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

$53.68 -0.12 (-0.22%)
As of 05/22/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$55.93M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$4.67M
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XMVM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Signature Estate & Investment Advisors LLC5,045$266K0.0%+4.4%0.108%
5/16/2025 Jones Financial Companies Lllp21,779$1.15M0.0%+278.2%0.464%
5/15/2025 Royal Bank of Canada75,247$3.97M0.0%+0.8%1.604%
5/14/2025 Northwestern Mutual Wealth Management Co.80,309$4.24M0.0%+280.8%1.712%
5/13/2025 Raymond James Financial Inc.144,375$7.62M0.0%+8.2%3.078%
5/13/2025 WESCAP Management Group Inc.6,118$323K0.1%N/A0.130%
5/9/2025 Atria Wealth Solutions Inc.19,744$1.04M0.0%-46.8%0.422%
5/8/2025 IFG Advisory LLC4,495$237K0.0%N/A0.096%
5/8/2025 US Bancorp DE2,925$154K0.0%N/A0.063%
5/7/2025 LPL Financial LLC427,334$22.54M0.0%+3.3%9.131%
5/6/2025 Cetera Investment Advisers23,938$1.26M0.0%-7.0%0.511%
5/6/2025 Guidance Capital Inc.32,224$1.70M0.5%+18.7%0.689%
4/30/2025 Principal Securities Inc.5,511$305K0.0%+3.9%0.118%
4/30/2025 Silverlake Wealth Management LLC4,000$211K0.1%-31.9%0.085%
4/29/2025 Envestnet Asset Management Inc.15,444$815K0.0%+6.3%0.330%
4/25/2025 Ameritas Advisory Services LLC43,837$2.32M0.1%+2.4%0.937%
4/24/2025 Golden State Wealth Management LLC5,555$293K0.0%N/A0.119%
4/24/2025 Money Concepts Capital Corp30,257$1.60M0.1%+2.3%0.647%
4/23/2025 Golden State Wealth Management LLC11,110$586K0.0%N/A0.237%
4/22/2025 Cambridge Investment Research Advisors Inc.28,293$1.49M0.0%+10.6%0.605%
4/21/2025 Avior Wealth Management LLC508,278$26.81M1.0%-2.5%10.861%
4/21/2025 ORG Wealth Partners LLC498$27K0.0%N/A0.011%
4/15/2025 GPS Wealth Strategies Group LLC465$25K0.0%+365.0%0.010%
4/14/2025 Whitaker Myers Wealth Managers LTD.208,563$11.00M3.1%+10.4%4.495%
4/10/2025 Breakwater Capital Group22,306$1.18M0.2%+17.8%0.481%
2/17/2025 Waverly Advisors LLC5,003$277K0.0%N/A0.121%
2/17/2025 Cetera Investment Advisers25,738$1.43M0.0%-1.6%0.623%
2/17/2025 Captrust Financial Advisors61,675$3.42M0.0%+12.7%1.493%
2/17/2025 Bank of America Corp DE267,438$14.82M0.0%+3.9%6.475%
2/17/2025 Ameriprise Financial Inc.180,023$9.98M0.0%+67.3%4.359%
2/14/2025 Integrated Wealth Concepts LLC10,142$562K0.0%-2.6%0.246%
2/13/2025 Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/13/2025 Envestnet Asset Management Inc.14,522$805K0.0%-2.3%0.352%
2/13/2025 Wells Fargo & Company MN37,379$2.07M0.0%-2.4%0.905%
2/12/2025 Uniting Wealth Partners LLC103,572$5.74M2.8%N/A2.508%
2/12/2025 World Investment Advisors16,791$931K0.0%N/A0.407%
2/12/2025 Ausdal Financial Partners Inc.4,563$253K0.0%N/A0.110%
2/11/2025 Signature Estate & Investment Advisors LLC4,831$268K0.0%N/A0.117%
2/11/2025 LPL Financial LLC413,796$22.93M0.0%+3.7%10.019%
2/10/2025 Thrivent Financial for Lutherans6,756$374K0.0%N/A0.164%
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2/10/2025 Commonwealth Equity Services LLC91,515$5.07M0.0%+0.5%2.216%
2/6/2025 Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/6/2025 Jones Financial Companies Lllp5,759$319K0.0%+245.1%0.139%
2/3/2025 Sigma Planning Corp7,552$419K0.0%-17.0%0.183%
