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 218 institutions that hold shares in the stock, with a total of 7.4 Million shares, which have been reported (via 13F filing form) to have a value of $452 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
735
shares
|
$44,945
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$42,805
0.01% of portfolio
|
Q3 2024
Reduced 71.6%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
684
shares
|
$41,826
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
654
shares
|
$39,992
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
648
shares
|
$39,625
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
638
shares
|
$39,013
0.01% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
632
shares
|
$38,646
0.0% of portfolio
|
Q4 2024
Reduced 68.59%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
572
shares
|
$34,977
0.01% of portfolio
|
Q2 2024
Reduced 53.34%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
525
shares
|
$32,103
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
470
shares
|
$28,740
0.0% of portfolio
|
Q1 2024
Reduced 17.25%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
453
shares
|
$27,700
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
453
shares
|
$27,700
0.01% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
438
shares
|
$26,783
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
427
shares
|
$26,111
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$25,927
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
393
shares
|
$24,031
0.0% of portfolio
|
Q2 2024
Added 6.5%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
342
shares
|
$20,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
309
shares
|
$18,895
0.0% of portfolio
|
Q4 2024
Reduced 37.45%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
300
shares
|
$18,345
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
288
shares
|
$17,611
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
258
shares
|
$15,776
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
225
shares
|
$13,758
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
206
shares
|
$12,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
200
shares
|
$12,230
0.0% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
194
shares
|
$11,863
0.01% of portfolio
|
Q3 2024
New holding
|