Invesco S&P Midcap Value WitXMVMETF
13F holders, Q2 2025 (June 30)68holders +3
7new positions
4sold out
$55.48avg. 13F price*
At the end of Q2 2025, 68 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 3 from Q1 2025. 7 opened new positions and 4 sold out. The largest holders were Avior Wealth Management, LLC ($29.0M), LPL Financial LLC ($24.8M) and Bank of America Corp. ($14.5M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.6M |
| Exits | 4 | $778K |
All 13F filers, Q1 2025 → Q2 2025: 226,108 shares bought and 142,759 shares sold, net +83,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Avior Wealth Management, LLC | 1.00% | Add +2.5% | 521,095 | $29.0M |
| LPL Financial LLC | 0.01% | Add +4.3% | 445,860 | $24.8M |
| Bank of America Corp. | 0.00% | Reduce -5.2% | 259,832 | $14.5M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 229,021 | $12.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.08% | Add +5.5% | 219,990 | $12.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 184,334 | $9.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.0% | 138,638 | $7.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +50.5% | 120,871 | $6.7M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 73,364 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -23.7% | 69,750 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +288.1% | 59,938 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +3.2% | 59,622 | $3.3M |
| MML Investors Services, LLC | 0.01% | Add +321.7% | 55,025 | $3.1M |
| Independent Financial Group, LLC | 0.08% | Add +6.7% | 51,968 | $2.9M |
| Citigroup Inc. | 0.00% | Reduce -2.9% | 40,017 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +69.2% | 34,322 | $1.9M |
| Guidance Capital, Inc. | 0.54% | Add +7.5% | 34,631 | $1.9M |
| Money Concepts Capital Corp. | 0.11% | Add +0.3% | 30,338 | $1.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 29,419 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.7% | 27,257 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 24,350 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +8.0% | 21,318 | $1.2M |
| Breakwater Capital Group | 0.19% | Reduce -7.6% | 20,604 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | New | 15,774 | $877K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -2.7% | 9,876 | $549K |
| Golden State Wealth Management, LLC | 0.06% | Add +63.7% | 9,094 | $506K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $487K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +0.6% | 7,885 | $439K |
| Mariner, LLC | 0.00% | No change | 7,431 | $413K |
| Sigma Planning Corp | 0.01% | Reduce -5.3% | 7,152 | $398K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -84.2% | 6,949 | $387K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -16.6% | 6,830 | $380K |
| Waverly Advisors, LLC | 0.00% | Add +8.2% | 6,697 | $373K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,642 | $369K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.9% | 6,372 | $354K |
| Principal Securities, Inc. | 0.01% | Add +6.4% | 5,863 | $326K |
| Comprehensive Financial Planning, Inc. | 0.25% | Add +0.6% | 5,799 | $323K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 5,283 | $294K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.3% | 5,262 | $293K |
| WESCAP Management Group, Inc. | 0.06% | Reduce -19.4% | 4,931 | $274K |
| Financial Advocates Investment Management | 0.02% | Reduce -55.1% | 4,734 | $263K |
| Jones Financial Companies LLLP | 0.00% | Reduce -35.3% | 4,611 | $256K |
| Susquehanna International Group, LLP | 0.00% | New | 4,177 | $232K |
| Parcion Private Wealth LLC | 0.02% | No change | 4,046 | $225K |
| Silverlake Wealth Management LLC | 0.07% | No change | 4,000 | $223K |
| US Bancorp \de | 0.00% | Reduce -5.0% | 2,780 | $155K |
| UBS Group AG | 0.00% | Reduce -86.2% | 2,045 | $114K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $93K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $74K |
| Nova Wealth Management, Inc. | 0.05% | Reduce -17.1% | 1,222 | $68K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $46K |
| Beacon Capital Management, Inc. | 0.00% | New | 662 | $37K |
| FMR LLC | 0.00% | Reduce -0.2% | 628 | $35K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 498 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Add +9.0% | 496 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 465 | $26K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.3% | 433 | $24K |
| Hantz Financial Services, Inc. | 0.00% | New | 337 | $19K |
| Brooklyn Investment Group | 0.00% | New | 337 | $19K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $18K |
| 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 | $7K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.8% | 118 | $7K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 100 | $6K |
| Allworth Financial LP | 0.00% | New | 50 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $56 |
"% 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.