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

$74.55 +0.23 (+0.31%)

Closing price 09/11/2026 04:10 PM Eastern

Extended Trading

$74.50 -0.05 (-0.07%)

As of 09/11/2026 04:15 PM Eastern

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Number of Institutional Buyers (last 12 months): 52
Total Institutional Inflows (last 12 months): $34.21M

Number of Institutional Sellers (last 12 months): 19
Total Institutional Outflows (last 12 months): $14.20M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Integrated Wealth Concepts LLC	738	$52K	0.0%	N/A	0.011%
9/8/2026	Waverly Advisors LLC	8,136	$577K	0.0%	-2.6%	0.120%
9/2/2026	Citadel Advisors LLC	18,493	$1.31M	0.0%	+134.9%	0.273%
8/23/2026	Ameritas Advisory Services LLC	2,926	$208K	0.0%	N/A	0.043%
7/9/2026	Key Client Fiduciary Advisors LLC	8,620	$611K	0.2%	+27.5%	0.128%
7/9/2026	Whitaker Myers Wealth Managers LTD.	230,965	$16.38M	2.7%	+6.5%	3.432%
7/9/2026	Breakwater Capital Group	17,827	$1.26M	0.2%	-0.9%	0.265%
7/7/2026	Avior Wealth Management LLC	409,737	$29.06M	0.8%	-22.1%	6.115%
5/19/2026	Western Wealth Management LLC	573	$37K	0.0%	N/A	0.009%
5/19/2026	Bank of America Corp DE	566,191	$36.87M	0.0%	+1.1%	8.671%
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5/18/2026	Royal Bank of Canada	76,201	$4.96M	0.0%	-3.9%	1.167%
5/15/2026	Everest Financial Group LLC	35,254	$2.30M	0.4%	+5.8%	0.540%
5/13/2026	Cetera Investment Advisers	72,698	$4.73M	0.0%	+12.3%	1.113%
5/8/2026	Pacific Sun Financial Corp	6,523	$425K	0.2%	+2.7%	0.100%
5/6/2026	Bessemer Group Inc.	3,339	$217K	0.0%	N/A	0.051%
5/6/2026	Independent Financial Group LLC	66,935	$4.36M	0.1%	N/A	1.025%
5/5/2026	Westover Capital Advisors LLC	3,332	$217K	0.0%	N/A	0.051%
5/5/2026	Sigma Planning Corp	6,677	$435K	0.0%	-10.0%	0.102%
5/1/2026	Sovran Advisors LLC	12,660	$882K	0.1%	N/A	0.194%
4/30/2026	Roman Butler Fullerton & Co.	24,808	$1.67M	0.5%	+21.4%	0.383%
4/30/2026	Kestra Advisory Services LLC	3,150	$205K	0.0%	+51.2%	0.049%
4/30/2026	Money Concepts Capital Corp	31,040	$2.02M	0.1%	-1.5%	0.480%
4/27/2026	USAdvisors Wealth Management LLC	5,779	$370K	0.1%	N/A	0.089%
4/20/2026	Breakwater Capital Group	17,983	$1.17M	0.2%	+2.0%	0.279%
4/20/2026	RFG Advisory LLC	3,267	$213K	0.0%	-10.0%	0.051%
4/17/2026	AdvisorNet Financial Inc	1,669	$109K	0.0%	N/A	0.026%
4/16/2026	Tactive Advisors LLC	31,633	$2.06M	0.6%	N/A	0.490%
3/4/2026	SHP Wealth Management	1,608	$103K	0.0%	N/A	0.028%
2/17/2026	Cetera Investment Advisers	64,763	$4.16M	0.0%	+147.6%	1.119%
2/17/2026	Equitable Holdings Inc.	21,318	$1.37M	0.0%	+176.9%	0.368%
2/17/2026	Osaic Holdings Inc.	76,292	$4.90M	0.0%	+103.4%	1.318%
2/17/2026	Captrust Financial Advisors	58,365	$3.75M	0.0%	-8.1%	1.008%
2/17/2026	Royal Bank of Canada	79,297	$5.09M	0.0%	+6.8%	1.370%
2/16/2026	MML Investors Services LLC	64,727	$4.15M	0.0%	+10.5%	1.118%
2/16/2026	Mariner LLC	19,573	$1.26M	0.0%	-2.0%	0.338%
2/13/2026	Kestra Advisory Services LLC	2,083	$134K	0.0%	N/A	0.036%
2/13/2026	CreativeOne Wealth LLC	3,898	$250K	0.0%	N/A	0.067%
2/13/2026	Ausdal Financial Partners Inc.	10,101	$648K	0.0%	+2.9%	0.174%
2/13/2026	Golden State Wealth Management LLC	5,922	$380K	0.0%	-28.9%	0.102%
2/13/2026	Wells Fargo & Company MN	25,981	$1.67M	0.0%	+8.4%	0.449%
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2/12/2026	Commonwealth Equity Services LLC	67,146	$4.31M	0.0%	-39.0%	1.160%
2/11/2026	Janney Montgomery Scott LLC	4,696	$301K	0.0%	+23.4%	0.081%
2/11/2026	LPL Financial LLC	562,745	$36.11M	0.0%	+3.3%	9.719%
2/10/2026	Sarver Vrooman Wealth Advisors	980	$63K	0.0%	N/A	0.017%
2/10/2026	Northwestern Mutual Wealth Management Co.	148,670	$9.54M	0.0%	+14.6%	2.568%
2/10/2026	Thoroughbred Financial Services LLC	15,282	$980K	0.1%	-1.0%	0.264%
2/6/2026	IFP Advisors Inc	671	$43K	0.0%	N/A	0.012%
