Invesco S&P MidCap Value with Momentum ETF(XMVM)

$75.81—Stale · unknown old

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Invesco S&P MidCap Value with Momentum ETF(XMVM)

NYSE • Last print unknown ago

$75.81—Stale · unknown old

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XMVM(XMVM)

XMVM

Overview Fair Value Stream Notebook Intel Chart History Fundamentals TTM Earnings Analysts News Financials Insiders Institl.DCF Peers

Institutional Ownership

Top 129 Institutional Holders

Holder	Shares	Date	Change	% Held
BANK OF AMERICA CORP /DE/	630.52K	Jun 30, 26	+64.33K	9.90%
LPL Financial LLC	624.82K	Jun 30, 26	+13.22K	9.81%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	409.74K	Jun 30, 26	-115.97K	6.43%
Foundations Investment Advisors, LLC	286.58K	Jun 30, 26	+4.39K	4.50%
RAYMOND JAMES FINANCIAL INC	282.19K	Jun 30, 26	+42.96K	4.43%
AMERIPRISE FINANCIAL INC	268.12K	Jun 30, 26	+74.57K	4.21%
Whitaker-Myers Wealth Managers, LTD.	230.97K	Jun 30, 26	+14.18K	3.63%
MORGAN STANLEY	229.29K	Jun 30, 26	+42.23K	3.60%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	177.88K	Jun 30, 26	+16.52K	2.79%
Cetera Investment Advisers	92.25K	Jun 30, 26	+19.56K	1.45%
ROYAL BANK OF CANADA	75.67K	Jun 30, 26	-534	1.19%
ADVISOR GROUP HOLDINGS, INC.	67.66K	Jun 30, 26	+4.48K	1.06%
INDEPENDENT FINANCIAL GROUP, LLC	64.21K	Jun 30, 26	-9.41K	1.01%
Equitable Holdings, Inc.	59.21K	Jun 30, 26	+11.91K	0.93%
JONES FINANCIAL COMPANIES LLLP	55.91K	Jun 30, 26	+18.22K	0.88%
CAPTRUST FINANCIAL ADVISORS	53.66K	Jun 30, 26	-2.80K	0.84%
CITIGROUP INC	49.58K	Jun 30, 26	+6.04K	0.78%
THRIVENT FINANCIAL FOR LUTHERANS	46.12K	Jun 30, 26	+417	0.72%
WELLS FARGO & COMPANY/MN	45.79K	Jun 30, 26	+687	0.72%
WESCAP Management Group, Inc.	39.90K	Jun 30, 26	+15.11K	0.63%
Sovran Advisors, LLC	39.81K	Jun 30, 26	+27.15K	0.63%
Cambridge Investment Research Advisors, Inc.	35.79K	Jun 30, 26	-1.50K	0.56%
Everest Financial Group LLC	35.07K	Jun 30, 26	-182	0.55%
MONEY CONCEPTS CAPITAL CORP	30.25K	Jun 30, 26	-793	0.47%
COMMONWEALTH EQUITY SERVICES, LLC	28.03K	Jun 30, 26	-42.20K	0.44%
Ausdal Financial Partners, Inc.	27.70K	Jun 30, 26	+10.64K	0.43%
ROMAN BUTLER FULLERTON & CO	24.82K	Jun 30, 26	+11	0.39%
ENVESTNET ASSET MANAGEMENT INC	23.72K	Jun 30, 26	+397	0.37%
Sanctuary Advisors, LLC	23.61K	Jun 30, 26	--	0.37%
USAdvisors Wealth Management, LLC	22.54K	Jun 30, 26	+16.76K	0.35%
MML INVESTORS SERVICES, LLC	19.66K	Jun 30, 26	+6.39K	0.31%
CITADEL ADVISORS LLC	18.49K	Jun 30, 26	+10.62K	0.29%
Breakwater Capital Group	17.83K	Jun 30, 26	-156	0.28%
Solutions 4 Wealth, Ltd	17.42K	Jun 30, 26	+3.26K	0.27%
THOROUGHBRED FINANCIAL SERVICES, LLC	13.99K	Jun 30, 26	-365	0.22%
