Invesco S&P Midcap Value WitXMVMETF
13F holders, Q2 2026 (June 30)101holders +5
16new positions
9sold out
1famous investor
$70.96avg. 13F price*
At the end of Q2 2026, 101 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 5 from Q1 2026. 16 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($44.7M), LPL Financial LLC ($44.3M) and Avior Wealth Management, LLC ($29.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $4.8M |
| Exits | 9 | $4.6M |
All 13F filers, Q1 2026 → Q2 2026: 502,450 shares bought and 254,122 shares sold, net +248,328 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Bank of America Corp. | 0.00% | Add +11.4% | 630,521 | $44.7M |
| LPL Financial LLC | 0.01% | Add +2.2% | 624,819 | $44.3M |
| Avior Wealth Management, LLC | 0.76% | Reduce -22.1% | 409,737 | $29.1M |
| Foundations Investment Advisors, LLC | 0.21% | Add +1.6% | 286,584 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Add +18.0% | 282,185 | $20.0M |
| Ameriprise Financial Inc. | 0.00% | Add +38.5% | 268,115 | $19.0M |
| Whitaker-Myers Wealth Managers, LTD. | 2.74% | Add +6.5% | 230,965 | $16.4M |
| Morgan Stanley | 0.00% | Add +22.6% | 229,287 | $16.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.2% | 177,881 | $12.6M |
| Cetera Investment Advisers | 0.01% | Add +26.9% | 92,254 | $6.5M |
| Royal Bank of Canada | 0.00% | Reduce -0.7% | 75,667 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Add +7.1% | 67,662 | $4.8M |
| Independent Financial Group, LLC | 0.09% | Reduce -12.8% | 64,207 | $4.6M |
| Equitable Holdings, Inc. | 0.03% | Add +25.2% | 59,209 | $4.2M |
| Jones Financial Companies LLLP | 0.00% | Add +48.4% | 55,906 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -5.0% | 53,660 | $3.8M |
| Citigroup Inc. | 0.00% | Add +13.9% | 49,580 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.9% | 46,118 | $3.3M |
| Wells Fargo & Company | 0.00% | Add +1.5% | 45,787 | $3.2M |
| Sovran Advisors, LLC | 0.22% | Add +214.4% | 39,807 | $3.0M |
| WESCAP Management Group, Inc. | 0.53% | Add +60.9% | 39,904 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.0% | 35,789 | $2.5M |
| Everest Financial Group LLC | 0.34% | Reduce -0.5% | 35,072 | $2.5M |
| Money Concepts Capital Corp. | 0.10% | Reduce -2.5% | 30,247 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -60.1% | 28,031 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +62.4% | 27,699 | $2.0M |
| Roman Butler Fullerton & Co. | 0.43% | Add +0.0% | 24,819 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 23,723 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.7M |
| USAdvisors Wealth Management, LLC | 0.46% | Add +290.1% | 22,543 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +48.1% | 19,661 | $1.4M |
| Citadel Advisors | 0.00% | Add +134.9% | 18,493 | $1.3M |
| Breakwater Capital Group | 0.15% | Reduce -0.9% | 17,827 | $1.3M |
| Solutions 4 Wealth, Ltd | 1.59% | Add +23.0% | 17,419 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -2.5% | 13,992 | $992K |
| Betterment LLC | 0.00% | Add +23.7% | 13,060 | $926K |
| Natixis Advisors, LLC | 0.00% | New | 13,000 | $921K |
| LexAurum Advisors, LLC | 0.10% | Add +30.4% | 12,497 | $886K |
| Wealth Enhancement Trust Services, Inc. | 0.09% | New | 11,914 | $845K |
| Two Sigma Investments, LP | 0.00% | New | 10,300 | $730K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.0% | 9,385 | $666K |
| National Wealth Management Group, LLC | 0.20% | Reduce -1.9% | 9,332 | $662K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $620K |
| J.M. Arbour, LLC | 0.53% | Reduce -1.1% | 8,682 | $616K |
