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, 20 increasing their positions, 24 reducing their positions, and 4 closing their positions.
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)
1.26% more ownership
Funds ownership: 61.53% → 62.79% (+1.3%)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.35M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.22M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$2.14M |
| 4 |
LPL Financial
San Diego,
California
|
+$980K |
| 5 |
TFS
Thoroughbred Financial Services
Brentwood,
Tennessee
|
+$834K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$1.95M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.15M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$751K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$674K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$511K |
XMVM Hedge Fund Activity: Q2 2025 in Review
68 of the 7,613 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 20 added to existing stakes and 24 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.