Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
494K+ 5218.13% |
$23.5M - $26.4M
|
503K
$31.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
204KNew |
$9.67M - $10.9M
|
204K
$12.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.3K+ 9.84% |
$2.63M - $2.96M
|
618K
$39.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40.9K+ 13.12% |
$1.94M - $2.19M
|
353K
$22.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
14.3KNew |
$679K - $763K
|
14.3K
$904K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.8KNew |
$514K - $578K
|
10.8K
$684K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
10.2KNew |
$485K - $545K
|
10.2K
$646K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.46KNew |
$450K - $506K
|
9.46K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
8.29K+ 41.63% |
$394K - $443K
|
28.2K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.21KNew |
$390K - $438K
|
8.21K
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.1KNew |
$385K - $433K
|
8.1K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.81K+ 19.43% |
$371K - $417K
|
48K
$3.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.35KNew |
$254K - $286K
|
5.35K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.49K+ 3.9% |
$213K - $240K
|
120K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.47KNew |
$212K - $239K
|
4.47K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.1K+ 28.48% |
$195K - $219K
|
18.5K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.87K+ 20.11% |
$184K - $207K
|
23.1K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.77KNew |
$179K - $202K
|
3.77K
$239K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77KNew |
$179K - $201K
|
3.77K
$239K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.29KNew |
$156K - $176K
|
3.29K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.12K+ 4.2% |
$148K - $167K
|
77.4K
$4.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
3.1K+ 19.53% |
$147K - $165K
|
18.9K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.66K+ 2.78% |
$126K - $142K
|
98.3K
$6.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.61K+ 30.89% |
$124K - $140K
|
11.1K
$701K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.88KNew |
$89.5K - $101K
|
1.88K
$119K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.82K+ 27.3% |
$86.3K - $97K
|
8.47K
$536K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7KNew |
$80.7K - $90.8K
|
1.7K
$108K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.03K+ 5.09% |
$48.9K - $54.9K
|
21.2K
$1.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.02K+ 4.63% |
$48.6K - $54.6K
|
23.1K
$1.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
803+ 2.6% |
$38.2K - $42.9K
|
31.7K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
765+ 112.33% |
$36.4K - $40.9K
|
1.45K
$91.5K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
477+ 6.35% |
$22.7K - $25.5K
|
7.99K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
467+ 11.55% |
$22.2K - $25K
|
4.51K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
462+ 6.43% |
$22K - $24.7K
|
7.65K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
321+ 3.84% |
$15.3K - $17.2K
|
8.67K
$549K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
249+ 25.49% |
$11.8K - $13.3K
|
1.23K
$77.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
217New |
$10.3K - $11.6K
|
217
$13.7K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
193New |
$9.17K - $10.3K
|
193
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
151New |
$7.18K - $8.07K
|
151
$9.56K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
146+ 3.16% |
$6.94K - $7.8K
|
4.77K
$302K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
141New |
$6.7K - $7.54K
|
141
$8.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
72+ 0.17% |
$3.42K - $3.85K
|
41.8K
$2.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
61+ 0.72% |
$2.9K - $3.26K
|
8.56K
$542K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
59New |
$2.8K - $3.15K
|
59
$3.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
55+ 0.27% |
$2.61K - $2.94K
|
20.3K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
43+ 0.47% |
$2.04K - $2.3K
|
9.26K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
28+ 0.4% |
$1.33K - $1.5K
|
7K
$443K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
15+ 0.24% |
$713 - $802
|
6.14K
$388K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 0.42% |
$570 - $641
|
2.87K
$181K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.2% |
$428 - $481
|
4.59K
$290K
|