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 |
|---|---|---|---|---|---|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
11,809
shares
|
$734,755
1.86% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
11,759
shares
|
$731,644
0.5% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
11,712
shares
|
$728,720
0.0% of portfolio
|
Q2 2025
Reduced 18.18%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$718,641
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,014
shares
|
$685,291
0.0% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,884
shares
|
$677,202
0.0% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$672,535
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
10,717
shares
|
$666,811
0.32% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$665,318
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,674
shares
|
$664,136
0.01% of portfolio
|
Q1 2025
Added 137.73%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,613
shares
|
$660,340
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,618
shares
|
$598,431
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,493
shares
|
$590,654
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
9,213
shares
|
$573,232
0.48% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,021
shares
|
$561,286
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
8,853
shares
|
$550,833
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,616
shares
|
$536,087
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
8,377
shares
|
$521,216
0.11% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
8,339
shares
|
$518,852
0.25% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
8,281
shares
|
$515,243
0.06% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
8,100
shares
|
$503,982
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
7,775
shares
|
$483,760
0.12% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
7,726
shares
|
$480,711
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,337
shares
|
$456,508
0.02% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
6,918
shares
|
$430,437
0.03% of portfolio
|
Q1 2025
Reduced 1.54%
|