Free Trial
→ 100-year-old investment secret predicts what?! (From Weiss Ratings) (Ad) Buy XMVM Stock  Free XMVM Stock Alerts

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

$49.64 +0.46 (+0.94%)
As of 04/17/2025 04:10 PM Eastern
Compare

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)
$49.00M
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

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025 GPS Wealth Strategies Group LLC465$25K0.0%+365.0%0.010%
4/14/2025 Whitaker Myers Wealth Managers LTD.208,563$11.00M3.1%+10.4%4.495%
4/10/2025 Breakwater Capital Group22,306$1.18M0.2%+17.8%0.481%
2/17/2025Waverly Advisors LLC5,003$277K0.0%N/A0.121%
2/17/2025Cetera Investment Advisers25,738$1.43M0.0%-1.6%0.623%
2/17/2025Captrust Financial Advisors61,675$3.42M0.0%+12.7%1.493%
2/17/2025Bank of America Corp DE267,438$14.82M0.0%+3.9%6.475%
2/17/2025Ameriprise Financial Inc.180,023$9.98M0.0%+67.3%4.359%
2/14/2025Integrated Wealth Concepts LLC10,142$562K0.0%-2.6%0.246%
2/13/2025Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/13/2025Envestnet Asset Management Inc.14,522$805K0.0%-2.3%0.352%
2/13/2025Wells Fargo & Company MN37,379$2.07M0.0%-2.4%0.905%
2/12/2025Uniting Wealth Partners LLC103,572$5.74M2.8%N/A2.508%
2/12/2025World Investment Advisors16,791$931K0.0%N/A0.407%
2/12/2025Ausdal Financial Partners Inc.4,563$253K0.0%N/A0.110%
2/11/2025Signature Estate & Investment Advisors LLC4,831$268K0.0%N/A0.117%
2/11/2025LPL Financial LLC413,796$22.93M0.0%+3.7%10.019%
2/10/2025Thrivent Financial for Lutherans6,756$374K0.0%N/A0.164%
2/10/2025Commonwealth Equity Services LLC91,515$5.07M0.0%+0.5%2.216%
2/6/2025Raymond James Financial Inc.133,427$7.40M0.0%N/A3.231%
2/6/2025Jones Financial Companies Lllp5,759$319K0.0%+245.1%0.139%
2/3/2025Sigma Planning Corp7,552$419K0.0%-17.0%0.183%
2/3/2025Parcion Private Wealth LLC4,046$224K0.0%N/A0.098%
1/31/2025Atria Wealth Solutions Inc.37,114$2.06M0.0%-46.7%0.899%
1/29/2025Comprehensive Financial Planning Inc. PA5,722$317K0.3%N/A0.139%
1/27/2025Silver Oak Securities Incorporated21,050$1.16M0.1%N/A0.510%
1/27/2025Financial Advocates Investment Management10,194$565K0.0%-9.8%0.247%
1/27/2025Money Concepts Capital Corp29,573$1.64M0.1%-5.5%0.716%
1/27/2025Guidance Capital Inc.27,137$1.55M0.5%+10.4%0.657%
1/21/2025Cornerstone Wealth Management LLC8,184$454K0.0%-2.1%0.198%
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%
1/15/2025Ameritas 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%
100-year-old investment secret predicts what?! (Ad)

A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust, the 2008 crisis, and the crash of 2020. Now, it’s flashing again. Eliza Lasky of Weiss Advocate reveals what this forgotten signal says about the next big move — and how smart investors are preparing.

This 100-year-old signal is flashing again — find out what it predicts
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%
7/30/2024International Assets Investment Management LLC1,710$88K0.0%N/A0.041%
7/29/2024Ameritas 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%
7/16/2024ORG 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%
1/25/2024International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024International 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%
11/4/2023 NBC 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%
100-year-old investment secret predicts what?! (Ad)

A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust, the 2008 crisis, and the crash of 2020. Now, it’s flashing again. Eliza Lasky of Weiss Advocate reveals what this forgotten signal says about the next big move — and how smart investors are preparing.

This 100-year-old signal is flashing again — find out what it predicts
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%
(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, 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. ($11.00M), 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. ($168.47K), 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 1,298,165 shares in the last 24 months. This purchase volume represents approximately $68.73M 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), Atria Wealth Solutions Inc. ($55.34K), LPL Financial LLC ($43.58K), Osaic Holdings Inc. ($42.29K), Money Concepts Capital Corp ($38.36K), Masso Torrence Wealth Management Inc. ($37.86K), and Raymond James & Associates ($19.41K).

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

Institutional investors have sold a total of 500,019 shares in the last 24 months. This volume of shares sold represents approximately $23.86M in transactions.


Related Companies

This page (NYSEARCA:XMVM) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Elon Reveals Why There Soon Won’t Be Any Money For Social Security
Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a te...
Colonial Metals | Sponsored
Trump’s Bitcoin Reserve is No Accident…
Bryce Paul believes this is the #1 coin to buy right now The catalyst behind this surge is a massive new b...
Crypto 101 Media | Sponsored
100-year-old investment secret predicts what?!
A 100-year-old indicator has quietly predicted nearly every major market meltdown — including the Dot-Com Bust...
Weiss Ratings | Sponsored
The first casualty of the 2025 trade war
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
How War with China Could Start in 128 Days
The clock is ticking. Those who aren't prepared could lose everything. I've identified 43 investments we...
Behind the Markets | Sponsored
My prediction is coming true
We've developed a surprisingly effective way to see which stocks could double during massive shake-ups, by usi...
InvestorPlace | Sponsored
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits...
Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining...
Golden Portfolio | Sponsored