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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.28M |
| 2 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$1.09M |
| 3 |
LPL Financial
San Diego,
California
|
+$750K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$719K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$607K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
-$5.74M |
| 2 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$1.16M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$962K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$931K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$860K |
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.