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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
22,001
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
21,280
shares
|
$1.32 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
20,890
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
20,864
shares
|
$1.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
19,732
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
18,374
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
18,082
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
17,385
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,932
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
16,553
shares
|
$1.03 Million
0.71% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
16,509
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
16,428
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
16,362
shares
|
$1.02 Million
0.65% of portfolio
|
Q3 2023
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,323
shares
|
$953,397
0.01% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
15,116
shares
|
$940,517
0.51% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,826
shares
|
$922,473
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
14,597
shares
|
$908,225
0.06% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
14,518
shares
|
$903,309
0.07% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
13,743
shares
|
$855,089
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
13,599
shares
|
$846,129
0.42% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
13,363
shares
|
$831,445
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,959
shares
|
$806,308
0.25% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
12,331
shares
|
$767,234
0.09% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
12,094
shares
|
$752,488
0.07% of portfolio
|
Q1 2025
Reduced 23.93%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
11,926
shares
|
$742,035
0.14% of portfolio
|
Q2 2025
Reduced 1.91%
|