Betterment LLC	13.06K	Jun 30, 26	+2.51K	0.21%
NATIXIS ADVISORS, L.P.	13.00K	Jun 30, 26	+13.00K	0.20%
LexAurum Advisors, LLC	12.50K	Jun 30, 26	+2.91K	0.20%
Wealth Enhancement Trust Services, Inc.	11.91K	Jun 30, 26	+11.91K	0.19%
TWO SIGMA INVESTMENTS, LP	10.30K	Jun 30, 26	+10.30K	0.16%
Institute for Wealth Management, LLC.	9.38K	Jun 30, 26	+2	0.15%
National Wealth Management Group, LLC	9.33K	Jun 30, 26	-184	0.15%
Armbruster Capital Management, Inc.	8.75K	Jun 30, 26	--	0.14%
J.M. Arbour, LLC	8.68K	Jun 30, 26	-94	0.14%
Key Client Fiduciary Advisors, LLC	8.62K	Jun 30, 26	+1.86K	0.14%
Waverly Advisors, LLC	8.14K	Jun 30, 26	-217	0.13%
Cornerstone Wealth Management, LLC	7.17K	Jun 30, 26	+150	0.11%
GUIDANCE CAPITAL, INC	6.85K	Jun 30, 26	-2.09K	0.11%
PACIFIC SUN FINANCIAL CORP	6.68K	Jun 30, 26	+160	0.10%
Sigma Planning Corp	6.61K	Jun 30, 26	-69	0.10%
Keating Financial Advisory Services, Inc.	6.44K	Jun 30, 26	+308	0.10%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	6.28K	Jun 30, 26	+765	0.10%
Comprehensive Financial Planning, Inc./PA	5.92K	Jun 30, 26	+27	0.09%
PRINCIPAL SECURITIES, INC.	5.86K	Jun 30, 26	-568	0.09%
Independent Advisor Alliance	5.72K	Jun 30, 26	--	0.09%
MONECO Advisors, LLC	5.54K	Jun 30, 26	+5.54K	0.09%
Janney Montgomery Scott LLC	5.27K	Jun 30, 26	+488	0.08%
Schrum Private Wealth Management LLC	4.50K	Jun 30, 26	+4.50K	0.07%
STIFEL FINANCIAL CORP	4.16K	Jun 30, 26	-4.10K	0.07%
UBS Group AG	3.90K	Jun 30, 26	+3.90K	0.06%
CreativeOne Wealth, LLC	3.77K	Jun 30, 26	-128	0.06%
Ullmann Wealth Partners Group, LLC	3.65K	Jun 30, 26	--	0.06%
BENJAMIN EDWARDS INC	3.51K	Jun 30, 26	--	0.06%
Golden State Wealth Management, LLC	3.36K	Jun 30, 26	-801	0.05%
BESSEMER GROUP INC	3.34K	Jun 30, 26	--	0.05%
JANE STREET GROUP, LLC	3.33K	Jun 30, 26	+3.33K	0.05%
Westover Capital Advisors, LLC	3.27K	Jun 30, 26	-63	0.05%
Provident Living Financial Services, Inc.	3.24K	Jun 30, 26	+3.24K	0.05%
RFG Advisory, LLC	3.23K	Jun 30, 26	-34	0.05%
Private Advisor Group, LLC	3.18K	Jun 30, 26	+3.18K	0.05%
SILVER OAK SECURITIES, INCORPORATED	3.08K	Jun 30, 26	+3.08K	0.05%
US BANCORP \DE\	3.01K	Jun 30, 26	+379	0.05%
Kestra Advisory Services, LLC	2.97K	Jun 30, 26	-178	0.05%
SHP Wealth Management	2.94K	Jun 30, 26	+289	0.05%
Ameritas Advisory Services, LLC	2.93K	Jun 30, 26	+2.93K	0.05%
True Wealth Design, LLC	1.67K	Jun 30, 26	--	0.03%
FMR LLC	1.63K	Jun 30, 26	+40	0.03%
AE Wealth Management LLC	1.60K	Jun 30, 26	+1.60K	0.03%
Steward Partners Investment Advisory, LLC	1.34K	Jun 30, 26	--	0.02%
IFP Advisors, Inc	1.21K	Jun 30, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	1.19K	Jun 30, 26	+1	0.02%
AdvisorNet Financial, Inc	1.12K	Jun 30, 26	-547	0.02%
