Invesco S&P MidCap Value with Momentum ETF
XMVM
24 hedge funds and large institutions have $11.6M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 24 → 24 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.26% less ownership
Funds ownership: 27.59% → 27.33% (-0.26%)
5% less capital invested
Capital invested by funds: $12.3M → $11.6M (-$632K)
60% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$241K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$55.2K |
| 4 |
Citigroup
New York
|
+$37.3K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$665K |
| 3 |
Morgan Stanley
New York
|
-$373K |
| 4 |
TIA
Tiemann Investment Advisors
Menlo Park,
California
|
-$260K |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$78.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAG
26
Private Advisor Group
Morristown,
New Jersey
| – | -$7K | -257 | Closed |
|
27
William Blair & Company
Chicago,
Illinois
| – | -$1K | -22 | Closed |
|
XMVM Hedge Fund Activity: Q3 2020 in Review
24 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2020, worth a combined $11.6M — down 5.2% from $12.3M a quarter earlier.
Fund positioning in XMVM was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.04M. The largest seller was Susquehanna International Group, cutting an estimated $1.17M.
- 24 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $11.6M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2020, down 5.2% quarter-over-quarter.
- 3 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2020 was Royal Bank of Canada, an estimated $1.04M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2020 was Susquehanna International Group, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2020.