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 219 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $446 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,890
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,864
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
20,766
shares
|
$1.25 Million
0.47% of portfolio
|
Q4 2024
Reduced 21.01%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
19,732
shares
|
$1.18 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
18,322
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
18,082
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,292
shares
|
$1.04 Million
0.03% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
16,623
shares
|
$997,712
0.03% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
16,494
shares
|
$989,969
0.03% of portfolio
|
Q1 2025
Added 90.95%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
16,428
shares
|
$986,008
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
16,411
shares
|
$984,988
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$982,047
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
16,169
shares
|
$970,463
0.0% of portfolio
|
Q4 2024
Added 106.42%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
16,109
shares
|
$966,862
0.78% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15,898
shares
|
$954,197
0.09% of portfolio
|
Q4 2024
Reduced 53.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,864
shares
|
$952,157
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
15,116
shares
|
$907,262
0.51% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
14,617
shares
|
$877,312
0.05% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,518
shares
|
$871,370
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
14,315
shares
|
$859,186
0.0% of portfolio
|
Q1 2025
Added 21.78%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
14,224
shares
|
$853,724
0.5% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
14,193
shares
|
$851,863
0.01% of portfolio
|
Q4 2024
Reduced 27.44%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,114
shares
|
$847,122
0.0% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
14,100
shares
|
$846,282
0.0% of portfolio
|
Q4 2024
Reduced 71.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,363
shares
|
$802,047
0.03% of portfolio
|
Q1 2025
Added 0.24%
|