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Invesco S&P MidCap Value with Momentum ETF
XMVM

68 hedge funds and large institutions have $163M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $151M → $163M (+$12.4M)

5% more funds holding

Funds holding: 65 → 68 (+3)

1.24% more ownership

Funds ownership: 61.54% → 62.79% (+1.2%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.35M
2
MML Investors Services
MML Investors Services
Massachusetts
+$2.22M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.14M
4
LPL Financial
LPL Financial
California
+$980K
5
TFS
Thoroughbred Financial Services
Tennessee
+$834K

Top Sellers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
-$1.95M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.15M
3
Bank of America
Bank of America
North Carolina
-$751K
4
UBS Group
UBS Group
Switzerland
-$674K
5
Citadel Advisors
Citadel Advisors
Florida
-$511K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$549K -$14.7K -278 -3%
GSWM
27
Golden State Wealth Management
California
$506K +$187K +3,539 +64%
ACM
28
Armbruster Capital Management
New York
$487K – – –
AFP
29
Ausdal Financial Partners
Iowa
$439K +$2.38K +45 +0.6%
Mariner
30
Mariner
Kansas
$413K – – –
SPC
31
Sigma Planning Corp
Michigan
$398K -$21.2K -400 -5%
AAS
32
Ameritas Advisory Services
Nebraska
$387K -$1.95M -36,888 -84%
CWM
33
Cornerstone Wealth Management
Missouri
$380K -$71.8K -1,358 -17%
WA
34
Waverly Advisors
Alabama
$373K +$27K +510 +8%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$369K +$351K +6,642 New
EH
36
Equitable Holdings
New York
$354K -$2.96K -56 -0.9%
PS
37
Principal Securities
Iowa
$326K +$18.6K +352 +6%
CFP
38
Comprehensive Financial Planning
Pennsylvania
$323K +$1.9K +36 +0.6%
UWPG
39
Ullmann Wealth Partners Group
Florida
$294K – – –
SEIA
40
Signature Estate & Investment Advisors
California
$293K +$11.5K +217 +4%
WMG
41
WESCAP Management Group
California
$274K -$62.8K -1,187 -19%
FAIM
42
Financial Advocates Investment Management
Washington
$263K -$307K -5,801 -55%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$256K -$133K -2,516 -35%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$232K +$221K +4,177 New
PPW
45
Parcion Private Wealth
Washington
$225K – – –
SWM
46
Silverlake Wealth Management
Vermont
$223K – – –
US Bancorp
47
US Bancorp
Minnesota
$155K -$7.67K -145 -5%
UBS Group
48
UBS Group
Switzerland
$114K -$674K -12,740 -86%
TWD
49
True Wealth Design
Ohio
$92.6K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$74.5K – – –
1
2
3

XMVM Hedge Fund Activity: Q2 2025 in Review

68 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2025, worth a combined $163M — up 8.2% from $151M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XMVM positions and 4 closed out — a net gain of 3 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $2.35M. The largest seller was Ameritas Advisory Services, cutting an estimated $1.95M.

  • 68 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $163M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2025, up 8.2% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $2.35M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2025 was Ameritas Advisory Services, an estimated $1.95M sold.

Based on aggregated 13F filings for Q2 2025.