Invesco S&P Midcap Value WitXMVMETF
13F holders, Q1 2026 (March 31)96holders +15
18new positions
5sold out
1famous investor
$65.14avg. 13F price*
At the end of Q1 2026, 96 institutions reported holding Invesco S&P Midcap Value Wit (XMVM) in their 13F filings, up 15 from Q4 2025. 18 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($39.8M), Bank of America Corp. ($36.9M) and Avior Wealth Management, LLC ($34.2M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $33.4M |
| Exits | 5 | $643K |
All 13F filers, Q4 2025 → Q1 2026: 865,522 shares bought and 161,569 shares sold, net +703,953 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| LPL Financial LLC | 0.01% | Add +8.7% | 611,601 | $39.8M |
| Bank of America Corp. | 0.00% | Add +1.1% | 566,191 | $36.9M |
| Avior Wealth Management, LLC | 0.97% | Add +3.5% | 525,711 | $34.2M |
| Foundations Investment Advisors, LLC | 0.23% | New | 282,198 | $18.4M |
| Raymond James Financial Inc. | 0.00% | Add +61.3% | 239,226 | $15.6M |
| Whitaker-Myers Wealth Managers, LTD. | 2.81% | Add +1.5% | 216,781 | $14.1M |
| Ameriprise Financial Inc. | 0.00% | Add +7.9% | 193,544 | $12.6M |
| Morgan Stanley | 0.00% | Add +5.2% | 187,056 | $12.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.5% | 161,365 | $10.5M |
| Anfield Capital Management, LLC | 2.10% | New | 117,148 | $7.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 76,201 | $5.0M |
| Independent Financial Group, LLC | 0.11% | Add +8.7% | 73,622 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +12.3% | 72,698 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.6% | 70,230 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -17.2% | 63,178 | $4.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.3% | 56,462 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | Add +121.9% | 47,297 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.8% | 45,701 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +73.6% | 45,100 | $2.9M |
| Citigroup Inc. | 0.00% | Add +11.1% | 43,536 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +16.7% | 37,293 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +129.2% | 37,684 | $2.4M |
| Everest Financial Group LLC | 0.38% | Add +5.8% | 35,254 | $2.3M |
| Tactive Advisors, LLC | 0.58% | New | 31,633 | $2.1M |
| Money Concepts Capital Corp. | 0.11% | Reduce -1.5% | 31,040 | $2.0M |
| Roman Butler Fullerton & Co. | 0.46% | Add +21.4% | 24,808 | $1.7M |
| WESCAP Management Group, Inc. | 0.32% | Add +400.5% | 24,798 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | No change | 23,611 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -66.0% | 23,326 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -0.4% | 19,500 | $1.3M |
| Breakwater Capital Group | 0.16% | Add +2.0% | 17,983 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +68.9% | 17,061 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -6.0% | 14,357 | $934K |
| Solutions 4 Wealth, Ltd | 1.39% | Add +168.8% | 14,159 | $922K |
| Sovran Advisors, LLC | 0.07% | New | 12,660 | $882K |
| MML Investors Services, LLC | 0.00% | Reduce -79.5% | 13,273 | $864K |
| Betterment LLC | 0.00% | Add +65.9% | 10,554 | $687K |
| LexAurum Advisors, LLC | 0.08% | — | 9,584 | $624K |
| National Wealth Management Group, LLC | 0.23% | New | 9,516 | $620K |
| Guidance Capital, Inc. | 0.14% | Reduce -77.1% | 8,934 | $618K |
| Institute for Wealth Management, LLC. | 0.07% | Add +0.0% | 9,383 | $611K |
| J.M. Arbour, LLC | 0.55% | New | 8,776 | $571K |
| Armbruster Capital Management, Inc. | 0.09% | No change | 8,749 | $570K |
| Waverly Advisors, LLC | 0.00% | Add +0.7% | 8,353 | $544K |
| Stifel Financial Corp. | 0.00% | New | 8,264 | $538K |
| Susquehanna International Group, LLP | 0.00% | Add +154.8% | 8,018 | $522K |
| Citadel Advisors | 0.00% | New | 7,873 | $513K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +3.3% | 7,017 | $457K |
| Key Client Fiduciary Advisors, LLC | 0.15% | New | 6,760 | $440K |
| Sigma Planning Corp | 0.01% | Reduce -10.1% | 6,677 | $435K |
| Pacific Sun Financial Corp | 0.21% | Add +2.7% | 6,523 | $425K |
| Principal Securities, Inc. | 0.01% | Add +6.0% | 6,426 | $418K |
| Keating Financial Advisory Services, Inc. | 0.06% | Reduce -8.8% | 6,134 | $399K |
| Comprehensive Financial Planning, Inc. | 0.27% | Add +0.6% | 5,890 | $384K |
| Independent Advisor Alliance | 0.00% | New | 5,718 | $372K |
| USAdvisors Wealth Management, LLC | 0.12% | New | 5,779 | $370K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.8% | 5,510 | $359K |
| Avaii Wealth Management, LLC | 0.11% | New | 5,048 | $329K |
| Carlson Financial, Inc. | 0.19% | Add +4.2% | 4,984 | $325K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.9% | 4,786 | $312K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -29.7% | 4,162 | $271K |
| Silverlake Wealth Management LLC | 0.06% | No change | 4,000 | $260K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.0% | 3,899 | $254K |
| Ullmann Wealth Partners Group, LLC | 0.02% | Reduce -31.0% | 3,645 | $237K |
| Benjamin Edwards Inc. | 0.00% | No change | 3,507 | $228K |
| Bessemer Group Inc. | 0.00% | New | 3,339 | $217K |
| Westover Capital Advisors, LLC | 0.04% | New | 3,332 | $217K |
| RFG Advisory, LLC | 0.00% | Reduce -9.9% | 3,267 | $213K |
| Kestra Advisory Services, LLC | 0.00% | Add +51.2% | 3,150 | $205K |
| SHP Wealth Management | 0.01% | Add +65.0% | 2,654 | $173K |
| US Bancorp \de | 0.00% | Add +30.1% | 2,631 | $171K |
| Advisory Services Network, LLC | 0.00% | New | 2,101 | $137K |
| AdvisorNet Financial, Inc | 0.01% | New | 1,669 | $109K |
| True Wealth Design, LLC | 0.03% | No change | 1,665 | $108K |
| FMR LLC | 0.00% | Add +151.4% | 1,594 | $104K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,339 | $87K |
| IFP Advisors, Inc | 0.00% | Add +79.6% | 1,205 | $78K |
| International Assets Investment Management, LLC | 0.01% | Add +0.1% | 1,192 | $78K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.2% | 1,108 | $72K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 825 | $54K |
| Harbour Investments, Inc. | 0.00% | Add +21.9% | 528 | $34K |
| Ascentis Wealth Management, LLC | 0.01% | No change | 498 | $32K |
| Beacon Capital Management, Inc. | 0.00% | Add +0.3% | 382 | $25K |
| Hantz Financial Services, Inc. | 0.00% | No change | 337 | $22K |
| Nova Wealth Management, Inc. | 0.01% | No change | 306 | $21K |
| NewEdge Advisors, LLC | 0.00% | No change | 316 | $21K |
| 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 | $7K |
| Sound Income Strategies, LLC | 0.00% | No change | 86 | $6K |
| Vanguard Advisers Inc. | 0.00% | — | 83 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 65 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 55 | $4K |
| Allworth Financial LP | 0.00% | No change | 50 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | New | 25 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 1 | $65 |
"% 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.