Invesco S&P Midcap Value WitXMVMETF
13F holders, Q4 2024 (December 31)67holders +4
10new positions
5sold out
$55.46avg. 13F price*
At the end of Q4 2024, 67 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 4 from Q3 2024. 10 opened new positions and 5 sold out. The largest holders were Avior Wealth Management, LLC ($28.9M), LPL Financial LLC ($22.9M) and Bank of America Corp. ($14.8M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $3.5M |
| Exits | 5 | $2.4M |
All 13F filers, Q3 2024 → Q4 2024: 264,022 shares bought and 178,722 shares sold, net +85,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| Avior Wealth Management, LLC | 1.06% | Add +4.7% | 521,333 | $28.9M |
| LPL Financial LLC | 0.01% | Add +3.7% | 413,796 | $22.9M |
| Bank of America Corp. | 0.00% | Add +3.9% | 267,438 | $14.8M |
| Morgan Stanley | 0.00% | Add +6.8% | 237,262 | $13.1M |
| Whitaker-Myers Wealth Managers, LTD. | 3.05% | Add +8.7% | 188,927 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +67.3% | 180,023 | $10.0M |
| Raymond James Financial Inc. | 0.00% | — | 133,427 | $7.4M |
| Uniting Wealth Partners, LLC | 2.77% | — | 103,572 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.5% | 91,515 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -6.5% | 74,668 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +12.7% | 61,675 | $3.4M |
| Independent Financial Group, LLC | 0.09% | Add +104.9% | 46,637 | $2.6M |
| Ameritas Advisory Services, LLC | 0.08% | Add +5.2% | 42,792 | $2.4M |
| Citigroup Inc. | 0.00% | Add +1.1% | 38,057 | $2.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.4% | 37,379 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -46.7% | 37,114 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.0% | 35,804 | $2.0M |
| Money Concepts Capital Corp. | 0.12% | Reduce -5.5% | 29,573 | $1.6M |
| Guidance Capital, Inc. | 0.47% | Add +10.4% | 27,137 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -1.6% | 25,738 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +18.5% | 25,588 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.2% | 21,088 | $1.2M |
| Silver Oak Securities, Incorporated | 0.11% | New | 21,050 | $1.2M |
| Breakwater Capital Group | 0.21% | Add +2.9% | 18,928 | $1.0M |
| World Investment Advisors | 0.03% | New | 16,791 | $931K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 14,522 | $805K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.9% | 13,145 | $728K |
| MML Investors Services, LLC | 0.00% | Reduce -2.6% | 12,242 | $678K |
| Financial Advocates Investment Management | 0.03% | Reduce -9.8% | 10,194 | $565K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 10,151 | $563K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.6% | 10,142 | $562K |
| Armbruster Capital Management, Inc. | 0.10% | No change | 8,749 | $485K |
| Equitable Holdings, Inc. | 0.00% | Add +4.0% | 8,630 | $478K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.1% | 8,184 | $454K |
| Sigma Planning Corp | 0.01% | Reduce -17.0% | 7,552 | $419K |
| Mariner, LLC | 0.00% | Add +2.3% | 7,431 | $412K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,756 | $374K |
| Silverlake Wealth Management LLC | 0.13% | No change | 5,870 | $325K |
| Jones Financial Companies LLLP | 0.00% | Add +245.1% | 5,759 | $319K |
| Comprehensive Financial Planning, Inc. | 0.27% | — | 5,722 | $317K |
| UBS Group AG | 0.00% | Add +12.3% | 5,656 | $313K |
| Principal Securities, Inc. | 0.01% | Add +1.1% | 5,302 | $294K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $293K |
| Waverly Advisors, LLC | 0.00% | New | 5,003 | $277K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,831 | $268K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 4,563 | $253K |
| Parcion Private Wealth LLC | 0.02% | New | 4,046 | $224K |
| True Wealth Design, LLC | 0.04% | No change | 1,665 | $92K |
| Nova Wealth Management, Inc. | 0.07% | — | 1,498 | $83K |
| 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 +16.5% | 628 | $35K |
| Cwm, LLC | 0.00% | New | 500 | $28K |
| ORG Partners LLC | 0.00% | Add +0.2% | 499 | $28K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $18K |
| MAI Capital Management | 0.00% | New | 296 | $16K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $16K |
| 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% | No change | 77 | $4K |
| AE Wealth Management LLC | 0.00% | New | 58 | $3K |
| CoreCap Advisors, LLC | 0.00% | No change | 13 | $720 |
| 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.