Geneos Wealth Management Inc.	1.11K	Jun 30, 26	+1	0.02%
MERCER GLOBAL ADVISORS INC /ADV	1.00K	Jun 30, 26	+1.00K	0.02%
JPMORGAN CHASE & CO	875	Jun 30, 26	+875	0.01%
HARBOR INVESTMENT ADVISORY, LLC	825	Jun 30, 26	--	0.01%
IFG Advisory, LLC	747	Jun 30, 26	+747	0.01%
Integrated Wealth Concepts LLC	738	Jun 30, 26	+738	0.01%
ORG Wealth Partners, LLC	498	Jun 30, 26	--	0.01%
HARBOUR INVESTMENTS, INC.	388	Jun 30, 26	-140	0.01%
Beacon Capital Management, Inc.	382	Jun 30, 26	--	0.01%
HANTZ FINANCIAL SERVICES, INC.	337	Jun 30, 26	--	0.01%
NewEdge Advisors, LLC	316	Jun 30, 26	--	0.00%
Tanglewood Legacy Advisors, LLC	295	Jun 30, 26	--	0.00%
Catherine Avery Investment Management LLC	217	Jun 30, 26	+217	0.00%
Russell Investments Group, Ltd.	124	Jun 30, 26	+124	0.00%
VANGUARD ADVISERS INC	83	Jun 30, 26	--	0.00%
GeoWealth Management, LLC	66	Jun 30, 26	+11	0.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	65	Jun 30, 26	--	0.00%
Allworth Financial LP	50	Jun 30, 26	--	0.00%
Central Pacific Bank - Trust Division	25	Jun 30, 26	--	0.00%
Founders Financial Alliance, LLC	1	Jun 30, 26	--	0.00%
Mariner, LLC	--	Jun 30, 26	-19.50K	--
MAI Capital Management	--	Jun 30, 26	-296	--
AVAII WEALTH MANAGEMENT, LLC	--	Jun 30, 26	-5.05K	--
Western Wealth Management, LLC	--	Jun 30, 26	-573	--
Tactive Advisors, LLC	--	Jun 30, 26	-31.63K	--
Sound Income Strategies, LLC	--	Jun 30, 26	-86	--
Advisory Services Network, LLC	--	Jun 30, 26	-2.10K	--
SILVERLAKE WEALTH MANAGEMENT LLC	--	Jun 30, 26	-4.00K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Jun 30, 26	-8.02K	--
Nova Wealth Management, Inc.	--	Jun 30, 26	-306	--
Anfield Capital Management, LLC	117.15K	Mar 31, 26	+117.15K	1.84%
Sunbelt Securities, Inc.	101	Mar 31, 26	--	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.23K	--
Financial Advocates Investment Management	--	Sep 30, 25	-4.73K	--
Atria Wealth Solutions, Inc.	21.32K	Jun 30, 25	+1.57K	0.33%
Raymond James Financial Services Advisors, Inc.	222.79K	Sep 30, 24	+124.47K	3.50%
RAYMOND JAMES & ASSOCIATES	34.25K	Sep 30, 24	+4.57K	0.54%
9258 Wealth Management, LLC	4.75K	Sep 30, 24	+562	0.07%
Aspire Wealth Management Corp	1.89K	Sep 30, 24	+17	0.03%
BENJAMIN F. EDWARDS & COMPANY, INC.	3.51K	Jun 30, 24	--	0.06%
Cetera Advisor Networks LLC	27.11K	Mar 31, 24	+1	0.43%
American Portfolios Advisors	3.94K	Sep 30, 22	+3.94K	0.06%
Crescent Capital Consulting, LLC	27.27K	Dec 31, 21	-14.20K	0.43%
NEXT Financial Group, Inc	--	Dec 31, 21	-1.97K	--
Cardan Capital Partners, LLC	16.84K	Sep 30, 21	-27.51K	0.26%
Advisor Group, Inc.	34.49K	Dec 31, 19	+2.77K	0.54%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.10K	Dec 31, 19	-264	0.02%