2/3/2025 Parcion Private Wealth LLC4,046$224K0.0%N/A0.098%
1/31/2025 Atria Wealth Solutions Inc.37,114$2.06M0.0%-46.7%0.899%
1/29/2025 Comprehensive Financial Planning Inc. PA5,722$317K0.3%N/A0.139%
1/27/2025 Silver Oak Securities Incorporated21,050$1.16M0.1%N/A0.510%
1/27/2025 Financial Advocates Investment Management10,194$565K0.0%-9.8%0.247%
1/27/2025 Money Concepts Capital Corp29,573$1.64M0.1%-5.5%0.716%
1/27/2025 Guidance Capital Inc.27,137$1.55M0.5%+10.4%0.657%
1/21/2025 Cornerstone Wealth Management LLC8,184$454K0.0%-2.1%0.198%
1/17/2025 Avior Wealth Management LLC521,333$28.89M1.1%+4.7%12.623%
1/15/2025 Whitaker Myers Wealth Managers LTD.188,927$10.47M3.1%+8.7%4.575%
1/15/2025 Ameritas Advisory Services LLC42,792$2.37M0.1%+5.2%1.036%
1/14/2025 Breakwater Capital Group18,928$1.05M0.2%+2.9%0.458%
11/25/2024Sanctuary Advisors LLC23,611$1.44M0.0%-7.8%0.572%
11/15/2024 MML Investors Services LLC12,573$697K0.0%-5.8%0.304%
11/14/2024 Captrust Financial Advisors54,730$3.03M0.0%-9.7%1.325%
11/8/2024 Avior Wealth Management LLC497,839$27.60M1.1%+49.9%12.054%
11/4/2024 Sigma Planning Corp9,102$504K0.0%-2.7%0.220%
10/25/2024 Financial Advocates Investment Management11,305$627K0.0%+6.0%0.274%
10/22/2024 Guidance Capital Inc.24,585$1.41M0.4%+16.0%0.595%
10/18/2024 Whitaker Myers Wealth Managers LTD.173,806$9.63M3.2%+4.9%4.208%
10/16/2024 Cornerstone Wealth Management LLC8,361$463K0.0%-4.5%0.202%
9/5/2024Sanctuary Advisors LLC25,611$1.33M0.0%N/A0.620%
8/22/2024 Cetera Investment Advisers26,889$1.39M0.0%-1.8%0.651%
8/16/2024 Northwestern Mutual Wealth Management Co.16,959$876K0.0%+14.9%0.411%
8/7/2024 Bright Futures Wealth Management LLC.19,044$1.01M0.5%-5.8%0.461%
8/1/2024 Guidance Capital Inc.21,197$1.20M0.4%+60.6%0.513%
7/31/2024 Commonwealth Equity Services LLC92,213$4.76M0.0%-0.7%2.233%
7/30/2024 International Assets Investment Management LLC1,710$88K0.0%N/A0.041%
7/29/2024 Ameritas Advisory Services LLC38,797$2.00M0.1%+2.9%0.939%
7/29/2024 Financial Advocates Investment Management10,666$551K0.0%+148.3%0.258%
7/27/2024 Whitaker Myers Wealth Managers LTD.165,624$8.55M3.2%+8.5%4.010%
7/26/2024 Breakwater Capital Group15,550$803K0.2%+12.0%0.377%
7/26/2024 Cambridge Investment Research Advisors Inc.21,831$1.13M0.0%+12.1%0.529%
7/22/2024 Atria Wealth Solutions Inc.69,483$3.59M0.0%-2.0%1.682%
7/19/2024Raymond James & Associates29,678$1.53M0.0%+16.8%0.719%
7/16/2024 ORG Partners LLC498$26K0.0%N/A0.012%
6/28/2024 Bright Futures Wealth Management LLC.20,214$1.03M0.5%N/A0.489%
5/10/2024 Osaic Holdings Inc.147,783$8.02M0.0%-13.9%3.578%
5/4/20249258 Wealth Management LLC4,183$227K0.0%N/A0.101%
4/29/2024 Commonwealth Equity Services LLC92,861$5.04M0.0%-27.6%2.259%
4/23/2024Raymond James Financial Services Advisors Inc.86,775$4.71M0.0%+4.2%2.111%
4/18/2024 Breakwater Capital Group13,887$754K0.2%+21.9%0.338%
4/17/2024 Trilogy Capital Inc.37,784$2.05M0.1%+73.0%0.919%
4/17/2024 Guidance Capital Inc.13,202$675K0.2%+111.2%0.321%
4/12/2024 Whitaker Myers Wealth Managers LTD.152,607$8.29M3.5%+14.6%3.815%
2/7/2024 Principal Securities Inc.5,528$278K0.0%N/A0.138%
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Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.

