Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-727- 2.38% |
$38.8K - $41.4K
|
29.8K
$1.85M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-764- 3.66% |
$40.8K - $43.5K
|
20.1K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-801- 17.91% |
$42.7K - $45.6K
|
3.67K
$228K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-852- 13.33% |
$45.5K - $48.5K
|
5.54K
$343K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-899- 9.49% |
$48K - $51.2K
|
8.57K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-939- 12.49% |
$50.1K - $53.5K
|
6.58K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
SELL
|
- |
-1.08K- 5.57% |
$57.7K - $61.6K
|
18.3K
$1.14M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.25K- 76.22% |
$66.7K - $71.2K
|
390
$24.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1.26K- 22.1% |
$67.2K - $71.7K
|
4.44K
$275K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.38K- 5.67% |
$73.7K - $78.6K
|
23K
$1.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.56K- 29.91% |
$83.5K - $89.1K
|
3.67K
$227K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.58K- 4.48% |
$84.2K - $89.9K
|
33.6K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.7K- 3.72% |
$90.6K - $96.7K
|
43.9K
$2.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-1.97K- 22.39% |
$105K - $112K
|
6.84K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-2.28K- 35.73% |
$122K - $130K
|
4.1K
$254K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.97K- 3.44% |
$159K - $169K
|
83.3K
$5.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-3.15K- 9.29% |
$168K - $179K
|
30.8K
$1.91M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-3.22K- 31.82% |
$172K - $183K
|
6.9K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.46K- 31.09% |
$184K - $197K
|
7.66K
$475K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.17K- 16.67% |
$222K - $237K
|
20.8K
$1.29M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.52K- 20.21% |
$241K - $258K
|
17.9K
$1.11M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.9K- 1.05% |
$262K - $279K
|
461K
$28.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-5.47K- 29.36% |
$292K - $312K
|
13.2K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-5.55K- 42.13% |
$296K - $316K
|
7.63K
$473K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.76K- 27.42% |
$307K - $328K
|
15.2K
$945K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6K- 28.16% |
$320K - $342K
|
15.3K
$949K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.15K- 11.11% |
$382K - $407K
|
57.2K
$3.55M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.84K- 12.37% |
$418K - $446K
|
55.6K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-8.38K- 98.8% |
$447K - $477K
|
102
$6.32K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1K- 36.08% |
$541K - $577K
|
18K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11K- 2.97% |
$587K - $626K
|
359K
$22.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5K- 63.32% |
$613K - $654K
|
6.65K
$412K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 3.44% |
$626K - $668K
|
330K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.2K- 6.15% |
$707K - $754K
|
202K
$12.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 5.21% |
$749K - $799K
|
255K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 18.13% |
$756K - $807K
|
64K
$3.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.8K- 5.43% |
$792K - $845K
|
258K
$16M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-15.1K- 40.55% |
$804K - $858K
|
22.1K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.2K- 11.28% |
$809K - $863K
|
119K
$7.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.3K- 20.05% |
$1.25M - $1.33M
|
93.1K
$5.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.7K- 5.56% |
$1.37M - $1.47M
|
438K
$27.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-49.9K- 13.78% |
$2.66M - $2.84M
|
312K
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.7K- 9.01% |
$2.97M - $3.17M
|
562K
$34.9M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-55.7K- 9.01% |
$2.97M - $3.17M
|
562K
$34.9M
|