Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.03MNew |
$49.7M - $57.8M
|
1.03M
$62.8M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.8K+ 13.33% |
$3.12M - $3.62M
|
551K
$33.5M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
63.1K+ 353.28% |
$3.04M - $3.53M
|
81K
$4.92M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
53.3KNew |
$2.56M - $2.98M
|
53.3K
$3.24M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.8K+ 14.65% |
$1.87M - $2.17M
|
304K
$18.5M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.3K+ 16.12% |
$1.7M - $1.98M
|
254K
$15.5M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.9K+ 8.6% |
$1.15M - $1.34M
|
302K
$18.4M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 77.1% |
$1.13M - $1.31M
|
54K
$3.28M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21.6K+ 12.04% |
$1.04M - $1.21M
|
201K
$12.2M
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
19.4KNew |
$932K - $1.08M
|
19.4K
$1.18M
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
11.7K+ 12.79% |
$563K - $654K
|
103K
$6.28M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.9KNew |
$525K - $611K
|
10.9K
$664K
|
|
Feb 13, 2023
Q4 2022
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
9.58KNew |
$461K - $536K
|
9.58K
$583K
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
9.42K+ 12.19% |
$453K - $527K
|
86.7K
$5.27M
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9.04KNew |
$435K - $505K
|
9.04K
$550K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8.75KNew |
$421K - $489K
|
8.75K
$532K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
7.88K+ 78.5% |
$379K - $441K
|
17.9K
$1.09M
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
6.95K+ 85.31% |
$334K - $388K
|
15.1K
$917K
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.88KNew |
$331K - $385K
|
6.88K
$418K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.31K+ 4.09% |
$304K - $353K
|
160K
$9.76M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.44KNew |
$262K - $304K
|
5.44K
$331K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.12K+ 13.21% |
$246K - $287K
|
43.9K
$2.67M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.06K+ 2.99% |
$243K - $283K
|
174K
$10.6M
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$212K - $247K
|
4.41K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.39K+ 8.0% |
$211K - $245K
|
59.3K
$3.6M
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$206K - $239K
|
4.28K
$260K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.2KNew |
$202K - $235K
|
4.2K
$255K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
4.2KNew |
$202K - $235K
|
4.2K
$255K
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
4.12KNew |
$198K - $230K
|
4.12K
$251K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.6K+ 7.95% |
$173K - $201K
|
48.9K
$2.97M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
3.38K+ 65.94% |
$163K - $189K
|
8.52K
$518K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.83K+ 100.0% |
$136K - $158K
|
5.65K
$344K
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.79K+ 26.06% |
$134K - $156K
|
13.5K
$820K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.62K+ 148.47% |
$126K - $147K
|
4.39K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.38KNew |
$114K - $133K
|
2.38K
$144K
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.22K+ 9.32% |
$107K - $124K
|
26K
$1.58M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.93K+ 2.75% |
$92.6K - $108K
|
71.8K
$4.37M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1.84K+ 12.25% |
$88.5K - $103K
|
16.9K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.81K+ 10.85% |
$87.1K - $101K
|
18.5K
$1.13M
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
1.81K+ 2.34% |
$86.9K - $101K
|
78.9K
$4.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 4.57% |
$82.9K - $96.4K
|
39.4K
$2.4M
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.72K+ 2.04% |
$82.7K - $96.1K
|
86K
$5.23M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.7K+ 17.83% |
$81.6K - $94.9K
|
11.2K
$682K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.65K+ 4.26% |
$79.2K - $92.1K
|
40.3K
$2.45M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.64K+ 53.81% |
$79.1K - $91.9K
|
4.7K
$286K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.43KNew |
$69K - $80.2K
|
1.43K
$87.2K
|
|
Feb 10, 2023
Q4 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.25K+ 6.76% |
$60.3K - $70.1K
|
19.8K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.22K+ 6.1% |
$58.5K - $68K
|
21.2K
$1.29M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.19K+ 1.97% |
$57.4K - $66.7K
|
61.6K
$3.75M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.18K+ 6.79% |
$56.9K - $66.1K
|
18.6K
$1.13M
|