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Invesco S&P MidCap Value with Momentum ETF
XMVM

65 hedge funds and large institutions have $151M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

0.1% more ownership

Funds ownership: 61.44% → 61.54% (+0.1%)

3% less funds holding

Funds holding: 67 → 65 (-2)

6% less capital invested

Capital invested by funds: $161M → $151M (-$10.2M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
31
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$3.28M
2
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$1.09M
3
LPL Financial
LPL Financial
California
+$750K
4
Ameriprise
Ameriprise
Minnesota
+$719K
5
Raymond James Financial
Raymond James Financial
Florida
+$607K

Top Sellers

Rank Fund Capital Flow
1
UWP
Uniting Wealth Partners
Kansas
-$5.74M
2
SOS
Silver Oak Securities
Tennessee
-$1.16M
3
AWS
Atria Wealth Solutions
New York
-$962K
4
WIA
World Investment Advisors
California
-$931K
5
Osaic Holdings
Osaic Holdings
Arizona
-$860K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$688K +$44.7K +807 +7%
FAIM
27
Financial Advocates Investment Management
Washington
$556K +$18.9K +341 +3%
IFWM
28
Institute for Wealth Management
Colorado
$536K +$166 +3 +0%
Citadel Advisors
29
Citadel Advisors
Florida
$511K +$537K +9,691 New
ACM
30
Armbruster Capital Management
New York
$461K – – –
CWM
31
Cornerstone Wealth Management
Missouri
$432K +$222 +4 +0%
AFP
32
Ausdal Financial Partners
Iowa
$414K +$182K +3,277 +72%
SPC
33
Sigma Planning Corp
Michigan
$398K – – –
Mariner
34
Mariner
Kansas
$392K – – –
Jones Financial Companies
35
Jones Financial Companies
Missouri
$375K +$75.8K +1,368 +24%
EH
36
Equitable Holdings
New York
$339K -$122K -2,202 -26%
WA
37
Waverly Advisors
Alabama
$326K +$65.6K +1,184 +24%
WMG
38
WESCAP Management Group
California
$323K +$339K +6,118 New
PS
39
Principal Securities
Iowa
$305K +$11.6K +209 +4%
CFP
40
Comprehensive Financial Planning
Pennsylvania
$304K +$2.27K +41 +0.7%
GSWM
41
Golden State Wealth Management
California
$293K +$308K +5,555 New
UWPG
42
Ullmann Wealth Partners Group
Florida
$279K – – –
SEIA
43
Signature Estate & Investment Advisors
California
$266K +$11.9K +214 +4%
IA
44
IFG Advisory
Georgia
$237K +$249K +4,495 New
PPW
45
Parcion Private Wealth
Washington
$213K – – –
SWM
46
Silverlake Wealth Management
Vermont
$211K -$104K -1,870 -32%
US Bancorp
47
US Bancorp
Minnesota
$154K +$162K +2,925 New
TWD
48
True Wealth Design
Ohio
$87.8K – – –
NWM
49
Nova Wealth Management
Florida
$77.7K -$1.33K -24 -2%
SPIA
50
Steward Partners Investment Advisory
New York
$70.6K – – –
1
2
3

XMVM Hedge Fund Activity: Q1 2025 in Review

65 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2025, worth a combined $151M — down 6.3% from $161M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XMVM and 7 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 31 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $3.28M. The largest seller was Uniting Wealth Partners, exiting entirely with an estimated $5.74M sold.

  • 65 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2025, down from 67 in Q4 2024.
  • Funds reported $151M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2025, down 6.3% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2025 and 9 closed out, a net change of -2 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $3.28M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2025 was Uniting Wealth Partners, an estimated $5.74M sold.

Based on aggregated 13F filings for Q1 2025.