Invesco S&P MidCap Value with Momentum ETF
XMVM
96 hedge funds and large institutions have $280M invested in Invesco S&P MidCap Value with Momentum ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 14 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
214% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 14
22% more capital invested
Capital invested by funds: $230M → $280M (+$49.8M)
19% more funds holding
Funds holding: 81 → 96 (+15)
0.58% more ownership
Funds ownership: 66.33% → 66.91% (+0.58%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$18.8M |
| 2 |
ACM
Anfield Capital Management
Irvine,
California
|
+$7.79M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
+$6.05M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.25M |
| 5 |
TA
Tactive Advisors
Jacksonville,
Florida
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.42M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$3.01M |
| 3 |
GC
Guidance Capital
Lousville,
Kentucky
|
-$2M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$872K |
| 5 |
Two Sigma Investments
New York
|
-$366K |
XMVM Hedge Fund Activity: Q1 2026 in Review
96 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2026, worth a combined $280M — up 22% from $230M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new XMVM positions and 5 closed out — a net gain of 15 holders — while 44 added to existing stakes and 14 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $18.8M. The largest seller was MML Investors Services, cutting an estimated $3.42M.
- 96 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2026, up from 81 in Q4 2025.
- Funds reported $280M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2026, up 22% quarter-over-quarter.
- 20 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2026 and 5 closed out, a net change of +15 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2026 was Foundations Investment Advisors, an estimated $18.8M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2026 was MML Investors Services, an estimated $3.42M sold.
Based on aggregated 13F filings for Q1 2026.