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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,515
shares
|
$280,923
0.08% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
4,511
shares
|
$280,674
0.18% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,492
shares
|
$279,492
0.0% of portfolio
|
Q3 2024
Added 71.32%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
4,450
shares
|
$276,879
0.08% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$276,319
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
4,414
shares
|
$274,639
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
4,275
shares
|
$265,990
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4,275
shares
|
$265,990
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
4,222
shares
|
$262,692
0.0% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
4,200
shares
|
$261,324
0.08% of portfolio
|
Q4 2024
Reduced 19.69%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
4,171
shares
|
$259,519
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
|
$257,217
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
4,118
shares
|
$256,221
0.05% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
4,075
shares
|
$253,546
0.21% of portfolio
|
Q1 2025
Reduced 34.01%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
4,070
shares
|
$253,235
0.12% of portfolio
|
Q2 2025
Reduced 17.38%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,046
shares
|
$251,742
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
3,794
shares
|
$236,062
0.05% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,726
shares
|
$231,831
0.01% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,702
shares
|
$230,338
0.0% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,593
shares
|
$223,556
0.0% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,590
shares
|
$223,369
0.0% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,583
shares
|
$222,934
0.01% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,578
shares
|
$222,623
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
3,456
shares
|
$215,032
0.17% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
3,434
shares
|
$213,663
0.03% of portfolio
|
Q4 2024
New holding
|