Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
187KNew |
$10.2M - $11.4M
|
187K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
49.6KNew |
$2.69M - $3.03M
|
49.6K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
26.3K+ 256.99% |
$1.43M - $1.6M
|
36.5K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.6K+ 61.32% |
$1.39M - $1.56M
|
67.4K
$4.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.8KNew |
$805K - $905K
|
14.8K
$917K
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.72K+ 8.78% |
$528K - $594K
|
120K
$7.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.58K+ 11.84% |
$412K - $463K
|
71.6K
$4.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.88K+ 7.6% |
$374K - $420K
|
97.5K
$6.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.8K+ 88.76% |
$369K - $415K
|
14.5K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.5K+ 3.21% |
$353K - $397K
|
209K
$12.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.1KNew |
$331K - $372K
|
6.1K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.87K+ 1.04% |
$319K - $358K
|
568K
$35.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.65K+ 84.94% |
$307K - $345K
|
12.3K
$761K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
5.17KNew |
$281K - $315K
|
5.17K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
5.09KNew |
$277K - $311K
|
5.09K
$315K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
5.03KNew |
$273K - $307K
|
5.03K
$311K
|
|
|
Oct 23, 2024
Q3 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
3.75K+ 1.73% |
$203K - $229K
|
220K
$13.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
3.67KNew |
$199K - $224K
|
3.67K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
3.56KNew |
$193K - $217K
|
3.56K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.55KNew |
$193K - $217K
|
3.55K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.54K+ 37.18% |
$192K - $216K
|
13.1K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.3K+ 14.34% |
$179K - $201K
|
26.3K
$1.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.29KNew |
$178K - $201K
|
3.29K
$203K
|
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
3.16K+ 41.8% |
$172K - $193K
|
10.7K
$663K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.85KNew |
$155K - $174K
|
2.85K
$176K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.58K+ 3.1% |
$140K - $157K
|
85.8K
$5.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.5K+ 4.6% |
$136K - $152K
|
56.8K
$3.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.24K+ 22.69% |
$122K - $137K
|
12.1K
$749K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.87K+ 71.32% |
$102K - $114K
|
4.49K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.37K+ 36.24% |
$74.4K - $83.6K
|
5.15K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.35K+ 36.78% |
$73.2K - $82.3K
|
5.01K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.31K+ 2.29% |
$71.1K - $79.9K
|
58.5K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23KNew |
$66.6K - $74.8K
|
1.23K
$75.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
999+ 7.31% |
$54.3K - $61K
|
14.7K
$907K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
996+ 0.22% |
$54.1K - $60.8K
|
462K
$28.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
960New |
$52.1K - $58.6K
|
960
$59.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
814+ 0.65% |
$44.2K - $49.7K
|
126K
$7.8M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
551+ 3.61% |
$29.9K - $33.6K
|
15.8K
$977K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
544+ 60.31% |
$29.5K - $33.2K
|
1.45K
$89.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
501+ 2.99% |
$27.2K - $30.6K
|
17.2K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
450New |
$24.4K - $27.5K
|
450
$27.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
390+ 9.51% |
$21.2K - $23.8K
|
4.49K
$278K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
390+ 375.0% |
$21.2K - $23.8K
|
494
$30.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
206New |
$11.2K - $12.6K
|
206
$12.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
194New |
$10.5K - $11.8K
|
194
$12K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
151+ 1.89% |
$8.2K - $9.22K
|
8.15K
$504K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
133+ 3.59% |
$7.22K - $8.12K
|
3.83K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
123+ 3.38% |
$6.68K - $7.51K
|
3.76K
$233K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 1.91% |
$6.08K - $6.84K
|
5.98K
$370K
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
102+ 0.33% |
$5.54K - $6.23K
|
31.3K
$1.94M
|