Free Trial

Invesco S&P MidCap Value with Momentum ETF (XMVM) Institutional Ownership

→ Gold Set to EXPLODE! (From Gold Safe Exchange) (Ad)
Free XMVM Stock Alerts
$52.84
+0.23 (+0.44%)
(As of 05/8/2024 ET)
Compare
Stock AnalysisChartHoldingsOwnershipRatings

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$18.72M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$19.48M
Get XMVM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Value with Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XMVM Institutional Buying and Selling by Quarter

Invesco S&P MidCap Value with Momentum ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024 9258 Wealth Management LLC4,183$227K0.0%N/A0.101%
4/29/2024Commonwealth Equity Services LLC92,861$5.04M0.0%-27.6%2.259%
4/23/2024 Raymond James Financial Services Advisors Inc.86,775$4.71M0.0%+4.2%2.111%
4/18/2024 Breakwater Capital Group13,887$754K0.2%+21.9%0.338%
4/17/2024 Trilogy Capital Inc.37,784$2.05M0.1%+73.0%0.919%
4/17/2024 Guidance Capital Inc.13,202$675K0.2%+111.2%0.321%
4/12/2024 Whitaker Myers Wealth Managers LTD.152,607$8.29M3.5%+14.6%3.815%
2/7/2024Principal Securities Inc.5,528$278K0.0%N/A0.138%
2/6/2024 Private Advisor Group LLC7,710$388K0.0%+12.2%0.193%
2/2/2024Atria Wealth Solutions Inc.71,278$3.59M0.0%-16.1%1.782%
2/1/2024 Sigma Planning Corp4,395$221K0.0%-55.8%0.110%
1/25/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 International Assets Investment Management LLC62,103$3.13M0.0%N/A1.553%
1/24/2024 Breakwater Capital Group11,389$563K0.2%N/A0.285%
1/16/2024 Raymond James Financial Services Advisors Inc.83,255$4.19M0.0%+2.9%2.081%
1/16/2024 Raymond James & Associates20,134$1.01M0.0%-1.7%0.503%
1/12/2024 Whitaker Myers Wealth Managers LTD.133,113$6.70M3.3%+16.8%3.328%
1/12/2024 Trilogy Capital Inc.21,842$1.10M0.1%+43.6%0.546%
1/11/2024 Atlas Private Wealth Advisors6,386$321K0.1%-42.8%0.160%
11/13/2023LPL Financial LLC401,123$18.39M0.0%+0.6%10.028%
11/9/2023Citigroup Inc.29,382$1.35M0.0%+1.7%0.735%
11/8/2023Atria Wealth Solutions Inc.85,004$3.90M0.1%-8.3%2.125%
11/7/2023 Masso Torrence Wealth Management Inc.64,284$2.95M2.3%-7.2%1.607%
11/4/2023 NBC Securities Inc.563$25K0.0%N/A0.014%
11/1/2023 Money Concepts Capital Corp30,815$1.41M0.1%-2.0%0.770%
10/24/2023 Raymond James Financial Services Advisors Inc.80,892$3.71M0.0%+8.8%2.022%
10/24/2023 Raymond James & Associates20,492$939K0.0%-4.9%0.512%
10/24/2023 Cambridge Investment Research Advisors Inc.19,735$905K0.0%-5.7%0.493%
10/23/2023Commonwealth Equity Services LLC108,219$4.96M0.0%+1.5%2.705%
10/16/2023 Trilogy Capital Inc.15,213$697K0.0%+22.0%0.380%
10/11/2023 Atlas Private Wealth Advisors11,174$512K0.1%-23.4%0.279%
10/5/2023 Whitaker Myers Wealth Managers LTD.114,004$5.23M3.2%+172.2%2.850%
8/11/2023 Masso Torrence Wealth Management Inc.69,272$3.19M2.3%-23.1%1.732%
8/10/2023Osaic Holdings Inc.188,655$8.70M0.0%-8.9%4.716%
8/10/2023Commonwealth Equity Services LLC106,575$4.91M0.0%-59.2%2.664%
8/10/2023 Private Advisor Group LLC6,832$315K0.0%-5.1%0.171%
8/10/2023Cetera Advisor Networks LLC26,647$1.23M0.0%+7.7%0.666%
8/10/2023Citigroup Inc.28,894$1.33M0.0%+9.8%0.722%
8/9/2023Flow Traders U.S. LLC5,551$256K0.0%N/A0.139%
8/7/2023Vestmark Advisory Solutions Inc.7,376$340K0.0%-7.3%0.184%
Gold Set to EXPLODE! (Ad)

Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

Click here now to download the free Precious Metals Buying Guide!
8/4/2023 Atlas Private Wealth Advisors14,578$672K0.1%+38.0%0.364%
8/3/2023Atria Wealth Solutions Inc.92,671$4.27M0.1%+4.1%2.317%
8/3/2023 Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
8/2/2023 Sigma Planning Corp10,014$462K0.0%-25.5%0.250%
8/1/2023 Money Concepts Capital Corp31,440$1.45M0.1%-53.4%0.786%
7/31/2023LPL Financial LLC398,658$18.38M0.0%+4.3%9.966%
7/31/2023 Avaii Wealth Management LLC9,534$440K0.3%+11.4%0.238%
7/25/2023 Raymond James Financial Services Advisors Inc.74,345$3.43M0.0%-1.4%1.859%
7/25/2023 Raymond James & Associates21,539$993K0.0%-45.5%0.538%
7/24/2023 Schrum Private Wealth Management LLC4,500$207K0.2%N/A0.113%
7/24/2023 Trilogy Capital Inc.12,471$592K0.0%N/A0.312%
7/17/2023 Bridge Advisory LLC11,036$509K0.2%+9.1%0.276%
7/13/2023 Whitaker Myers Wealth Managers LTD.41,886$1.93M1.3%+4.5%1.047%
7/12/2023 Maltin Wealth Management Inc.5,283$244K0.0%N/A0.132%
5/12/2023 Masso Torrence Wealth Management Inc.90,028$3.93M3.1%-11.9%2.138%
5/11/2023Commonwealth Equity Services LLC260,932$11.39M0.0%-8.2%6.198%
5/10/2023 Private Advisor Group LLC7,198$314K0.0%N/A0.171%
5/10/2023LPL Financial LLC382,191$16.68M0.0%-10.2%9.078%
5/9/2023Vestmark Advisory Solutions Inc.7,959$347K0.0%+3.7%0.189%
5/8/2023 Brown Advisory Inc.13,846$604K0.0%-10.4%0.329%
5/8/2023 Sigma Planning Corp13,436$586K0.0%-33.3%0.319%
5/1/2023 Money Concepts Capital Corp67,455$666K0.0%+113.0%1.602%
4/21/2023 Whitaker Myers Wealth Managers LTD.40,098$1.75M1.4%-10.9%0.952%
4/14/2023 Raymond James Financial Services Advisors Inc.75,394$3.29M0.0%-69.9%1.611%
4/14/2023 Raymond James & Associates39,546$1.73M0.0%+12.9%0.845%
4/14/2023 Bridge Advisory LLC10,114$441K0.2%-19.5%0.216%
4/13/2023 USAdvisors Wealth Management LLC38,390$1.68M0.8%+15.0%0.820%
4/12/2023 Atlas Private Wealth Advisors10,563$461K0.2%-29.2%0.226%
2/15/2023 Atlas Private Wealth Advisors14,918$657K0.3%-1.5%0.319%
2/14/2023 Masso Torrence Wealth Management Inc.102,144$4.50M3.6%+2.0%2.183%
2/13/2023 Wealthcare Advisory Partners LLC8,588$378K0.0%-12.8%0.184%
2/13/2023Atria Wealth Solutions Inc.89,015$3.92M0.1%+35.5%1.902%
2/10/2023 USAdvisors Wealth Management LLC33,385$1.47M0.7%+18.2%0.713%
2/10/2023Advisor Group Holdings Inc.197,889$8.72M0.0%+0.5%4.228%
2/9/2023Citigroup Inc.30,478$1.34M0.0%-5.7%0.651%
2/8/2023 Raymond James Financial Services Advisors Inc.250,818$11.05M0.0%+276.8%5.359%
2/8/2023 Raymond James & Associates35,017$1.54M0.0%+112.3%0.748%
2/8/2023UBS Group AG2,931$129K0.0%+55.1%0.063%
2/8/2023 Cambridge Investment Research Advisors Inc.25,265$1.11M0.0%+104.2%0.540%
2/7/2023Commonwealth Equity Services LLC284,377$12.52M0.0%+121.0%6.076%
2/7/2023LPL Financial LLC425,770$18.75M0.0%+16.5%9.098%
2/7/2023LWM Advisory Services LLC4,648$205K0.2%N/A0.099%
2/7/2023Envestnet Asset Management Inc.6,621$292K0.0%+23.2%0.141%
2/6/2023Arete Wealth Advisors LLC24,829$1.09T0.1%N/A0.531%
2/6/2023 Aspire Wealth Management Corp1,863$82K0.1%+311.3%0.040%
2/3/2023Fiducient Advisors LLC24,550$1.08M0.3%N/A0.525%
1/26/2023 Archford Capital Strategies LLC25,611$1.13M0.3%-18.0%0.547%
1/25/2023 Avaii Wealth Management LLC8,774$386K0.3%+10.6%0.187%
1/24/2023 Sigma Planning Corp20,148$887K0.0%-1.2%0.426%
1/20/2023 MJP Associates Inc. ADV24,550$1.08M0.3%N/A0.519%
The 2024 Gold Rush: Unleashing Market Potential (Ad)

