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

$61.89 -0.46 (-0.74%)
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$62.29M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.66M
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XMVM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.34,322$1.91M0.0%+69.2%0.730%
9/4/2025 Beacon Capital Management Inc.662$37K0.0%N/A0.014%
8/26/2025 Thrivent Financial for Lutherans6,642$369K0.0%N/A0.141%
8/15/2025 Captrust Financial Advisors59,622$3.32M0.0%+3.2%1.269%
8/15/2025 MML Investors Services LLC55,025$3.06M0.0%+321.7%1.171%
8/15/2025 Bank of America Corp DE259,832$14.45M0.0%-5.2%5.528%
8/15/2025 Ameriprise Financial Inc.184,334$9.80M0.0%-4.5%3.922%
8/14/2025 Raymond James Financial Inc.138,638$7.71M0.0%-4.0%2.950%
8/13/2025 Northwestern Mutual Wealth Management Co.120,871$6.72M0.0%+50.5%2.572%
8/12/2025 Financial Advocates Investment Management4,734$263K0.0%-55.1%0.101%
8/8/2025 Cetera Investment Advisers24,350$1.35M0.0%+1.7%0.518%
8/8/2025 Thoroughbred Financial Services LLC15,774$877K0.1%N/A0.336%
8/7/2025 WESCAP Management Group Inc.4,931$274K0.1%-19.4%0.105%
8/6/2025 Golden State Wealth Management LLC9,094$506K0.1%+63.7%0.193%
8/5/2025 Sigma Planning Corp7,152$398K0.0%-5.3%0.152%
8/1/2025 Envestnet Asset Management Inc.59,938$3.33M0.0%+288.1%1.286%
7/29/2025 Signature Estate & Investment Advisors LLC5,262$293K0.0%+4.3%0.113%
7/25/2025 Atria Wealth Solutions Inc.21,318$1.23M0.0%+8.0%0.457%
7/21/2025 Ameritas Advisory Services LLC6,949$387K0.0%-84.1%0.149%
7/18/2025 Institute for Wealth Management LLC.9,876$549K0.1%-2.7%0.212%
7/17/2025 Avior Wealth Management LLC521,095$28.99M1.0%+2.5%11.182%
7/9/2025 Breakwater Capital Group20,604$1.15M0.2%-7.6%0.442%
7/7/2025 Whitaker Myers Wealth Managers LTD.219,990$12.24M3.1%+5.5%4.721%
7/7/2025 Nova Wealth Management Inc.1,222$68K0.0%-17.1%0.026%
5/16/2025Signature Estate & Investment Advisors LLC5,045$266K0.0%+4.4%0.108%
5/16/2025Jones Financial Companies Lllp21,779$1.15M0.0%+278.2%0.464%
5/15/2025Royal Bank of Canada75,247$3.97M0.0%+0.8%1.604%
5/14/2025Northwestern Mutual Wealth Management Co.80,309$4.24M0.0%+280.8%1.712%
5/13/2025Raymond James Financial Inc.144,375$7.62M0.0%+8.2%3.078%
5/13/2025WESCAP Management Group Inc.6,118$323K0.1%N/A0.130%
5/9/2025Atria Wealth Solutions Inc.19,744$1.04M0.0%-46.8%0.422%
5/8/2025IFG Advisory LLC4,495$237K0.0%N/A0.096%
5/8/2025US Bancorp DE2,925$154K0.0%N/A0.063%
5/7/2025LPL Financial LLC427,334$22.54M0.0%+3.3%9.131%
5/6/2025Cetera Investment Advisers23,938$1.26M0.0%-7.0%0.511%
5/6/2025Guidance Capital Inc.32,224$1.70M0.5%+18.7%0.689%
4/30/2025Principal Securities Inc.5,511$305K0.0%+3.9%0.118%
4/30/2025Silverlake Wealth Management LLC4,000$211K0.1%-31.9%0.085%
4/29/2025Envestnet Asset Management Inc.15,444$815K0.0%+6.3%0.330%
4/25/2025Ameritas Advisory Services LLC43,837$2.32M0.1%+2.4%0.937%
4/24/2025Golden State Wealth Management LLC5,555$293K0.0%N/A0.119%
4/24/2025Money Concepts Capital Corp30,257$1.60M0.1%+2.3%0.647%
4/23/2025Golden State Wealth Management LLC11,110$586K0.0%N/A0.237%
4/22/2025Cambridge Investment Research Advisors Inc.28,293$1.49M0.0%+10.6%0.605%
4/21/2025Avior Wealth Management LLC508,278$26.81M1.0%-2.5%10.861%
4/21/2025ORG Wealth Partners LLC498$27K0.0%N/A0.011%
4/15/2025GPS Wealth Strategies Group LLC465$25K0.0%+365.0%0.010%
4/14/2025Whitaker Myers Wealth Managers LTD.208,563$11.00M3.1%+10.4%4.495%
4/10/2025Breakwater Capital Group22,306$1.18M0.2%+17.8%0.481%
2/17/2025Waverly Advisors LLC5,003$277K0.0%N/A0.121%
2/17/2025Cetera Investment Advisers25,738$1.43M0.0%-1.6%0.623%
2/17/2025Captrust Financial Advisors61,675$3.42M0.0%+12.7%1.493%
2/17/2025Bank of America Corp DE267,438$14.82M0.0%+3.9%6.475%
2/17/2025Ameriprise Financial Inc.180,023$9.98M0.0%+67.3%4.359%
2/14/2025Integrated Wealth Concepts LLC10,142$562K0.0%-2.6%0.246%
2/13/2025Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/13/2025Envestnet Asset Management Inc.14,522$805K0.0%-2.3%0.352%
2/13/2025Wells Fargo & Company MN37,379$2.07M0.0%-2.4%0.905%
2/12/2025Uniting Wealth Partners LLC103,572$5.74M2.8%N/A2.508%
2/12/2025World Investment Advisors16,791$931K0.0%N/A0.407%
2/12/2025Ausdal Financial Partners Inc.4,563$253K0.0%N/A0.110%
2/11/2025Signature Estate & Investment Advisors LLC4,831$268K0.0%N/A0.117%
2/11/2025LPL Financial LLC413,796$22.93M0.0%+3.7%10.019%
2/10/2025Thrivent Financial for Lutherans6,756$374K0.0%N/A0.164%
