Invesco S&P MidCap Value with Momentum
XMVM • ARCA
Invesco S&P MidCap Value with Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 65 institutional investors hold shares in this ETF, with total holdings valued at $185.8M. LPL Financial LLC is the largest holder with a position valued at $33.6M.
Overview
Overview of institutional ownership in XMVM as of Q3 2025
All Institutions
- Institutions
- 65
- Value Held
- $185.8M
- Shares Held
- 3.0M
- Avg Position
- $2.9M
- Median Position
- $441.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in XMVM as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $33.6M 0.01% of portfolio |
$31.8M 1.02% of portfolio | |
 BANK OF AMERICA CORP /DE/ Institution | $16.1M 0.00% of portfolio |
 Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | $14.0M 3.16% of portfolio |
 MORGAN STANLEY RIA/Wealth | $12.8M 0.00% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $11.2M 0.00% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $9.2M 0.00% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $8.0M 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $6.8M 0.01% of portfolio |
R ROYAL BANK OF CANADA Institution | $4.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XMVM in Q3 2025
- Traded
- +$10.8M
- Buyers
- 34
- Sellers
- 22
- Total Bought
- +$15.0M
- Total Sold
- −$4.2M
- Avg Position
- $2.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$6.1M +98.7K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$2.5M +40.4K shares |
 Mariner Wealth Advisors, LLC RIA/Wealth | +$772.7K +12.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$653.8K +10.6K shares |
 ROMAN BUTLER FULLERTON & CO RIA/Wealth | +$651.6K +11.0K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$616.3K +10.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$547.9K +8.9K shares |
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | +$482.2K +7.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$407.3K +6.6K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$251.9K +4.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
MORGAN STANLEY RIA/Wealth | −$1.3M −21.0K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$369.5K −6.6K shares |
−$340.9K −5.5K shares | |
 WELLS FARGO & COMPANY/MN Institution | −$335.5K −5.4K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$330.6K −5.4K shares |
−$263.3K −4.7K shares | |
AMERIPRISE FINANCIAL INC Institution | −$240.3K −3.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$232.3K −4.2K shares |
 Parcion Private Wealth LLC RIA/Wealth | −$225.1K −4.0K shares |
−$132.7K −2.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XMVM in Q3 2025
- New Positions
- 5
- New Value
- $1.5M
- Exited Positions
- 7
- Exited Value
- $1.1M
New Positions
| Institution | Position Value |
|---|---|
ROMAN BUTLER FULLERTON & CO RIA/Wealth | $651.6K 11.0K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $616.3K 10.0K shares |
B BENJAMIN EDWARDS INC Institution | $216.1K 3.5K shares |
P PRIVATE TRUST CO NA Institution | $29.2K 474.0 shares |
R Ronald Blue Trust, Inc. Institution | $1.5K 25.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $369.5K 6.6K shares |
$263.3K 4.7K shares | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $232.3K 4.2K shares |
Parcion Private Wealth LLC RIA/Wealth | $225.1K 4.0K shares |
S Skopos Labs, Inc. RIA/Wealth | $18.7K 337.0 shares |
 Ridgewood Investments LLC RIA/Wealth | $6.7K 120.0 shares |
T TD Waterhouse Canada Inc. Institution | $5.7K 100.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in XMVM as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with XMVM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth | 3.16% $14.0M |
1.02% $31.8M | |
 GUIDANCE CAPITAL, INC RIA/Wealth | 0.58% $2.2M |
0.25% $359.2K | |
ROMAN BUTLER FULLERTON & CO RIA/Wealth | 0.18% $651.6K |
 Breakwater Capital Group RIA/Wealth | 0.17% $1.2M |
 MONEY CONCEPTS CAPITAL CORP RIA/Wealth | 0.12% $2.0M |
A Armbruster Capital Management, Inc. RIA/Wealth | 0.09% $539.2K |
 WESCAP Management Group, Inc. RIA/Wealth | 0.07% $309.3K |
 Institute for Wealth Management, LLC. RIA/Wealth | 0.06% $608.8K |
