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 7.41 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 |
|---|---|---|---|---|---|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,891
shares
|
$421,384
0.0% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,839
shares
|
$418,204
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
6,496
shares
|
$397,230
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
6,425
shares
|
$392,888
0.02% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
6,293
shares
|
$384,816
0.26% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,190
shares
|
$378,518
0.15% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
6,175
shares
|
$377,601
0.31% of portfolio
|
Q4 2021
Reduced 2.37%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
6,150
shares
|
$376,072
0.01% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
6,107
shares
|
$373,443
0.01% of portfolio
|
Q1 2024
Reduced 4.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
6,044
shares
|
$369,590
0.04% of portfolio
|
Q4 2023
Reduced 37.84%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,848
shares
|
$357,605
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
5,759
shares
|
$352,162
0.19% of portfolio
|
Q4 2024
Reduced 11.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
5,468
shares
|
$334,368
0.0% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
5,446
shares
|
$333,022
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
5,352
shares
|
$327,274
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,297
shares
|
$323,911
0.0% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,229
shares
|
$319,753
0.0% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,218
shares
|
$319,080
0.0% of portfolio
|
Q4 2024
Reduced 63.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,112
shares
|
$312,598
0.01% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
5,046
shares
|
$308,562
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,983
shares
|
$304,710
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
4,937
shares
|
$301,897
0.03% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,919
shares
|
$300,796
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
4,885
shares
|
$298,717
0.01% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
4,858
shares
|
$297,066
0.02% of portfolio
|
Q4 2024
New holding
|