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 215 institutions that hold shares in the stock, with a total of 7.66 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
89,276
shares
|
$5.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.25%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
82,565
shares
|
$5.14 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
76,795
shares
|
$4.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
71,205
shares
|
$4.43 Million
0.03% of portfolio
|
Q1 2025
Added 348.85%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
68,425
shares
|
$4.26 Million
0.14% of portfolio
|
Q3 2022
Reduced 1.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
64,107
shares
|
$3.99 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
61,345
shares
|
$3.82 Million
0.04% of portfolio
|
Q1 2025
Reduced 42.4%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
59,857
shares
|
$3.72 Million
0.32% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
58,544
shares
|
$3.64 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
54,705
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Wbi Investments, Inc.
|
May 22, 2025 Q1 2025 |
51,573
shares
|
$3.21 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
41,592
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
41,528
shares
|
$2.58 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
39,800
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Added 182.27%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
38,144
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
37,938
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2025
Added 14.03%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,160
shares
|
$2.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
36,286
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
33,276
shares
|
$2.07 Million
0.14% of portfolio
|
Q1 2025
Added 46.61%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
32,992
shares
|
$2.05 Million
1.03% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
32,696
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
29,280
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.08%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
27,460
shares
|
$1.71 Million
0.15% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
22,296
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 22.75%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
22,271
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.26%
|