Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
234KNew |
$13M - $14.7M
|
234K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
213K+ 51.96% |
$11.8M - $13.4M
|
623K
$39.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
144K+ 397.66% |
$8.02M - $9.05M
|
181K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
84.9K+ 655.46% |
$4.72M - $5.33M
|
97.9K
$6.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
82.3K+ 18.17% |
$4.58M - $5.17M
|
536K
$34.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
38.7K+ 6067.08% |
$2.15M - $2.43M
|
39.3K
$2.52M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
36.8KNew |
$2.04M - $2.31M
|
36.8K
$2.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
30.6KNew |
$1.7M - $1.92M
|
30.6K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
27.9K+ 24.77% |
$1.55M - $1.75M
|
140K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25K+ 35.1% |
$1.39M - $1.57M
|
96.2K
$6.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22.5K+ 24.93% |
$1.25M - $1.41M
|
113K
$7.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.5K+ 9.94% |
$972K - $1.1M
|
194K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.9K+ 5.67% |
$941K - $1.06M
|
316K
$20.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$637K - $719K
|
11.5K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.8KNew |
$602K - $680K
|
10.8K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.91K+ 9.47% |
$551K - $622K
|
115K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.76KNew |
$542K - $612K
|
9.76K
$624K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
8.37KNew |
$465K - $525K
|
8.37K
$536K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8K+ 1.36% |
$445K - $502K
|
598K
$38.3M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.37K+ 23.94% |
$409K - $462K
|
38.1K
$2.44M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.86K+ 2.26% |
$381K - $430K
|
311K
$19.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.21K+ 4849.22% |
$345K - $389K
|
6.34K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68K+ 152.36% |
$315K - $356K
|
9.4K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 6.45% |
$275K - $311K
|
81.7K
$5.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.82K+ 134.26% |
$268K - $303K
|
8.42K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58K+ 3.21% |
$254K - $287K
|
147K
$9.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.56KNew |
$253K - $286K
|
4.56K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
4.32K+ 12.97% |
$240K - $271K
|
37.6K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05KNew |
$225K - $254K
|
4.05K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
3.94KNew |
$219K - $247K
|
3.94K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.84KNew |
$214K - $241K
|
3.84K
$246K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.75K+ 34.03% |
$208K - $235K
|
14.8K
$945K
|
|
|
Jul 22, 2025
Q2 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.42KNew |
$190K - $215K
|
3.42K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 3.1% |
$188K - $213K
|
113K
$7.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
3.32KNew |
$184K - $208K
|
3.32K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.15K+ 64.52% |
$175K - $198K
|
8.04K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
3.08K+ 25.48% |
$171K - $193K
|
15.2K
$971K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.8K+ 1.26% |
$156K - $176K
|
225K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.71K+ 2.21% |
$150K - $170K
|
125K
$7.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.37K+ 56.87% |
$132K - $149K
|
6.54K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.1K+ 5.04% |
$117K - $132K
|
43.7K
$2.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.04K+ 22.61% |
$113K - $128K
|
11.1K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
1.54K+ 14.4% |
$85.7K - $96.8K
|
12.3K
$785K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 14.84% |
$78.3K - $88.4K
|
10.9K
$698K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
972+ 3.04% |
$54K - $61K
|
33K
$2.11M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
940New |
$52.2K - $59K
|
940
$60.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
891+ 5.4% |
$49.5K - $55.9K
|
17.4K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
888New |
$49.3K - $55.7K
|
888
$56.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
860New |
$47.8K - $53.9K
|
860
$55K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
712+ 5.04% |
$39.6K - $44.7K
|
14.8K
$949K
|