Who owns Invesco Exchng Traded Fd Tr s&p midcp low?
- Ticker: XMLV
- CUSIP Number: 46138e198
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Analyze quarterly positions in Invesco Exchng Traded Fd Tr s&p midcp low with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Invesco Exchng Traded Fd Tr s&p midcp low stock
Who bought or sold Invesco Exchng Traded Fd Tr s&p midcp low this quarter?
Fund or Company Name |
Shares Held |
Valued At |
Change in Shares |
As Of |
Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 576k | $35M | 1% | Dec 2024 |
|
| Cambridge Investment Research Advisors | 450k | $27M | -3% | Dec 2024 |
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| LPL Financial | 394k | $24M | -1% | Dec 2024 |
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| Bank of New York Mellon | 393k | $24M | 2% | Dec 2024 |
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| Brookstone Capital Management | 342k | $21M | -4% | Dec 2024 |
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| Envestnet Asset Management | 306k | $19M | -2% | Dec 2024 |
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| UBS Group | 298k | $18M | -4% | Dec 2024 |
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| Commonwealth Equity Services | 285k | $17M | 13% | Dec 2024 |
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| Pnc Financial Services | 239k | $15M | -2% | Dec 2024 |
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| DORVAL Corp | 225k | $14M | 2% | Dec 2024 |
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| Ameriprise Financial | 213k | $13M | 2% | Dec 2024 |
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| Raymond James Financial | 177k | $11M | 100% | Dec 2024 |
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| Baird Financial | 144k | $8.7M | 4% | Dec 2024 |
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| Mercer Global Advisors | 142k | $8.7M | 100% | Dec 2024 |
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| Sculati Wealth Management | 132k | $8.0M | 5% | Dec 2024 |
|
| PFS Partners | 129k | $7.9M | 2% | Mar 2025 |
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| Obsidian Personal Planning Solutions | 125k | $7.7M | 3% | Dec 2024 |
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| Bank of America Corporation | 111k | $6.7M | 259% | Dec 2024 |
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| Equitable Holdings | 107k | $6.5M | -3% | Dec 2024 |
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| Wells Fargo & Company | 100k | $6.1M | -11% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 85k | $5.2M | -1% | Dec 2024 |
|
| Royal Bank of Canada | 81k | $4.9M | 13% | Dec 2024 |
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| Advisor Group Holdings | 73k | $4.4M | -14% | Dec 2024 |
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| ProVise Management Group | 58k | $3.6M | 3% | Dec 2024 |
|
| Jones Financial Companies, L.L | 58k | $3.5M | 58% | Dec 2024 |
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| Mml Investors Services | 55k | $3.4M | -2% | Dec 2024 |
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| Liberty One Investment Management | 42k | $2.6M | 1% | Dec 2024 |
|
| HighTower Advisors | 42k | $2.6M | -6% | Dec 2024 |
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| Mariner Wealth Advisors | 41k | $2.5M | 0% | Dec 2024 |
|
| Goldman Sachs Group | 38k | $2.3M | 15% | Dec 2024 |
|
| Stifel Financial | 37k | $2.2M | -45% | Dec 2024 |
|
| Lee Munder Capital Group | 33k | $2.1M | 47% | Mar 2025 |
|
| Prime Capital Investment Advisors | 33k | $2.0M | 2% | Dec 2024 |
|
| Harbour Investments | 32k | $2.0M | 2% | Dec 2024 |
|
| Johnson & White Wealth Management | 32k | $2.0M | 0% | Mar 2025 |
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| Capital Analysts | 29k | $1.8M | -2% | Dec 2024 |
|
| FineMark National Bank & Trust | 23k | $1.4M | -5% | Dec 2024 |
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| Pacific Sun Financial Corp | 22k | $1.3M | -1% | Dec 2024 |
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| Golden State Wealth Management | 22k | $1.3M | 100% | Dec 2024 |
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| Clear Creek Financial Management | 22k | $1.3M | 7% | Dec 2024 |
