Who owns XMVM?
Invesco S&P MidCap Value with Momentum ETF · Invesco
102 institutions reported holding XMVM, worth $317.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of XMVM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $44.7M | 630,521 | +64,330 shares |
| LPL Financial LLC | Fort Mill, SC | $44.3M | 624,819 | +13,218 shares |
| Avior Wealth Management, LLC | Omaha, NE | $29.1M | 409,737 | −115,974 shares |
| Foundations Investment Advisors, LLC | Phoenix, AZ | $20.3M | 286,584 | +4,386 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $20.0M | 282,185 | +42,959 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $19.0M | 268,115 | +74,571 shares |
| Whitaker-Myers Wealth Managers, LTD. | Mansfield, OH | $16.4M | 230,965 | +14,184 shares |
| Morgan Stanley | New York, NY | $16.3M | 229,287 | +42,231 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $12.6M | 177,881 | +16,516 shares |
| Cetera Investment Advisers | Schaumburg, IL | $6.5M | 92,254 | +19,556 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns XMVM?
102 institutional managers reported holding XMVM in Form 13F filings for June 30, 2026, worth $317.2M in total. The largest reported position was held by Bank of America Corp., at $44.7M.
Did institutions buy or sell XMVM last quarter?
Reported 13F value rose 16.5% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is XMVM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.