INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF

$XMVM
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Institutional coverage

87 13F filers hold $XMVM.

13F holders
87
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

3 holders · Q1 2026

$XMVM is held by 3 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.01%, with an average of 0.00% of portfolio. Largest holder: Principal Securities, Inc. at 0.01%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Principal Securities, Inc.
0.01% held
α +21.3pts
02
RFG Advisory, LLC
0.00% held
α +16.2pts
03
Citigroup Inc.
0.00% held
α +26.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 87 · Source: 13F-HR
01
Taconic Capital Advisors LP
0.01% of portfolio
611,601 sh
02
USAdvisors Wealth Management, LLC
0.23% of portfolio
532,376 sh
03
Verity Asset Management, Inc.
0.97% of portfolio
525,711 sh
04
Avior Wealth Management, LLC
1.02% of portfolio
507,916 sh
05
Loomis Sayles & Co. L P
—
388,108 sh
06
Banyan Capital Management, Inc.
—
373,666 sh
07
Blue Edge Capital, LLC
2.13% of portfolio
234,296 sh
08
Ergawealth Advisors, Inc.
2.81% of portfolio
216,781 sh
09
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
188,072 sh
10
1834 Investment Advisors Co.
0.01% of portfolio
161,365 sh
See all 87 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $XMVM in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $XMVM in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 12:48 UTC.