We are live on ! Find out more
XMVM icon

Invesco S&P MidCap Value with Momentum ETF
XMVM

36 hedge funds and large institutions have $62.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

101% more capital invested

Capital invested by funds: $31.2M → $62.7M (+$31.5M)

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

29% more funds holding

Funds holding: 28 → 36 (+8)

6.18% more ownership

Funds ownership: 55.33% → 61.51% (+6.2%)

Holders
36
Holders Change
+8
Holders Change %
+28.57%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
9
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$8.58M
2
LPL Financial
LPL Financial
California
+$7.27M
3
MCC
Money Concepts Capital
Florida
+$2M
4
RJA
Raymond James & Associates
Florida
+$1.48M
5
Wells Fargo
Wells Fargo
California
+$937K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$364K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$363K
3
Citigroup
Citigroup
New York
-$228K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$172K
5
Bank of America
Bank of America
North Carolina
-$81.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$157K – – –
GWM
27
Geneos Wealth Management
Colorado
$89K – – –
NFG
28
Next Financial Group
Texas
$88K – – –
SPIA
29
Steward Partners Investment Advisory
New York
$59.8K – – –
BCMIO
30
Beacon Capital Management Inc (Ohio)
Ohio
$42K -$2.75K -67 -7%
HI
31
Harbour Investments
Wisconsin
$41K +$38K +927 New
HIA
32
Harbor Investment Advisory
Maryland
$37K – – –
CFGS
33
Concourse Financial Group Securities
Alabama
$22K – – –
APWA
34
Atlas Private Wealth Advisors
New Jersey
$14K +$12.8K +311 New
VBCG
35
Valley Brook Capital Group
Pennsylvania
$12K +$41 +1 +0.4%
IF
36
Ironwood Financial
Arizona
$8K +$7.39K +180 New
AWA
37
Arete Wealth Advisors
Illinois
– -$364K -10,171 Closed
UBS Group
38
UBS Group
Switzerland
– -$68K -1,861 Closed
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
– -$5K -147 Closed
1
2

XMVM Hedge Fund Activity: Q1 2021 in Review

36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2021, worth a combined $62.7M — up 101% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XMVM positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.58M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $364K sold.

  • 36 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2021, up from 28 in Q4 2020.
  • Funds reported $62.7M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2021, up 101% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2021 was Ameriprise, an estimated $8.58M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2021 was Arete Wealth Advisors, an estimated $364K sold.

Based on aggregated 13F filings for Q1 2021.