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 202 institutions that hold shares in the stock, with a total of 7.26 Million shares, which have been reported (via 13F filing form) to have a value of $454 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
4,490
shares
|
$280,714
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
4,476
shares
|
$279,839
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
4,441
shares
|
$277,651
0.05% of portfolio
|
Q2 2024
Reduced 22.1%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
4,414
shares
|
$275,963
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
4,275
shares
|
$267,273
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
4,275
shares
|
$267,273
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
4,134
shares
|
$258,457
0.13% of portfolio
|
Q4 2023
Reduced 26.86%
|
|
|
Chris Bulman Inc
Roseville, CA |
Oct 22, 2024 Q3 2024 |
4,124
shares
|
$257,832
0.17% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
4,106
shares
|
$256,707
0.04% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
3,877
shares
|
$242,390
0.19% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,833
shares
|
$239,639
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,760
shares
|
$235,075
0.01% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,752
shares
|
$234,575
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,719
shares
|
$232,511
0.0% of portfolio
|
Q3 2024
Reduced 9.54%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,671
shares
|
$229,510
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,558
shares
|
$222,446
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,556
shares
|
$222,321
0.02% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,552
shares
|
$222,071
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
3,467
shares
|
$216,756
0.0% of portfolio
|
Q1 2024
Reduced 0.06%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
3,369
shares
|
$210,629
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$207,066
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
3,285
shares
|
$205,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
3,237
shares
|
$202,377
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,064
shares
|
$191,561
0.0% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
3,043
shares
|
$190,248
0.09% of portfolio
|
Q3 2024
Reduced 10.97%
|