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Invesco S&P MidCap Value with Momentum ETF
XMVM

29 hedge funds and large institutions have $12M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

32% more funds holding

Funds holding: 22 → 29 (+7)

12% more capital invested

Capital invested by funds: $10.7M → $12M (+$1.33M)

3.66% more ownership

Funds ownership: 22.73% → 26.38% (+3.7%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$1.42M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$979K
3
Goldman Sachs
Goldman Sachs
New York
+$750K
4
Bank of America
Bank of America
North Carolina
+$512K
5
IFWM
Institute for Wealth Management
Colorado
+$339K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$964K
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$216K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$86.6K
4
LPL Financial
LPL Financial
California
-$57.7K
5
SPIA
Steward Partners Investment Advisory
New York
-$42K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
26
BlackRock
New York
$6K – – –
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3.44K +115 New
IA
28
IFP Advisors
Florida
$2K +$2.03K +68 New
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
– -$216K -6,907 Closed
SPIA
30
Steward Partners Investment Advisory
New York
– -$42K -1,339 Closed
1
2

XMVM Hedge Fund Activity: Q4 2018 in Review

29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2018, worth a combined $12M — up 12% from $10.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new XMVM positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $1.42M. The largest seller was Wells Fargo, cutting an estimated $964K.

  • 29 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2018, up from 22 in Q3 2018.
  • Funds reported $12M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2018, up 12% quarter-over-quarter.
  • 9 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2018 and 2 closed out, a net change of +7 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2018 was Jane Street, an estimated $1.42M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2018 was Wells Fargo, an estimated $964K sold.

Based on aggregated 13F filings for Q4 2018.