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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +10,620 | +134.9% | 18,493 | $1.31M | Q2 2026 | Sep 02, 2026 |
| Equitable Holdings, Inc. | Buy | +11,912 | +25.2% | 59,209 | $4.20M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +268,115 | — | 268,115 | $19.01M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +64,330 | +11.4% | 630,521 | $44.72M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +42,959 | +18.0% | 282,185 | $20.01M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +18,222 | +48.4% | 55,906 | $4.00M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +13,000 | — | 13,000 | $921.00K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +10,638 | +62.4% | 27,699 | $1.96M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +10,300 | — | 10,300 | $730.48K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +4,484 | +7.1% | 67,662 | $4.80M | Q2 2026 | Aug 14, 2026 |
| Foundations Investment Advisors, Llc | Buy | +4,386 | +1.6% | 286,584 | $20.32M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +3,331 | — | 3,331 | $236.24K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,926 | — | 2,926 | $207.53K | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +2,506 | +23.7% | 13,060 | $926.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +747 | — | 747 | $52.98K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +687 | +1.5% | 45,787 | $3.25M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -534 | -0.7% | 75,667 | $5.37M | Q2 2026 | Aug 14, 2026 |
| Thrivent Financial For Lutherans | Buy | +417 | +0.9% | 46,118 | $3.27M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -217 | -2.6% | 8,136 | $577.00K | Q2 2026 | Aug 14, 2026 |
| J.M. Arbour, Llc | Sell | -94 | -1.1% | 8,682 | $615.73K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +42,231 | +22.6% | 229,287 | $16.26M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +3,900 | — | 3,900 | $276.59K | Q2 2026 | Aug 13, 2026 |
| Captrust Financial Advisors | Sell | -2,802 | -5.0% | 53,660 | $3.81M | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | Buy | +382 | — | 382 | $27.09K | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -128 | -3.3% | 3,771 | $267.44K | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +40 | +2.5% | 1,634 | $115.87K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +19,556 | +26.9% | 92,254 | $6.54M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -4,100 | -49.6% | 4,164 | $295.34K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +875 | — | 875 | $62.46K | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +379 | +14.4% | 3,010 | $213.53K | Q2 2026 | Aug 12, 2026 |
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.