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Holder

Date

Change

% Held

BANK OF AMERICA CORP /DE/

630.52K

Jun 30, 26

+64.33K

9.90%

LPL Financial LLC

624.82K

Jun 30, 26

+13.22K

9.81%

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

409.74K

Jun 30, 26

-115.97K

6.43%

Foundations Investment Advisors, LLC

286.58K

Jun 30, 26

+4.39K

4.50%

RAYMOND JAMES FINANCIAL INC

282.19K

Jun 30, 26

+42.96K

4.43%

AMERIPRISE FINANCIAL INC

268.12K

Jun 30, 26

+74.57K

4.21%

Whitaker-Myers Wealth Managers, LTD.

230.97K

Jun 30, 26

+14.18K

3.63%

MORGAN STANLEY

229.29K

Jun 30, 26

+42.23K

3.60%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

177.88K

Jun 30, 26

+16.52K

2.79%

Cetera Investment Advisers

92.25K

Jun 30, 26

+19.56K

1.45%

ROYAL BANK OF CANADA

75.67K

Jun 30, 26

-534

1.19%

ADVISOR GROUP HOLDINGS, INC.

67.66K

Jun 30, 26

+4.48K

1.06%

INDEPENDENT FINANCIAL GROUP, LLC

64.21K

Jun 30, 26

-9.41K

1.01%

Equitable Holdings, Inc.

59.21K

Jun 30, 26

+11.91K

0.93%

JONES FINANCIAL COMPANIES LLLP

55.91K

Jun 30, 26

+18.22K

0.88%

CAPTRUST FINANCIAL ADVISORS

53.66K

Jun 30, 26

-2.80K

0.84%

CITIGROUP INC

49.58K

Jun 30, 26

+6.04K

0.78%

THRIVENT FINANCIAL FOR LUTHERANS

46.12K

Jun 30, 26

+417

0.72%

WELLS FARGO & COMPANY/MN

45.79K

Jun 30, 26

+687

0.72%

WESCAP Management Group, Inc.

39.90K

Jun 30, 26

+15.11K

0.63%

Sovran Advisors, LLC

39.81K

Jun 30, 26

+27.15K

0.63%

Cambridge Investment Research Advisors, Inc.

35.79K

Jun 30, 26

-1.50K

0.56%

Everest Financial Group LLC

35.07K

Jun 30, 26

-182

0.55%

MONEY CONCEPTS CAPITAL CORP

30.25K

Jun 30, 26

-793

0.47%

COMMONWEALTH EQUITY SERVICES, LLC

28.03K

Jun 30, 26

-42.20K

0.44%

Ausdal Financial Partners, Inc.

27.70K

Jun 30, 26

+10.64K

0.43%

ROMAN BUTLER FULLERTON & CO

24.82K

Jun 30, 26

+11

0.39%

ENVESTNET ASSET MANAGEMENT INC

23.72K

Jun 30, 26

+397

0.37%

Sanctuary Advisors, LLC

23.61K

Jun 30, 26

0.37%

USAdvisors Wealth Management, LLC

22.54K

Jun 30, 26

+16.76K

0.35%

MML INVESTORS SERVICES, LLC

19.66K

Jun 30, 26

+6.39K

0.31%

CITADEL ADVISORS LLC

18.49K

Jun 30, 26

+10.62K

0.29%

Breakwater Capital Group

17.83K

Jun 30, 26

-156

0.28%

Solutions 4 Wealth, Ltd

17.42K

Jun 30, 26

+3.26K

0.27%

THOROUGHBRED FINANCIAL SERVICES, LLC

13.99K

Jun 30, 26

-365

0.22%

Betterment LLC

13.06K

Jun 30, 26

+2.51K

0.21%

NATIXIS ADVISORS, L.P.

