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Invesco S&P MidCap Value with Momentum ETF

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: 6568 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Avior Wealth Management
Nebraska
$29M +$678K +12,817 +3%
LPL Financial
2
LPL Financial
California
$24.8M +$980K +18,526 +4%
Bank of America
3
Bank of America
North Carolina
$14.5M -$751K -14,204 -5%
Morgan Stanley
4
Morgan Stanley
New York
$12.7M -$484K -9,161 -4%
WMWM
5
Whitaker-Myers Wealth Managers
Ohio
$12.2M +$604K +11,427 +5%
Ameriprise
6
Ameriprise
Minnesota
$9.79M -$458K -8,671 -4%
Raymond James Financial
7
Raymond James Financial
Florida
$7.71M -$303K -5,737 -4%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$6.72M +$2.14M +40,562 +51%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.08M -$99.6K -1,883 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.88M -$1.15M -21,665 -24%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.33M +$2.35M +44,494 +288%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$3.32M +$96.8K +1,830 +3%
MML Investors Services
13
MML Investors Services
Massachusetts
$3.06M +$2.22M +41,976 +322%
IFG
14
Independent Financial Group
California
$2.89M +$172K +3,248 +7%
Citigroup
15
Citigroup
New York
$2.23M -$63.1K -1,193 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.91M +$742K +14,035 +69%
GC
17
Guidance Capital
Kentucky
$1.91M +$127K +2,407 +7%
MCC
18
Money Concepts Capital
Florida
$1.69M +$4.28K +81 +0.3%
Wells Fargo
19
Wells Fargo
California
$1.64M -$41.1K -777 -3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.52M -$54.8K -1,036 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.35M +$21.8K +412 +2%
SA
22
Sanctuary Advisors
Indiana
$1.31M
AWS
23
Atria Wealth Solutions
New York
$1.23M +$83.2K +1,574 +8%
BCG
24
Breakwater Capital Group
New Jersey
$1.15M -$90K -1,702 -8%
TFS
25
Thoroughbred Financial Services
Tennessee
$877K +$834K +15,774 New

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.