XMVM Institutional Ownership
Invesco S&P MidCap Value with Momentum ETF
1W: +0.1%
1M: -4.5%
3M: +0.2%
YTD: +10.5%
1Y: +15.8%
3Y: +62.9%
5Y: +68.7%
$71.57
+0.77 (+1.09%)
Weekly Expected Move ±1.8%
$69
$70
$72
$73
$74
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — XMVM
113
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
309M
Total Invested
18
New Positions
41
Increased
34
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (119 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 630,521 | 45M | +64,330 | +11.4% | 15Q | SEC ↗ |
| 2 | LPL Financial LLC | 624,819 | 45M | +13,218 | +2.2% | 33Q | SEC ↗ |
| 3 | Avior Wealth Management, LLC | 409,737 | 29M | -115,974 | -22.1% | 9Q | SEC ↗ |
| 4 | Foundations Investment Advisors, LLC | 286,584 | 21M | +4,386 | +1.6% | 2Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 282,185 | 20M | +42,959 | +18.0% | 7Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 268,115 | 19M | +74,571 | +38.5% | 16Q | SEC ↗ |
| 7 | Whitaker-Myers Wealth Managers, LTD. | 230,965 | 17M | +14,184 | +6.5% | 15Q | SEC ↗ |
| 8 | MORGAN STANLEY | 229,287 | 16M | +42,231 | +22.6% | 33Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 177,881 | 13M | +16,516 | +10.2% | 18Q | SEC ↗ |
| 10 | Anfield Capital Management, LLC NEW | 117,148 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 92,254 | 7M | +19,556 | +26.9% | 10Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 75,667 | 5M | -534 | -0.7% | 33Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 67,662 | 5M | +4,484 | +7.1% | 26Q | SEC ↗ |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | 64,207 | 5M | -9,415 | -12.8% | 11Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 59,209 | 4M | +11,912 | +25.2% | 22Q | SEC ↗ |
| 16 | JONES FINANCIAL COMPANIES LLLP | 55,906 | 4M | +18,222 | +48.4% | 9Q | SEC ↗ |
| 17 | CAPTRUST FINANCIAL ADVISORS | 53,660 | 4M | -2,802 | -5.0% | 18Q | SEC ↗ |
| 18 | CITIGROUP INC | 49,580 | 4M | +6,044 | +13.9% | 33Q | SEC ↗ |
| 19 | Thrivent Financial for Lutherans | 46,118 | 3M | +417 | +0.9% | 3Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 45,787 | 3M | +687 | +1.5% | 33Q | SEC ↗ |
| 21 | WESCAP Management Group, Inc. | 39,904 | 3M | +15,106 | +60.9% | 6Q | SEC ↗ |
| 22 | Sovran Advisors, LLC | 39,807 | 3M | +27,147 | +214.4% | 2Q | SEC ↗ |
| 23 | Cambridge Investment Research Advisors | 35,789 | 3M | -1,504 | -4.0% | 21Q | SEC ↗ |
| 24 | Everest Financial Group LLC | 35,072 | 3M | -182 | -0.5% | 3Q | SEC ↗ |
| 25 | MONEY CONCEPTS CAPITAL CORP | 30,247 | 2M | -793 | -2.6% | 19Q | SEC ↗ |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 28,031 | 2M | -42,199 | -60.1% | 23Q | SEC ↗ |
| 27 | Ausdal Financial Partners, Inc. | 27,699 | 2M | +10,638 | +62.4% | 7Q | SEC ↗ |
| 28 | ROMAN BUTLER FULLERTON & CO | 24,819 | 2M | +11 | +0.0% | 4Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 23,723 | 2M | +397 | +1.7% | 16Q | SEC ↗ |
| 30 | Sanctuary Advisors, LLC | 23,611 | 2M | — | +0.0% | 9Q | SEC ↗ |
| 31 | USAdvisors Wealth Management, LLC | 22,543 | 2M | +16,764 | +290.1% | 2Q | SEC ↗ |
| 32 | MML INVESTORS SERVICES, LLC | 19,661 | 1M | +6,388 | +48.1% | 18Q | SEC ↗ |
| 33 | CITADEL ADVISORS LLC | 18,493 | 1M | +10,620 | +134.9% | 2Q | SEC ↗ |
| 34 | Breakwater Capital Group | 17,827 | 1M | -156 | -0.9% | 11Q | SEC ↗ |
| 35 | Solutions 4 Wealth, Ltd | 17,419 | 1M | +3,260 | +23.0% | 3Q | SEC ↗ |
| 36 | THOROUGHBRED FINANCIAL SERVICES, LLC | 13,992 | 1M | -365 | -2.5% | 5Q | SEC ↗ |
| 37 | Betterment LLC | 13,060 | 935K | +2,506 | +23.7% | 3Q | SEC ↗ |
| 38 | NATIXIS ADVISORS, LLC NEW | 13,000 | 930K | — | +0.0% | 1Q | SEC ↗ |
| 39 | LexAurum Advisors, LLC | 12,497 | 894K | +2,913 | +30.4% | 2Q | SEC ↗ |