13.00K

Jun 30, 26

+13.00K

0.20%

LexAurum Advisors, LLC

12.50K

Jun 30, 26

+2.91K

0.20%

Wealth Enhancement Trust Services, Inc.

11.91K

Jun 30, 26

+11.91K

0.19%

TWO SIGMA INVESTMENTS, LP

10.30K

Jun 30, 26

+10.30K

0.16%

Institute for Wealth Management, LLC.

9.38K

Jun 30, 26

0.15%

National Wealth Management Group, LLC

9.33K

Jun 30, 26

-184

0.15%

Armbruster Capital Management, Inc.

8.75K

Jun 30, 26

0.14%

J.M. Arbour, LLC

8.68K

Jun 30, 26

-94

0.14%

Key Client Fiduciary Advisors, LLC

8.62K

Jun 30, 26

+1.86K

0.14%

Waverly Advisors, LLC

8.14K

Jun 30, 26

-217

0.13%

Cornerstone Wealth Management, LLC

7.17K

Jun 30, 26

+150

0.11%

GUIDANCE CAPITAL, INC

6.85K

Jun 30, 26

-2.09K

0.11%

PACIFIC SUN FINANCIAL CORP

6.68K

Jun 30, 26

+160

0.10%

Sigma Planning Corp

6.61K

Jun 30, 26

-69

0.10%

Keating Financial Advisory Services, Inc.

6.44K

Jun 30, 26

+308

0.10%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

6.28K

Jun 30, 26

+765

0.10%

Comprehensive Financial Planning, Inc./PA

5.92K

Jun 30, 26

+27

0.09%

PRINCIPAL SECURITIES, INC.

5.86K

Jun 30, 26

-568

0.09%

Independent Advisor Alliance

5.72K

Jun 30, 26

0.09%

MONECO Advisors, LLC

5.54K

Jun 30, 26

+5.54K

0.09%

Janney Montgomery Scott LLC

5.27K

Jun 30, 26

+488

0.08%

Schrum Private Wealth Management LLC

4.50K

Jun 30, 26

+4.50K

0.07%

STIFEL FINANCIAL CORP

4.16K

Jun 30, 26

-4.10K

0.07%

UBS Group AG

3.90K

Jun 30, 26

+3.90K

0.06%

CreativeOne Wealth, LLC

3.77K

Jun 30, 26

-128

0.06%

Ullmann Wealth Partners Group, LLC

3.65K

Jun 30, 26

0.06%

BENJAMIN EDWARDS INC

3.51K

Jun 30, 26

0.06%

Golden State Wealth Management, LLC

3.36K

Jun 30, 26

-801

0.05%

BESSEMER GROUP INC

3.34K

Jun 30, 26

0.05%

JANE STREET GROUP, LLC

3.33K

Jun 30, 26

+3.33K

0.05%

Westover Capital Advisors, LLC

3.27K

Jun 30, 26

-63

0.05%

Provident Living Financial Services, Inc.

3.24K

Jun 30, 26

+3.24K

0.05%

RFG Advisory, LLC

3.23K

Jun 30, 26

-34

0.05%

Private Advisor Group, LLC

3.18K

Jun 30, 26

+3.18K

0.05%

SILVER OAK SECURITIES, INCORPORATED

3.08K

Jun 30, 26

+3.08K

0.05%

US BANCORP \DE\

3.01K

Jun 30, 26

+379

0.05%

Kestra Advisory Services, LLC

2.97K

Jun 30, 26

-178

0.05%

SHP Wealth Management

2.94K

Jun 30, 26

+289

0.05%

Ameritas Advisory Services, LLC

2.93K

Jun 30, 26

+2.93K

0.05%

True Wealth Design, LLC

1.67K

Jun 30, 26

0.03%

FMR LLC

1.63K

Jun 30, 26

+40

0.03%

AE Wealth Management LLC

1.60K

Jun 30, 26

+1.60K

0.03%

Steward Partners Investment Advisory, LLC

1.34K

Jun 30, 26

0.02%

IFP Advisors, Inc

1.21K

Jun 30, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

1.19K

Jun 30, 26

0.02%

AdvisorNet Financial, Inc

1.12K

Jun 30, 26

-547

0.02%

Geneos Wealth Management Inc.

