Invesco S&P Midcap Value WitXMVMETF
13F holders, Q1 2025 (March 31)65holders −2
7new positions
9sold out
1famous investor
$52.75avg. 13F price*
At the end of Q1 2025, 65 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 9 sold out. The largest holders were Avior Wealth Management, LLC ($26.8M), LPL Financial LLC ($22.5M) and Bank of America Corp. ($14.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 9 | $9.5M |
All 13F filers, Q4 2024 → Q1 2025: 190,135 shares bought and 235,105 shares sold, net −44,970 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 65 holders
| Avior Wealth Management, LLC | 1.02% | Reduce -2.5% | 508,278 | $26.8M |
| LPL Financial LLC | 0.01% | Add +3.3% | 427,334 | $22.5M |
| Bank of America Corp. | 0.00% | Add +2.5% | 274,036 | $14.5M |
| Morgan Stanley | 0.00% | Add +0.4% | 238,182 | $12.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.09% | Add +10.4% | 208,563 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 193,005 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.2% | 144,375 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 91,415 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +280.8% | 80,309 | $4.2M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 75,247 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 57,792 | $3.0M |
| Independent Financial Group, LLC | 0.09% | Add +4.5% | 48,720 | $2.6M |
| Ameritas Advisory Services, LLC | 0.09% | Add +2.4% | 43,837 | $2.3M |
| Citigroup Inc. | 0.00% | Add +8.3% | 41,210 | $2.2M |
| Guidance Capital, Inc. | 0.52% | Add +18.8% | 32,224 | $1.7M |
| Money Concepts Capital Corp. | 0.12% | Add +2.3% | 30,257 | $1.6M |
| Wells Fargo & Company | 0.00% | Reduce -19.2% | 30,196 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.6% | 28,293 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -7.0% | 23,938 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.2M |
| Breakwater Capital Group | 0.21% | Add +17.9% | 22,306 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.3% | 20,287 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -46.8% | 19,744 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.3% | 15,444 | $815K |
| UBS Group AG | 0.00% | Add +161.4% | 14,785 | $780K |
| MML Investors Services, LLC | 0.00% | Add +6.6% | 13,049 | $688K |
| Financial Advocates Investment Management | 0.04% | Add +3.4% | 10,535 | $556K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 10,154 | $536K |
| Citadel Advisors | 0.00% | New | 9,691 | $511K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $461K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.1% | 8,188 | $432K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +71.8% | 7,840 | $414K |
| Sigma Planning Corp | 0.01% | No change | 7,552 | $398K |
| Mariner, LLC | 0.00% | No change | 7,431 | $392K |
| Jones Financial Companies LLLP | 0.00% | Add +23.8% | 7,127 | $375K |
| Equitable Holdings, Inc. | 0.00% | Reduce -25.5% | 6,428 | $339K |
| Waverly Advisors, LLC | 0.00% | Add +23.7% | 6,187 | $326K |
| WESCAP Management Group, Inc. | 0.08% | New | 6,118 | $323K |
| Principal Securities, Inc. | 0.01% | Add +3.9% | 5,511 | $305K |
| Comprehensive Financial Planning, Inc. | 0.30% | Add +0.7% | 5,763 | $304K |
| Golden State Wealth Management, LLC | 0.04% | New | 5,555 | $293K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $279K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.4% | 5,045 | $266K |
| IFG Advisory, LLC | 0.01% | New | 4,495 | $237K |
| Parcion Private Wealth LLC | 0.02% | No change | 4,046 | $213K |
| Silverlake Wealth Management LLC | 0.08% | Reduce -31.9% | 4,000 | $211K |
| US Bancorp \de | 0.00% | New | 2,925 | $154K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $88K |
| Nova Wealth Management, Inc. | 0.07% | Reduce -1.6% | 1,474 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $71K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $44K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.8% | 777 | $41K |
| FMR LLC | 0.00% | Add +0.2% | 629 | $33K |
| Ascentis Wealth Management, LLC | 0.01% | New | 498 | $27K |
| Cwm, LLC | 0.00% | No change | 500 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +365.0% | 465 | $25K |
| Geneos Wealth Management Inc. | 0.00% | Add +264.0% | 455 | $24K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $17K |
| MAI Capital Management | 0.00% | No change | 296 | $16K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $16K |
| Ridgewood Investments LLC | 0.00% | No change | 120 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.8% | 119 | $6K |
| TD Waterhouse Canada Inc. | 0.00% | New | 100 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 77 | $4K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $53 |
"% 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.