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 214 institutions that hold shares in the stock, with a total of 7.61 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,515
shares
|
$270,990
0.08% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
4,511
shares
|
$270,750
0.2% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
4,492
shares
|
$269,609
0.0% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
4,450
shares
|
$267,089
0.08% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$266,548
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,414
shares
|
$264,928
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
4,399
shares
|
$264,027
0.06% of portfolio
|
Q1 2025
Reduced 9.32%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4,275
shares
|
$256,585
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,275
shares
|
$256,585
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,222
shares
|
$253,404
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
4,200
shares
|
$252,084
0.09% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
4,171
shares
|
$250,343
0.14% of portfolio
|
Q1 2025
Reduced 17.34%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$248,122
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
4,118
shares
|
$247,162
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,075
shares
|
$244,581
0.21% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,726
shares
|
$223,634
0.01% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,724
shares
|
$223,514
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,593
shares
|
$215,651
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,590
shares
|
$215,471
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,583
shares
|
$215,051
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,578
shares
|
$214,751
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
3,456
shares
|
$207,429
0.17% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,434
shares
|
$206,108
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
3,421
shares
|
$205,328
0.03% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,407
shares
|
$204,488
0.0% of portfolio
|
Q1 2025
Reduced 3.4%
|