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 217 institutions that hold shares in the stock, with a total of 7.55 Million shares, which have been reported (via 13F filing form) to have a value of $453 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
684
shares
|
$41,053
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
654
shares
|
$39,253
0.01% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
638
shares
|
$38,292
0.01% of portfolio
|
Q2 2024
Reduced 31.98%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
589
shares
|
$35,351
0.02% of portfolio
|
Q1 2025
Reduced 26.28%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
533
shares
|
$31,990
0.0% of portfolio
|
Q1 2025
Added 13.4%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
525
shares
|
$31,510
0.0% of portfolio
|
Q4 2022
Reduced 46.15%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
524
shares
|
$31,450
0.0% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
456
shares
|
$27,369
0.03% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
456
shares
|
$27,369
0.01% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
442
shares
|
$26,528
0.01% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
427
shares
|
$25,628
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
424
shares
|
$25,448
0.02% of portfolio
|
Q1 2019
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
399
shares
|
$23,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Apr 28, 2025 Q1 2025 |
318
shares
|
$19,086
0.01% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
316
shares
|
$18,966
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
309
shares
|
$18,546
0.0% of portfolio
|
Q4 2024
Reduced 37.45%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
302
shares
|
$18,126
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
258
shares
|
$15,485
0.0% of portfolio
|
Q3 2024
Reduced 66.58%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
227
shares
|
$13,624
0.0% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
221
shares
|
$13,264
0.0% of portfolio
|
Q1 2025
Added 102.75%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
206
shares
|
$12,364
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
200
shares
|
$12,004
0.0% of portfolio
|
Q3 2020
Reduced 33.33%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
180
shares
|
$10,803
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
178
shares
|
$10,683
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
150
shares
|
$9,003
0.0% of portfolio
|
Q3 2023
Reduced 90.26%
|