Invesco S&P Midcap 400 QVM MQVMMETF

13F holders, Q1 2025 (March 31)
10holders
1new positions
1sold out
$27.04avg. 13F price*

At the end of Q1 2025, 10 institutions reported holding Invesco S&P Midcap 400 QVM M (QVMM) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Municipal Employees' Retirement System of Michigan ($321.3M), LPL Financial LLC ($2.4M) and Wealth Enhancement Advisory Services, LLC ($1.8M).

Company
Invesco S&P Midcap 400 QVM M
CUSIP
46138G573
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 8Q1 2024Q2 2024: 7Q2 2024Q3 2024: 10Q3 2024Q4 2024: 10Q4 2024Q1 2025: 10Q1 2025Q2 2025: 12Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 12Q1 2026Q2 2026: 12Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$555K
Exits1$213K

All 13F filers, Q4 2024 → Q1 2025: 1,064,122 shares bought and 29,893 shares sold, net +1,034,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Municipal Employees' Retirement System of Michigan 4.07% Add +9.2% 11,882,576 $321.3M
LPL Financial LLC 0.00% Reduce -16.7% 90,470 $2.4M
Wealth Enhancement Advisory Services, LLC 0.00% Add +119.1% 67,321 $1.8M
Empirical Asset Management, LLC 0.51% Add +2.6% 55,613 $1.5M
Private Advisor Group, LLC 0.01% Add +13.4% 47,297 $1.3M
Fragasso Financial Advisors Inc 0.04% New 20,522 $555K
Kestra Advisory Services, LLC 0.00% Reduce -18.3% 15,207 $411K
Bank of America Corp. 0.00% No change 6,432 $174K
BlackRock, Inc. 0.00% Reduce -30.3% 2,118 $57K
Osaic Holdings, Inc. 0.00% No change 26 $703

"% of holder's portfolio" is QVMM's weight in each manager's 13F, not the share of Invesco S&P Midcap 400 QVM M the manager owns.