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 220 institutions that hold shares in the stock, with a total of 8.15 Million shares, which have been reported (via 13F filing form) to have a value of $512 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
605,940
shares
|
$38.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
600,961
shares
|
$37.8 Million
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
542,239
shares
|
$34.1 Million
0.09% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
518,329
shares
|
$32.6 Million
0.44% of portfolio
|
Q2 2023
Added 4.47%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
312,946
shares
|
$19.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
297,637
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.78%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
279,982
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
244,915
shares
|
$15.4 Million
5.15% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
212,069
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
211,268
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
208,372
shares
|
$13.1 Million
0.01% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
198,244
shares
|
$12.5 Million
2.53% of portfolio
|
Q4 2022
Reduced 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
182,672
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
153,958
shares
|
$9.67 Million
0.02% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Avid Wealth Partners LLC
San Antonio, TX |
Nov 06, 2025 Q3 2025 |
148,632
shares
|
$9.34 Million
4.69% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
146,705
shares
|
$9.22 Million
0.0% of portfolio
|
Q3 2025
Added 31.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
131,195
shares
|
$8.24 Million
0.01% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
129,237
shares
|
$8.12 Million
3.91% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
128,079
shares
|
$8.05 Million
2.88% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
125,725
shares
|
$7.9 Million
0.0% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
121,406
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
107,742
shares
|
$6.77 Million
0.22% of portfolio
|
Q2 2020
Reduced 3.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
101,200
shares
|
$6.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
99,120
shares
|
$6.23 Million
0.03% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
97,491
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2024
Added 7.6%
|
|