Invesco S&P Midcap Value WitXMVMETF
13F holders, Q2 2024 (June 30)64holders +6
9new positions
4sold out
1famous investor
$51.69avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 6 from Q1 2024. 9 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($20.0M), Avior Wealth Management, LLC ($17.1M) and Morgan Stanley ($11.6M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $18.8M |
| Exits | 4 | $3.2M |
All 13F filers, Q1 2024 → Q2 2024: 442,901 shares bought and 258,360 shares sold, net +184,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| LPL Financial LLC | 0.01% | Reduce -5.4% | 387,128 | $20.0M |
| Avior Wealth Management, LLC | 0.74% | New | 332,028 | $17.1M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 224,505 | $11.6M |
| Bank of America Corp. | 0.00% | Add +3.1% | 208,594 | $10.8M |
| Whitaker-Myers Wealth Managers, LTD. | 3.16% | Add +8.5% | 165,624 | $8.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -0.9% | 146,379 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +13.3% | 98,317 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.7% | 92,213 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.0% | 79,120 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -18.4% | 76,247 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -2.0% | 69,483 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -5.4% | 60,636 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -13.7% | 43,103 | $2.2M |
| Ameritas Advisory Services, LLC | 0.08% | Add +2.9% | 38,797 | $2.0M |
| Citigroup Inc. | 0.00% | Add +8.8% | 37,531 | $1.9M |
| Money Concepts Capital Corp. | 0.14% | Add +1.0% | 31,264 | $1.6M |
| Raymond James & Associates | 0.00% | Add +16.8% | 29,678 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.8% | 26,889 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | — | 25,611 | $1.3M |
| Guidance Capital, Inc. | 0.39% | Add +60.6% | 21,197 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.2% | 21,831 | $1.1M |
| Bright Futures Wealth Management, LLC. | 0.55% | Reduce -5.8% | 19,044 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Add +314.6% | 19,294 | $996K |
| Independent Financial Group, LLC | 0.04% | Add +14.8% | 19,151 | $989K |
| Citadel Advisors | 0.00% | New | 18,219 | $941K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.9% | 16,959 | $876K |
| Breakwater Capital Group | 0.18% | Add +12.0% | 15,550 | $803K |
| MML Investors Services, LLC | 0.00% | Reduce -21.2% | 13,349 | $689K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.7% | 13,332 | $689K |
| Zacks Investment Management | 0.01% | Reduce -2.8% | 10,954 | $566K |
| Financial Advocates Investment Management | 0.03% | Add +148.3% | 10,666 | $551K |
| Integrated Wealth Concepts LLC | 0.01% | New | 10,279 | $531K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 10,147 | $524K |
| Sigma Planning Corp | 0.02% | Reduce -2.1% | 9,352 | $483K |
| Equitable Holdings, Inc. | 0.00% | Add +12.2% | 8,886 | $459K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.0% | 8,753 | $452K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $452K |
| Mariner, LLC | 0.00% | Add +2.0% | 6,983 | $361K |
| Silverlake Wealth Management LLC | 0.12% | No change | 5,870 | $303K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $273K |
| Principal Securities, Inc. | 0.01% | Reduce -4.9% | 5,231 | $270K |
| Schrum Private Wealth Management LLC | 0.21% | No change | 4,500 | $232K |
| 9258 Wealth Management, LLC | 0.03% | No change | 4,183 | $216K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 3,507 | $181K |
| Aspire Wealth Management Corp | 0.06% | Reduce -0.5% | 1,877 | $97K |
| International Assets Investment Management, LLC | 0.01% | New | 1,710 | $88K |
| True Wealth Design, LLC | 0.02% | No change | 1,665 | $86K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,500 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $69K |
| Harbour Investments, Inc. | 0.00% | No change | 852 | $44K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $43K |
| FMR LLC | 0.00% | Reduce -19.7% | 537 | $28K |
| ORG Partners LLC | 0.00% | New | 498 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.8% | 402 | $20K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $16K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 184 | $10K |
| Geneos Wealth Management Inc. | 0.00% | No change | 125 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 120 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $6K |
| Pittenger & Anderson Inc. | 0.00% | New | 100 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $5K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $671 |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $52 |
"% 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.