Invesco S&P MidCap Value with Momentum ETF
XMVM
81 hedge funds and large institutions have $230M invested in Invesco S&P MidCap Value with Momentum ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
26% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 19
21% more capital invested
Capital invested by funds: $190M → $230M (+$40M)
21% more funds holding
Funds holding: 67 → 81 (+14)
2.5% more ownership
Funds ownership: 63.83% → 66.33% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$18.5M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$2.8M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.4M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.39M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.66M |
| 2 |
Morgan Stanley
New York
|
-$1.87M |
| 3 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
-$885K |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$616K |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$473K |
XMVM Hedge Fund Activity: Q4 2025 in Review
81 of the 8,267 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2025, worth a combined $230M — up 21% from $190M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XMVM positions and 6 closed out — a net gain of 14 holders — while 24 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $18.5M. The largest seller was Commonwealth Equity Services, cutting an estimated $2.66M.
- 81 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2025, up from 67 in Q3 2025.
- Funds reported $230M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2025, up 21% quarter-over-quarter.
- 20 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2025 and 6 closed out, a net change of +14 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2025 was Bank of America, an estimated $18.5M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2025 was Commonwealth Equity Services, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2025.