Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
177KNew |
$10.7M - $11.6M
|
177K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
142KNew |
$8.61M - $9.33M
|
142K
$8.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.1K+ 13.14% |
$2M - $2.17M
|
285K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
28.2K+ 34.23% |
$1.7M - $1.85M
|
110K
$6.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
21.8KNew |
$1.32M - $1.43M
|
21.8K
$1.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
21.4KNew |
$1.3M - $1.41M
|
21.4K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.2K+ 58.01% |
$1.28M - $1.39M
|
57.7K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19.9KNew |
$1.2M - $1.3M
|
19.9K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$786K - $852K
|
13K
$802K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$746K - $809K
|
12.3K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
12.1KNew |
$733K - $794K
|
12.1K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.64K+ 13.47% |
$583K - $632K
|
81.2K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
9.1K+ 105.58% |
$551K - $597K
|
17.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.34K+ 106.42% |
$504K - $547K
|
16.2K
$999K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.12K+ 62.25% |
$492K - $533K
|
21.2K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.04K+ 1.42% |
$487K - $527K
|
576K
$35.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.03K+ 54.72% |
$486K - $526K
|
22.7K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.68K+ 799.79% |
$465K - $503K
|
8.64K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99K+ 4.35% |
$362K - $393K
|
144K
$8.87M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.85KNew |
$354K - $383K
|
5.85K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.45KNew |
$330K - $357K
|
5.45K
$336K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5.05KNew |
$305K - $331K
|
5.05K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Dorval Corp
Maple Grove, MN |
BUY
|
- |
5.04K+ 2.29% |
$305K - $330K
|
225K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.98KNew |
$302K - $327K
|
4.98K
$308K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.88K+ 14.93% |
$295K - $320K
|
37.6K
$2.32M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.86KNew |
$294K - $319K
|
4.86K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.62KNew |
$280K - $303K
|
4.62K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.03KNew |
$244K - $264K
|
4.03K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4.02K+ 3.34% |
$243K - $264K
|
124K
$7.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.72K+ 1.78% |
$225K - $244K
|
213K
$13.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.43KNew |
$208K - $225K
|
3.43K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.01KNew |
$182K - $197K
|
3.01K
$186K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.14K+ 33.61% |
$130K - $140K
|
8.51K
$526K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.92K+ 192.4% |
$116K - $126K
|
2.92K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.7K+ 27.87% |
$103K - $111K
|
7.8K
$482K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.61K+ 2.82% |
$97.1K - $105K
|
58.4K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.45KNew |
$87.4K - $94.7K
|
1.45K
$89.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.39K+ 6.82% |
$84K - $91K
|
21.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.11K+ 9.13% |
$67K - $72.6K
|
13.2K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
810+ 6.47% |
$49K - $53.1K
|
13.3K
$823K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
798+ 2.46% |
$48.3K - $52.3K
|
33.3K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
763+ 2.44% |
$46.2K - $50K
|
32.1K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
735New |
$44.5K - $48.2K
|
735
$45.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
684New |
$41.4K - $44.8K
|
684
$42.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
654New |
$39.6K - $42.9K
|
654
$40.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
516+ 14.88% |
$31.2K - $33.8K
|
3.98K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
479+ 1.51% |
$29K - $31.4K
|
32.2K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
463+ 15.11% |
$28K - $30.4K
|
3.53K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
453New |
$27.4K - $29.7K
|
453
$28K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
409+ 0.98% |
$24.7K - $26.8K
|
42.1K
$2.6M
|