Invesco S&P Midcap Value WitXMVMETF
13F holders, Q3 2024 (September 30)63holders −1
5new positions
5sold out
$55.50avg. 13F price*
At the end of Q3 2024, 63 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, down 1 from Q2 2024. 5 opened new positions and 5 sold out. The largest holders were Avior Wealth Management, LLC ($27.6M), LPL Financial LLC ($22.1M) and Bank of America Corp. ($14.3M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.0M |
| Exits | 5 | $1.3M |
All 13F filers, Q2 2024 → Q3 2024: 432,340 shares bought and 71,401 shares sold, net +360,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Avior Wealth Management, LLC | 1.10% | Add +49.9% | 497,839 | $27.6M |
| LPL Financial LLC | 0.01% | Add +3.0% | 398,926 | $22.1M |
| Bank of America Corp. | 0.00% | Add +23.4% | 257,333 | $14.3M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +126.6% | 222,792 | $12.3M |
| Morgan Stanley | 0.00% | Reduce -1.1% | 222,156 | $12.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.20% | Add +4.9% | 173,806 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.6% | 123,606 | $6.9M |
| Ameriprise Financial Inc. | 0.00% | Add +36.0% | 107,609 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 91,071 | $5.0M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 79,854 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.2% | 69,635 | $3.9M |
| Captrust Financial Advisors | 0.01% | Reduce -9.7% | 54,730 | $3.0M |
| Ameritas Advisory Services, LLC | 0.10% | Add +4.8% | 40,674 | $2.3M |
| Wells Fargo & Company | 0.00% | Reduce -11.1% | 38,305 | $2.1M |
| Citigroup Inc. | 0.00% | Add +0.3% | 37,638 | $2.1M |
| Raymond James & Associates | 0.00% | Add +15.4% | 34,249 | $1.9M |
| Money Concepts Capital Corp. | 0.13% | Add +0.1% | 31,293 | $1.7M |
| Cetera Investment Advisers | 0.00% | Reduce -2.7% | 26,152 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.8% | 23,611 | $1.4M |
| Guidance Capital, Inc. | 0.44% | Add +16.0% | 24,585 | $1.4M |
| Independent Financial Group, LLC | 0.05% | Add +18.8% | 22,759 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.1% | 21,590 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.52% | Reduce -1.1% | 18,825 | $1.1M |
| Breakwater Capital Group | 0.21% | Add +18.3% | 18,392 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.0% | 18,314 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.0% | 16,209 | $898K |
| Envestnet Asset Management Inc. | 0.00% | Add +11.5% | 14,866 | $824K |
| MML Investors Services, LLC | 0.00% | Reduce -5.8% | 12,573 | $697K |
| Financial Advocates Investment Management | 0.04% | Add +6.0% | 11,305 | $627K |
| Zacks Investment Management | 0.01% | Add +0.5% | 11,003 | $610K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.3% | 10,415 | $577K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 10,149 | $563K |
| Sigma Planning Corp | 0.02% | Reduce -2.7% | 9,102 | $504K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 8,749 | $485K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.5% | 8,361 | $463K |
| Equitable Holdings, Inc. | 0.00% | Reduce -6.6% | 8,301 | $460K |
| Mariner, LLC | 0.00% | Add +4.0% | 7,265 | $403K |
| Silverlake Wealth Management LLC | 0.13% | No change | 5,870 | $325K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $293K |
| Principal Securities, Inc. | 0.01% | Add +0.2% | 5,243 | $291K |
| UBS Group AG | 0.00% | New | 5,038 | $279K |
| Two Sigma Investments, LP | 0.00% | New | 4,900 | $272K |
| Old Mission Capital LLC | 0.01% | New | 4,850 | $269K |
| 9258 Wealth Management, LLC | 0.04% | Add +13.4% | 4,745 | $263K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,725 | $206K |
| Aspire Wealth Management Corp | 0.06% | Add +0.9% | 1,894 | $105K |
| True Wealth Design, LLC | 0.04% | No change | 1,665 | $92K |
| Jones Financial Companies LLLP | 0.00% | Add +807.1% | 1,669 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $74K |
| Harbour Investments, Inc. | 0.00% | No change | 852 | $47K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $46K |
| FMR LLC | 0.00% | Add +0.4% | 539 | $30K |
| ORG Partners LLC | 0.00% | No change | 498 | $28K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $18K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $16K |
| Lanark Financial, Inc. | 0.00% | Reduce -29.6% | 283 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 125 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 120 | $7K |
| Sunbelt Securities, Inc. | 0.00% | No change | 118 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 100 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 77 | $4K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $721 |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $55 |
"% 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.