| 40 | Wealth Enhancement Trust Services, Inc NEW | 11,914 | 853K | — | +0.0% | 1Q | SEC ↗ |
| 41 | TWO SIGMA INVESTMENTS, LP NEW | 10,300 | 737K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Institute for Wealth Management, LLC. | 9,385 | 672K | +2 | +0.0% | 31Q | SEC ↗ |
| 43 | National Wealth Management Group, LLC | 9,332 | 668K | -184 | -1.9% | 2Q | SEC ↗ |
| 44 | Armbruster Capital Management, Inc. | 8,749 | 626K | — | +0.0% | 25Q | SEC ↗ |
| 45 | J.M. Arbour, LLC | 8,682 | 621K | -94 | -1.1% | 2Q | SEC ↗ |
| 46 | Key Client Fiduciary Advisors, LLC | 8,620 | 617K | +1,860 | +27.5% | 2Q | SEC ↗ |
| 47 | Waverly Advisors, LLC | 8,136 | 582K | -217 | -2.6% | 7Q | SEC ↗ |
| 48 | Cornerstone Wealth Management, LLC | 7,167 | 513K | +150 | +2.1% | 14Q | SEC ↗ |
| 49 | GUIDANCE CAPITAL, INC | 6,847 | 490K | -2,087 | -23.4% | 11Q | SEC ↗ |
| 50 | Pacific Sun Financial Corp | 6,683 | 478K | +160 | +2.5% | 3Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Anfield Capital Management, LLC | 117,148 | 8M |
| NATIXIS ADVISORS, LLC | 13,000 | 930K |
| Wealth Enhancement Trust Services, | 11,914 | 853K |
| TWO SIGMA INVESTMENTS, LP | 10,300 | 737K |
| MONECO ADVISORS, LLC | 5,537 | 396K |
| Schrum Private Wealth Management LL | 4,500 | 322K |
| UBS Group AG | 3,900 | 279K |
| JANE STREET GROUP, LLC | 3,331 | 238K |
| Provident Living Financial Services | 3,236 | 232K |
| Private Advisor Group, LLC | 3,180 | 228K |
| SILVER OAK SECURITIES, INCORPORATED | 3,075 | 220K |
| Ameritas Advisory Services, LLC | 2,926 | 209K |
| AE Wealth Management LLC | 1,599 | 114K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,000 | 72K |
| JPMORGAN CHASE & CO | 875 | 63K |
| IFG Advisory, LLC | 747 | 53K |
| Integrated Wealth Concepts LLC | 738 | 53K |
| Catherine Avery Investment Manageme | 217 | 16K |
| Russell Investments Group, Ltd. | 124 | 9K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tactive Advisors, LLC | 31,633 | 2M |
| Mariner, LLC | 19,500 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,018 | 574K |
| AVAII WEALTH MANAGEMENT, LLC | 5,048 | 361K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 4,000 | 286K |
| MOR Wealth Management, LLC | 3,513 | 251K |
| Advisory Services Network, LLC | 2,101 | 150K |
| Sarver Vrooman Wealth Advisors | 980 | 70K |
| PRIVATE TRUST CO NA | 694 | 50K |
| Western Wealth Management, LLC | 573 | 41K |
| Nova Wealth Management, Inc. | 306 | 22K |
| MAI Capital Management | 296 | 21K |
| Sound Income Strategies, LLC | 86 | 6K |
| FLAGSHIP HARBOR ADVISORS, LLC | 65 | 5K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Avior Wealth Management, LLC | -115,974 | -22.1% | 409,737 |
| COMMONWEALTH EQUITY SERVICES, LLC | -42,199 | -60.1% | 28,031 |
| INDEPENDENT FINANCIAL GROUP, LLC | -9,415 | -12.8% | 64,207 |
| STIFEL FINANCIAL CORP | -4,100 | -49.6% | 4,164 |
| CAPTRUST FINANCIAL ADVISORS | -2,802 | -5.0% | 53,660 |
| GUIDANCE CAPITAL, INC | -2,087 | -23.4% | 6,847 |
| Cambridge Investment Research Advis | -1,504 | -4.0% | 35,789 |
| Golden State Wealth Management, LLC | -801 | -19.2% | 3,361 |
| MONEY CONCEPTS CAPITAL CORP | -793 | -2.6% | 30,247 |
| PRINCIPAL SECURITIES, INC. | -568 | -8.8% | 5,858 |
| AdvisorNet Financial, Inc | -547 | -32.8% | 1,122 |
| ROYAL BANK OF CANADA | -534 | -0.7% | 75,667 |
| THOROUGHBRED FINANCIAL SERVICES, LL | -365 | -2.5% | 13,992 |
| Waverly Advisors, LLC | -217 | -2.6% | 8,136 |
| National Wealth Management Group, L | -184 | -1.9% | 9,332 |
| Everest Financial Group LLC | -182 | -0.5% | 35,072 |
| Kestra Advisory Services, LLC | -178 | -5.7% | 2,972 |
| Breakwater Capital Group | -156 | -0.9% | 17,827 |
| HARBOUR INVESTMENTS, INC. | -140 | -26.5% | 388 |
| CreativeOne Wealth, LLC | -128 | -3.3% | 3,771 |