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

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+0.53 (+1.04%)
(As of 04/23/2024 ET)
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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)
22
Total
Institutional Inflows
(last 12 months)
$20.06M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$17.56M
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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
4/23/2024Raymond James Financial Services Advisors Inc.86,775$4.71M0.0%+4.2%2.111%
4/18/2024Breakwater Capital Group13,887$754K0.2%+21.9%0.338%
4/17/2024Trilogy Capital Inc.37,784$2.05M0.1%+73.0%0.919%
4/17/2024Guidance 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%
2/7/2024Principal Securities Inc.5,528$278K0.0%N/A0.138%
2/6/2024Private Advisor Group LLC7,710$388K0.0%+12.2%0.193%
2/2/2024Atria Wealth Solutions Inc.71,278$3.59M0.0%-16.1%1.782%
2/1/2024Sigma 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%
1/24/2024Breakwater 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%
1/12/2024Trilogy Capital Inc.21,842$1.10M0.1%+43.6%0.546%
1/11/2024Atlas Private Wealth Advisors6,386$321K0.1%-42.8%0.160%
11/13/2023LPL Financial LLC401,123$18.39M0.0%+0.6%10.028%
11/9/2023Citigroup Inc.29,382$1.35M0.0%+1.7%0.735%
11/8/2023Atria Wealth Solutions Inc.85,004$3.90M0.1%-8.3%2.125%
11/7/2023Masso Torrence Wealth Management Inc.64,284$2.95M2.3%-7.2%1.607%
11/4/2023 NBC Securities Inc.563$25K0.0%N/A0.014%
11/1/2023Money Concepts Capital Corp30,815$1.41M0.1%-2.0%0.770%
10/24/2023Raymond James Financial Services Advisors Inc.80,892$3.71M0.0%+8.8%2.022%
10/24/2023Raymond James & Associates20,492$939K0.0%-4.9%0.512%
10/24/2023Cambridge Investment Research Advisors Inc.19,735$905K0.0%-5.7%0.493%
10/23/2023Commonwealth Equity Services LLC108,219$4.96M0.0%+1.5%2.705%
10/16/2023Trilogy Capital Inc.15,213$697K0.0%+22.0%0.380%
10/11/2023Atlas Private Wealth Advisors11,174$512K0.1%-23.4%0.279%
10/5/2023 Whitaker Myers Wealth Managers LTD.114,004$5.23M3.2%+172.2%2.850%
8/11/2023Masso Torrence Wealth Management Inc.69,272$3.19M2.3%-23.1%1.732%
8/10/2023Osaic Holdings Inc.188,655$8.70M0.0%-8.9%4.716%
8/10/2023Commonwealth Equity Services LLC106,575$4.91M0.0%-59.2%2.664%
8/10/2023Private Advisor Group LLC6,832$315K0.0%-5.1%0.171%
8/10/2023Cetera Advisor Networks LLC26,647$1.23M0.0%+7.7%0.666%
8/10/2023Citigroup Inc.28,894$1.33M0.0%+9.8%0.722%
8/9/2023Flow Traders U.S. LLC5,551$256K0.0%N/A0.139%
8/7/2023Vestmark Advisory Solutions Inc.7,376$340K0.0%-7.3%0.184%
8/4/2023Atlas Private Wealth Advisors14,578$672K0.1%+38.0%0.364%
8/3/2023Atria Wealth Solutions Inc.92,671$4.27M0.1%+4.1%2.317%
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8/3/2023Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
8/2/2023Sigma Planning Corp10,014$462K0.0%-25.5%0.250%
8/1/2023Money Concepts Capital Corp31,440$1.45M0.1%-53.4%0.786%
7/31/2023LPL Financial LLC398,658$18.38M0.0%+4.3%9.966%
7/31/2023Avaii Wealth Management LLC9,534$440K0.3%+11.4%0.238%
7/25/2023Raymond James Financial Services Advisors Inc.74,345$3.43M0.0%-1.4%1.859%
7/25/2023Raymond James & Associates21,539$993K0.0%-45.5%0.538%
7/24/2023Schrum Private Wealth Management LLC4,500$207K0.2%N/A0.113%
7/24/2023Trilogy Capital Inc.12,471$592K0.0%N/A0.312%
7/17/2023Bridge Advisory LLC11,036$509K0.2%+9.1%0.276%
7/13/2023 Whitaker Myers Wealth Managers LTD.41,886$1.93M1.3%+4.5%1.047%
7/12/2023Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
5/12/2023Masso Torrence Wealth Management Inc.90,028$3.93M3.1%-11.9%2.138%
5/11/2023Commonwealth Equity Services LLC260,932$11.39M0.0%-8.2%6.198%
5/10/2023Private Advisor Group LLC7,198$314K0.0%N/A0.171%
5/10/2023LPL Financial LLC382,191$16.68M0.0%-10.2%9.078%
5/9/2023Vestmark Advisory Solutions Inc.7,959$347K0.0%+3.7%0.189%
5/8/2023Brown Advisory Inc.13,846$604K0.0%-10.4%0.329%
5/8/2023Sigma Planning Corp13,436$586K0.0%-33.3%0.319%
5/1/2023Money Concepts Capital Corp67,455$666K0.0%+113.0%1.602%
4/21/2023 Whitaker Myers Wealth Managers LTD.40,098$1.75M1.4%-10.9%0.952%
4/14/2023Raymond James Financial Services Advisors Inc.75,394$3.29M0.0%-69.9%1.611%
4/14/2023Raymond James & Associates39,546$1.73M0.0%+12.9%0.845%
