Latest Institutional Purchases of Invesco ETF Tr Ii S&P Midcap L (XMLV)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P Midcap L (XMLV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
177KNew |
$10.7M - $11.6M
|
177K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142KNew |
$8.61M - $9.33M
|
142K
$8.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.1K+ 13.14% |
$2M - $2.17M
|
285K
$17.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.2K+ 34.23% |
$1.7M - $1.85M
|
110K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21.8KNew |
$1.32M - $1.43M
|
21.8K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.4KNew |
$1.3M - $1.41M
|
21.4K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.2K+ 58.01% |
$1.28M - $1.39M
|
57.7K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.9KNew |
$1.2M - $1.3M
|
19.9K
$1.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$786K - $852K
|
13K
$794K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$746K - $809K
|
12.3K
$754K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
12.1KNew |
$733K - $794K
|
12.1K
$740K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.64K+ 13.47% |
$583K - $632K
|
81.2K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.1K+ 105.58% |
$551K - $597K
|
17.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.34K+ 106.42% |
$504K - $547K
|
16.2K
$989K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.12K+ 62.25% |
$492K - $533K
|
21.2K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.04K+ 1.42% |
$487K - $527K
|
576K
$35.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.03K+ 54.72% |
$486K - $526K
|
22.7K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.68K+ 799.79% |
$465K - $503K
|
8.64K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99K+ 4.35% |
$362K - $393K
|
144K
$8.78M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$354K - $383K
|
5.85K
$358K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.45KNew |
$330K - $357K
|
5.45K
$333K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.05KNew |
$305K - $331K
|
5.05K
$309K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.04K+ 2.29% |
$305K - $330K
|
225K
$13.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98KNew |
$302K - $327K
|
4.98K
$305K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.88K+ 14.93% |
$295K - $320K
|
37.6K
$2.3M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$280K - $303K
|
4.62K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$244K - $264K
|
4.03K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.02K+ 3.34% |
$243K - $264K
|
124K
$7.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 1.78% |
$225K - $244K
|
213K
$13M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.43KNew |
$208K - $225K
|
3.43K
$210K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.01KNew |
$182K - $197K
|
3.01K
$184K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 33.61% |
$130K - $140K
|
8.51K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.92K+ 192.4% |
$116K - $126K
|
2.92K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 27.87% |
$103K - $111K
|
7.8K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 2.82% |
$97.1K - $105K
|
58.4K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.45KNew |
$87.4K - $94.7K
|
1.45K
$88.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.39K+ 6.82% |
$84K - $91K
|
21.7K
$1.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.13% |
$67K - $72.6K
|
13.2K
$809K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$815K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
798+ 2.46% |
$48.3K - $52.3K
|
33.3K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
763+ 2.44% |
$46.2K - $50K
|
32.1K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
735New |
$44.5K - $48.2K
|
735
$44.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
684New |
$41.4K - $44.8K
|
684
$41.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
654New |
$39.6K - $42.9K
|
654
$40K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
516+ 14.88% |
$31.2K - $33.8K
|
3.98K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479+ 1.51% |
$29K - $31.4K
|
32.2K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
463+ 15.11% |
$28K - $30.4K
|
3.53K
$216K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
453New |
$27.4K - $29.7K
|
453
$27.7K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
438New |
$26.5K - $28.7K
|
438
$26.8K
|