XMVM

Invesco S&p Midcap Value Wit

+$49.8M

Net Activity

Institutions Holding

94

Popularity Rank

#4577

Avg Weight

0.13%

Total Value

$279.9M

Ownership Trend

94 institutions currently hold XMVM, with 63 net buyers and 20 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

20

Net Buying Institutions

63

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$39.8M
BO
Bank Of America CORP /de/
$36.9M
AW
Avior Wealth Management, LLC
$34.2M
FI
Foundations Investment Advisors, LLC
$18.4M
RJ
Raymond James Financial INC
$15.6M

Top 5 by Conviction

WW
Whitaker-Myers Wealth Managers, LTD.
2.81%
AC
Anfield Capital Management, LLC
2.10%
S4
Solutions 4 Wealth, Ltd
1.39%
AW
Avior Wealth Management, LLC
0.97%
TA
Tactive Advisors, LLC
0.58%
View all 94 holding institutions

Quarterly Activity

Recent Activity

+$258.3M

Total Buy Value

$31.7M

Total Sell Value

New buy19
Trim14
Add44
Sold out6

63

Net Buyers

20

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INVESCO S&P MIDCAP VALUE WIT (XMVM)?
Major stakeholders currently include LPL Financial LLC ($39.8M), Bank Of America CORP /de/ ($36.9M), Avior Wealth Management, LLC ($34.2M). Based on the latest 13F filings, there are a total of 94 tracked investment funds and institutions maintaining positions in XMVM.
What is the overall institutional sentiment toward XMVM recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $49.8M, driven by 63 managers accumulating shares while 20 reduced their exposure.
Which institutions have been selling or reducing their XMVM positions?
In the latest period, 14 funds trimmed their holdings, and 6 managers completely exited their positions. The aggregate reported sell value was $31.7M.
Are there any notable investors adding XMVM to their portfolios?
Yes, buying activity remains notable. 19 institutions opened new positions in {ticker}, and 44 existing holders added to their shares. The total reported buy value for the quarter amounted to $258.3M.

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