Invesco S&P MidCap Value with Momentum ETF
XMVM
24 hedge funds and large institutions have $12.3M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 12 reducing their positions, and 8 closing their positions.
3% more capital invested
Capital invested by funds: $11.9M → $12.3M (+$387K)
0.7% less ownership
Funds ownership: 28.3% → 27.59% (-0.7%)
17% less funds holding
Funds holding: 29 → 24 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
75% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.21M |
| 2 |
ACM
Armbruster Capital Management
Pittsford,
New York
|
+$223K |
| 3 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
+$209K |
| 4 |
LPL Financial
San Diego,
California
|
+$77.9K |
| 5 |
Citigroup
New York
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$980K |
| 3 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$259K |
| 4 |
Jane Street
New York
|
-$223K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$69.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| – | -$41K | -1,823 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$39K | -1,734 | Closed |
|
|
CAN
28
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$33K | -1,465 | Closed |
|
|
PCIA
29
Prime Capital Investment Advisors
Overland Park,
Kansas
| – | -$16K | -724 | Closed |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$9K | -412 | Closed |
|
|
WCG
31
Weaver Consulting Group
Huntington Beach,
California
| – | -$5K | -214 | Closed |
|
XMVM Hedge Fund Activity: Q2 2020 in Review
24 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2020, worth a combined $12.3M — up 3.3% from $11.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XMVM and 3 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 3 added.
The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was Citadel Advisors, cutting an estimated $1.6M.
- 24 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2020, down from 29 in Q1 2020.
- Funds reported $12.3M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2020, up 3.3% quarter-over-quarter.
- 3 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2020 and 8 closed out, a net change of -5 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2020 was Susquehanna International Group, an estimated $1.21M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2020 was Citadel Advisors, an estimated $1.6M sold.
Based on aggregated 13F filings for Q2 2020.