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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
10.7K+ 4.56% |
$651K - $687K
|
245K
$15.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.45KNew |
$271K - $286K
|
4.45K
$278K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
4.41KNew |
$269K - $284K
|
4.41K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.93KNew |
$240K - $253K
|
3.93K
$245K
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.94K+ 7.81% |
$179K - $189K
|
40.5K
$2.53M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.52K+ 63.85% |
$153K - $162K
|
6.46K
$403K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 170.49% |
$89.8K - $94.7K
|
2.34K
$146K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
950+ 281.07% |
$57.9K - $61.1K
|
1.29K
$80.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
924+ 5.31% |
$56.3K - $59.4K
|
18.3K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
697+ 20.69% |
$42.5K - $44.8K
|
4.07K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
436+ 1.32% |
$26.6K - $28K
|
33.4K
$2.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
391+ 0.3% |
$23.8K - $25.1K
|
129K
$8.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
250+ 2.13% |
$15.2K - $16.1K
|
12K
$747K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
85New |
$5.18K - $5.47K
|
85
$5.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
75+ 107.14% |
$4.57K - $4.82K
|
145
$9.05K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
22+ 0.14% |
$1.34K - $1.41K
|
15.6K
$972K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18New |
$1.1K - $1.16K
|
18
$1.12K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15+ 0.26% |
$914 - $965
|
5.68K
$354K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6+ 0.08% |
$366 - $386
|
7.78K
$486K
|
|
|
Oct 10, 2025
Q3 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
6+ 0.21% |
$366 - $386
|
2.92K
$182K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.03% |
$305 - $322
|
14.8K
$926K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4+ 0.78% |
$244 - $257
|
519
$32.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
3+ 0.75% |
$183 - $193
|
402
$25.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.08% |
$183 - $193
|
3.59K
$224K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1+ 3.33% |
$61 - $64.3
|
31
$1.93K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 1.0% |
$61 - $64.3
|
101
$6.3K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.33% |
$61 - $64.3
|
304
$19K
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 51.96% |
$11.8M - $13.4M
|
623K
$38.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 397.66% |
$8.02M - $9.05M
|
181K
$11.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.3K+ 18.17% |
$4.58M - $5.17M
|
536K
$33.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 6067.08% |
$2.15M - $2.43M
|
39.3K
$2.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36.8KNew |
$2.04M - $2.31M
|
36.8K
$2.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
27.9K+ 24.77% |
$1.55M - $1.75M
|
140K
$8.77M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25K+ 35.1% |
$1.39M - $1.57M
|
96.2K
$6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.5K+ 24.93% |
$1.25M - $1.41M
|
113K
$7.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.5K+ 9.94% |
$972K - $1.1M
|
194K
$12.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 5.67% |
$941K - $1.06M
|
316K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$637K - $719K
|
11.5K
$715K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$602K - $680K
|
10.8K
$676K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.91K+ 9.47% |
$551K - $622K
|
115K
$7.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.76KNew |
$542K - $612K
|
9.76K
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.37KNew |
$465K - $525K
|
8.37K
$523K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8K+ 1.36% |
$445K - $502K
|
598K
$37.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.86K+ 2.26% |
$381K - $430K
|
311K
$19.4M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68K+ 152.36% |
$315K - $356K
|
9.4K
$587K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 6.45% |
$275K - $311K
|
81.7K
$5.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58K+ 3.21% |
$254K - $287K
|
147K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.56KNew |
$253K - $286K
|
4.56K
$284K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$225K - $254K
|
4.05K
$253K
|
|