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 |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
7,724
shares
|
$463,594
0.13% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Apr 14, 2025 Q1 2025 |
7,713
shares
|
$462,934
0.13% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
7,043
shares
|
$422,720
0.11% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,026
shares
|
$421,700
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,891
shares
|
$413,597
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
6,585
shares
|
$395,231
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
6,550
shares
|
$393,131
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
6,425
shares
|
$385,628
0.01% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
6,371
shares
|
$382,387
0.04% of portfolio
|
Q1 2025
Reduced 32.77%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
6,179
shares
|
$370,863
0.31% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,146
shares
|
$368,882
0.01% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
6,107
shares
|
$366,542
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$362,760
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
5,906
shares
|
$354,478
0.13% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
5,741
shares
|
$344,574
0.09% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
5,491
shares
|
$329,569
0.27% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,468
shares
|
$328,189
0.0% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
5,456
shares
|
$327,469
0.0% of portfolio
|
Q1 2025
Added 4446.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,352
shares
|
$321,227
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,297
shares
|
$317,925
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,237
shares
|
$314,324
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,218
shares
|
$313,184
0.0% of portfolio
|
Q4 2024
Reduced 63.91%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
5,046
shares
|
$302,860
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,000
shares
|
$300,100
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,937
shares
|
$296,318
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|