XMVM icon

Invesco S&P MidCap Value with Momentum ETF
XMVM

Overview Fund Activity

66 hedge funds and large institutions have $158M 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, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.33M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$3.06M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$6.72M
4
LPL Financial
4
LPL Financial
California
$24.8M
5
TFS
5
Thoroughbred Financial Services
Tennessee
$877K

Top Sellers

1
AAS
1
Ameritas Advisory Services
Nebraska
$387K
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.88M
3
Bank of America
3
Bank of America
North Carolina
$14.5M
4
UBS Group
4
UBS Group
Switzerland
$114K
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
Avior Wealth Management
Nebraska
$29M +$713K +12,817 +3%
LPL Financial
2
LPL Financial
California
$24.8M +$1.03M +18,526 +4%
Bank of America
3
Bank of America
North Carolina
$14.5M -$790K -14,204 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$510K -9,161 -4%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$12.2M +$636K +11,427 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.79M -$461K -8,671 -4%
Raymond James Financial
7
Raymond James Financial
Florida
$7.71M -$319K -5,737 -4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$6.72M +$2.26M +40,562 +51%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.08M -$105K -1,883 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.88M -$1.21M -21,665 -24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.33M +$2.48M +44,494 +288%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.32M +$102K +1,830 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.06M +$2.34M +41,976 +322%
Citigroup
14
Citigroup
New York
$2.23M -$66.4K -1,193 -3%
GC
15
Guidance Capital
Kentucky
$1.91M +$132K +2,407 +7%
MCC
16
Money Concepts Capital
Florida
$1.69M +$4.51K +81 +0.3%
Wells Fargo
17
Wells Fargo
California
$1.64M -$43.2K -777 -3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.52M -$57.6K -1,036 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.37M +$247K +4,456 +22%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.35M +$22.9K +412 +2%
AWS
21
Atria Wealth Solutions
New York
$1.23M +$90.9K +1,574 +8%
BCG
22
Breakwater Capital Group
New Jersey
$1.15M -$94.7K -1,702 -8%
TFS
23
Thoroughbred Financial Services
Tennessee
$877K +$877K +15,774 New
IFWM
24
Institute for Wealth Management
Colorado
$549K -$15.5K -278 -3%
GSWM
25
Golden State Wealth Management
California
$506K +$197K +3,539 +64%
1
2 3