QVMM Institutional Ownership & Shareholders
INVESCO S&P MIDCAP 400 QVM M (QVMM) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of QVMM tracked by InsiderSet, reporting ownership valued at approximately $2.53M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.43M, representing an estimated loss of -3.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed QVMM value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Private Advisor Group, Llc, Fragasso Financial Advisors Inc, and several other long-term asset managers with concentrated positions in INVESCO S&P MIDCAP 400 QVM M (QVMM).
This page ranks the largest institutional QVMM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$7.19M
Largest Holder
Raymond James Financial Inc
Largest Position
$2.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 70,135 | $2,527,280 | $2,428,845 | -$98,435 | -3.89% | |
| Private Advisor Group, Llc | 0.01% | 52,025 | $1,874,702 | $1,801,678 | -$73,024 | -3.90% | |
| Fragasso Financial Advisors Inc | 0.04% | 20,671 | $705,238 | $715,857 | +$10,619 | +1.51% | |
| Jpmorgan Chase & Co | 0.00% | 15,266 | $544,757 | $528,677 | -$16,080 | -2.95% | |
| Municipal Employees' Retirement System Of Michigan | 4.73% | 11,882,576 | $428,183 | $411,505,489 | +$411,077,306 | +96005.05% | |
| Lpl Financial Llc | 0.00% | 8,799 | $317,068 | $304,718 | -$12,350 | -3.90% | |
| Empirical Asset Management, Llc | 0.07% | 8,712 | $313,935 | $301,705 | -$12,230 | -3.90% | |
| Kestra Advisory Services, Llc | 0.00% | 6,344 | $228,613 | $219,699 | -$8,914 | -3.90% | |
| Bank Of America Corp | 0.00% | 6,308 | $227,302 | $218,452 | -$8,850 | -3.89% | |
| Aptus Capital Advisors, Llc | 0.00% | 734 | $26,449 | $25,419 | -$1,030 | -3.89% | |
| Osaic Holdings, Inc. | 0.00% | 26 | $936 | $900 | -$36 | -3.80% | |
| Morgan Stanley | 0.00% | 1 | $36 | $35 | -$1 | -3.80% |
Frequently asked questions about QVMM
Who are the largest institutional holders of QVMM?
The largest institutional holders of QVMM reported in the latest SEC Form 13F filings include Raymond James Financial Inc, Private Advisor Group, Llc, Fragasso Financial Advisors Inc, Jpmorgan Chase & Co, and Municipal Employees' Retirement System Of Michigan. InsiderSet ranks institutional holders by their latest reported QVMM position.
What is QVMM institutional ownership?
This page tracks QVMM positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P MIDCAP 400 QVM M (QVMM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QVMM?
InsiderSet currently tracks 12 institutional managers reporting QVMM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QVMM shareholders.
How much QVMM stock do institutions own?
Institutional investment managers disclosed approximately $7.19M in QVMM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QVMM institutional ownership last updated?
The latest QVMM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QVMM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QVMM position after the reporting date.
Are institutions buying or selling QVMM?
Institutional buying and selling can be analyzed by comparing QVMM positions across consecutive 13F reporting periods. InsiderSet's QVMM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QVMM ownership changes.
How has QVMM institutional ownership changed over time?
InsiderSet tracks QVMM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.