Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-518- 7.42% |
$24.9K - $29.2K
|
6.46K
$400K
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-537- 0.88% |
$25.8K - $30.3K
|
60.4K
$3.74M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-578- 7.06% |
$27.8K - $32.6K
|
7.61K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-680- 2.44% |
$32.7K - $38.3K
|
27.2K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-850- 1.23% |
$40.8K - $47.9K
|
68.4K
$4.23M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-995- 6.63% |
$47.8K - $56.1K
|
14K
$866K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-998- 15.09% |
$47.9K - $56.2K
|
5.62K
$347K
|
|
|
Nov 16, 2022
Q3 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.06K- 2.28% |
$50.7K - $59.5K
|
45.2K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.2K- 2.43% |
$57.4K - $67.3K
|
47.9K
$2.96M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.23K- 25.32% |
$59.3K - $69.5K
|
3.64K
$225K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 10.43% |
$59.9K - $70.2K
|
10.7K
$662K
|
|
|
Oct 20, 2022
Q3 2022
|
Wt Wealth Management
|
SELL
|
- |
-1.31K- 5.03% |
$62.9K - $73.8K
|
24.7K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.38K- 2.05% |
$66.2K - $77.6K
|
66K
$4.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.39K- 61.36% |
$66.5K - $78K
|
872
$53.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.41K- 7.29% |
$67.5K - $79.2K
|
17.9K
$1.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-1.42K- 20.0% |
$68.1K - $79.9K
|
5.67K
$351K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.43K- 44.8% |
$68.8K - $80.7K
|
1.77K
$109K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.44K- 2.1% |
$69.3K - $81.3K
|
67.1K
$4.15M
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.47K- 21.23% |
$70.4K - $82.5K
|
5.44K
$336K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.54K- 8.13% |
$74K - $86.8K
|
17.4K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.6K- 22.25% |
$76.9K - $90.1K
|
5.59K
$346K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 6.66% |
$83.7K - $98.1K
|
24.4K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.78K- 9.64% |
$85.6K - $100K
|
16.7K
$1.03M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-1.84K- 12.59% |
$88.5K - $104K
|
12.8K
$792K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.27K- 18.49% |
$109K - $128K
|
10K
$619K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.68K- 7.43% |
$129K - $151K
|
33.4K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.19K- 15.65% |
$153K - $180K
|
17.2K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.33K- 2.7% |
$160K - $188K
|
120K
$7.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.7K- 54.23% |
$178K - $208K
|
3.12K
$193K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.81K- 4.01% |
$183K - $215K
|
91.2K
$5.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-3.85K- 1.86% |
$185K - $217K
|
203K
$12.6M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.13KClosed |
$198K - $232K
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.32K- 0.72% |
$208K - $243K
|
596K
$36.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.58K- 18.68% |
$220K - $258K
|
19.9K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.75K- 2.12% |
$228K - $267K
|
219K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-5.57K- 17.27% |
$267K - $314K
|
26.7K
$1.65M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-5.63K- 2.48% |
$270K - $317K
|
221K
$13.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.71K- 31.09% |
$274K - $322K
|
12.7K
$782K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.96K- 86.09% |
$286K - $336K
|
963
$59.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-6.32K- 20.74% |
$304K - $356K
|
24.2K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.63K- 17.87% |
$319K - $374K
|
30.5K
$1.88M
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-9.42K- 29.89% |
$453K - $531K
|
22.1K
$1.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 41.92% |
$569K - $667K
|
16.4K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 2.56% |
$613K - $719K
|
486K
$30.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-13.2K- 15.02% |
$633K - $742K
|
74.6K
$4.61M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-15K- 2.64% |
$722K - $846K
|
554K
$34.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.8K- 4.19% |
$759K - $890K
|
362K
$22.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17K- 3.75% |
$815K - $956K
|
435K
$26.9M
|
|
|
Nov 18, 2022
Q3 2022
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-17.8KClosed |
$857K - $1M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.5K- 15.44% |
$986K - $1.16M
|
112K
$6.95M
|