Invesco S&P Midcap Value WitXMVMETF
13F holders, Q3 2025 (September 30)67holders −1
7new positions
7sold out
$61.61avg. 13F price*
At the end of Q3 2025, 67 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, down 1 from Q2 2025. 7 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($33.6M), Avior Wealth Management, LLC ($31.8M) and Bank of America Corp. ($16.1M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.8M |
| Exits | 7 | $1.1M |
All 13F filers, Q2 2025 → Q3 2025: 244,157 shares bought and 71,838 shares sold, net +172,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 67 holders
| LPL Financial LLC | 0.01% | Add +22.1% | 544,604 | $33.6M |
| Avior Wealth Management, LLC | 1.02% | Reduce -1.1% | 515,564 | $31.8M |
| Bank of America Corp. | 0.00% | Add +0.5% | 261,019 | $16.1M |
| Whitaker-Myers Wealth Managers, LTD. | 3.06% | Add +3.6% | 227,815 | $14.0M |
| Morgan Stanley | 0.00% | Reduce -9.2% | 207,990 | $12.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 180,447 | $11.2M |
| Raymond James Financial Inc. | 0.00% | Add +7.7% | 149,246 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.3% | 129,761 | $8.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +57.9% | 110,164 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 74,235 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 66,547 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +6.5% | 63,522 | $3.9M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 58,553 | $3.6M |
| Independent Financial Group, LLC | 0.07% | Reduce -4.0% | 49,881 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -0.5% | 39,822 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 37,516 | $2.3M |
| Guidance Capital, Inc. | 0.58% | Add +6.8% | 36,998 | $2.2M |
| Money Concepts Capital Corp. | 0.12% | Add +5.5% | 31,990 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +7.4% | 26,158 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.9% | 25,104 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -18.5% | 23,976 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.5M |
| Mariner, LLC | 0.00% | Add +168.7% | 19,969 | $1.2M |
| Breakwater Capital Group | 0.17% | Reduce -8.5% | 18,857 | $1.2M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -2.2% | 15,434 | $951K |
| Roman Butler Fullerton & Co. | 0.18% | New | 10,973 | $652K |
| BNP Paribas Financial Markets | 0.00% | New | 10,000 | $616K |
| Institute for Wealth Management, LLC. | 0.06% | Add +0.0% | 9,878 | $609K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +24.5% | 9,819 | $605K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $539K |
| Jones Financial Companies LLLP | 0.00% | Add +88.2% | 8,678 | $537K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -8.4% | 8,331 | $513K |
| Waverly Advisors, LLC | 0.01% | Add +21.8% | 8,158 | $503K |
| Equitable Holdings, Inc. | 0.00% | Add +20.8% | 7,698 | $474K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 7,157 | $441K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +2.7% | 7,013 | $432K |
| Principal Securities, Inc. | 0.01% | Add +4.3% | 6,118 | $377K |
| Comprehensive Financial Planning, Inc. | 0.25% | Add +0.5% | 5,828 | $359K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.5% | 5,289 | $326K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 5,283 | $326K |
| WESCAP Management Group, Inc. | 0.07% | Add +1.8% | 5,018 | $309K |
| Silverlake Wealth Management LLC | 0.06% | No change | 4,000 | $247K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,805 | $234K |
| Benjamin Edwards Inc. | 0.00% | New | 3,507 | $216K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +378.7% | 2,226 | $137K |
| US Bancorp \de | 0.00% | Reduce -27.0% | 2,030 | $125K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $103K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -77.2% | 1,586 | $98K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $83K |
| UBS Group AG | 0.00% | Reduce -57.8% | 864 | $53K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $51K |
| FMR LLC | 0.00% | No change | 628 | $39K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 498 | $31K |
| Geneos Wealth Management Inc. | 0.00% | No change | 496 | $31K |
| Private Trust Co. NA | 0.00% | New | 474 | $29K |
| Harbour Investments, Inc. | 0.00% | No change | 433 | $27K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -42.0% | 384 | $24K |
| Hantz Financial Services, Inc. | 0.00% | No change | 337 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $19K |
| Nova Wealth Management, Inc. | 0.01% | Reduce -75.0% | 306 | $19K |
| MAI Capital Management | 0.00% | No change | 296 | $18K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $18K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -14.4% | 101 | $6K |
| Advisory Services Network, LLC | 0.00% | New | 101 | $6K |
| Allworth Financial LP | 0.00% | No change | 50 | $3K |
| Blue Trust, Inc. | 0.00% | New | 25 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $62 |
"% 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.