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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$6.66M - $7.06M
|
113K
$6.76M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107K+ 2171.38% |
$6.32M - $6.7M
|
112K
$6.71M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$4.96M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.1KNew |
$3.79M - $4.02M
|
64.1K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.3K+ 348.85% |
$3.27M - $3.47M
|
71.2K
$4.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.2KNew |
$1.73M - $1.83M
|
29.2K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.7K+ 182.27% |
$1.52M - $1.61M
|
39.8K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.7KNew |
$1.17M - $1.24M
|
19.7K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 23.19% |
$994K - $1.05M
|
89.3K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 4.03% |
$940K - $996K
|
410K
$24.6M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$825K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 2.35% |
$802K - $850K
|
590K
$35.4M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 54.81% |
$644K - $683K
|
30.8K
$1.85M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.8K+ 8.22% |
$640K - $678K
|
142K
$8.54M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10.6K+ 46.61% |
$626K - $663K
|
33.3K
$2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 12.54% |
$602K - $638K
|
91.4K
$5.49M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 4.75% |
$598K - $634K
|
223K
$13.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 90.95% |
$465K - $493K
|
16.5K
$990K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.18K+ 137.73% |
$366K - $388K
|
10.7K
$641K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.34K+ 4446.67% |
$316K - $335K
|
5.46K
$327K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.73KNew |
$280K - $296K
|
4.73K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 14.03% |
$276K - $293K
|
37.9K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.38K+ 4.37% |
$259K - $275K
|
105K
$6.28M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 30.34% |
$233K - $247K
|
16.9K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.32KNew |
$196K - $208K
|
3.32K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.1K+ 0.69% |
$184K - $195K
|
453K
$27.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 21.78% |
$151K - $161K
|
14.3K
$859K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.14K+ 1.69% |
$126K - $134K
|
128K
$7.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 0.49% |
$99.5K - $105K
|
344K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.42K+ 2.43% |
$83.9K - $88.9K
|
59.9K
$3.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.1K+ 7.31% |
$64.9K - $68.8K
|
16.1K
$967K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 6.26% |
$64K - $67.9K
|
18.4K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
842+ 475.71% |
$49.8K - $52.8K
|
1.02K
$61.2K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
758+ 15.21% |
$44.8K - $47.5K
|
5.74K
$345K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
687+ 174.81% |
$40.6K - $43.1K
|
1.08K
$64.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
585+ 4.03% |
$34.6K - $36.7K
|
15.1K
$907K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
533+ 0.18% |
$31.5K - $33.4K
|
299K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502+ 1.56% |
$29.7K - $31.5K
|
32.7K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
399New |
$23.6K - $25K
|
399
$23.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
363+ 2.05% |
$21.5K - $22.8K
|
18.1K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 3.85% |
$17.7K - $18.8K
|
8.1K
$486K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
300+ 2.91% |
$17.7K - $18.8K
|
10.6K
$637K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 6.0% |
$14.1K - $15K
|
4.22K
$253K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
147+ 4.27% |
$8.7K - $9.22K
|
3.59K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 102.75% |
$6.62K - $7.02K
|
221
$13.3K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
100New |
$5.92K - $6.27K
|
100
$6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
63+ 13.4% |
$3.73K - $3.95K
|
533
$32K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
57+ 0.74% |
$3.37K - $3.57K
|
7.71K
$463K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
54+ 0.83% |
$3.19K - $3.39K
|
6.55K
$393K
|