|
| Independent Advisor Alliance | 21k | $1.3M | 100% | Dec 2024 |
|
| Old Mission Capital | 21k | $1.3M | 62% | Dec 2024 |
|
| JFS Wealth Advisors | 21k | $1.3M | -1% | Dec 2024 |
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| Laidlaw Wealth Management | 21k | $1.3M | -21% | Dec 2024 |
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| U.S. Capital Wealth Advisors | 20k | $1.2M | 100% | Dec 2024 |
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| United Capital Financial Advisers | 18k | $1.1M | 2% | Dec 2024 |
|
| Citigroup | 18k | $1.1M | 106% | Dec 2024 |
|
| Snowden Capital Advisors | 17k | $1.1M | 0% | Dec 2024 |
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| Change Path | 17k | $1.0M | -3% | Dec 2024 |
|
| IronOak Wealth | 16k | $998k | 100% | Dec 2024 |
|
| Monticello Wealth Management | 16k | $998k | 0% | Dec 2024 |
|
| Private Advisor | 16k | $989k | -7% | Dec 2024 |
|
| Susquehanna International | 16k | $983k | 106% | Dec 2024 |
|
| Investment Partners Asset Management | 16k | $994k | 7% | Mar 2025 |
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| Avestar Capital | 16k | $967k | -53% | Dec 2024 |
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| Goss Wealth Management | 16k | $965k | 0% | Dec 2024 |
|
| Janney Montgomery Scott | 15k | $898k | 0% | Dec 2024 |
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| Visionary Wealth Advisors | 15k | $889k | -2% | Dec 2024 |
|
| Financial Advocates Investment Management | 15k | $888k | -17% | Dec 2024 |
|
| Moneywise | 15k | $884k | -18% | Dec 2024 |
|
| Win Advisors | 15k | $884k | -15% | Dec 2024 |
|
| Wealth Enhancement Advisory Services | 14k | $884k | 22% | Mar 2025 |
|
| Warren Averett Asset Management | 14k | $863k | -27% | Dec 2024 |
|
| Two Sigma Investments | 14k | $858k | -72% | Dec 2024 |
|
| Ameritas Advisory Services | 13k | $811k | -46% | Dec 2024 |
|
| Sheets Smith Wealth Management | 13k | $811k | 6% | Dec 2024 |
|
| MorganRosel Wealth Management | 13k | $804k | 9% | Dec 2024 |
|
| Orion Portfolio Solutions | 13k | $790k | 100% | Dec 2024 |
|
| Virtu Financial | 12k | $750k | 100% | Dec 2024 |
|
| Well Done | 12k | $747k | 0% | Dec 2024 |
|
| Destiny Capital Corp | 12k | $726k | 0% | Mar 2025 |
|
| Strategic Equity Management | 11k | $662k | 0% | Mar 2025 |
|
| Essex Financial Services | 10k | $627k | 0% | Dec 2024 |
|
| H D Vest Advisory Services | 9.8k | $594k | -21% | Dec 2024 |
|
| Avant Capital | 9.7k | $592k | 100% | Dec 2024 |
|
| Rsm Us Wealth Management | 9.6k | $585k | 0% | Dec 2024 |
|
| Kestra Advisory Services | 9.6k | $582k | -85% | Dec 2024 |
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| Insigneo Advisory Services | 9.5k | $576k | 1% | Dec 2024 |
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| AQR Capital Management | 8.9k | $538k | 0% | Dec 2024 |
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| Massmutual Trust | 8.6k | $525k | 800% | Dec 2024 |
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| Atria Wealth Solutions | 8.6k | $524k | 0% | Dec 2024 |
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| ERn Financial | 8.5k | $515k | 0% | Dec 2024 |
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| Spectrum Wealth Advisory Group | 8.3k | $507k | 0% | Dec 2024 |
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| Syntegra Private Wealth Group | 8.3k | $504k | -2% | Dec 2024 |
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| Ashton Thomas Private Wealth | 8.1k | $492k | -1% | Dec 2024 |
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| Daiwa Securities Group | 7.8k | $474k | 28% | Dec 2024 |
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| Petix & Botte | 7.7k | $470k | 0% | Dec 2024 |
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| Whitaker-Myers Wealth Managers | 7.7k | $476k | 1% | Mar 2025 |
|
| Harvest Investment Services | 7.0k | $428k | 1% | Dec 2024 |
|
| Jacobi Capital Management | 7.0k | $427k | 0% | Dec 2024 |
|
| Invesco | 6.9k | $419k | -16% | Dec 2024 |
|
| Commonwealth Financial Services | 6.8k | $416k | 0% | Dec 2024 |
|
| Great Valley Advisor Group | 6.5k | $395k | 0% | Dec 2024 |
|
| Dynamic Advisors Solutions | 6.4k | $391k | 0% | Dec 2024 |
|
| Petra Financial Advisors | 6.3k | $383k | 0% | Dec 2024 |
