Invesco S&P MidCap Value with Momentum ETF (XMVM) Institutional Ownership

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Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 21
Total Institutional Inflows (last 12 months): $18.39M

Number of Institutional Sellers (last 12 months): 12
Total Institutional Outflows (last 12 months): $16.95M

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XMVM Institutional Buying and Selling by Quarter

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Invesco S&P MidCap Value with Momentum ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/10/2024	Osaic Holdings Inc.	147,783	$8.02M	0.0%	-13.9%	3.578%
5/4/2024	9258 Wealth Management LLC	4,183	$227K	0.0%	N/A	0.101%
4/29/2024	Commonwealth Equity Services LLC	92,861	$5.04M	0.0%	-27.6%	2.259%
4/23/2024	Raymond James Financial Services Advisors Inc.	86,775	$4.71M	0.0%	+4.2%	2.111%
4/18/2024	Breakwater Capital Group	13,887	$754K	0.2%	+21.9%	0.338%
4/17/2024	Trilogy Capital Inc.	37,784	$2.05M	0.1%	+73.0%	0.919%
Get the Latest News and Ratings for XMVM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco S&P MidCap Value with Momentum ETF and its competitors with MarketBeat's FREE daily newsletter.
4/17/2024	Guidance Capital Inc.	13,202	$675K	0.2%	+111.2%	0.321%
4/12/2024	Whitaker Myers Wealth Managers LTD.	152,607	$8.29M	3.5%	+14.6%	3.815%
2/7/2024	Principal Securities Inc.	5,528	$278K	0.0%	N/A	0.138%
2/6/2024	Private Advisor Group LLC	7,710	$388K	0.0%	+12.2%	0.193%
2/2/2024	Atria Wealth Solutions Inc.	71,278	$3.59M	0.0%	-16.1%	1.782%
2/1/2024	Sigma Planning Corp	4,395	$221K	0.0%	-55.8%	0.110%
1/25/2024	International Assets Investment Management LLC	62,103	$3.13M	0.0%	N/A	1.553%
1/24/2024	International Assets Investment Management LLC	62,103	$3.13M	0.0%	N/A	1.553%
1/24/2024	Breakwater Capital Group	11,389	$563K	0.2%	N/A	0.285%
1/16/2024	Raymond James Financial Services Advisors Inc.	83,255	$4.19M	0.0%	+2.9%	2.081%
1/16/2024	Raymond James & Associates	20,134	$1.01M	0.0%	-1.7%	0.503%
1/12/2024	Whitaker Myers Wealth Managers LTD.	133,113	$6.70M	3.3%	+16.8%	3.328%
1/12/2024	Trilogy Capital Inc.	21,842	$1.10M	0.1%	+43.6%	0.546%
1/11/2024	Atlas Private Wealth Advisors	6,386	$321K	0.1%	-42.8%	0.160%
11/13/2023	LPL Financial LLC	401,123	$18.39M	0.0%	+0.6%	10.028%
11/9/2023	Citigroup Inc.	29,382	$1.35M	0.0%	+1.7%	0.735%
11/8/2023	Atria Wealth Solutions Inc.	85,004	$3.90M	0.1%	-8.3%	2.125%
11/7/2023	Masso Torrence Wealth Management Inc.	64,284	$2.95M	2.3%	-7.2%	1.607%
11/4/2023	NBC Securities Inc.	563	$25K	0.0%	N/A	0.014%
11/1/2023	Money Concepts Capital Corp	30,815	$1.41M	0.1%	-2.0%	0.770%
10/24/2023	Raymond James Financial Services Advisors Inc.	80,892	$3.71M	0.0%	+8.8%	2.022%
10/24/2023	Raymond James & Associates	20,492	$939K	0.0%	-4.9%	0.512%
10/24/2023	Cambridge Investment Research Advisors Inc.	19,735	$905K	0.0%	-5.7%	0.493%
10/23/2023	Commonwealth Equity Services LLC	108,219	$4.96M	0.0%	+1.5%	2.705%
10/16/2023	Trilogy Capital Inc.	15,213	$697K	0.0%	+22.0%	0.380%
10/11/2023	Atlas Private Wealth Advisors	11,174	$512K	0.1%	-23.4%	0.279%
10/5/2023	Whitaker Myers Wealth Managers LTD.	114,004	$5.23M	3.2%	+172.2%	2.850%
8/11/2023	Masso Torrence Wealth Management Inc.	69,272	$3.19M	2.3%	-23.1%	1.732%
8/10/2023	Osaic Holdings Inc.	188,655	$8.70M	0.0%	-8.9%	4.716%
8/10/2023	Commonwealth Equity Services LLC	106,575	$4.91M	0.0%	-59.2%	2.664%
8/10/2023	Private Advisor Group LLC	6,832	$315K	0.0%	-5.1%	0.171%
8/10/2023	Cetera Advisor Networks LLC	26,647	$1.23M	0.0%	+7.7%	0.666%
8/10/2023	Citigroup Inc.	28,894	$1.33M	0.0%	+9.8%	0.722%
8/9/2023	Flow Traders U.S. LLC	5,551	$256K	0.0%	N/A	0.139%
The asset beating inflation by 4x (Ad) Central Bank Gold Heist In Progress Central banks are buying gold at record rates... and billionaire investors are buying right along with them. Even Warren Buffett put over $500 million into gold. And with the help of a tax and penalty-free "Trump Loophole, " these investors are investing retirement into gold and other precious metals without having to put up any of their own cash. In our Free Precious Metals Guide, we reveal all the details on how the rich use this loophole to protect and growth their retirement wealth in any economy…and show you how you can use it too. Click here to get your free copy today.
8/7/2023	Vestmark Advisory Solutions Inc.	7,376	$340K	0.0%	-7.3%	0.184%
8/4/2023	Atlas Private Wealth Advisors	14,578	$672K	0.1%	+38.0%	0.364%
8/3/2023	Atria Wealth Solutions Inc.	92,671	$4.27M	0.1%	+4.1%	2.317%
8/3/2023	Maltin Wealth Management Inc.	5,283	$244K	0.0%	N/A	0.132%
