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

$3.100000013698e+274T

% of Float Held

—

QoQ Change in Holders

+10 / -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
BANK OF AMERICA CORP /DE/Increased+299K+$35.0B
Whitaker-Myers Wealth Managers, LTD.New Position+214K+$13.7B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+67K+$4.0B
MONEY CONCEPTS CAPITAL CORPNew Position+32K+$2.0B
OSAIC HOLDINGS, INC.Increased+39K+$1.7B
ROMAN BUTLER FULLERTON & CONew Position+20K+$1.4B
Breakwater Capital GroupNew Position+18K+$1.1B
JONES FINANCIAL COMPANIES LLLPNew Position+16K+$1.0B
Equitable Holdings, Inc.Increased+14K+$525.6M
Cornerstone Wealth Management, LLCNew Position+7K+$435.0M
ROYAL BANK OF CANADAIncreased+5K+$425.0M
PACIFIC SUN FINANCIAL CORPNew Position+6K+$407.0M
GUIDANCE CAPITAL, INCIncreased+2K+$385.1M
Golden State Wealth Management, LLCNew Position+6K+$379.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+5K+$343.0M

XMVM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Avior Wealth Management, LLCDecreased-8K-$31.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-122K-$8.0B
CAPTRUST FINANCIAL ADVISORSDecreased-5K-$3.9B
Mariner, LLCDecreased-396-$1.2B
AMERIPRISE FINANCIAL INCDecreased-1K-$1.2B
CITIGROUP INCDecreased-645-$454.2M
RAYMOND JAMES FINANCIAL INCDecreased-968-$197.9M
UBS Group AGClosed Position-864-$53.2M
Advisory Services Network, LLCClosed Position-101-$6.2M
MORGAN STANLEYDecreased-30K-$1.8M
THOROUGHBRED FINANCIAL SERVICES, LLCDecreased-152-$951K
BNP PARIBAS FINANCIAL MARKETSClosed Position-10K-$616K
PRINCIPAL SECURITIES, INC.Decreased-54-$377K
US BANCORP \DE\Decreased-7-$-3.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/497,456$31.0B0.00%Share
2Whitaker-Myers Wealth Managers, LTD.213,510$13.7B2.86%Share
3AMERIPRISE FINANCIAL INC168,660$10.0B0.00%Share
4RAYMOND JAMES FINANCIAL INC114,620$7.0B0.00%Share
5ROYAL BANK OF CANADA79,069$5.0B0.00%Share
6OSAIC HOLDINGS, INC.75,782$4.0B0.01%Share
7BANK OF AMERICA CORP /DE/62,515$4.0B0.00%Share
8COMMONWEALTH EQUITY SERVICES, LLC67,146$4.0B0.01%Share
9GUIDANCE CAPITAL, INC39,089$2.6B0.64%Share
10MONEY CONCEPTS CAPITAL CORP31,507$2.0B0.11%Share
11CITIGROUP INC39,177$2.0B0.00%Share
12RAYMOND JAMES FINANCIAL INC33,658$2.0B0.00%Share
13ROMAN BUTLER FULLERTON & CO20,429$1.4B0.36%Share
14Breakwater Capital Group17,622$1.1B0.16%Share
15Equitable Holdings, Inc.21,318$1.0B0.01%Share
16WELLS FARGO & COMPANY/MN24,756$1.0B0.00%Share
17JONES FINANCIAL COMPANIES LLLP16,442$1.0B0.00%Share
18Sigma Planning Corp7,423$485.0M0.01%Share
19Cornerstone Wealth Management, LLC6,794$435.0M0.02%Share
20PACIFIC SUN FINANCIAL CORP6,353$407.0M0.20%Share
21Golden State Wealth Management, LLC5,922$379.0M0.04%Share
22Comprehensive Financial Planning, Inc./PA5,853$375.0M0.25%Share
23SIGNATURE ESTATE & INVESTMENT ADVISORS LLC5,358$343.0M0.01%Share
24SILVERLAKE WEALTH MANAGEMENT LLC4,000$256.0M0.06%Share
25US BANCORP \DE\2,023$129.0M0.00%Share
26True Wealth Design, LLC1,665$106.0M0.03%Share
27INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,191$76.0M0.01%Share
28Geneos Wealth Management Inc.1,106$70.0M0.00%Share
29Sarver Vrooman Wealth Advisors980$62.0M0.04%Share
30PRIVATE TRUST CO NA694$44.0M0.00%Share
31LPL Financial LLC562,745$36.0M0.01%Share
32Avior Wealth Management, LLC507,916$32.6M1.02%Share
33Beacon Capital Management, Inc.381$24.0M0.00%Share
34Nova Wealth Management, Inc.306$19.0M0.01%Share
35ORG Wealth Partners, LLC300$19.0M0.00%Share
36Tanglewood Legacy Advisors, LLC295$18.0M0.01%Share
37ORG Wealth Partners, LLC198$12.0M0.00%Share
38MORGAN STANLEY177,573$11.0M0.00%Share
39Sunbelt Securities, Inc.101$6.0M0.00%Share
40Sound Income Strategies, LLC86$5.0M0.00%Share
41Cetera Investment Advisers64,763$4.0M0.00%Share
42ENVESTNET ASSET MANAGEMENT INC68,588$4.0M0.00%Share
43MML INVESTORS SERVICES, LLC64,727$4.0M0.01%Share
44THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.65$4.0M0.00%Share
45FLAGSHIP HARBOR ADVISORS, LLC65$4.0M0.00%Share
46CAPTRUST FINANCIAL ADVISORS58,365$3.0M0.01%Share
47Cambridge Investment Research Advisors, Inc.31,952$2.0M0.01%Share
48THRIVENT FINANCIAL FOR LUTHERANS45,320$2.0M0.00%Share
49Sanctuary Advisors, LLC23,611$1.5M0.01%Share
50Sanctuary Advisors, LLC23,611$1.3M0.01%Share

XMVM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$96.2B+40
Q3 202538$119.9B-25
Q2 202563$130.8B+0
Q1 202563$140.4B+5
Q4 202458$33.7T+11
Q3 202447$57.3T-1
Q2 202448$6.7T+8
Q1 202440$259.8T—

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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 BANK OF AMERICA CORP /DE/ with $31.0B in shares. This quarter, 10 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 BANK OF AMERICA CORP /DE/ with $31.0B in shares.

Is institutional ownership of XMVM increasing or decreasing?

This quarter, 10 institutions opened new positions in XMVM and 3 closed their positions.