2/5/2026	Thrivent Financial for Lutherans	45,320	$2.91M	0.0%	N/A	0.783%
2/5/2026	Cornerstone Wealth Management LLC	6,794	$436K	0.0%	-3.1%	0.117%
2/5/2026	Pacific Sun Financial Corp	6,353	$408K	0.2%	N/A	0.110%
2/4/2026	Money Concepts Capital Corp	31,507	$2.02M	0.1%	-1.5%	0.557%
2/3/2026	International Assets Investment Management LLC	1,191	$76K	0.0%	N/A	0.021%
2/3/2026	RFG Advisory LLC	3,628	$233K	0.0%	N/A	0.064%
1/30/2026	Sigma Planning Corp	7,423	$486K	0.0%	+3.7%	0.131%
1/28/2026	Geneos Wealth Management Inc.	1,106	$71K	0.0%	+123.0%	0.020%
1/27/2026	Institute for Wealth Management LLC.	9,380	$602K	0.1%	-5.0%	0.167%
1/26/2026	Private Trust Co. NA	694	$45K	0.0%	+46.4%	0.012%
1/26/2026	Roman Butler Fullerton & Co.	20,429	$1.36M	0.4%	+86.2%	0.364%
1/23/2026	Guidance Capital Inc.	39,089	$2.61M	0.6%	+5.7%	0.698%
1/22/2026	Whitaker Myers Wealth Managers LTD.	213,510	$13.70M	2.9%	-6.3%	3.813%
1/15/2026	MOR Wealth Management LLC	3,513	$225K	0.1%	N/A	0.063%
1/9/2026	Breakwater Capital Group	17,622	$1.13M	0.2%	-6.5%	0.322%
1/6/2026	Avior Wealth Management LLC	507,916	$32.59M	1.0%	-1.5%	9.302%
11/19/2025	Captrust Financial Advisors	63,522	$3.92M	0.0%	+6.5%	1.231%
11/17/2025	Northwestern Mutual Wealth Management Co.	129,761	$8.00M	0.0%	+7.4%	2.515%
11/17/2025	Mariner LLC	19,969	$1.23M	0.0%	+168.7%	0.387%
11/17/2025	Ausdal Financial Partners Inc.	9,819	$605K	0.0%	+24.5%	0.190%
11/17/2025	Bank of America Corp DE	261,019	$16.09M	0.0%	+0.5%	5.059%
11/17/2025	Ameriprise Financial Inc.	180,447	$11.16M	0.0%	-2.1%	3.497%
11/14/2025	Raymond James Financial Inc.	149,246	$9.20M	0.0%	+7.7%	2.892%
11/14/2025	Equitable Holdings Inc.	7,698	$474K	0.0%	+20.8%	0.149%
11/13/2025	BNP Paribas Financial Markets	10,000	$616K	0.0%	N/A	0.194%
11/12/2025	US Bancorp DE	2,030	$125K	0.0%	-27.0%	0.039%
11/10/2025	Thoroughbred Financial Services LLC	15,434	$951K	0.1%	-2.2%	0.299%
11/10/2025	Citigroup Inc.	39,822	$2.45M	0.0%	-0.5%	0.772%
11/7/2025	Guidance Capital Inc.	36,998	$2.22M	0.6%	+6.8%	0.717%
11/6/2025	Ameritas Advisory Services LLC	1,586	$98K	0.0%	-77.2%	0.031%
11/6/2025	Breakwater Capital Group	18,857	$1.16M	0.2%	-8.5%	0.365%
11/6/2025	Roman Butler Fullerton & Co.	10,973	$652K	0.2%	N/A	0.213%
11/5/2025	Envestnet Asset Management Inc.	66,547	$4.10M	0.0%	+11.0%	1.287%
11/4/2025	Money Concepts Capital Corp	31,990	$1.97M	0.1%	+5.4%	0.619%
11/4/2025	Jones Financial Companies Lllp	8,678	$537K	0.0%	+88.2%	0.168%
11/4/2025	Cornerstone Wealth Management LLC	7,013	$432K	0.0%	+2.7%	0.136%
11/3/2025	Golden State Wealth Management LLC	8,331	$513K	0.1%	-8.4%	0.161%
11/3/2025	GPS Wealth Strategies Group LLC	2,226	$137K	0.0%	+378.7%	0.043%
10/23/2025	Benjamin Edwards Inc.	3,507	$216K	0.0%	N/A	0.068%
10/22/2025	Commonwealth Equity Services LLC	110,164	$6.79M	0.0%	+57.9%	2.143%
10/16/2025	Whitaker Myers Wealth Managers LTD.	227,815	$14.04M	3.1%	+3.6%	4.432%
10/15/2025	Private Trust Co. NA	474	$29K	0.0%	N/A	0.009%
9/4/2025	Osaic Holdings Inc.	34,322	$1.91M	0.0%	+69.2%	0.730%
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9/4/2025	Beacon Capital Management Inc.	662	$37K	0.0%	N/A	0.014%
8/26/2025	Thrivent Financial for Lutherans	6,642	$369K	0.0%	N/A	0.141%
8/15/2025	Captrust Financial Advisors	59,622	$3.32M	0.0%	+3.2%	1.269%
8/15/2025	MML Investors Services LLC	55,025	$3.06M	0.0%	+321.7%	1.171%
8/15/2025	Bank of America Corp DE	259,832	$14.45M	0.0%	-5.2%	5.528%
8/15/2025	Ameriprise Financial Inc.	184,334	$9.80M	0.0%	-4.5%	3.922%
8/14/2025	Raymond James Financial Inc.	138,638	$7.71M	0.0%	-4.0%	2.950%
8/13/2025	Northwestern Mutual Wealth Management Co.	120,871	$6.72M	0.0%	+50.5%	2.572%
8/12/2025	Financial Advocates Investment Management	4,734	$263K	0.0%	-55.1%	0.101%
8/8/2025	Cetera Investment Advisers	24,350	$1.35M	0.0%	+1.7%	0.518%