4/14/2023Bridge Advisory LLC10,114$441K0.2%-19.5%0.216%
4/13/2023USAdvisors Wealth Management LLC38,390$1.68M0.8%+15.0%0.820%
4/12/2023Atlas Private Wealth Advisors10,563$461K0.2%-29.2%0.226%
2/15/2023Atlas Private Wealth Advisors14,918$657K0.3%-1.5%0.319%
2/14/2023Masso Torrence Wealth Management Inc.102,144$4.50M3.6%+2.0%2.183%
2/13/2023Wealthcare Advisory Partners LLC8,588$378K0.0%-12.8%0.184%
2/13/2023Atria Wealth Solutions Inc.89,015$3.92M0.1%+35.5%1.902%
2/10/2023USAdvisors Wealth Management LLC33,385$1.47M0.7%+18.2%0.713%
2/10/2023Advisor Group Holdings Inc.197,889$8.72M0.0%+0.5%4.228%
2/9/2023Citigroup Inc.30,478$1.34M0.0%-5.7%0.651%
2/8/2023Raymond James Financial Services Advisors Inc.250,818$11.05M0.0%+276.8%5.359%
2/8/2023Raymond James & Associates35,017$1.54M0.0%+112.3%0.748%
2/8/2023UBS Group AG2,931$129K0.0%+55.1%0.063%
2/8/2023Cambridge Investment Research Advisors Inc.25,265$1.11M0.0%+104.2%0.540%
2/7/2023Commonwealth Equity Services LLC284,377$12.52M0.0%+121.0%6.076%
2/7/2023LPL Financial LLC425,770$18.75M0.0%+16.5%9.098%
2/7/2023LWM Advisory Services LLC4,648$205K0.2%N/A0.099%
2/7/2023Envestnet Asset Management Inc.6,621$292K0.0%+23.2%0.141%
2/6/2023Arete Wealth Advisors LLC24,829$1.09T0.1%N/A0.531%
2/6/2023Aspire Wealth Management Corp1,863$82K0.1%+311.3%0.040%
2/3/2023Fiducient Advisors LLC24,550$1.08M0.3%N/A0.525%
1/26/2023Archford Capital Strategies LLC25,611$1.13M0.3%-18.0%0.547%
1/25/2023Avaii Wealth Management LLC8,774$386K0.3%+10.6%0.187%
1/24/2023Sigma Planning Corp20,148$887K0.0%-1.2%0.426%
1/20/2023 MJP Associates Inc. ADV24,550$1.08M0.3%N/A0.519%
1/20/2023Vestmark Advisory Solutions Inc.7,674$338K0.0%+18.0%0.162%
1/17/2023Bridge Advisory LLC12,563$553K0.2%+43.8%0.266%
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11/15/2022USAdvisors Wealth Management LLC28,248$1.09M0.6%+13.5%0.600%
11/15/2022Commonwealth Equity Services LLC128,650$4.97M0.0%-0.6%2.731%
11/14/2022Equitable Holdings Inc.28,706$1.11M0.0%-13.3%0.609%
11/10/2022Sigma Planning Corp20,403$789K0.0%-25.0%0.433%
11/10/2022Tower Research Capital LLC TRC26,653$1.03M0.0%+53.2%0.566%
11/8/2022Vicus Capital26,593$1.03M0.1%+20.8%0.565%
11/3/2022Vestmark Advisory Solutions Inc.6,506$251K0.0%-11.7%0.138%
10/31/2022Camelot Portfolios LLC15,223$588K0.6%-39.9%0.333%
10/28/2022IFG Advisory LLC10,259$396K0.0%+12.0%0.224%
10/27/2022Money Concepts Capital Corp38,631$1.49M0.1%+10.2%0.845%
(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, 54 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1.09T), Connectus Wealth LLC ($24.71M), LPL Financial LLC ($18.39M), Advisor Group Holdings Inc. ($8.72M), Osaic Holdings Inc. ($8.70M), Whitaker Myers Wealth Managers LTD. ($8.29M), and Commonwealth Equity Services LLC ($4.96M).Learn more on XMVM's institutional investors.

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

Of the 46 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: Connectus Wealth LLC ($628.43K), Raymond James Financial Services Advisors Inc. ($245.92K), Commonwealth Equity Services LLC ($193.75K), International Assets Investment Management LLC ($124.21K), Whitaker Myers Wealth Managers LTD. ($112.51K), LPL Financial LLC ($79.30K), and Captrust Financial Advisors ($71.27K).

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

Institutional investors have bought a total of 1,915,121 shares in the last 24 months. This purchase volume represents approximately $82.53M 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: Money Concepts Capital Corp ($500.13K), Commonwealth Equity Services LLC ($178.52K), Raymond James Financial Services Advisors Inc. ($178.09K), LPL Financial LLC ($110.77K), Masso Torrence Wealth Management Inc. ($39.66K), Atria Wealth Solutions Inc. ($35.84K), and Sigma Planning Corp ($22.74K).

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

Institutional investors have sold a total of 1,168,556 shares in the last 24 months. This volume of shares sold represents approximately $49.33M in transactions.


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This page (NYSEARCA:XMVM) was last updated on 4/23/2024 by MarketBeat.com Staff

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