Free Trial
→ SpaceX eyes a 1.75 trillion valuation - here's what to know (From Brownstone Research) (Ad)tc pixel Free XMVM Stock Alerts

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

$69.13 +0.40 (+0.58%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
53
Total
Institutional Inflows
(last 12 months)
$43.57M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$10.94M
Get XMVM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Value with Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XMVM Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Westover 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%
3/4/2026SHP Wealth Management1,608$103K0.0%N/A0.028%
2/17/2026Cetera 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%
2/17/2026Captrust 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%
2/16/2026Mariner LLC19,573$1.26M0.0%-2.0%0.338%
2/13/2026 Kestra Advisory Services LLC2,083$134K0.0%N/A0.036%
2/13/2026CreativeOne 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%
2/11/2026LPL Financial LLC562,745$36.11M0.0%+3.3%9.719%
2/10/2026 Sarver Vrooman Wealth Advisors980$63K0.0%N/A0.017%
2/10/2026Northwestern Mutual Wealth Management Co.148,670$9.54M0.0%+14.6%2.568%
2/10/2026Thoroughbred Financial Services LLC15,282$980K0.1%-1.0%0.264%
2/6/2026 IFP Advisors Inc671$43K0.0%N/A0.012%
2/5/2026 Thrivent Financial for Lutherans45,320$2.91M0.0%N/A0.783%
2/5/2026 Cornerstone Wealth Management LLC6,794$436K0.0%-3.1%0.117%
2/5/2026Pacific 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%
1/28/2026Geneos Wealth Management Inc.1,106$71K0.0%+123.0%0.020%
1/27/2026Institute 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%
1/23/2026Guidance 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%
11/19/2025Captrust Financial Advisors63,522$3.92M0.0%+6.5%1.231%
11/17/2025Northwestern Mutual Wealth Management Co.129,761$8.00M0.0%+7.4%2.515%
11/17/2025Mariner 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%
11/13/2025BNP Paribas Financial Markets10,000$616K0.0%N/A0.194%
11/12/2025US Bancorp DE2,030$125K0.0%-27.0%0.039%
11/10/2025Thoroughbred Financial Services LLC15,434$951K0.1%-2.2%0.299%
11/10/2025Citigroup Inc.39,822$2.45M0.0%-0.5%0.772%
11/7/2025Guidance 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%
10/23/2025Benjamin 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%
8/26/2025 Thrivent Financial for Lutherans6,642$369K0.0%N/A0.141%
8/15/2025Captrust 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%
8/15/2025Bank 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%
8/13/2025Northwestern 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%
8/8/2025Cetera Investment Advisers24,350$1.35M0.0%+1.7%0.518%
8/8/2025Thoroughbred Financial Services LLC15,774$877K0.1%N/A0.336%
8/7/2025WESCAP 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%
7/25/2025Atria Wealth Solutions Inc.21,318$1.23M0.0%+8.0%0.457%
7/21/2025Ameritas Advisory Services LLC6,949$387K0.0%-84.1%0.149%
7/18/2025Institute 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%


XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?

During the previous two years, 74 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($36.11M), Avior Wealth Management LLC ($32.59M), Bank of America Corp DE ($16.09M), Whitaker Myers Wealth Managers LTD. ($13.70M), 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.

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

Of the 69 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. ($129.78K), Uniting Wealth Partners LLC ($103.57K), Whitaker Myers Wealth Managers LTD. ($75.21K), Ameriprise Financial Inc. ($72.41K), and Thrivent Financial for Lutherans ($58.72K).

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

Institutional investors have bought a total of 730,554 shares in the last 24 months. This purchase volume represents approximately $43.57M in transactions.

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

Of the 24 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: Commonwealth Equity Services LLC ($43.02K), Ameritas Advisory Services LLC ($42.25K), Atria Wealth Solutions Inc. ($17.37K), Whitaker Myers Wealth Managers LTD. ($14.31K), Bank of America Corp DE ($14.20K), Ameriprise Financial Inc. ($12.56K), and Avior Wealth Management LLC ($7.65K).

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

Institutional investors have sold a total of 184,429 shares in the last 24 months. This volume of shares sold represents approximately $10.94M in transactions.


Related Companies

This page (NYSEARCA:XMVM) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel