Invesco S&P MidCap Value with Momentum ETF
XMVM
67 hedge funds and large institutions have $190M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 7 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
17% more capital invested
Capital invested by funds: $163M → $190M (+$27.3M)
1.04% more ownership
Funds ownership: 62.79% → 63.83% (+1%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less funds holding
Funds holding: 68 → 67 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.81M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.38M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$738K |
| 4 |
RBFC
Roman Butler Fullerton & Co
St Louis,
Missouri
|
+$646K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$624K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.24M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$369K |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$325K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$320K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$316K |
XMVM Hedge Fund Activity: Q3 2025 in Review
67 of the 7,640 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2025, worth a combined $190M — up 17% from $163M a quarter earlier.
Fund positioning in XMVM was balanced in Q3 2025: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 16 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.81M. The largest seller was Morgan Stanley, cutting an estimated $1.24M.
- 67 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2025, down from 68 in Q2 2025.
- Funds reported $190M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2025, up 17% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2025 and 7 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2025 was LPL Financial, an estimated $5.81M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2025 was Morgan Stanley, an estimated $1.24M sold.
Based on aggregated 13F filings for Q3 2025.