2/10/2025Commonwealth Equity Services LLC91,515$5.07M0.0%+0.5%2.216%
2/6/2025Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/6/2025Jones Financial Companies Lllp5,759$319K0.0%+245.1%0.139%
2/3/2025Sigma Planning Corp7,552$419K0.0%-17.0%0.183%
2/3/2025Parcion Private Wealth LLC4,046$224K0.0%N/A0.098%
1/31/2025Atria Wealth Solutions Inc.37,114$2.06M0.0%-46.7%0.899%
1/29/2025Comprehensive Financial Planning Inc. PA5,722$317K0.3%N/A0.139%
1/27/2025Silver Oak Securities Incorporated21,050$1.16M0.1%N/A0.510%
1/27/2025Financial Advocates Investment Management10,194$565K0.0%-9.8%0.247%
1/27/2025Money Concepts Capital Corp29,573$1.64M0.1%-5.5%0.716%
1/27/2025Guidance Capital Inc.27,137$1.55M0.5%+10.4%0.657%
1/21/2025Cornerstone Wealth Management LLC8,184$454K0.0%-2.1%0.198%
1/17/2025Avior Wealth Management LLC521,333$28.89M1.1%+4.7%12.623%
1/15/2025Whitaker Myers Wealth Managers LTD.188,927$10.47M3.1%+8.7%4.575%
1/15/2025Ameritas Advisory Services LLC42,792$2.37M0.1%+5.2%1.036%
1/14/2025Breakwater Capital Group18,928$1.05M0.2%+2.9%0.458%
11/25/2024Sanctuary Advisors LLC23,611$1.44M0.0%-7.8%0.572%
11/15/2024MML Investors Services LLC12,573$697K0.0%-5.8%0.304%
11/14/2024Captrust Financial Advisors54,730$3.03M0.0%-9.7%1.325%
11/8/2024Avior Wealth Management LLC497,839$27.60M1.1%+49.9%12.054%
11/4/2024Sigma Planning Corp9,102$504K0.0%-2.7%0.220%
10/25/2024Financial Advocates Investment Management11,305$627K0.0%+6.0%0.274%
10/22/2024Guidance Capital Inc.24,585$1.41M0.4%+16.0%0.595%
10/18/2024Whitaker Myers Wealth Managers LTD.173,806$9.63M3.2%+4.9%4.208%
10/16/2024Cornerstone Wealth Management LLC8,361$463K0.0%-4.5%0.202%
9/5/2024Sanctuary Advisors LLC25,611$1.33M0.0%N/A0.620%
8/22/2024Cetera Investment Advisers26,889$1.39M0.0%-1.8%0.651%
8/16/2024Northwestern Mutual Wealth Management Co.16,959$876K0.0%+14.9%0.411%
8/7/2024Bright Futures Wealth Management LLC.19,044$1.01M0.5%-5.8%0.461%
8/1/2024Guidance Capital Inc.21,197$1.20M0.4%+60.6%0.513%
7/31/2024Commonwealth Equity Services LLC92,213$4.76M0.0%-0.7%2.233%
7/30/2024International Assets Investment Management LLC1,710$88K0.0%N/A0.041%
7/29/2024Ameritas Advisory Services LLC38,797$2.00M0.1%+2.9%0.939%
7/29/2024Financial Advocates Investment Management10,666$551K0.0%+148.3%0.258%
7/27/2024Whitaker Myers Wealth Managers LTD.165,624$8.55M3.2%+8.5%4.010%
7/26/2024Breakwater Capital Group15,550$803K0.2%+12.0%0.377%
(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, 60 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 ($28.99M), LPL Financial LLC ($22.54M), Bank of America Corp DE ($14.45M), Whitaker Myers Wealth Managers LTD. ($12.24M), Ameriprise Financial Inc. ($9.80M), Raymond James Financial Inc. ($7.71M), and Northwestern Mutual Wealth Management Co. ($6.72M).Learn more on Invesco S&P MidCap Value with Momentum ETF's institutional investors.

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

Of the 51 institutional investors that purchased Invesco S&P MidCap Value with Momentum ETF's 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 ($202.12K), Whitaker Myers Wealth Managers LTD. ($178.10K), International Assets Investment Management LLC ($125.92K), Uniting Wealth Partners LLC ($103.57K), Northwestern Mutual Wealth Management Co. ($101.98K), and Ameriprise Financial Inc. ($72.41K).

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

Institutional investors have bought a total of 1,131,110 shares in the last 24 months. This purchase volume represents approximately $62.29M in transactions.

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

Of the 22 institutional investors that sold Invesco S&P MidCap Value with Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Atria Wealth Solutions Inc. ($49.89K), Ameritas Advisory Services LLC ($36.89K), Bank of America Corp DE ($14.20K), Avior Wealth Management LLC ($13.06K), Ameriprise Financial Inc. ($8.67K), Financial Advocates Investment Management ($6.91K), and Captrust Financial Advisors ($5.91K).

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

Institutional investors have sold a total of 157,575 shares in the last 24 months. This volume of shares sold represents approximately $8.66M in transactions.


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This page (NYSEARCA:XMVM) was last updated on 9/15/2025 by MarketBeat.com Staff
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