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Invesco S&P MidCap Value with Momentum ETF
XMVM

46 hedge funds and large institutions have $152M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

143% more capital invested

Capital invested by funds: $62.7M → $152M (+$89.7M)

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

28% more funds holding

Funds holding: 36 → 46 (+10)

0.64% more ownership

Funds ownership: 61.51% → 62.15% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
46
Holders Change
+10
Holders Change %
+27.78%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
17
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$62.1M
2
PS
Portfolio Strategies
New York
+$19.4M
3
Morgan Stanley
Morgan Stanley
New York
+$6.45M
4
LPL Financial
LPL Financial
California
+$4.12M
5
CCC
Crescent Capital Consulting
Louisiana
+$3.63M

Top Sellers

Rank Fund Capital Flow
1
TAIM
TD Ameritrade Investment Management
Nebraska
-$171K
2
Citigroup
Citigroup
New York
-$95.6K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$72.2K
4
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$42K
5
Bank of America
Bank of America
North Carolina
-$29.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Camelot Portfolios
Ohio
$448K +$459K +9,878 New
SWM
27
Spire Wealth Management
Virginia
$408K – – –
ACM
28
Armbruster Capital Management
New York
$397K – – –
GVAG
29
Great Valley Advisor Group
Delaware
$390K +$400K +8,599 New
FFA
30
Founders Financial Alliance
North Carolina
$380K +$46 +1 +0%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$341K +$350K +7,523 New
IWC
32
Integrated Wealth Concepts
Massachusetts
$282K +$289K +6,218 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$257K +$263K +5,664 New
UWPG
34
Ullmann Wealth Partners Group
Florida
$244K – – –
PAG
35
Private Advisor Group
New Jersey
$230K +$236K +5,083 New
LB
36
Leo Brokerage
Texas
$222K +$227K +4,888 New
BFEC
37
Benjamin F. Edwards & Company
Missouri
$159K – – –
NFG
38
Next Financial Group
Texas
$89K – – –
GWM
39
Geneos Wealth Management
Colorado
$87K – – –
APWA
40
Atlas Private Wealth Advisors
New Jersey
$87K +$74.9K +1,611 +518%
SPIA
41
Steward Partners Investment Advisory
New York
$61K – – –
HI
42
Harbour Investments
Wisconsin
$37K -$4.65K -100 -11%
HIA
43
Harbor Investment Advisory
Maryland
$37K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$22K – – –
IF
45
Ironwood Financial
Arizona
$14K +$5.58K +120 +67%
JCM
46
Jacobi Capital Management
Pennsylvania
$7K +$6.97K +150 New
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
– -$42K -948 Closed
VBCG
48
Valley Brook Capital Group
Pennsylvania
– -$12K -275 Closed
1
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XMVM Hedge Fund Activity: Q2 2021 in Review

46 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2021, worth a combined $152M — up 143% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XMVM positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 7 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $62.1M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $171K.

  • 46 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2021, up from 36 in Q1 2021.
  • Funds reported $152M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2021, up 143% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2021 and 2 closed out, a net change of +11 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $62.1M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2021 was TD Ameritrade Investment Management, an estimated $171K sold.

Based on aggregated 13F filings for Q2 2021.