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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-233- 3.38% |
$13.8K - $14.6K
|
6.66K
$412K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-247- 5.0% |
$14.6K - $15.5K
|
4.69K
$290K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-254- 3.71% |
$15K - $15.9K
|
6.59K
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-267- 2.02% |
$15.8K - $16.7K
|
13K
$802K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-270- 2.77% |
$16K - $16.9K
|
9.49K
$587K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-284- 4.59% |
$16.8K - $17.8K
|
5.91K
$365K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-297- 2.45% |
$17.6K - $18.6K
|
11.8K
$730K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-309- 2.13% |
$18.3K - $19.4K
|
14.2K
$880K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-316- 50.0% |
$18.7K - $19.8K
|
316
$19.5K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 0.82% |
$20.2K - $21.4K
|
41.6K
$2.57M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-391- 38.37% |
$23.1K - $24.5K
|
628
$38.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-452- 9.32% |
$26.7K - $28.3K
|
4.4K
$272K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-500- 16.63% |
$29.6K - $31.4K
|
2.51K
$155K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-515- 2.26% |
$30.5K - $32.3K
|
22.3K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-518- 5.32% |
$30.6K - $32.5K
|
9.21K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-532- 0.96% |
$31.5K - $33.4K
|
54.7K
$3.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-548- 5.73% |
$32.4K - $34.4K
|
9.02K
$558K
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-620- 1.47% |
$36.7K - $38.9K
|
41.5K
$2.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-651- 4.41% |
$38.5K - $40.8K
|
14.1K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-653- 1.77% |
$38.6K - $40.9K
|
36.3K
$2.24M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-705- 0.4% |
$41.7K - $44.2K
|
176K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-723- 0.5% |
$42.8K - $45.3K
|
143K
$8.84M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-751- 9.29% |
$44.4K - $47.1K
|
7.34K
$454K
|
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-833- 14.46% |
$49.3K - $52.2K
|
4.93K
$305K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-869- 4.0% |
$51.4K - $54.5K
|
20.9K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-875- 17.34% |
$51.8K - $54.9K
|
4.17K
$258K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-900- 4.06% |
$53.2K - $56.4K
|
21.3K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-917- 0.83% |
$54.2K - $57.5K
|
110K
$6.77M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-930- 38.59% |
$55K - $58.3K
|
1.48K
$91.5K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.02K- 14.43% |
$60.1K - $63.7K
|
6.03K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.01K- 0.66% |
$119K - $126K
|
304K
$18.8M
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-2.1K- 34.01% |
$124K - $132K
|
4.08K
$252K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.12K- 36.29% |
$126K - $133K
|
3.73K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.33K- 1.87% |
$138K - $146K
|
122K
$7.55M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3K- 16.37% |
$177K - $188K
|
15.3K
$948K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.11K- 32.77% |
$184K - $195K
|
6.37K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.44K- 8.46% |
$203K - $215K
|
37.2K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-3.8K- 23.93% |
$225K - $239K
|
12.1K
$748K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.01K- 2.1% |
$297K - $314K
|
234K
$14.5M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.24K- 32.25% |
$310K - $329K
|
11K
$681K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.29K- 32.69% |
$313K - $331K
|
10.9K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-6.57K- 22.75% |
$388K - $412K
|
22.3K
$1.38M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.08K- 9.52% |
$478K - $506K
|
76.8K
$4.75M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.3K- 22.08% |
$491K - $520K
|
29.3K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.04K- 6.36% |
$535K - $567K
|
133K
$8.24M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15.6K- 27.05% |
$923K - $979K
|
42.1K
$2.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 49.99% |
$1.3M - $1.38M
|
22K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.7K- 9.72% |
$1.64M - $1.74M
|
258K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-45.2K- 42.4% |
$2.67M - $2.83M
|
61.3K
$3.79M
|