Free Trial

Invesco S&P MidCap Value with Momentum ETF (XMVM) Institutional Ownership

$53.46 -0.40 (-0.74%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$50.07M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.09M
Get XMVM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Value with Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XMVM Institutional Buying and Selling by Quarter

Remove Ads

Invesco S&P MidCap Value with Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Waverly Advisors LLC5,003$277K0.0%N/A0.121%
2/17/2025 Cetera Investment Advisers25,738$1.43M0.0%-1.6%0.623%
2/17/2025 Captrust Financial Advisors61,675$3.42M0.0%+12.7%1.493%
2/17/2025 Bank of America Corp DE267,438$14.82M0.0%+3.9%6.475%
2/17/2025 Ameriprise Financial Inc.180,023$9.98M0.0%+67.3%4.359%
2/14/2025 Integrated Wealth Concepts LLC10,142$562K0.0%-2.6%0.246%
2/13/2025 Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/13/2025 Envestnet Asset Management Inc.14,522$805K0.0%-2.3%0.352%
2/13/2025 Wells Fargo & Company MN37,379$2.07M0.0%-2.4%0.905%
2/12/2025 Uniting Wealth Partners LLC103,572$5.74M2.8%N/A2.508%
2/12/2025 World Investment Advisors16,791$931K0.0%N/A0.407%
2/12/2025 Ausdal Financial Partners Inc.4,563$253K0.0%N/A0.110%
2/11/2025 Signature Estate & Investment Advisors LLC4,831$268K0.0%N/A0.117%
2/11/2025 LPL Financial LLC413,796$22.93M0.0%+3.7%10.019%
2/10/2025 Thrivent Financial for Lutherans6,756$374K0.0%N/A0.164%
2/10/2025 Commonwealth Equity Services LLC91,515$5.07M0.0%+0.5%2.216%
2/6/2025 Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/6/2025 Jones Financial Companies Lllp5,759$319K0.0%+245.1%0.139%
2/3/2025 Sigma Planning Corp7,552$419K0.0%-17.0%0.183%
2/3/2025 Parcion Private Wealth LLC4,046$224K0.0%N/A0.098%
1/31/2025 Atria Wealth Solutions Inc.37,114$2.06M0.0%-46.7%0.899%
1/29/2025 Comprehensive Financial Planning Inc. PA5,722$317K0.3%N/A0.139%
1/27/2025 Silver Oak Securities Incorporated21,050$1.16M0.1%N/A0.510%
1/27/2025 Financial Advocates Investment Management10,194$565K0.0%-9.8%0.247%
1/27/2025 Money Concepts Capital Corp29,573$1.64M0.1%-5.5%0.716%
1/27/2025 Guidance Capital Inc.27,137$1.55M0.5%+10.4%0.657%
1/21/2025 Cornerstone Wealth Management LLC8,184$454K0.0%-2.1%0.198%
1/17/2025 Avior Wealth Management LLC521,333$28.89M1.1%+4.7%12.623%
1/15/2025 Whitaker Myers Wealth Managers LTD.188,927$10.47M3.1%+8.7%4.575%
1/15/2025 Ameritas Advisory Services LLC42,792$2.37M0.1%+5.2%1.036%
1/14/2025 Breakwater Capital Group18,928$1.05M0.2%+2.9%0.458%
11/25/2024 Sanctuary Advisors LLC23,611$1.44M0.0%-7.8%0.572%
11/15/2024 MML Investors Services LLC12,573$697K0.0%-5.8%0.304%
11/14/2024 Captrust Financial Advisors54,730$3.03M0.0%-9.7%1.325%
11/8/2024 Avior Wealth Management LLC497,839$27.60M1.1%+49.9%12.054%
11/4/2024 Sigma Planning Corp9,102$504K0.0%-2.7%0.220%
10/25/2024 Financial Advocates Investment Management11,305$627K0.0%+6.0%0.274%
10/22/2024 Guidance Capital Inc.24,585$1.41M0.4%+16.0%0.595%
10/18/2024 Whitaker Myers Wealth Managers LTD.173,806$9.63M3.2%+4.9%4.208%
10/16/2024 Cornerstone Wealth Management LLC8,361$463K0.0%-4.5%0.202%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
9/5/2024 Sanctuary Advisors LLC25,611$1.33M0.0%N/A0.620%
