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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-50- 1.01% |
$3.03K - $3.28K
|
4.89K
$302K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-58- 1.1% |
$3.51K - $3.8K
|
5.23K
$323K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-61- 0.75% |
$3.69K - $4K
|
8.09K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-65- 0.44% |
$3.93K - $4.26K
|
14.8K
$913K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-79- 1.52% |
$4.78K - $5.18K
|
5.11K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-101- 2.19% |
$6.11K - $6.62K
|
4.51K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-107- 0.51% |
$6.47K - $7.02K
|
20.9K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-145- 0.65% |
$8.77K - $9.51K
|
22.2K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-150- 3.64% |
$9.08K - $9.84K
|
3.97K
$246K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-178- 0.44% |
$10.8K - $11.7K
|
40.6K
$2.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-179- 3.56% |
$10.8K - $11.7K
|
4.85K
$300K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-181- 4.81% |
$11K - $11.9K
|
3.58K
$221K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-185- 37.45% |
$11.2K - $12.1K
|
309
$19.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-191- 2.25% |
$11.6K - $12.5K
|
8.28K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 53.05% |
$12.1K - $13.1K
|
177
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-224- 1.51% |
$13.6K - $14.7K
|
14.6K
$904K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-231- 4.47% |
$14K - $15.1K
|
4.94K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-250- 6.81% |
$15.1K - $16.4K
|
3.42K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-306- 8.16% |
$18.5K - $20.1K
|
3.45K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-336- 8.67% |
$20.3K - $22K
|
3.54K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-400- 8.25% |
$24.2K - $26.2K
|
4.45K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-440- 15.44% |
$26.6K - $28.9K
|
2.41K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-514- 8.59% |
$31.1K - $33.7K
|
5.47K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-531- 28.11% |
$32.1K - $34.8K
|
1.36K
$84K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-551- 3.21% |
$33.3K - $36.1K
|
16.6K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-656- 2.22% |
$39.7K - $43K
|
28.9K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-771- 11.81% |
$46.7K - $50.6K
|
5.76K
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-966- 1.13% |
$58.5K - $63.3K
|
84.9K
$5.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-970- 1.73% |
$58.7K - $63.6K
|
55.2K
$3.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.03K- 19.69% |
$62.3K - $67.5K
|
4.2K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.06K- 9.79% |
$63.9K - $69.2K
|
9.73K
$602K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.18K- 6.76% |
$71.3K - $77.2K
|
16.3K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 5.22% |
$75.9K - $82.2K
|
22.8K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.36K- 16.44% |
$82.1K - $88.9K
|
6.89K
$426K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.38K- 68.59% |
$83.5K - $90.5K
|
632
$39.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.62K- 21.16% |
$159K - $172K
|
9.76K
$604K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-2.64K- 15.37% |
$160K - $173K
|
14.5K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.88K- 6.43% |
$174K - $189K
|
41.9K
$2.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.89K- 0.73% |
$175K - $189K
|
394K
$24.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.92K- 2.66% |
$176K - $191K
|
107K
$6.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.05K- 17.29% |
$185K - $200K
|
14.6K
$903K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.28K- 18.42% |
$199K - $215K
|
14.5K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.48K- 1.84% |
$271K - $294K
|
239K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.37K- 27.44% |
$325K - $352K
|
14.2K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.53K- 21.01% |
$334K - $362K
|
20.8K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.78K- 2.48% |
$471K - $510K
|
306K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-9.24K- 63.91% |
$559K - $606K
|
5.22K
$323K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.9K- 12.25% |
$662K - $717K
|
78.3K
$4.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.2K- 45.73% |
$680K - $737K
|
13.3K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 13.62% |
$691K - $749K
|
72.5K
$4.48M
|