Welcome to the financial rollercoaster of 2024, where inflation is persistent, stock markets are overinflated and volatile, global conflicts are intensifying, and the national debt is reaching new heights.

Get your free information kit NOW, before it's too late.
1/20/2023Vestmark Advisory Solutions Inc.7,674$338K0.0%+18.0%0.162%
1/17/2023 Bridge Advisory LLC12,563$553K0.2%+43.8%0.266%
11/15/2022 USAdvisors Wealth Management LLC28,248$1.09M0.6%+13.5%0.600%
11/15/2022Commonwealth Equity Services LLC128,650$4.97M0.0%-0.6%2.731%
11/14/2022Equitable Holdings Inc.28,706$1.11M0.0%-13.3%0.609%
11/10/2022 Sigma Planning Corp20,403$789K0.0%-25.0%0.433%
11/10/2022Tower Research Capital LLC TRC26,653$1.03M0.0%+53.2%0.566%
11/8/2022 Vicus Capital26,593$1.03M0.1%+20.8%0.565%
11/3/2022Vestmark Advisory Solutions Inc.6,506$251K0.0%-11.7%0.138%
10/31/2022Camelot Portfolios LLC15,223$588K0.6%-39.9%0.333%
(Data available from 1/1/2016 forward)

XMVM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMVM shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Invesco S&P MidCap Value with Momentum ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($1.09T), Connectus Wealth LLC ($24.71M), LPL Financial LLC ($18.39M), Advisor Group Holdings Inc. ($8.72M), Osaic Holdings Inc. ($8.70M), Whitaker Myers Wealth Managers LTD. ($8.29M), and Commonwealth Equity Services LLC ($5.04M).Learn more on XMVM's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Value with Momentum ETF stock?

Of the 45 institutional investors that purchased Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Connectus Wealth LLC ($628.43K), Raymond James Financial Services Advisors Inc. ($245.92K), Commonwealth Equity Services LLC ($181.77K), International Assets Investment Management LLC ($124.21K), Whitaker Myers Wealth Managers LTD. ($112.51K), LPL Financial LLC ($79.30K), and Captrust Financial Advisors ($71.27K).

How much institutional buying is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have bought a total of 1,884,585 shares in the last 24 months. This purchase volume represents approximately $81.08M in transactions.

Which Invesco S&P MidCap Value with Momentum ETF major shareholders have been selling company stock?

Of the 24 institutional investors that sold Invesco S&P MidCap Value with Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Money Concepts Capital Corp ($500.13K), Commonwealth Equity Services LLC ($213.90K), Raymond James Financial Services Advisors Inc. ($178.09K), LPL Financial LLC ($110.77K), Masso Torrence Wealth Management Inc. ($39.66K), Atria Wealth Solutions Inc. ($35.84K), and Sigma Planning Corp ($22.74K).

How much institutional selling is happening at Invesco S&P MidCap Value with Momentum ETF?

Institutional investors have sold a total of 1,203,932 shares in the last 24 months. This volume of shares sold represents approximately $51.25M in transactions.


Related Companies:
This page (NYSEARCA:XMVM) was last updated on 5/9/2024 by MarketBeat.com Staff

From Our Partners
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
This 1 Biotech Stock has been shocking the markets
Huge Alerts
Did You Get Your Free Bitcoin Yet?
Crypto Swap Profits
Urgent Nvidia Warning
Altimetry
348 million Americans lives to END as we know it?
The Oxford Club
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Dems have chosen Biden replacement?
Paradigm Press
Global crypto currency reset (41 major banks signed up)
Stansberry Research