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Invesco S&P MidCap Value with Momentum ETF
XMVM

28 hedge funds and large institutions have $13.3M invested in Invesco S&P MidCap Value with Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $12.3M → $13.3M (+$994K)

8% more funds holding

Funds holding: 26 → 28 (+2)

2.44% more ownership

Funds ownership: 23.7% → 26.14% (+2.4%)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
6
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$787K
2
Citadel Advisors
Citadel Advisors
Florida
+$584K
3
TIA
Tiemann Investment Advisors
California
+$409K
4
NFG
Next Financial Group
Texas
+$44.3K
5
SPIA
Steward Partners Investment Advisory
New York
+$42.7K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$610K
2
Bank of America
Bank of America
North Carolina
-$239K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$232K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$213K
5
Citigroup
Citigroup
New York
-$62.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
William Blair & Company
27
William Blair & Company
Illinois
$1K – – –
Stifel Financial
28
Stifel Financial
Missouri
– -$610K -19,359 Closed
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
– -$213K -6,770 Closed
1
2

XMVM Hedge Fund Activity: Q2 2019 in Review

28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2019, worth a combined $13.3M — up 8.1% from $12.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XMVM positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $787K. The largest seller was Stifel Financial, exiting entirely with an estimated $610K sold.

  • 28 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2019, up from 26 in Q1 2019.
  • Funds reported $13.3M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2019, up 8.1% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2019 and 2 closed out, a net change of +2 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $787K added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2019 was Stifel Financial, an estimated $610K sold.

Based on aggregated 13F filings for Q2 2019.