Who Owns Invesco S&P MidCap Value with Momentum ETF (XMVM)?Hedge Fund & Institutional Holders

$64.36+0.13 (+0.20%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.6000325873100015e+177T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$46.54$52.39$58.25$64.10$69.96Sep 24Jun 25Mar 26

XMVM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Whitaker-Myers Wealth Managers, LTD.New Position+214K+$13.7M
Sanctuary Advisors, LLCNew Position+94K+$5.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+69K+$4.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+67K+$4.0M
MONEY CONCEPTS CAPITAL CORPNew Position+32K+$2.0M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+45K+$2.0M
ROMAN BUTLER FULLERTON & CONew Position+20K+$1.4M
Breakwater Capital GroupNew Position+18K+$1.1M
JONES FINANCIAL COMPANIES LLLPNew Position+16K+$1.0M
Institute for Wealth Management, LLC.New Position+9K+$601K
Armbruster Capital Management, Inc.New Position+9K+$561K
Cambridge Investment Research Advisors, Inc.Increased+7K+$453K
Cornerstone Wealth Management, LLCNew Position+7K+$435K
Keating Financial Advisory Services, Inc.New Position+7K+$431K
Betterment LLCNew Position+6K+$408K

XMVM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Avior Wealth Management, LLCDecreased-8K-$31.7B
MORGAN STANLEYDecreased-30K-$12.8B
AMERIPRISE FINANCIAL INCDecreased-1K-$11.1B
RAYMOND JAMES FINANCIAL INCDecreased-968-$9.2B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-122K-$8.0B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$3.9B
CITIGROUP INCDecreased-645-$2.5B
Mariner, LLCDecreased-396-$1.2B
BNP PARIBAS FINANCIAL MARKETSClosed Position-10K-$616.3M
PRINCIPAL SECURITIES, INC.Decreased-54-$377.0M
US BANCORP \DE\Decreased-7-$125.0M
UBS Group AGClosed Position-864-$53.2M
Advisory Services Network, LLCClosed Position-101-$6.2M
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-152-$951K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC562,745$36.0M0.01%Share
2Avior Wealth Management, LLC507,916$32.6M1.02%Share
3BANK OF AMERICA CORP /DE/497,456$31.0M0.00%Share
4Whitaker-Myers Wealth Managers, LTD.213,510$13.7M2.86%Share
5MORGAN STANLEY177,573$11.0M0.00%Share
6AMERIPRISE FINANCIAL INC168,660$10.0M0.00%Share
7RAYMOND JAMES FINANCIAL INC114,620$7.0M0.00%Share
8ROYAL BANK OF CANADA79,069$5.0M0.00%Share
9OSAIC HOLDINGS, INC.75,782$4.0M0.01%Share
10Cetera Investment Advisers64,763$4.0M0.00%Share
11MML INVESTORS SERVICES, LLC64,727$4.0M0.01%Share
12ENVESTNET ASSET MANAGEMENT INC68,588$4.0M0.00%Share
13BANK OF AMERICA CORP /DE/62,515$4.0M0.00%Share
14COMMONWEALTH EQUITY SERVICES, LLC67,146$4.0M0.01%Share
15CAPTRUST FINANCIAL ADVISORS58,365$3.0M0.01%Share
16GUIDANCE CAPITAL, INC39,089$2.6M0.64%Share
17MONEY CONCEPTS CAPITAL CORP31,507$2.0M0.11%Share
18THRIVENT FINANCIAL FOR LUTHERANS45,320$2.0M0.00%Share
19Cambridge Investment Research Advisors, Inc.31,952$2.0M0.01%Share
20CITIGROUP INC39,177$2.0M0.00%Share
21RAYMOND JAMES FINANCIAL INC33,658$2.0M0.00%Share
22Sanctuary Advisors, LLC23,611$1.5M0.01%Share
23ROMAN BUTLER FULLERTON & CO20,429$1.4M0.36%Share
24Sanctuary Advisors, LLC23,611$1.3M0.01%Share
25Sanctuary Advisors, LLC23,611$1.2M0.01%Share
26Sanctuary Advisors, LLC23,611$1.2M0.01%Share
27Breakwater Capital Group17,622$1.1M0.16%Share
28JONES FINANCIAL COMPANIES LLLP16,442$1.0M0.00%Share
29WELLS FARGO & COMPANY/MN24,756$1.0M0.00%Share
30Mariner, LLC19,573$1.0M0.00%Share
31Equitable Holdings, Inc.21,318$1.0M0.01%Share
32NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7,319$708K0.00%Share
33Ausdal Financial Partners, Inc.10,074$646K0.03%Share
34Institute for Wealth Management, LLC.9,380$601K0.06%Share
35Armbruster Capital Management, Inc.8,749$561K0.09%Share
36Sigma Planning Corp7,423$485K0.01%Share
37Cornerstone Wealth Management, LLC6,794$435K0.02%Share
38Keating Financial Advisory Services, Inc.6,724$431K0.06%Share
39Betterment LLC6,360$408K0.00%Share
40PACIFIC SUN FINANCIAL CORP6,353$407K0.20%Share
41Golden State Wealth Management, LLC5,922$379K0.04%Share
42Comprehensive Financial Planning, Inc./PA5,853$375K0.25%Share
43SIGNATURE ESTATE & INVESTMENT ADVISORS LLC5,358$343K0.01%Share
44Solutions 4 Wealth, Ltd5,268$338K0.51%Share
45WESCAP Management Group, Inc.4,955$317K0.06%Share
46Ullmann Wealth Partners Group, LLC5,283$317K0.03%Share
47SILVERLAKE WEALTH MANAGEMENT LLC4,000$256K0.06%Share
48RFG Advisory, LLC3,628$232K0.00%Share
49MOR Wealth Management, LLC3,513$225K0.10%Share
50BENJAMIN EDWARDS INC3,507$225K0.00%Share

XMVM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$206.1M+40
Q3 202538$149.8B-25
Q2 202563$127.7B+0
Q1 202563$140.7B+5
Q4 202458$37.2T+11
Q3 202447$100.3T-1
Q2 202448$81.1T+8
Q1 202440$77.0T—

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As of Q4 2025, 50 institutional investors hold XMVM (Invesco S&P MidCap Value with Momentum ETF). The largest holder is LPL Financial LLC with $36.0M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own XMVM?

As of Q4 2025, 50 institutional investors report holding XMVM (Invesco S&P MidCap Value with Momentum ETF) in their 13F filings.

Who is the largest institutional holder of XMVM?

The largest institutional holder of XMVM is LPL Financial LLC with $36.0M in shares.

Is institutional ownership of XMVM increasing or decreasing?

This quarter, 14 institutions opened new positions in XMVM and 3 closed their positions.