8/2/2023	Sigma Planning Corp	10,014	$462K	0.0%	-25.5%	0.250%
8/1/2023	Money Concepts Capital Corp	31,440	$1.45M	0.1%	-53.4%	0.786%
7/31/2023	LPL Financial LLC	398,658	$18.38M	0.0%	+4.3%	9.966%
7/31/2023	Avaii Wealth Management LLC	9,534	$440K	0.3%	+11.4%	0.238%
7/25/2023	Raymond James Financial Services Advisors Inc.	74,345	$3.43M	0.0%	-1.4%	1.859%
7/25/2023	Raymond James & Associates	21,539	$993K	0.0%	-45.5%	0.538%
7/24/2023	Schrum Private Wealth Management LLC	4,500	$207K	0.2%	N/A	0.113%
7/24/2023	Trilogy Capital Inc.	12,471	$592K	0.0%	N/A	0.312%
7/17/2023	Bridge Advisory LLC	11,036	$509K	0.2%	+9.1%	0.276%
7/13/2023	Whitaker Myers Wealth Managers LTD.	41,886	$1.93M	1.3%	+4.5%	1.047%
7/12/2023	Maltin Wealth Management Inc.	5,283	$244K	0.0%	N/A	0.132%
5/12/2023	Masso Torrence Wealth Management Inc.	90,028	$3.93M	3.1%	-11.9%	2.138%
5/11/2023	Commonwealth Equity Services LLC	260,932	$11.39M	0.0%	-8.2%	6.198%
5/10/2023	Private Advisor Group LLC	7,198	$314K	0.0%	N/A	0.171%
5/10/2023	LPL Financial LLC	382,191	$16.68M	0.0%	-10.2%	9.078%
5/9/2023	Vestmark Advisory Solutions Inc.	7,959	$347K	0.0%	+3.7%	0.189%
5/8/2023	Brown Advisory Inc.	13,846	$604K	0.0%	-10.4%	0.329%
5/8/2023	Sigma Planning Corp	13,436	$586K	0.0%	-33.3%	0.319%
5/1/2023	Money Concepts Capital Corp	67,455	$666K	0.0%	+113.0%	1.602%
4/21/2023	Whitaker Myers Wealth Managers LTD.	40,098	$1.75M	1.4%	-10.9%	0.952%
4/14/2023	Raymond James Financial Services Advisors Inc.	75,394	$3.29M	0.0%	-69.9%	1.611%
4/14/2023	Raymond James & Associates	39,546	$1.73M	0.0%	+12.9%	0.845%
4/14/2023	Bridge Advisory LLC	10,114	$441K	0.2%	-19.5%	0.216%
4/13/2023	USAdvisors Wealth Management LLC	38,390	$1.68M	0.8%	+15.0%	0.820%
4/12/2023	Atlas Private Wealth Advisors	10,563	$461K	0.2%	-29.2%	0.226%
2/15/2023	Atlas Private Wealth Advisors	14,918	$657K	0.3%	-1.5%	0.319%
2/14/2023	Masso Torrence Wealth Management Inc.	102,144	$4.50M	3.6%	+2.0%	2.183%
2/13/2023	Wealthcare Advisory Partners LLC	8,588	$378K	0.0%	-12.8%	0.184%
2/13/2023	Atria Wealth Solutions Inc.	89,015	$3.92M	0.1%	+35.5%	1.902%
2/10/2023	USAdvisors Wealth Management LLC	33,385	$1.47M	0.7%	+18.2%	0.713%
2/10/2023	Advisor Group Holdings Inc.	197,889	$8.72M	0.0%	+0.5%	4.228%
2/9/2023	Citigroup Inc.	30,478	$1.34M	0.0%	-5.7%	0.651%
2/8/2023	Raymond James Financial Services Advisors Inc.	250,818	$11.05M	0.0%	+276.8%	5.359%
2/8/2023	Raymond James & Associates	35,017	$1.54M	0.0%	+112.3%	0.748%
2/8/2023	UBS Group AG	2,931	$129K	0.0%	+55.1%	0.063%
2/8/2023	Cambridge Investment Research Advisors Inc.	25,265	$1.11M	0.0%	+104.2%	0.540%
2/7/2023	Commonwealth Equity Services LLC	284,377	$12.52M	0.0%	+121.0%	6.076%
2/7/2023	LPL Financial LLC	425,770	$18.75M	0.0%	+16.5%	9.098%
2/7/2023	LWM Advisory Services LLC	4,648	$205K	0.2%	N/A	0.099%
2/7/2023	Envestnet Asset Management Inc.	6,621	$292K	0.0%	+23.2%	0.141%
2/6/2023	Arete Wealth Advisors LLC	24,829	$1.09T	0.1%	N/A	0.531%
2/6/2023	Aspire Wealth Management Corp	1,863	$82K	0.1%	+311.3%	0.040%
2/3/2023	Fiducient Advisors LLC	24,550	$1.08M	0.3%	N/A	0.525%
1/26/2023	Archford Capital Strategies LLC	25,611	$1.13M	0.3%	-18.0%	0.547%
1/25/2023	Avaii Wealth Management LLC	8,774	$386K	0.3%	+10.6%	0.187%
1/24/2023	Sigma Planning Corp	20,148	$887K	0.0%	-1.2%	0.426%
The asset beating inflation by 4x (Ad) Central Bank Gold Heist In Progress Central banks are buying gold at record rates... and billionaire investors are buying right along with them. Even Warren Buffett put over $500 million into gold. And with the help of a tax and penalty-free "Trump Loophole, " these investors are investing retirement into gold and other precious metals without having to put up any of their own cash. In our Free Precious Metals Guide, we reveal all the details on how the rich use this loophole to protect and growth their retirement wealth in any economy…and show you how you can use it too. Click here to get your free copy today.
1/20/2023	MJP Associates Inc. ADV	24,550	$1.08M	0.3%	N/A	0.519%
1/20/2023	Vestmark Advisory Solutions Inc.	7,674	$338K	0.0%	+18.0%	0.162%
1/17/2023	Bridge Advisory LLC	12,563	$553K	0.2%	+43.8%	0.266%
11/15/2022	USAdvisors Wealth Management LLC	28,248	$1.09M	0.6%	+13.5%	0.600%
11/15/2022	Commonwealth Equity Services LLC	128,650	$4.97M	0.0%	-0.6%	2.731%
11/14/2022	Equitable Holdings Inc.	28,706	$1.11M	0.0%	-13.3%	0.609%
11/10/2022	Sigma Planning Corp	20,403	$789K	0.0%	-25.0%	0.433%
11/10/2022	Tower Research Capital LLC TRC	26,653	$1.03M	0.0%	+53.2%	0.566%
11/8/2022	Vicus Capital	26,593	$1.03M	0.1%	+20.8%	0.565%
11/3/2022	Vestmark Advisory Solutions Inc.	6,506	$251K	0.0%	-11.7%	0.138%

