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 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-85- 5.74% |
$4.72K - $5.33K
|
1.4K
$89.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-85- 2.49% |
$4.72K - $5.33K
|
3.32K
$213K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-95- 2.03% |
$5.28K - $5.96K
|
4.6K
$294K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-97- 15.45% |
$5.39K - $6.08K
|
531
$34K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 50.0% |
$5.56K - $6.27K
|
100
$6.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-136- 3.01% |
$7.56K - $8.53K
|
4.38K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-155- 75.24% |
$8.61K - $9.72K
|
51
$3.26K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
SELL
|
- |
-182- 1.2% |
$10.1K - $11.4K
|
14.9K
$956K
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-183- 5.3% |
$10.2K - $11.5K
|
3.27K
$210K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-204- 3.9% |
$11.3K - $12.8K
|
5.03K
$322K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-226- 2.12% |
$12.6K - $14.2K
|
10.4K
$669K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-232- 1.91% |
$12.9K - $14.6K
|
11.9K
$763K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-292- 6.25% |
$16.2K - $18.3K
|
4.38K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-299- 1.34% |
$16.6K - $18.8K
|
22K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-300- 3.7% |
$16.7K - $18.8K
|
7.8K
$499K
|
|
|
Aug 11, 2025
Q2 2025
|
Wbi Investments, Inc.
|
SELL
|
- |
-324- 0.63% |
$18K - $20.3K
|
51.2K
$3.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-326- 2.77% |
$18.1K - $20.4K
|
11.4K
$732K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-326- 2.23% |
$18.1K - $20.4K
|
14.3K
$913K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-350- 7.0% |
$19.4K - $22K
|
4.65K
$298K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-354- 0.93% |
$19.7K - $22.2K
|
37.6K
$2.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-422- 0.71% |
$23.5K - $26.5K
|
59.4K
$3.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-470- 2.38% |
$26.1K - $29.5K
|
19.3K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-567- 9.23% |
$31.5K - $35.6K
|
5.58K
$357K
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-605- 13.75% |
$33.6K - $38K
|
3.79K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-623- 8.49% |
$34.6K - $39.1K
|
6.71K
$430K
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-625- 4.39% |
$34.7K - $39.2K
|
13.6K
$870K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-687- 63.61% |
$38.2K - $43.1K
|
393
$25.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-856- 17.38% |
$47.6K - $53.7K
|
4.07K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
SELL
|
- |
-877- 5.34% |
$48.7K - $55K
|
15.6K
$995K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-965- 10.47% |
$53.6K - $60.5K
|
8.25K
$528K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1K- 7.5% |
$55.6K - $62.7K
|
12.3K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1K- 34.02% |
$55.7K - $62.9K
|
1.95K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.2K- 2.89% |
$66.7K - $75.3K
|
40.3K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.27K- 5.69% |
$70.5K - $79.5K
|
21K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.42K- 2.59% |
$78.7K - $88.8K
|
53.3K
$3.41M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.54K- 83.74% |
$85.3K - $96.3K
|
298
$19.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.54K- 10.61% |
$85.6K - $96.6K
|
13K
$831K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.72K- 5.9% |
$95.7K - $108K
|
27.5K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.49K- 6.7% |
$138K - $156K
|
34.7K
$2.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.6K- 18.18% |
$145K - $163K
|
11.7K
$750K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.25K- 24.34% |
$181K - $204K
|
10.1K
$647K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.91K- 4.28% |
$217K - $245K
|
87.5K
$5.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-4.07K- 19.5% |
$226K - $255K
|
16.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-4.49K- 26.52% |
$250K - $282K
|
12.4K
$796K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.98K- 3.73% |
$276K - $312K
|
128K
$8.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.37K- 98.46% |
$299K - $337K
|
84
$5.38K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.84K- 6.54% |
$324K - $366K
|
83.4K
$5.34M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-6.11K- 33.8% |
$340K - $383K
|
12K
$766K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.47K- 59.42% |
$359K - $406K
|
4.42K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.8K- 17.09% |
$378K - $427K
|
33K
$2.11M
|