INVESCO S&P MIDCAP VALUE WIT (XMVM) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP VALUE WIT (XMVM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Bank Of America Corp, Raymond James Financial Inc, Morgan Stanley, and Cetera Investment Advisers.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+10,620+134.9%18,493$1.31MQ2 2026Sep 02, 2026
Equitable Holdings, Inc.Buy+11,912+25.2%59,209$4.20MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+268,115268,115$19.01MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+64,330+11.4%630,521$44.72MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+42,959+18.0%282,185$20.01MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+18,222+48.4%55,906$4.00MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+13,00013,000$921.00KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+10,638+62.4%27,699$1.96MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+10,30010,300$730.48KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+4,484+7.1%67,662$4.80MQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+4,386+1.6%286,584$20.32MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+3,3313,331$236.24KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,9262,926$207.53KQ2 2026Aug 14, 2026
Betterment LlcBuy+2,506+23.7%13,060$926.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+747747$52.98KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+687+1.5%45,787$3.25MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-534-0.7%75,667$5.37MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+417+0.9%46,118$3.27MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-217-2.6%8,136$577.00KQ2 2026Aug 14, 2026
J.M. Arbour, LlcSell-94-1.1%8,682$615.73KQ2 2026Aug 14, 2026
Morgan StanleyBuy+42,231+22.6%229,287$16.26MQ2 2026Aug 13, 2026
Ubs Group AgBuy+3,9003,900$276.59KQ2 2026Aug 13, 2026
Captrust Financial AdvisorsSell-2,802-5.0%53,660$3.81MQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+382382$27.09KQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-128-3.3%3,771$267.44KQ2 2026Aug 13, 2026
Fmr LlcBuy+40+2.5%1,634$115.87KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+19,556+26.9%92,254$6.54MQ2 2026Aug 12, 2026
Stifel Financial CorpSell-4,100-49.6%4,164$295.34KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+875875$62.46KQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+379+14.4%3,010$213.53KQ2 2026Aug 12, 2026
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Frequently asked questions about XMVM activity

  • Which institutional owners are buying XMVM?

    Institutional owners buying XMVM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XMVM activity?

    "Buy" means an investor increased their reported position in XMVM compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP VALUE WIT (XMVM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XMVM increasing?

    Institutional interest in XMVM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.