Who Owns XMVM?
Invesco S&P MidCap Value with Momentum ETF — Institutional Ownership & 13F Holdings
$69.16
+0.53 (+0.78%)
Market Cap
$418.3M
Shares Outstanding
6,102,307
Institutional Holders
63
Total Inst. Value
$116.0M
% of Float Held
—
QoQ Holder Change
+23
Institutional data as of Q1 2025
New Positions
15
Closed Positions
10
Increased
27
Decreased
9
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Avior Wealth Management, LLC | $26.8M | 508,278 |
| 2 | BANK OF AMERICA CORP /DE/ | $14.5M | 274,036 |
| 3 | MORGAN STANLEY | $12.6M | 238,182 |
| 4 | Whitaker-Myers Wealth Managers, LTD.New | $11.0M | 208,563 |
| 5 | AMERIPRISE FINANCIAL INC | $10.2M | 193,005 |
| 6 | RAYMOND JAMES FINANCIAL INC | $7.6M | 144,375 |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 80,309 |
| 8 | ROYAL BANK OF CANADA | $4.0M | 75,247 |
| 9 | Ameritas Advisory Services, LLC | $2.3M | 43,837 |
| 10 | CITIGROUP INC | $2.2M | 41,210 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +7K | $14.5M |
| MORGAN STANLEY | +920 | $12.6M |
| Whitaker-Myers Wealth Managers, LTD.New | +209K | $11.0M |
| AMERIPRISE FINANCIAL INC | +13K | $10.2M |
| RAYMOND JAMES FINANCIAL INC | +11K | $7.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | -101K | $1.1M |
| Atria Wealth Solutions, Inc. | -17K | $1K |
| Avior Wealth Management, LLC | -13K | $26.8M |
| WELLS FARGO & COMPANY/MN | -7K | $1.6M |
| CAPTRUST FINANCIAL ADVISORS | -4K | $3K |
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Frequently Asked Questions
How many institutional investors hold XMVM?
As of Q1 2025, 63 institutional investors report holding XMVM (Invesco S&P MidCap Value with Momentum ETF) in their 13F filings.
Which hedge fund owns the most XMVM?
The largest institutional holder of XMVM is Avior Wealth Management, LLC with $26.8M in shares.
Are institutions buying or selling XMVM?
This quarter, 15 institutions opened new positions in XMVM and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.