(Data available from 1/1/2016 forward)

XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?: During the previous two years, 51 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1.09T), Connectus Wealth LLC ($24.71M), LPL Financial LLC ($18.39M), Advisor Group Holdings Inc. ($8.72M), Whitaker Myers Wealth Managers LTD. ($8.29M), Osaic Holdings Inc. ($8.02M), and Commonwealth Equity Services LLC ($5.04M).Learn more on XMVM's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap Value with Momentum ETF stock?: Of the 45 institutional investors that purchased Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Connectus Wealth LLC ($628.43K), Raymond James Financial Services Advisors Inc. ($196.68K), Commonwealth Equity Services LLC ($181.77K), International Assets Investment Management LLC ($124.21K), Whitaker Myers Wealth Managers LTD. ($112.51K), LPL Financial LLC ($79.30K), and Captrust Financial Advisors ($71.27K).
How much institutional buying is happening at Invesco S&P MidCap Value with Momentum ETF?: Institutional investors have bought a total of 1,827,016 shares in the last 24 months. This purchase volume represents approximately $78.30M in transactions.

Which Invesco S&P MidCap Value with Momentum ETF major shareholders have been selling company stock?: Of the 21 institutional investors that sold Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($500.13K), Commonwealth Equity Services LLC ($213.90K), Raymond James Financial Services Advisors Inc. ($178.09K), LPL Financial LLC ($110.77K), Osaic Holdings Inc. ($42.29K), Masso Torrence Wealth Management Inc. ($39.66K), and Atria Wealth Solutions Inc. ($35.84K).
How much institutional selling is happening at Invesco S&P MidCap Value with Momentum ETF?: Institutional investors have sold a total of 1,219,016 shares in the last 24 months. This volume of shares sold represents approximately $52.12M in transactions.