| Key Client Fiduciary Advisors, LLC | 0.18% | Add +27.5% | 8,620 | $611K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.6% | 8,136 | $577K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.1% | 7,167 | $508K |
| Guidance Capital, Inc. | 0.11% | Reduce -23.4% | 6,847 | $506K |
| Pacific Sun Financial Corp | 0.20% | Add +2.5% | 6,683 | $474K |
| Sigma Planning Corp | 0.01% | Reduce -1.0% | 6,608 | $469K |
| Keating Financial Advisory Services, Inc. | 0.06% | Add +5.0% | 6,442 | $457K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +13.9% | 6,275 | $445K |
| Comprehensive Financial Planning, Inc. | 0.22% | Add +0.5% | 5,917 | $420K |
| Principal Securities, Inc. | 0.01% | Reduce -8.8% | 5,858 | $415K |
| Independent Advisor Alliance | 0.01% | No change | 5,718 | $406K |
| Moneco Advisors, LLC | 0.02% | New | 5,537 | $393K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.2% | 5,274 | $374K |
| Carlson Financial, Inc. | 0.18% | Add +0.8% | 5,025 | $356K |
| Stifel Financial Corp. | 0.00% | Reduce -49.6% | 4,164 | $295K |
| UBS Group AG | 0.00% | New | 3,900 | $277K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -3.3% | 3,771 | $267K |
| Ullmann Wealth Partners Group, LLC | 0.02% | No change | 3,645 | $259K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,507 | $249K |
| Golden State Wealth Management, LLC | 0.02% | Reduce -19.3% | 3,361 | $238K |
| Bessemer Group Inc. | 0.00% | No change | 3,339 | $237K |
| Jane Street Group, LLC | 0.00% | New | 3,331 | $236K |
| Schrum Private Wealth Management LLC | 0.24% | New | 4,500 | $232K |
| Westover Capital Advisors, LLC | 0.04% | Reduce -1.9% | 3,269 | $232K |
| Provident Living Financial Services, Inc. | 0.23% | New | 3,236 | $230K |
| RFG Advisory, LLC | 0.00% | Reduce -1.0% | 3,233 | $229K |
| Private Advisor Group, LLC | 0.00% | New | 3,180 | $226K |
| Silver Oak Securities, Incorporated | 0.01% | New | 3,075 | $218K |
| US Bancorp \de | 0.00% | Add +14.4% | 3,010 | $214K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.7% | 2,972 | $211K |
| SHP Wealth Management | 0.01% | Add +10.9% | 2,943 | $209K |
| Ameritas Advisory Services, LLC | 0.00% | New | 2,926 | $208K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $118K |
| FMR LLC | 0.00% | Add +2.5% | 1,634 | $116K |
| AE Wealth Management LLC | 0.00% | New | 1,599 | $113K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $95K |
| IFP Advisors, Inc | 0.00% | No change | 1,205 | $85K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 1,193 | $85K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -32.8% | 1,122 | $80K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 1,109 | $79K |
| JPMorgan Chase & Co. | 0.00% | New | 875 | $62K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $59K |
| IFG Advisory, LLC | 0.00% | New | 747 | $53K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 498 | $35K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.5% | 388 | $28K |
| Beacon Capital Management, Inc. | 0.00% | No change | 382 | $27K |
| Hantz Financial Services, Inc. | 0.00% | No change | 337 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $22K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $21K |
| Catherine Avery Investment Management LLC | 0.01% | New | 217 | $15K |
| Russell Investments Group, Ltd. | 0.00% | New | 124 | $9K |
| Vanguard Advisers Inc. | 0.00% | No change | 83 | $6K |
| GeoWealth Management, LLC | 0.00% | Add +20.0% | 66 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 65 | $5K |
| Allworth Financial LP | 0.00% | No change | 50 | $4K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 25 | $2K |
"% of holder's portfolio" is XMVM's weight in each manager's 13F, not the share of Invesco S&P Midcap Value Wit the manager owns.