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

$75.77 0.00 (0.00%)
As of 08/14/2026 04:10 PM Eastern
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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)
50
Total
Institutional Inflows
(last 12 months)
$34.38M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$14.19M
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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
7/9/2026 Key Client Fiduciary Advisors LLC8,620$611K0.2%+27.5%0.128%
7/9/2026 Whitaker Myers Wealth Managers LTD.230,965$16.38M2.7%+6.5%3.432%
7/9/2026 Breakwater Capital Group17,827$1.26M0.2%-0.9%0.265%
7/7/2026 Avior Wealth Management LLC409,737$29.06M0.8%-22.1%6.115%
5/19/2026Western Wealth Management LLC573$37K0.0%N/A0.009%
5/19/2026Bank of America Corp DE566,191$36.87M0.0%+1.1%8.671%
5/18/2026Royal Bank of Canada76,201$4.96M0.0%-3.9%1.167%
5/15/2026 Everest Financial Group LLC35,254$2.30M0.4%+5.8%0.540%
5/13/2026 Cetera Investment Advisers72,698$4.73M0.0%+12.3%1.113%
5/8/2026 Pacific Sun Financial Corp6,523$425K0.2%+2.7%0.100%
5/6/2026 Bessemer Group Inc.3,339$217K0.0%N/A0.051%
5/6/2026 Independent Financial Group LLC66,935$4.36M0.1%N/A1.025%
5/5/2026 Westover Capital Advisors LLC3,332$217K0.0%N/A0.051%
5/5/2026 Sigma Planning Corp6,677$435K0.0%-10.0%0.102%
5/1/2026 Sovran Advisors LLC12,660$882K0.1%N/A0.194%
4/30/2026 Roman Butler Fullerton & Co.24,808$1.67M0.5%+21.4%0.383%
4/30/2026 Kestra Advisory Services LLC3,150$205K0.0%+51.2%0.049%
4/30/2026 Money Concepts Capital Corp31,040$2.02M0.1%-1.5%0.480%
4/27/2026 USAdvisors Wealth Management LLC5,779$370K0.1%N/A0.089%
4/20/2026 Breakwater Capital Group17,983$1.17M0.2%+2.0%0.279%
4/20/2026 RFG Advisory LLC3,267$213K0.0%-10.0%0.051%
4/17/2026 AdvisorNet Financial Inc1,669$109K0.0%N/A0.026%
4/16/2026 Tactive Advisors LLC31,633$2.06M0.6%N/A0.490%
3/4/2026 SHP Wealth Management1,608$103K0.0%N/A0.028%
2/17/2026 Cetera Investment Advisers64,763$4.16M0.0%+147.6%1.119%
2/17/2026Equitable Holdings Inc.21,318$1.37M0.0%+176.9%0.368%
2/17/2026Osaic Holdings Inc.76,292$4.90M0.0%+103.4%1.318%
2/17/2026 Captrust Financial Advisors58,365$3.75M0.0%-8.1%1.008%
2/17/2026Royal Bank of Canada79,297$5.09M0.0%+6.8%1.370%
2/16/2026 MML Investors Services LLC64,727$4.15M0.0%+10.5%1.118%
2/16/2026 Mariner LLC19,573$1.26M0.0%-2.0%0.338%
2/13/2026 Kestra Advisory Services LLC2,083$134K0.0%N/A0.036%
2/13/2026 CreativeOne Wealth LLC3,898$250K0.0%N/A0.067%
2/13/2026Ausdal Financial Partners Inc.10,101$648K0.0%+2.9%0.174%
2/13/2026 Golden State Wealth Management LLC5,922$380K0.0%-28.9%0.102%
2/13/2026Wells Fargo & Company MN25,981$1.67M0.0%+8.4%0.449%
2/12/2026 Commonwealth Equity Services LLC67,146$4.31M0.0%-39.0%1.160%
2/11/2026 Janney Montgomery Scott LLC4,696$301K0.0%+23.4%0.081%
2/11/2026 LPL Financial LLC562,745$36.11M0.0%+3.3%9.719%
2/10/2026 Sarver Vrooman Wealth Advisors980$63K0.0%N/A0.017%
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2/10/2026 Northwestern Mutual Wealth Management Co.148,670$9.54M0.0%+14.6%2.568%
2/10/2026 Thoroughbred Financial Services LLC15,282$980K0.1%-1.0%0.264%
2/6/2026 IFP Advisors Inc671$43K0.0%N/A0.012%
2/5/2026Thrivent Financial for Lutherans45,320$2.91M0.0%N/A0.783%
2/5/2026 Cornerstone Wealth Management LLC6,794$436K0.0%-3.1%0.117%
2/5/2026 Pacific Sun Financial Corp6,353$408K0.2%N/A0.110%
2/4/2026 Money Concepts Capital Corp31,507$2.02M0.1%-1.5%0.557%
2/3/2026 International Assets Investment Management LLC1,191$76K0.0%N/A0.021%
