Invesco S&P MidCap Value with Momentum ETF
XMVM
26 hedge funds and large institutions have $12.3M invested in Invesco S&P MidCap Value with Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 7 closing their positions.
3% more capital invested
Capital invested by funds: $12M → $12.3M (+$333K)
2.69% less ownership
Funds ownership: 26.38% → 23.7% (-2.7%)
10% less funds holding
Funds holding: 29 → 26 (-3)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$590K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$259K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$206K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$32.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.31M |
| 2 |
Goldman Sachs
New York
|
-$691K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$143K |
| 4 |
Morgan Stanley
New York
|
-$101K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$38K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Jane Street
New York
| – | -$1.31M | -47,587 | Closed |
|
|
27
Goldman Sachs
New York
| – | -$691K | -25,095 | Closed |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| – | -$38K | -1,383 | Closed |
|
|
KCM
29
Karp Capital Management
Sausalito,
California
| – | -$15K | -546 | Closed |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$11K | -412 | Closed |
|
31
BlackRock
New York
| – | -$6K | -210 | Closed |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| – | -$2K | -68 | Closed |
|
XMVM Hedge Fund Activity: Q1 2019 in Review
26 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2019, worth a combined $12.3M — up 2.8% from $12M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of XMVM and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 6 added.
The largest buyer was Stifel Financial, opening a new position worth an estimated $590K. The largest seller was Jane Street, exiting entirely with an estimated $1.31M sold.
- 26 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2019, down from 29 in Q4 2018.
- Funds reported $12.3M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2019, up 2.8% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2019 and 7 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2019 was Stifel Financial, an estimated $590K added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2019 was Jane Street, an estimated $1.31M sold.
Based on aggregated 13F filings for Q1 2019.