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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
102
shares
|
$6,122
0.0% of portfolio
|
Q2 2024
Reduced 98.8%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
100
shares
|
$6,002
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
100
shares
|
$6,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
76
shares
|
$4,561
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
70
shares
|
$4,201
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
60
shares
|
$3,601
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
45
shares
|
$2,700
0.0% of portfolio
|
Q4 2023
Reduced 93.28%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
37
shares
|
$2,220
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
30
shares
|
$1,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
24
shares
|
$1,440
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
23
shares
|
$1,380
0.0% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Provident Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
2
shares
|
$120
0.0% of portfolio
|
Q1 2023
Reduced 33.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|