Who owns Invesco S&P MidCap Value with Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XMVM from SEC Form 13F filings across 102 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 102 institutions disclosed 4.5M shares of Invesco S&P MidCap Value with Momentum ETF worth $303.0M — about 70% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
102
13F holders
$303.0M
value, 2026 filers
70%
of shares outstanding (4.5M sh)
20
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XMVM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 630,521 | $44.7M | 0.0% | 9.9% | +11.4% |
| 2 | LPL Financial LLC | 624,819 | $44.3M | 0.0% | 9.8% | +2.2% |
| 3 | Avior Wealth Management, LLC | 409,737 | $29.1M | 0.8% | 6.4% | -22.1% |
| 4 | Foundations Investment Advisors, LLC | 286,584 | $20.3M | 0.2% | 4.5% | +1.6% |
| 5 | RAYMOND JAMES FINANCIAL INC | 282,185 | $20.0M | 0.0% | 4.4% | +18.0% |
| 6 | AMERIPRISE FINANCIAL INC | 268,115 | $19.0M | 0.0% | 4.2% | +38.5% |
| 7 | Whitaker-Myers Wealth Managers, LTD. | 230,965 | $16.4M | 2.7% | 3.6% | +6.5% |
| 8 | MORGAN STANLEY | 229,287 | $16.3M | 0.0% | 3.6% | +22.6% |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 177,881 | $12.6M | 0.0% | 2.8% | +10.2% |
| 10 | Cetera Investment Advisers | 92,254 | $6.5M | 0.0% | 1.4% | +26.9% |
| 11 | ROYAL BANK OF CANADA | 75,667 | $5.4M | 0.0% | 1.2% | -0.7% |
| 12 | OSAIC HOLDINGS, INC. | 67,662 | $4.8M | 0.0% | 1.1% | +7.1% |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | 64,207 | $4.6M | 0.1% | 1% | -4.1% |
| 14 | Equitable Holdings, Inc. | 59,209 | $4.2M | 0.0% | 0.9% | +25.2% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 55,906 | $4.0M | 0.0% | 0.9% | +48.4% |
| 16 | CAPTRUST FINANCIAL ADVISORS | 53,660 | $3.8M | 0.0% | 0.8% | -5.0% |
| 17 | CITIGROUP INC | 49,580 | $3.5M | 0.0% | 0.8% | +13.9% |
| 18 | Thrivent Financial for Lutherans | 46,118 | $3,271 | 0.0% | 0.7% | +0.9% |
| 19 | WELLS FARGO & COMPANY/MN | 45,787 | $3.2M | 0.0% | 0.7% | +1.5% |
| 20 | WESCAP Management Group, Inc. | 39,904 | $2.8M | 0.5% | 0.6% | +60.9% |
| 21 | Sovran Advisors, LLC | 39,807 | $3.0M | 0.2% | 0.6% | +214.4% |
| 22 | Cambridge Investment Research Advisors, Inc. | 35,789 | $2,538 | 0.0% | 0.6% | -4.0% |
| 23 | Ascentis Wealth Management, LLC | 35,386 | $35,386 | 0.0% | 0.6% | +7005.6% |
| 24 | Everest Financial Group LLC | 35,072 | $2.5M | 0.3% | 0.6% | -0.5% |
| 25 | MONEY CONCEPTS CAPITAL CORP | 30,247 | $2.1M | 0.1% | 0.5% | -2.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.