XMVM Institutional Ownership - Frequently Asked Questions

During the previous two years, 77 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Bank of America Corp DE ($36.87M), LPL Financial LLC ($36.11M), Avior Wealth Management LLC ($29.06M), Whitaker Myers Wealth Managers LTD. ($16.38M), Ameriprise Financial Inc. ($11.16M), Northwestern Mutual Wealth Management Co. ($9.54M), and Raymond James Financial Inc. ($9.20M).Learn more on Invesco S&P MidCap Value with Momentum ETF's institutional investors.

Of the 72 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. ($288.41K), Avior Wealth Management LLC ($202.12K), Northwestern Mutual Wealth Management Co. ($127.58K), Uniting Wealth Partners LLC ($103.57K), Whitaker Myers Wealth Managers LTD. ($76.38K), Ameriprise Financial Inc. ($72.41K), and Independent Financial Group LLC ($66.94K).

Institutional investors have bought a total of 532,884 shares in the last 24 months. This purchase volume represents approximately $34.21M in transactions.

Of the 19 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: Avior Wealth Management LLC ($123.62K), Commonwealth Equity Services LLC ($43.02K), Whitaker Myers Wealth Managers LTD. ($14.31K), Ameritas Advisory Services LLC ($5.36K), Captrust Financial Advisors ($5.16K), Ameriprise Financial Inc. ($3.89K), and Golden State Wealth Management LLC ($3.17K).

Institutional investors have sold a total of 209,582 shares in the last 24 months. This volume of shares sold represents approximately $14.20M in transactions.

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Institutional ownership data for NYSEARCA:XMVM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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

XMVM Institutional Buying and Selling by Quarter

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

XMVM Institutional Ownership - Frequently Asked Questions

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

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

XMVM Institutional Buying and Selling by Quarter

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

XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?

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

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

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

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

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