1.11K

Jun 30, 26

0.02%

MERCER GLOBAL ADVISORS INC /ADV

1.00K

Jun 30, 26

+1.00K

0.02%

JPMORGAN CHASE & CO

875

Jun 30, 26

+875

0.01%

HARBOR INVESTMENT ADVISORY, LLC

825

Jun 30, 26

0.01%

IFG Advisory, LLC

747

Jun 30, 26

+747

0.01%

Integrated Wealth Concepts LLC

738

Jun 30, 26

+738

0.01%

ORG Wealth Partners, LLC

498

Jun 30, 26

0.01%

HARBOUR INVESTMENTS, INC.

388

Jun 30, 26

-140

0.01%

Beacon Capital Management, Inc.

382

Jun 30, 26

0.01%

HANTZ FINANCIAL SERVICES, INC.

337

Jun 30, 26

0.01%

NewEdge Advisors, LLC

316

Jun 30, 26

0.00%

Tanglewood Legacy Advisors, LLC

295

Jun 30, 26

0.00%

Catherine Avery Investment Management LLC

217

Jun 30, 26

+217

0.00%

Russell Investments Group, Ltd.

124

Jun 30, 26

+124

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

GeoWealth Management, LLC

Jun 30, 26

+11

0.00%

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

Jun 30, 26

0.00%

Allworth Financial LP

Jun 30, 26

0.00%

Central Pacific Bank - Trust Division

Jun 30, 26

0.00%

Founders Financial Alliance, LLC

Jun 30, 26

0.00%

Mariner, LLC

Jun 30, 26

-19.50K

MAI Capital Management

Jun 30, 26

-296

AVAII WEALTH MANAGEMENT, LLC

Jun 30, 26

-5.05K

Western Wealth Management, LLC

Jun 30, 26

-573

Tactive Advisors, LLC

Jun 30, 26

-31.63K

Sound Income Strategies, LLC

Jun 30, 26

-86

Advisory Services Network, LLC

Jun 30, 26

-2.10K

SILVERLAKE WEALTH MANAGEMENT LLC

Jun 30, 26

-4.00K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Jun 30, 26

-8.02K

Nova Wealth Management, Inc.

Jun 30, 26

-306

Anfield Capital Management, LLC

117.15K

Mar 31, 26

+117.15K

1.84%

Sunbelt Securities, Inc.

101

Mar 31, 26

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.23K

Financial Advocates Investment Management

Sep 30, 25

-4.73K

Atria Wealth Solutions, Inc.

21.32K

Jun 30, 25

+1.57K

0.33%

Raymond James Financial Services Advisors, Inc.

222.79K

Sep 30, 24

+124.47K

3.50%

RAYMOND JAMES & ASSOCIATES

34.25K

Sep 30, 24

+4.57K

0.54%

9258 Wealth Management, LLC

4.75K

Sep 30, 24

+562

0.07%

Aspire Wealth Management Corp

1.89K

Sep 30, 24

+17

0.03%

BENJAMIN F. EDWARDS & COMPANY, INC.

3.51K

Jun 30, 24

0.06%

Cetera Advisor Networks LLC

27.11K

Mar 31, 24

0.43%

American Portfolios Advisors

3.94K

Sep 30, 22

+3.94K

0.06%

Crescent Capital Consulting, LLC

27.27K

Dec 31, 21

-14.20K

0.43%

NEXT Financial Group, Inc

Dec 31, 21

-1.97K

Cardan Capital Partners, LLC

16.84K

Sep 30, 21

-27.51K

0.26%

Advisor Group, Inc.

34.49K

Dec 31, 19

+2.77K

0.54%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.10K

Dec 31, 19

-264

0.02%