2/3/2026 RFG Advisory LLC3,628$233K0.0%N/A0.064%
1/30/2026 Sigma Planning Corp7,423$486K0.0%+3.7%0.131%
1/28/2026 Geneos Wealth Management Inc.1,106$71K0.0%+123.0%0.020%
1/27/2026 Institute for Wealth Management LLC.9,380$602K0.1%-5.0%0.167%
1/26/2026 Private Trust Co. NA694$45K0.0%+46.4%0.012%
1/26/2026 Roman Butler Fullerton & Co.20,429$1.36M0.4%+86.2%0.364%
1/23/2026 Guidance Capital Inc.39,089$2.61M0.6%+5.7%0.698%
1/22/2026 Whitaker Myers Wealth Managers LTD.213,510$13.70M2.9%-6.3%3.813%
1/15/2026 MOR Wealth Management LLC3,513$225K0.1%N/A0.063%
1/9/2026 Breakwater Capital Group17,622$1.13M0.2%-6.5%0.322%
1/6/2026 Avior Wealth Management LLC507,916$32.59M1.0%-1.5%9.302%
11/19/2025 Captrust Financial Advisors63,522$3.92M0.0%+6.5%1.231%
11/17/2025 Northwestern Mutual Wealth Management Co.129,761$8.00M0.0%+7.4%2.515%
11/17/2025 Mariner LLC19,969$1.23M0.0%+168.7%0.387%
11/17/2025Ausdal Financial Partners Inc.9,819$605K0.0%+24.5%0.190%
11/17/2025Bank of America Corp DE261,019$16.09M0.0%+0.5%5.059%
11/17/2025Ameriprise Financial Inc.180,447$11.16M0.0%-2.1%3.497%
11/14/2025Raymond James Financial Inc.149,246$9.20M0.0%+7.7%2.892%
11/14/2025Equitable Holdings Inc.7,698$474K0.0%+20.8%0.149%
11/13/2025 BNP Paribas Financial Markets10,000$616K0.0%N/A0.194%
11/12/2025 US Bancorp DE2,030$125K0.0%-27.0%0.039%
11/10/2025 Thoroughbred Financial Services LLC15,434$951K0.1%-2.2%0.299%
11/10/2025 Citigroup Inc.39,822$2.45M0.0%-0.5%0.772%
11/7/2025 Guidance Capital Inc.36,998$2.22M0.6%+6.8%0.717%
11/6/2025Ameritas Advisory Services LLC1,586$98K0.0%-77.2%0.031%
11/6/2025 Breakwater Capital Group18,857$1.16M0.2%-8.5%0.365%
11/6/2025 Roman Butler Fullerton & Co.10,973$652K0.2%N/A0.213%
11/5/2025 Envestnet Asset Management Inc.66,547$4.10M0.0%+11.0%1.287%
11/4/2025 Money Concepts Capital Corp31,990$1.97M0.1%+5.4%0.619%
11/4/2025Jones Financial Companies Lllp8,678$537K0.0%+88.2%0.168%
11/4/2025 Cornerstone Wealth Management LLC7,013$432K0.0%+2.7%0.136%
11/3/2025 Golden State Wealth Management LLC8,331$513K0.1%-8.4%0.161%
11/3/2025GPS Wealth Strategies Group LLC2,226$137K0.0%+378.7%0.043%
10/23/2025 Benjamin Edwards Inc.3,507$216K0.0%N/A0.068%
10/22/2025 Commonwealth Equity Services LLC110,164$6.79M0.0%+57.9%2.143%
10/16/2025 Whitaker Myers Wealth Managers LTD.227,815$14.04M3.1%+3.6%4.432%
10/15/2025 Private Trust Co. NA474$29K0.0%N/A0.009%
9/4/2025Osaic Holdings Inc.34,322$1.91M0.0%+69.2%0.730%
9/4/2025 Beacon Capital Management Inc.662$37K0.0%N/A0.014%
8/26/2025Thrivent 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%
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8/15/2025Bank of America Corp DE259,832$14.45M0.0%-5.2%5.528%
8/15/2025Ameriprise Financial Inc.184,334$9.80M0.0%-4.5%3.922%
8/14/2025Raymond 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%
8/12/2025Financial 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%


XMVM Institutional Ownership - Frequently Asked Questions

During the previous two years, 76 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 71 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 539,939 shares in the last 24 months. This purchase volume represents approximately $34.38M in transactions.

Of the 18 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 209,365 shares in the last 24 months. This volume of shares sold represents approximately $14.19M 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 7/9/2026. New 13F filings are added each quarter as they're published.
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