Invesco S&P Midcap Value WitXMVMETF
13F holders, Q1 2024 (March 31)58holders
$54.25avg. 13F price*
At the end of Q1 2024, 58 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings. The largest holders were LPL Financial LLC ($22.2M), Morgan Stanley ($12.4M) and Ameriprise Financial Inc. ($11.6M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $4.6M |
| Exits | 6 | $935K |
Ownership 58 holders
| LPL Financial LLC | 0.01% | Reduce -1.0% | 409,245 | $22.2M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 227,539 | $12.4M |
| Ameriprise Financial Inc. | 0.00% | Add +10.1% | 213,884 | $11.6M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 202,382 | $11.0M |
| Whitaker-Myers Wealth Managers, LTD. | 3.50% | Add +14.6% | 152,607 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -13.9% | 147,783 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 93,378 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -27.6% | 92,861 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.2% | 86,775 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -0.5% | 70,906 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -5.6% | 64,122 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +46.3% | 49,944 | $2.7M |
| Trilogy Capital Inc. | 0.12% | Add +73.0% | 37,784 | $2.1M |
| Ameritas Advisory Services, LLC | 0.08% | New | 37,716 | $2.0M |
| Citigroup Inc. | 0.00% | Add +7.6% | 34,512 | $1.9M |
| Money Concepts Capital Corp. | 0.15% | Add +2.7% | 30,945 | $1.7M |
| Cetera Investment Advisers | 0.00% | New | 27,375 | $1.5M |
| Raymond James & Associates | 0.00% | Add +26.2% | 25,413 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.0% | 19,466 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.56% | — | 20,214 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +5.4% | 16,939 | $920K |
| Independent Financial Group, LLC | 0.04% | Add +18.8% | 16,679 | $906K |
| Cibc World Market Inc. | 0.00% | New | 16,197 | $879K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 15,815 | $859K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 14,764 | $802K |
| Breakwater Capital Group | 0.19% | Add +21.9% | 13,887 | $754K |
| Guidance Capital, Inc. | 0.25% | Add +111.2% | 13,202 | $675K |
| Zacks Investment Management | 0.01% | Add +3.5% | 11,270 | $612K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 10,146 | $551K |
| Sigma Planning Corp | 0.02% | Add +117.3% | 9,551 | $519K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -5.0% | 8,752 | $475K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 8,749 | $475K |
| Equitable Holdings, Inc. | 0.00% | Reduce -11.1% | 7,919 | $430K |
| Mariner, LLC | 0.00% | No change | 6,845 | $372K |
| Silverlake Wealth Management LLC | 0.16% | No change | 5,870 | $319K |
| Principal Securities, Inc. | 0.01% | Reduce -0.5% | 5,502 | $299K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $287K |
| Private Advisor Group, LLC | 0.00% | Reduce -37.2% | 4,844 | $263K |
| Susquehanna International Group, LLP | 0.00% | Reduce -84.8% | 4,654 | $253K |
| Schrum Private Wealth Management LLC | 0.22% | No change | 4,500 | $244K |
| Financial Advocates Investment Management | 0.01% | Reduce -7.4% | 4,295 | $233K |
| 9258 Wealth Management, LLC | 0.04% | New | 4,183 | $227K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.1% | 3,507 | $190K |
| Aspire Wealth Management Corp | 0.06% | Add +0.2% | 1,887 | $102K |
| True Wealth Design, LLC | 0.02% | No change | 1,665 | $90K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.4% | 1,339 | $73K |
| Harbour Investments, Inc. | 0.00% | No change | 852 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $45K |
| FMR LLC | 0.00% | Add +328.9% | 669 | $36K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.0% | 427 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $17K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $16K |
| Geneos Wealth Management Inc. | 0.00% | No change | 125 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 13 | $706 |
| Private Capital Management LLC | 0.00% | New | 5 | $272 |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $54 |
"% 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.