Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P MIDCAP L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
113KNew |
$6.66M - $7.06M
|
113K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
107K+ 2171.38% |
$6.32M - $6.7M
|
112K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
82.6KNew |
$4.88M - $5.18M
|
82.6K
$5.11M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.1KNew |
$3.79M - $4.02M
|
64.1K
$3.97M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
55.3K+ 348.85% |
$3.27M - $3.47M
|
71.2K
$4.4M
|
|
|
May 22, 2025
Q1 2025
|
Wbi Investments, Inc.
|
BUY
|
- |
51.6KNew |
$3.05M - $3.23M
|
51.6K
$3.19M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
48.1K+ 114.19% |
$2.84M - $3.01M
|
90.1K
$5.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
29.2KNew |
$1.73M - $1.83M
|
29.2K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
25.7K+ 182.27% |
$1.52M - $1.61M
|
39.8K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22.2K+ 101.81% |
$1.31M - $1.39M
|
44K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.7KNew |
$1.17M - $1.24M
|
19.7K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.8K+ 23.19% |
$994K - $1.05M
|
89.3K
$5.52M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.9K+ 4.03% |
$940K - $996K
|
410K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.7KNew |
$813K - $862K
|
13.7K
$850K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 2.35% |
$802K - $850K
|
590K
$36.5M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.9K+ 54.81% |
$644K - $683K
|
30.8K
$1.9M
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.8K+ 8.22% |
$640K - $678K
|
142K
$8.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
10.6K+ 46.61% |
$626K - $663K
|
33.3K
$2.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 12.54% |
$602K - $638K
|
91.4K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.1K+ 4.75% |
$598K - $634K
|
223K
$13.8M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.86K+ 90.95% |
$465K - $493K
|
16.5K
$1.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.18K+ 137.73% |
$366K - $388K
|
10.7K
$660K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
5.34K+ 4446.67% |
$316K - $335K
|
5.46K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.73KNew |
$280K - $296K
|
4.73K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 14.03% |
$276K - $293K
|
37.9K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.38K+ 4.37% |
$259K - $275K
|
105K
$6.47M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.94K+ 30.34% |
$233K - $247K
|
16.9K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.32KNew |
$196K - $208K
|
3.32K
$205K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$194K - $206K
|
3.29K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.1K+ 0.69% |
$184K - $195K
|
453K
$28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.56K+ 21.78% |
$151K - $161K
|
14.3K
$885K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.14K+ 1.69% |
$126K - $134K
|
128K
$7.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.68K+ 0.49% |
$99.5K - $105K
|
344K
$21.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.42K+ 2.43% |
$83.9K - $88.9K
|
59.9K
$3.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.1K+ 7.31% |
$64.9K - $68.8K
|
16.1K
$996K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 6.26% |
$64K - $67.9K
|
18.4K
$1.14M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
842+ 475.71% |
$49.8K - $52.8K
|
1.02K
$63K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
758+ 15.21% |
$44.8K - $47.5K
|
5.74K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
687+ 174.81% |
$40.6K - $43.1K
|
1.08K
$66.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
585+ 4.03% |
$34.6K - $36.7K
|
15.1K
$935K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
533+ 0.18% |
$31.5K - $33.4K
|
299K
$18.5M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
502+ 1.56% |
$29.7K - $31.5K
|
32.7K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
399New |
$23.6K - $25K
|
399
$24.7K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
363+ 2.05% |
$21.5K - $22.8K
|
18.1K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
300+ 3.85% |
$17.7K - $18.8K
|
8.1K
$501K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
300+ 2.91% |
$17.7K - $18.8K
|
10.6K
$656K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
239+ 6.0% |
$14.1K - $15K
|
4.22K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
147+ 4.27% |
$8.7K - $9.22K
|
3.59K
$222K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
128New |
$7.57K - $8.03K
|
128
$7.92K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
112+ 102.75% |
$6.62K - $7.02K
|
221
$13.7K
|