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XMVM — INVESCO EXCHANGE TRADED FD T

Reported value held$70.24M
Funds holding (latest)9
Sector—
Funds holding (Q2 2026)9
Institutional value$70.24M · 990.38K sh
New / Add / Cut / Exit3 / 6 / 0 / 0
Top-5 / Top-10 concentration98.3% / 100.0%
Institutional holdings change Accumulating +16.3% (+139.03K sh)
Institutional value change Up +26.7%

As of Q2 2026, 9 SEC-registered investment managers reported holding XMVM (INVESCO EXCHANGE TRADED FD T) in their latest 13F filings, with a combined reported value of $70.24M across 990.38K shares. That is +16.3% by share count (+139.03K shares) versus the previous quarter, while reported value moved +26.7%. Ownership is concentrated: the five largest holders account for 98.3% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 3 opened new positions, 6 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 9 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 630.52K $44.72M 0.00% Add
Morgan Stanley history 229.29K $16.26M 0.00% Add
Citigroup Inc history 49.58K $3.52M 0.00% Add
Wells Fargo & Co history 45.79K $3.25M 0.00% Add
Citadel Advisors history 18.49K $1.31M 0.00% Add
Two Sigma Investments history 10.30K $730.48K 0.00% New
UBS Group AG history 3.90K $276.59K 0.00% New
Fidelity Management & Research (FMR) history 1.63K $115.87K 0.00% Add
JPMorgan Chase & Co history 875 $62.46K 0.00% New

Q1 2026 — 6 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 566.19K $36.87M 0.00% Add
Morgan Stanley history 187.06K $12.18M 0.00% Add
Wells Fargo & Co history 45.10K $2.94M 0.00% Add
Citigroup Inc history 43.54K $2.84M 0.00% Add
Citadel Advisors history 7.87K $512.69K 0.00% New
Fidelity Management & Research (FMR) history 1.59K $103.78K 0.00% Add

Q4 2025 — 7 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 559.97K $35.93M 0.00% Add
Morgan Stanley history 177.80K $11.41M 0.00% Reduce
Citigroup Inc history 39.18K $2.51M 0.00% Reduce
Wells Fargo & Co history 25.98K $1.67M 0.00% Add
Two Sigma Investments history 5.70K $365.71K 0.00% New
Fidelity Management & Research (FMR) history 634 $40.66K 0.00% Add
JPMorgan Chase & Co history 53 $3.40K 0.00% New

Q3 2025 — 6 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 261.02K $16.09M 0.00% Hold
Morgan Stanley history 207.99K $12.82M 0.00% Reduce
Citigroup Inc history 39.82K $2.45M 0.00% Hold
Wells Fargo & Co history 23.98K $1.48M 0.00% Reduce
UBS Group AG history 864 $53.25K 0.00% Reduce
Fidelity Management & Research (FMR) history 628 $38.73K 0.00% Hold

Q2 2025 — 8 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 259.83K $14.45M 0.00% Reduce
Morgan Stanley history 229.02K $12.74M 0.00% Reduce
Morgan Stanley history 229.02K $12.74M 0.00% Reduce
Citigroup Inc history 40.02K $2.23M 0.00% Reduce
Wells Fargo & Co history 29.42K $1.64M 0.00% Reduce
UBS Group AG history 2.04K $113.75K 0.00% Reduce
Fidelity Management & Research (FMR) history 628 $34.95K 0.00% Hold
Fidelity Management & Research (FMR) history 628 $34.95K 0.00% Hold

Q1 2025 — 10 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 274.04K $14.45M 0.00% Add
Morgan Stanley history 238.18K $12.56M 0.00% Hold
Morgan Stanley history 238.18K $12.56M 0.00% Hold
Citigroup Inc history 41.21K $2.17M 0.00% Add
Wells Fargo & Co history 30.20K $1.59M 0.00% Reduce
UBS Group AG history 14.79K $779.82K 0.00% Add
Citadel Advisors history 9.69K $511.14K 0.00% New
Citadel Advisors history 9.69K $511.14K 0.00% New
Fidelity Management & Research (FMR) history 629 $33.20K 0.00% Hold
Fidelity Management & Research (FMR) history 629 $33.20K 0.00% Hold

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Bank of America Corp 630.52K 566.19K 559.97K 261.02K 259.83K 274.04K 267.44K 257.33K 208.59K 202.38K 203.11K 242.16K 217.81K 86.75K 89.23K 98.16K 94.56K 99.07K 21.87K 12.54K
Morgan Stanley 229.29K 187.06K 177.80K 207.99K 229.02K 238.18K 237.26K 222.16K 224.50K 227.54K 234.73K 235.89K 231.96K 233.21K 247.24K 268.84K 339.38K 323.53K 122.87K 120.63K
Citigroup Inc 49.58K 43.54K 39.18K 39.82K 40.02K 41.21K 38.06K 37.64K 37.53K 34.51K 32.06K 29.38K 28.89K 26.31K 30.48K 32.31K 33.02K 35.42K 35.59K 38.23K
Wells Fargo & Co 45.79K 45.10K 25.98K 23.98K 29.42K 30.20K 37.38K 38.30K 43.10K 49.94K 34.13K 40.17K 38.83K 89.44K 86.09K 65.04K 83.24K 83.94K 68.11K 54.49K
Citadel Advisors 18.49K 7.87K — — — 9.69K — — 18.22K — — — — 30.27K 7.02K 13.52K 9.13K — — 13.35K
Two Sigma Investments 10.30K — 5.70K — — — — 4.90K — — — — — — — — — — — —
UBS Group AG 3.90K — — 864 2.04K 14.79K 5.66K 5.04K — — 1.28K — 2.52K 2.00K 2.93K 1.89K 157 — 399 215
Fidelity Management & Research (FMR) 1.63K 1.59K 634 628 628 629 628 539 537 669 156 2 875 — — 1 7 32 106 —
JPMorgan Chase & Co 875 — 53 — — — — — — — — — — — — — 59 — — —

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