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 217 institutions that hold shares in the stock, with a total of 7.55 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
12,959
shares
|
$777,799
0.25% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
12,158
shares
|
$729,723
0.13% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Avestar Capital, LLC
|
May 14, 2025 Q1 2025 |
12,094
shares
|
$725,881
0.07% of portfolio
|
Q1 2025
Reduced 23.93%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
11,809
shares
|
$708,776
1.86% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
11,759
shares
|
$705,775
0.5% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
11,550
shares
|
$693,231
0.15% of portfolio
|
Q1 2022
Added 1.76%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
11,014
shares
|
$661,060
0.0% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,884
shares
|
$653,257
0.0% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
10,809
shares
|
$648,756
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
10,717
shares
|
$643,234
0.32% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
10,693
shares
|
$641,793
0.36% of portfolio
|
Q1 2023
Reduced 13.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
10,674
shares
|
$640,653
0.01% of portfolio
|
Q1 2025
Added 137.73%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,607
shares
|
$636,632
0.05% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,618
shares
|
$577,272
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,493
shares
|
$569,769
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
9,213
shares
|
$552,964
0.48% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
9,021
shares
|
$541,440
0.0% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,853
shares
|
$531,357
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
8,616
shares
|
$517,132
0.01% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
8,377
shares
|
$502,787
0.08% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,332
shares
|
$500,086
0.24% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
8,281
shares
|
$497,025
0.06% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
8,100
shares
|
$486,162
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
8,088
shares
|
$485,441
0.02% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
7,726
shares
|
$463,714
0.13% of portfolio
|
Q1 2025
Added 0.03%
|