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| Rocky Mountain Advisers | 6.2k | $376k | 0% | Dec 2024 |
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| Kingsview Wealth Management | 6.2k | $374k | 2% | Dec 2024 |
|
| Dana Investment Advisors | 6.1k | $371k | 0% | Dec 2024 |
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| Accel Wealth Management | 5.9k | $365k | -5% | Mar 2025 |
|
| J.w. Cole Advisors | 5.8k | $356k | 100% | Dec 2024 |
|
| Creative Planning | 5.5k | $333k | -9% | Dec 2024 |
|
| Alpha Financial Partners | 5.4k | $331k | 100% | Dec 2024 |
|
| Integrated Wealth Concepts | 5.4k | $326k | 0% | Dec 2024 |
|
| Wiley Bros.-aintree Capital | 5.3k | $323k | 3% | Dec 2024 |
|
| FMR | 5.3k | $322k | 1% | Dec 2024 |
|
| D.A. Davidson & Co. | 5.2k | $318k | -1% | Dec 2024 |
|
| Jane Street | 5.2k | $317k | -64% | Dec 2024 |
|
| Kestra Private Wealth Services | 5.1k | $311k | -2% | Dec 2024 |
|
| Richmond Investment Services | 5.0k | $307k | 100% | Dec 2024 |
|
| Atlas Legacy Advisors | 5.0k | $303k | 100% | Dec 2024 |
|
| CFS Investment Advisory Services | 4.9k | $300k | -4% | Dec 2024 |
|
| ACT Advisors | 4.9k | $304k | -14% | Mar 2025 |
|
| Jpmorgan Chase & Co | 4.9k | $299k | 0% | Dec 2024 |
|
| Wealthcare Advisory Partners | 4.9k | $302k | 0% | Mar 2025 |
|
| International Assets Investment Management | 4.9k | $295k | 100% | Dec 2024 |
|
| MAI Wealth Advisors | 4.6k | $281k | 0% | Dec 2024 |
|
| Meridian Financial | 4.5k | $274k | -2% | Dec 2024 |
|
| Pacific Center for Financial Services | 4.5k | $273k | 0% | Dec 2024 |
|
| Fifth Third Bancorp | 4.5k | $277k | 0% | Mar 2025 |
|
| Resources Investment Advisors | 4.5k | $273k | 0% | Dec 2024 |
|
| High Net Worth Advisory Group | 4.5k | $275k | 0% | Mar 2025 |
|
| Legacy Trust | 4.4k | $272k | 0% | Mar 2025 |
|
| Marshall Financial Group | 4.4k | $272k | -9% | Mar 2025 |
|
| Asset Dedication | 4.3k | $260k | 0% | Dec 2024 |
|
| Sensible Money | 4.3k | $260k | 0% | Dec 2024 |
|
| Pinnacle Bank | 4.2k | $255k | -20% | Dec 2024 |
|
| Ambassador Advisors | 4.1k | $250k | 0% | Dec 2024 |
|
| Two Sigma Securities | 4.0k | $245k | 100% | Dec 2024 |
|
| Hanson McClain Advisors | 4.0k | $246k | 15% | Dec 2024 |
|
| Atlantic Trust | 3.8k | $229k | -1% | Dec 2024 |
|
| Branch Banking & Trust Company | 3.7k | $223k | -1% | Dec 2024 |
|
| IHT Wealth Management | 3.6k | $218k | -5% | Dec 2024 |
|
| Merit Financial Group | 3.6k | $221k | 0% | Mar 2025 |
|
| Berger Financial Group | 3.6k | $216k | 0% | Dec 2024 |
|
| Redwood Financial Network Corp | 3.5k | $215k | -9% | Dec 2024 |
|
| Steward Partners Investment Advisory | 3.5k | $215k | 15% | Dec 2024 |
|
| CWM | 3.4k | $210k | -8% | Dec 2024 |
|
| Mainstay Capital Management | 3.4k | $209k | 100% | Dec 2024 |
|
| LVZ Advisors | 3.4k | $208k | -7% | Dec 2024 |
|
| Trilogy Capital | 3.4k | $205k | 0% | Dec 2024 |
|
| EP Wealth Advisors | 3.3k | $202k | 2% | Dec 2024 |
|
| Ridgewood Investments | 3.0k | $185k | 0% | Dec 2024 |
|
| Synergy Investment Management | 3.0k | $183k | 100% | Dec 2024 |
|
| Hazlett, Burt & Watson | 2.9k | $177k | 192% | Dec 2024 |
|
| Brown, Lisle/cummings | 2.9k | $176k | 0% | Dec 2024 |
|
| SRS Capital Advisors | 2.4k | $148k | 1% | Dec 2024 |
|
| William Blair $ Company | 2.4k | $147k | -15% | Dec 2024 |
|
| Rothschild Investment | 2.0k | $123k | 0% | Mar 2025 |
|
| Principal Securities | 1.8k | $112k | 0% | Dec 2024 |
|
| Gen-Wealth Partners | 1.8k | $112k | 0% | Dec 2024 |
|
| Brian McDonald | 1.4k | $83k | -28% | Dec 2024 |
|
| Capital Investment Advisory Services | 632.00 | $38k | -69% | Dec 2024 |
|
Who sold out of Invesco Exchng Traded Fd Tr s&p midcp low?
Fund or Company Name |
Date Sold |
Shares Held |
Valued At |
|---|---|---|---|
| Beacon Harbor Wealth Advisors | Sep 2024 | 187k | $11M |
| Adviser Investments | Sep 2024 | 96k | $5.8M |
| Citadel Advisors | Sep 2024 | 12k | $751k |
| Householder Group Estate & Retirement Specialist | Sep 2024 | 5.7k | $349k |
| Stratos Wealth Partners | Sep 2024 | 5.0k | $306k |
| Inspire Advisors | Sep 2024 | 4.7k | $286k |
| WBI Investments | Sep 2024 | 4.5k | $274k |
| Chris Bulman | Dec 2024 | 4.0k | $242k |
| Ipswich Investment Management | Dec 2024 | 3.6k | $216k |
| Thoroughbred Financial Services | Sep 2024 | 3.3k | $200k |