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2/6/2024 Private Advisor Group LLC7,710$388K0.0%+12.2%0.193%
2/2/2024 Atria Wealth Solutions Inc.71,278$3.59M0.0%-16.1%1.782%
2/1/2024 Sigma Planning Corp4,395$221K0.0%-55.8%0.110%
1/25/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 Breakwater Capital Group11,389$563K0.2%N/A0.285%
1/16/2024Raymond James Financial Services Advisors Inc.83,255$4.19M0.0%+2.9%2.081%
1/16/2024Raymond James & Associates20,134$1.01M0.0%-1.7%0.503%
1/12/2024 Whitaker Myers Wealth Managers LTD.133,113$6.70M3.3%+16.8%3.328%
1/12/2024 Trilogy Capital Inc.21,842$1.10M0.1%+43.6%0.546%
(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, 63 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Avior Wealth Management LLC ($26.81M), LPL Financial LLC ($22.54M), Bank of America Corp DE ($14.82M), Whitaker Myers Wealth Managers LTD. ($11.00M), Ameriprise Financial Inc. ($9.98M), Osaic Holdings Inc. ($8.02M), and Raymond James Financial Inc. ($7.62M).Learn more on XMVM's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Value with Momentum ETF stock?

Of the 53 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: Raymond James Financial Inc. ($277.80K), Avior Wealth Management LLC ($189.31K), Whitaker Myers Wealth Managers LTD. ($168.47K), International Assets Investment Management LLC ($125.92K), Uniting Wealth Partners LLC ($103.57K), Ameriprise Financial Inc. ($72.41K), and Northwestern Mutual Wealth Management Co. ($61.42K).

How much institutional buying is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have bought a total of 1,396,764 shares in the last 24 months. This purchase volume represents approximately $74.33M in transactions.

Which Invesco S&P MidCap Value with Momentum ETF major shareholders have been selling company stock?

Of the 24 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: Commonwealth Equity Services LLC ($190.38K), Atria Wealth Solutions Inc. ($72.71K), Osaic Holdings Inc. ($42.29K), Money Concepts Capital Corp ($38.36K), Masso Torrence Wealth Management Inc. ($25.74K), Raymond James & Associates ($19.41K), and Avior Wealth Management LLC ($13.06K).

How much institutional selling is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have sold a total of 441,761 shares in the last 24 months. This volume of shares sold represents approximately $21.62M in transactions.



This page (NYSEARCA:XMVM) was last updated on 5/23/2025 by MarketBeat.com Staff
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