8/22/2024 Cetera Investment Advisers26,889$1.39M0.0%-1.8%0.651%
8/16/2024 Northwestern Mutual Wealth Management Co.16,959$876K0.0%+14.9%0.411%
8/7/2024 Bright Futures Wealth Management LLC.19,044$1.01M0.5%-5.8%0.461%
8/1/2024 Guidance Capital Inc.21,197$1.20M0.4%+60.6%0.513%
7/31/2024 Commonwealth Equity Services LLC92,213$4.76M0.0%-0.7%2.233%
7/30/2024 International Assets Investment Management LLC1,710$88K0.0%N/A0.041%
7/29/2024 Ameritas Advisory Services LLC38,797$2.00M0.1%+2.9%0.939%
7/29/2024 Financial Advocates Investment Management10,666$551K0.0%+148.3%0.258%
7/27/2024 Whitaker Myers Wealth Managers LTD.165,624$8.55M3.2%+8.5%4.010%
7/26/2024 Breakwater Capital Group15,550$803K0.2%+12.0%0.377%
7/26/2024 Cambridge Investment Research Advisors Inc.21,831$1.13M0.0%+12.1%0.529%
7/22/2024 Atria Wealth Solutions Inc.69,483$3.59M0.0%-2.0%1.682%
7/19/2024Raymond James & Associates29,678$1.53M0.0%+16.8%0.719%
7/16/2024 ORG Partners LLC498$26K0.0%N/A0.012%
6/28/2024 Bright Futures Wealth Management LLC.20,214$1.03M0.5%N/A0.489%
5/10/2024 Osaic Holdings Inc.147,783$8.02M0.0%-13.9%3.578%
5/4/20249258 Wealth Management LLC4,183$227K0.0%N/A0.101%
4/29/2024 Commonwealth Equity Services LLC92,861$5.04M0.0%-27.6%2.259%
4/23/2024Raymond James Financial Services Advisors Inc.86,775$4.71M0.0%+4.2%2.111%
4/18/2024 Breakwater Capital Group13,887$754K0.2%+21.9%0.338%
4/17/2024 Trilogy Capital Inc.37,784$2.05M0.1%+73.0%0.919%
4/17/2024 Guidance Capital Inc.13,202$675K0.2%+111.2%0.321%
4/12/2024 Whitaker Myers Wealth Managers LTD.152,607$8.29M3.5%+14.6%3.815%
2/7/2024 Principal Securities Inc.5,528$278K0.0%N/A0.138%
2/6/2024 Private Advisor Group LLC7,710$388K0.0%+12.2%0.193%
2/2/2024 Atria Wealth Solutions Inc.71,278$3.59M0.0%-16.1%1.782%
2/1/2024 Sigma Planning Corp4,395$221K0.0%-55.8%0.110%
1/25/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 Breakwater Capital Group11,389$563K0.2%N/A0.285%
1/16/2024Raymond James Financial Services Advisors Inc.83,255$4.19M0.0%+2.9%2.081%
1/16/2024Raymond James & Associates20,134$1.01M0.0%-1.7%0.503%
1/12/2024 Whitaker Myers Wealth Managers LTD.133,113$6.70M3.3%+16.8%3.328%
1/12/2024 Trilogy Capital Inc.21,842$1.10M0.1%+43.6%0.546%
1/11/2024 Atlas Private Wealth Advisors6,386$321K0.1%-42.8%0.160%
11/13/2023 LPL Financial LLC401,123$18.39M0.0%+0.6%10.028%
11/9/2023 Citigroup Inc.29,382$1.35M0.0%+1.7%0.735%
11/8/2023 Atria Wealth Solutions Inc.85,004$3.90M0.1%-8.3%2.125%
11/7/2023 Masso Torrence Wealth Management Inc.64,284$2.95M2.3%-7.2%1.607%
11/4/2023 NBC Securities Inc.563$25K0.0%N/A0.014%
11/1/2023 Money Concepts Capital Corp30,815$1.41M0.1%-2.0%0.770%
10/24/2023Raymond James Financial Services Advisors Inc.80,892$3.71M0.0%+8.8%2.022%
10/24/2023Raymond James & Associates20,492$939K0.0%-4.9%0.512%
10/24/2023 Cambridge Investment Research Advisors Inc.19,735$905K0.0%-5.7%0.493%
10/23/2023 Commonwealth Equity Services LLC108,219$4.96M0.0%+1.5%2.705%
10/16/2023 Trilogy Capital Inc.15,213$697K0.0%+22.0%0.380%
10/11/2023 Atlas Private Wealth Advisors11,174$512K0.1%-23.4%0.279%
10/5/2023 Whitaker Myers Wealth Managers LTD.114,004$5.23M3.2%+172.2%2.850%
8/11/2023 Masso Torrence Wealth Management Inc.69,272$3.19M2.3%-23.1%1.732%
Elon Musk is helping print “new gold” (Ad)

MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest breakthrough in artificial intelligence… but in human technology. It’s so valuable that some are referring to it as the “new gold”.

I reveal all of the details here.
8/10/2023 Osaic Holdings Inc.188,655$8.70M0.0%-8.9%4.716%
8/10/2023 Commonwealth Equity Services LLC106,575$4.91M0.0%-59.2%2.664%
8/10/2023 Private Advisor Group LLC6,832$315K0.0%-5.1%0.171%
8/10/2023Cetera Advisor Networks LLC26,647$1.23M0.0%+7.7%0.666%
8/10/2023 Citigroup Inc.28,894$1.33M0.0%+9.8%0.722%
8/9/2023 Flow Traders U.S. LLC5,551$256K0.0%N/A0.139%
8/7/2023 Vestmark Advisory Solutions Inc.7,376$340K0.0%-7.3%0.184%
8/4/2023 Atlas Private Wealth Advisors14,578$672K0.1%+38.0%0.364%
8/3/2023 Atria Wealth Solutions Inc.92,671$4.27M0.1%+4.1%2.317%
8/3/2023 Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
(Data available from 1/1/2016 forward)

Remove Ads

XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?

During the previous two years, 57 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Avior Wealth Management LLC ($28.89M), LPL Financial LLC ($22.93M), Bank of America Corp DE ($14.82M), Whitaker Myers Wealth Managers LTD. ($10.47M), Ameriprise Financial Inc. ($9.98M), Osaic Holdings Inc. ($8.02M), and Raymond James Financial Inc. ($7.40M).Learn more on XMVM's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Value with Momentum ETF stock?

Of the 47 institutional investors that purchased Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($266.85K), Avior Wealth Management LLC ($189.31K), Whitaker Myers Wealth Managers LTD. ($148.83K), International Assets Investment Management LLC ($125.92K), Uniting Wealth Partners LLC ($103.57K), Ameriprise Financial Inc. ($72.41K), and Trilogy Capital Inc. ($37.78K).

How much institutional buying is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have bought a total of 1,284,320 shares in the last 24 months. This purchase volume represents approximately $67.91M in transactions.

Which Invesco S&P MidCap Value with Momentum ETF major shareholders have been selling company stock?

Of the 26 institutional investors that sold Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Commonwealth Equity Services LLC ($213.83K), Raymond James Financial Services Advisors Inc. ($176.47K), Atria Wealth Solutions Inc. ($55.34K), LPL Financial LLC ($43.58K), Osaic Holdings Inc. ($42.29K), Money Concepts Capital Corp ($38.36K), and Masso Torrence Wealth Management Inc. ($37.86K).

How much institutional selling is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have sold a total of 682,247 shares in the last 24 months. This volume of shares sold represents approximately $31.81M in transactions.



This page (NYSEARCA:XMVM) was last updated on 3/27/2025 by MarketBeat.com Staff
From Our Partners