§ EQUITY
USDXMVM
INVESCO S&P MIDCAP VALUE WIT
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 68.62HIGH 69.03LOW 68.51
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
61 increased/new, 23 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| LPL Financial LLC | 612K | 0.0% | +9% |
| Bank of America Corp | 566K | 0.0% | +1% |
| Avior Wealth Management, LLC | 526K | 1.0% | +4% |
| Foundations Investment Advisors, LLC | 282K | 0.2% | n/a |
| RAYMOND JAMES FINANCIAL INC | 239K | 0.0% | +61% |
| Whitaker-Myers Wealth Managers, LTD. | 217K | 2.8% | +2% |
◇ AC INTELLIGENCE
Top institutional owners for XMVM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER70.6% · 84 holders
DEALER / BANK21.1% · 7 holders
QUALITY / COMPOUNDER4.5% · 2 holders
INCOME / DEFENSIVE3.7% · 1 holder
TACTICAL / MACRO0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for XMVM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention XMVM yet.