Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.23K- 0.58% |
$156K - $181K
|
551K
$34.1M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.78K- 0.87% |
$182K - $211K
|
431K
$26.7M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.86K- 4.23% |
$186K - $216K
|
87.3K
$5.4M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.15K- 32.76% |
$199K - $232K
|
8.51K
$526K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.59K- 27.97% |
$221K - $257K
|
11.8K
$731K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.11K- 2.51% |
$246K - $286K
|
198K
$12.3M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.71K- 39.01% |
$323K - $375K
|
10.5K
$649K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.93K- 20.8% |
$333K - $387K
|
26.4K
$1.63M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.03K- 37.01% |
$338K - $393K
|
12K
$740K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.29K- 1.97% |
$399K - $463K
|
412K
$25.5M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-8.41K- 3.81% |
$405K - $471K
|
213K
$13.1M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.2K- 8.47% |
$489K - $569K
|
110K
$6.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.1K- 49.65% |
$628K - $730K
|
13.2K
$819K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-14.2K- 53.94% |
$681K - $792K
|
12.1K
$748K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25.7K- 18.1% |
$1.24M - $1.44M
|
116K
$7.19M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.6K- 6.81% |
$1.95M - $2.27M
|
555K
$34.3M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-41.8K- 56.38% |
$2.01M - $2.34M
|
32.4K
$2M
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-48.6K- 10.35% |
$2.34M - $2.72M
|
421K
$26M
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-54.1KClosed |
$2.6M - $3.02M
|
0
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.2K- 6.88% |
$2.65M - $3.09M
|
747K
$46.2M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.4K- 11.64% |
$4.73M - $5.5M
|
747K
$46.2M
|