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Invesco S&P MidCap Value with Momentum ETF
XMVM

56 hedge funds and large institutions have $118M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

61% more capital invested

Capital invested by funds: $73.7M → $118M (+$44.7M)

14.74% more ownership

Funds ownership: 43.14% → 57.87% (+15%)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

10% more funds holding

Funds holding: 51 → 56 (+5)

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
18
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$6.76M
2
ASN
Advisory Services Network
Georgia
+$1.89M
3
CP
Camelot Portfolios
Ohio
+$1.26M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.22M
5
LPL Financial
LPL Financial
California
+$1.19M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.41M
2
TRCT
Tower Research Capital (TRC)
New York
-$789K
3
FTUS
Flow Traders U.S.
New York
-$777K
4
CCC
Crescent Capital Consulting
Louisiana
-$676K
5
Citadel Advisors
Citadel Advisors
Florida
-$596K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$558K +$62.3K +1,310 +13%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$552K +$312K +6,545 +138%
IWC
28
Integrated Wealth Concepts
Massachusetts
$501K +$142K +2,975 +41%
IFWM
29
Institute for Wealth Management
Colorado
$499K – – –
CWM
30
Cornerstone Wealth Management
Missouri
$478K +$463K +9,726 New
ACM
31
Armbruster Capital Management
New York
$427K – – –
FFA
32
Founders Financial Alliance
North Carolina
$389K +$48 +1 +0%
AWM
33
Avaii Wealth Management
Wisconsin
$377K +$367K +7,713 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$372K +$3.71K +78 +1%
FTUS
35
Flow Traders U.S.
New York
$358K -$777K -16,333 -69%
WIA
36
World Investment Advisors
California
$317K -$281K -5,912 -48%
SWM
37
Silverlake Wealth Management
Vermont
$287K +$279K +5,870 New
FPGK
38
Financial Partners Group (Kansas)
Kansas
$279K – – –
UWPG
39
Ullmann Wealth Partners Group
Florida
$257K – – –
PAG
40
Private Advisor Group
New Jersey
$236K +$809 +17 +0.4%
SWM
41
Spire Wealth Management
Virginia
$220K -$214K -4,500 -50%
FA
42
Fermata Advisors
California
$220K -$37.2K -781 -15%
SPWM
43
Schrum Private Wealth Management
Florida
$220K +$214K +4,500 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$172K -$190 -4 -0.1%
GWM
45
Geneos Wealth Management
Colorado
$93K – – –
NFG
46
Next Financial Group
Texas
$91K -$4.95K -104 -5%
SPIA
47
Steward Partners Investment Advisory
New York
$65K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$46K -$238 -5 -0.5%
HIA
49
Harbor Investment Advisory
Maryland
$40K – – –
HI
50
Harbour Investments
Wisconsin
$40K – – –
1
2
3

XMVM Hedge Fund Activity: Q4 2021 in Review

56 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2021, worth a combined $118M — up 61% from $73.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new XMVM positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Ameriprise, adding an estimated $6.76M. The largest seller was Royal Bank of Canada, cutting an estimated $2.41M.

  • 56 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2021, up from 51 in Q3 2021.
  • Funds reported $118M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2021, up 61% quarter-over-quarter.
  • 12 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2021 was Ameriprise, an estimated $6.76M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2021.