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

$56.86 +0.17 (+0.30%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$26.70M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$4.89M
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XMVM Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Avior 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%
11/25/2024Sanctuary Advisors LLC23,611$1.44M0.0%-7.8%0.572%
11/15/2024MML Investors Services LLC12,573$697K0.0%-5.8%0.304%
11/14/2024Captrust Financial Advisors54,730$3.03M0.0%-9.7%1.325%
11/8/2024Avior Wealth Management LLC497,839$27.60M1.1%+49.9%12.054%
11/4/2024Sigma Planning Corp9,102$504K0.0%-2.7%0.220%
10/25/2024Financial Advocates Investment Management11,305$627K0.0%+6.0%0.274%
10/22/2024Guidance 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%
10/16/2024Cornerstone Wealth Management LLC8,361$463K0.0%-4.5%0.202%
9/5/2024Sanctuary Advisors LLC25,611$1.33M0.0%N/A0.620%
8/22/2024Cetera Investment Advisers26,889$1.39M0.0%-1.8%0.651%
8/16/2024Northwestern Mutual Wealth Management Co.16,959$876K0.0%+14.9%0.411%
8/7/2024Bright Futures Wealth Management LLC.19,044$1.01M0.5%-5.8%0.461%
8/1/2024Guidance Capital Inc.21,197$1.20M0.4%+60.6%0.513%
7/31/2024Commonwealth 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%
7/29/2024Financial 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%
7/26/2024Cambridge Investment Research Advisors Inc.21,831$1.13M0.0%+12.1%0.529%
7/22/2024Atria 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%
6/28/2024Bright Futures Wealth Management LLC.20,214$1.03M0.5%N/A0.489%
5/10/2024Osaic Holdings Inc.147,783$8.02M0.0%-13.9%3.578%
5/4/20249258 Wealth Management LLC4,183$227K0.0%N/A0.101%
4/29/2024Commonwealth 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%
4/17/2024Trilogy Capital Inc.37,784$2.05M0.1%+73.0%0.919%
4/17/2024Guidance 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%
2/7/2024Principal Securities Inc.5,528$278K0.0%N/A0.138%
2/6/2024Private Advisor Group LLC7,710$388K0.0%+12.2%0.193%
2/2/2024Atria Wealth Solutions Inc.71,278$3.59M0.0%-16.1%1.782%
2/1/2024Sigma 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%
1/12/2024Trilogy Capital Inc.21,842$1.10M0.1%+43.6%0.546%
1/11/2024Atlas Private Wealth Advisors6,386$321K0.1%-42.8%0.160%
11/13/2023LPL Financial LLC401,123$18.39M0.0%+0.6%10.028%
11/9/2023Citigroup Inc.29,382$1.35M0.0%+1.7%0.735%
11/8/2023Atria Wealth Solutions Inc.85,004$3.90M0.1%-8.3%2.125%
11/7/2023Masso Torrence Wealth Management Inc.64,284$2.95M2.3%-7.2%1.607%
11/4/2023NBC Securities Inc.563$25K0.0%N/A0.014%
11/1/2023Money 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%
10/24/2023Cambridge Investment Research Advisors Inc.19,735$905K0.0%-5.7%0.493%
10/23/2023Commonwealth Equity Services LLC108,219$4.96M0.0%+1.5%2.705%
10/16/2023Trilogy Capital Inc.15,213$697K0.0%+22.0%0.380%
10/11/2023Atlas 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%
8/11/2023Masso Torrence Wealth Management Inc.69,272$3.19M2.3%-23.1%1.732%
8/10/2023Osaic Holdings Inc.188,655$8.70M0.0%-8.9%4.716%
8/10/2023Commonwealth Equity Services LLC106,575$4.91M0.0%-59.2%2.664%
8/10/2023Private Advisor Group LLC6,832$315K0.0%-5.1%0.171%
8/10/2023Cetera Advisor Networks LLC26,647$1.23M0.0%+7.7%0.666%
8/10/2023Citigroup Inc.28,894$1.33M0.0%+9.8%0.722%
8/9/2023Flow Traders U.S. LLC5,551$256K0.0%N/A0.139%
8/7/2023Vestmark Advisory Solutions Inc.7,376$340K0.0%-7.3%0.184%
8/4/2023Atlas Private Wealth Advisors14,578$672K0.1%+38.0%0.364%
8/3/2023Atria Wealth Solutions Inc.92,671$4.27M0.1%+4.1%2.317%
8/3/2023Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
8/2/2023Sigma Planning Corp10,014$462K0.0%-25.5%0.250%
8/1/2023Money Concepts Capital Corp31,440$1.45M0.1%-53.4%0.786%
7/31/2023LPL Financial LLC398,658$18.38M0.0%+4.3%9.966%
7/31/2023Avaii Wealth Management LLC9,534$440K0.3%+11.4%0.238%
7/25/2023Raymond James Financial Services Advisors Inc.74,345$3.43M0.0%-1.4%1.859%
7/25/2023Raymond James & Associates21,539$993K0.0%-45.5%0.538%
7/24/2023Schrum Private Wealth Management LLC4,500$207K0.2%N/A0.113%
7/24/2023Trilogy Capital Inc.12,471$592K0.0%N/A0.312%
7/17/2023Bridge Advisory LLC11,036$509K0.2%+9.1%0.276%
7/13/2023 Whitaker Myers Wealth Managers LTD.41,886$1.93M1.3%+4.5%1.047%
7/12/2023Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
5/12/2023Masso Torrence Wealth Management Inc.90,028$3.93M3.1%-11.9%2.138%
5/11/2023Commonwealth Equity Services LLC260,932$11.39M0.0%-8.2%6.198%
5/10/2023Private Advisor Group LLC7,198$314K0.0%N/A0.171%
5/10/2023LPL Financial LLC382,191$16.68M0.0%-10.2%9.078%
5/9/2023Vestmark Advisory Solutions Inc.7,959$347K0.0%+3.7%0.189%
5/8/2023Brown Advisory Inc.13,846$604K0.0%-10.4%0.329%
5/8/2023Sigma Planning Corp13,436$586K0.0%-33.3%0.319%
5/1/2023Money Concepts Capital Corp67,455$666K0.0%+113.0%1.602%
4/21/2023 Whitaker Myers Wealth Managers LTD.40,098$1.75M1.4%-10.9%0.952%
4/14/2023Raymond James Financial Services Advisors Inc.75,394$3.29M0.0%-69.9%1.611%
4/14/2023Raymond James & Associates39,546$1.73M0.0%+12.9%0.845%
4/14/2023Bridge Advisory LLC10,114$441K0.2%-19.5%0.216%
4/13/2023USAdvisors Wealth Management LLC38,390$1.68M0.8%+15.0%0.820%
4/12/2023Atlas Private Wealth Advisors10,563$461K0.2%-29.2%0.226%
2/15/2023Atlas Private Wealth Advisors14,918$657K0.3%-1.5%0.319%
2/14/2023Masso Torrence Wealth Management Inc.102,144$4.50M3.6%+2.0%2.183%
(Data available from 1/1/2016 forward)

XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?

During the previous two years, 51 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1.09T), Avior Wealth Management LLC ($28.89M), LPL Financial LLC ($18.39M), Whitaker Myers Wealth Managers LTD. ($10.47M), Advisor Group Holdings Inc. ($8.72M), Osaic Holdings Inc. ($8.02M), and Commonwealth Equity Services LLC ($4.76M).Learn more on XMVM's institutional investors.

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

Of the 42 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 Services Advisors Inc. ($196.68K), Avior Wealth Management LLC ($189.31K), Commonwealth Equity Services LLC ($157.37K), Whitaker Myers Wealth Managers LTD. ($148.83K), International Assets Investment Management LLC ($125.92K), LPL Financial LLC ($79.30K), 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 1,281,123 shares in the last 24 months. This purchase volume represents approximately $61.51M in transactions.

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

Of the 25 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), LPL Financial LLC ($43.58K), Osaic Holdings Inc. ($42.29K), Masso Torrence Wealth Management Inc. ($37.86K), Money Concepts Capital Corp ($36.64K), and Atria Wealth Solutions Inc. ($22.82K).

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

Institutional investors have sold a total of 652,406 shares in the last 24 months. This volume of shares sold represents approximately $30.05M in transactions.


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This page (NYSEARCA:XMVM) was last updated on 1/18/2025 by MarketBeat.com Staff
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