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 |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
3,369
shares
|
$202,207
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,318
shares
|
$199,146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
3,312
shares
|
$198,786
0.28% of portfolio
|
Q3 2022
Added 0.15%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
3,285
shares
|
$197,165
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,160
shares
|
$189,663
0.0% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
2,948
shares
|
$176,938
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
2,925
shares
|
$175,558
0.08% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,905
shares
|
$174,358
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,506
shares
|
$150,410
0.06% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,424
shares
|
$145,488
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$120,040
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,833
shares
|
$110,016
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,833
shares
|
$110,016
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,480
shares
|
$88,829
0.0% of portfolio
|
Q1 2025
Reduced 38.59%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,445
shares
|
$86,728
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,358
shares
|
$81,507
0.0% of portfolio
|
Q4 2024
Reduced 28.11%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,308
shares
|
$78,506
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,224
shares
|
$73,464
0.0% of portfolio
|
Q4 2023
Reduced 3.92%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,080
shares
|
$64,821
0.01% of portfolio
|
Q1 2025
Added 174.81%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
1,019
shares
|
$61,160
0.0% of portfolio
|
Q1 2025
Added 475.71%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
935
shares
|
$56,118
0.02% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
870
shares
|
$52,217
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
735
shares
|
$44,114
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$42,014
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
689
shares
|
$41,353
0.03% of portfolio
|
Q1 2025
Added 0.73%
|