Invesco S&P Midcap Value WitXMVMETF
13F holders, Q4 2025 (December 31)81holders +14
15new positions
6sold out
$64.20avg. 13F price*
At the end of Q4 2025, 81 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 14 from Q3 2025. 15 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($36.1M), Bank of America Corp. ($35.9M) and Avior Wealth Management, LLC ($32.6M).
- Company
- Invesco S&P Midcap Value Wit
- CUSIP
- 46137V456
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.4M |
| Exits | 6 | $912K |
All 13F filers, Q3 2025 → Q4 2025: 572,698 shares bought and 123,375 shares sold, net +449,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| LPL Financial LLC | 0.01% | Add +3.3% | 562,745 | $36.1M |
| Bank of America Corp. | 0.00% | Add +114.5% | 559,971 | $35.9M |
| Avior Wealth Management, LLC | 1.02% | Reduce -1.5% | 507,916 | $32.6M |
| Whitaker-Myers Wealth Managers, LTD. | 2.86% | Reduce -6.3% | 213,510 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 179,321 | $11.5M |
| Morgan Stanley | 0.00% | Reduce -14.5% | 177,803 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.6% | 148,670 | $9.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.7% | 148,278 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 79,297 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +103.4% | 76,292 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.1% | 68,588 | $4.4M |
| Independent Financial Group, LLC | 0.10% | Add +35.8% | 67,744 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -39.0% | 67,146 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +147.6% | 64,763 | $4.2M |
| MML Investors Services, LLC | 0.01% | Add +10.5% | 64,727 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -8.1% | 58,365 | $3.7M |
| Thrivent Financial for Lutherans | 0.01% | New | 45,320 | $2.9M |
| Guidance Capital, Inc. | 0.64% | Add +5.7% | 39,089 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 39,177 | $2.5M |
| Everest Financial Group LLC | 0.48% | — | 33,318 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +27.3% | 31,952 | $2.0M |
| Money Concepts Capital Corp. | 0.11% | Reduce -1.5% | 31,507 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +8.4% | 25,981 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +176.9% | 21,318 | $1.4M |
| Roman Butler Fullerton & Co. | 0.36% | Add +86.2% | 20,429 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -2.0% | 19,573 | $1.3M |
| Breakwater Capital Group | 0.16% | Reduce -6.5% | 17,622 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +89.5% | 16,442 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -1.0% | 15,282 | $980K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +2.9% | 10,101 | $648K |
| Institute for Wealth Management, LLC. | 0.06% | Reduce -5.0% | 9,380 | $602K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $561K |
| Waverly Advisors, LLC | 0.00% | Add +1.6% | 8,292 | $532K |
| Sigma Planning Corp | 0.01% | Add +3.7% | 7,423 | $486K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.1% | 6,794 | $436K |
| Keating Financial Advisory Services, Inc. | 0.06% | — | 6,724 | $431K |
| Betterment LLC | 0.00% | New | 6,360 | $408K |
| Pacific Sun Financial Corp | 0.20% | New | 6,353 | $408K |
| Principal Securities, Inc. | 0.01% | Reduce -0.9% | 6,064 | $389K |
| Golden State Wealth Management, LLC | 0.04% | Reduce -28.9% | 5,922 | $380K |
| Comprehensive Financial Planning, Inc. | 0.25% | Add +0.4% | 5,853 | $376K |
| Two Sigma Investments, LP | 0.00% | New | 5,700 | $366K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.3% | 5,358 | $344K |
| Solutions 4 Wealth, Ltd | 0.51% | New | 5,268 | $338K |
| WESCAP Management Group, Inc. | 0.06% | Reduce -1.3% | 4,955 | $318K |
| Ullmann Wealth Partners Group, LLC | 0.03% | No change | 5,283 | $317K |
| Carlson Financial, Inc. | 0.18% | — | 4,783 | $307K |
| Janney Montgomery Scott LLC | 0.00% | Add +23.4% | 4,696 | $301K |
| Silverlake Wealth Management LLC | 0.06% | No change | 4,000 | $257K |
| CreativeOne Wealth, LLC | 0.01% | New | 3,898 | $250K |
| RFG Advisory, LLC | 0.00% | New | 3,628 | $233K |
| MOR Wealth Management, LLC | 0.10% | — | 3,513 | $225K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,507 | $225K |
| Susquehanna International Group, LLP | 0.00% | New | 3,147 | $202K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,083 | $134K |
| US Bancorp \de | 0.00% | Reduce -0.3% | 2,023 | $130K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $107K |
| SHP Wealth Management | 0.01% | — | 1,608 | $103K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $86K |
| International Assets Investment Management, LLC | 0.01% | New | 1,191 | $76K |
| Geneos Wealth Management Inc. | 0.00% | Add +123.0% | 1,106 | $71K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $53K |
| Private Trust Co. NA | 0.00% | Add +46.4% | 694 | $45K |
| IFP Advisors, Inc | 0.00% | New | 671 | $43K |
| FMR LLC | 0.00% | Add +1.0% | 634 | $41K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 498 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 433 | $28K |
| Beacon Capital Management, Inc. | 0.00% | Reduce -0.8% | 381 | $24K |
| Hantz Financial Services, Inc. | 0.00% | No change | 337 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $20K |
| Nova Wealth Management, Inc. | 0.01% | No change | 306 | $20K |
| MAI Capital Management | 0.00% | No change | 296 | $19K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 295 | $19K |
| Sunbelt Securities, Inc. | 0.00% | No change | 101 | $6K |
| Sound Income Strategies, LLC | 0.00% | New | 86 | $6K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 65 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 65 | $4K |
| JPMorgan Chase & Co. | 0.00% | New | 53 | $3K |
| Allworth Financial LP | 0.00% | No change | 50 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $64 |
"% 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.