INVESCO S&P MIDCAP 400 QVM M (QVMM) Institutional Ownership Changes & 13F Activity
INVESCO S&P MIDCAP 400 QVM M (QVMM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Raymond James Financial Inc, Empirical Asset Management, Llc, Kestra Advisory Services, Llc, Jpmorgan Chase & Co, and Private Advisor Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | Sell | -44 | -0.7% | 6,381 | $202.23K | Q1 2026 | May 18, 2026 |
| Raymond James Financial Inc | Buy | +105,835 | +531.1% | 125,762 | $3.99M | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, Llc | Sell | -1,149 | -11.1% | 9,198 | $291.54K | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, Llc | Sell | -1,058 | -10.0% | 9,481 | $300.50K | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, Llc | Buy | +671 | +1.3% | 52,811 | $1.67M | Q1 2026 | Apr 27, 2026 |
| Fragasso Financial Advisors Inc | Sell | -175 | -0.8% | 20,586 | $661.57K | Q1 2026 | Apr 07, 2026 |
| Jpmorgan Chase & Co | Sell | -726 | -100.0% | 0 | $0.00 | Q1 2026 | Feb 11, 2026 |
| Ubs Group Ag | Sell | -12 | -100.0% | 0 | $0.00 | Q1 2026 | Jan 29, 2026 |
Frequently asked questions about QVMM activity
Which institutional owners are buying QVMM?
Institutional owners buying QVMM 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 QVMM activity?
"Buy" means an investor increased their reported position in QVMM compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP 400 QVM M (QVMM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QVMM increasing?
Institutional interest in QVMM 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.