Institutional Ownership 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). We have compiled data on the 221 institutions that hold shares in the stock, with a total of 8.39 Million shares, which have been reported (via 13F filing form) to have a value of $521 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
622,659
shares
|
$38.6 Million
0.01% of portfolio
|
Q2 2025
Added 51.96%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
597,901
shares
|
$37.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
535,542
shares
|
$33.2 Million
0.1% of portfolio
|
Q2 2025
Added 18.17%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$32.2 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
322,262
shares
|
$20 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
315,912
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
310,516
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
234,236
shares
|
$14.5 Million
5.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
225,465
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
217,510
shares
|
$13.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
205,206
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.27%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$12.3 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
193,541
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 9.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
180,580
shares
|
$11.2 Million
0.01% of portfolio
|
Q2 2025
Added 397.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
147,427
shares
|
$9.15 Million
0.02% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Aug 14, 2025 Q2 2025 |
140,478
shares
|
$8.72 Million
4.96% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
128,846
shares
|
$8 Million
4.0% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
128,227
shares
|
$7.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
124,851
shares
|
$7.75 Million
3.15% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
114,559
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
112,925
shares
|
$7.01 Million
0.0% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
112,625
shares
|
$6.99 Million
0.01% of portfolio
|
Q2 2025
Added 24.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
111,729
shares
|
$6.94 Million
0.0% of portfolio
|
Q1 2025
Added 2171.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.69 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
97,900
shares
|
$6.08 Million
1.73% of portfolio
|
Q2 2025
Added 655.46%
|