2K
$2.06M
|
|
|
Feb 16, 2021
Q4 2020
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.25K- 1.01% |
$135K - $157K
|
320K
$19.8M
|
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.26K- 1.25% |
$136K - $157K
|
257K
$15.9M
|
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.36K- 30.34% |
$140K - $161K
|
7.71K
$478K
|
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.69K- 2.48% |
$154K - $178K
|
145K
$9.01M
|
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.95K- 17.82% |
$164K - $190K
|
18.2K
$1.13M
|
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4.04K- 3.0% |
$168K - $194K
|
130K
$8.08M
|
|
|
Jan 29, 2021
Q4 2020
|
Caprock Group, Inc.
|
SELL
|
- |
-4.33K- 22.49% |
$180K - $208K
|
14.9K
$924K
|
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
SELL
|
- |
-4.37K- 15.99% |
$182K - $210K
|
22.9K
$1.42M
|
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.97K- 7.88% |
$207K - $239K
|
58.1K
$3.6M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-5.2KClosed |
$216K - $250K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.21K- 50.16% |
$217K - $251K
|
5.18K
$321K
|
|
|
Feb 12, 2021
Q4 2020
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-5.35KClosed |
$223K - $258K
|
0
$0
|