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Invesco S&P MidCap Value with Momentum ETF
XMVM

66 hedge funds and large institutions have $183M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

54% more capital invested

Capital invested by funds: $118M → $183M (+$64.1M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

18% more funds holding

Funds holding: 56 → 66 (+10)

8% more ownership

Funds ownership: 57.87% → 65.87% (+8%)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.04%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
19
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.4M
2
Morgan Stanley
Morgan Stanley
New York
+$9.63M
3
Ameriprise
Ameriprise
Minnesota
+$5.4M
4
Bank of America
Bank of America
North Carolina
+$3.7M
5
MCC
Money Concepts Capital
Florida
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
FFA
Founders Financial Alliance
North Carolina
-$382K
2
FTUS
Flow Traders U.S.
New York
-$358K
3
PWA
PCG Wealth Advisors
Kansas
-$304K
4
ASN
Advisory Services Network
Georgia
-$265K
5
CP
Camelot Portfolios
Ohio
-$169K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$820K -$5.28K -110 -0.6%
PWA
27
PCG Wealth Advisors
Kansas
$793K -$304K -6,340 -28%
Brown Advisory
28
Brown Advisory
Maryland
$749K – – –
APWA
29
Atlas Private Wealth Advisors
New Jersey
$746K +$201K +4,182 +37%
CAN
30
Cetera Advisor Networks
California
$621K +$70.5K +1,470 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$564K +$196K +4,091 +54%
Jane Street
32
Jane Street
New York
$538K +$535K +11,155 New
CWM
33
Cornerstone Wealth Management
Missouri
$531K +$62.3K +1,299 +13%
BCM
34
Barometer Capital Management
Ontario, Canada
$530K +$528K +11,000 New
IWC
35
Integrated Wealth Concepts
Massachusetts
$491K -$3.36K -70 -0.7%
IFWM
36
Institute for Wealth Management
Colorado
$489K -$2.98K -62 -0.6%
ACM
37
Armbruster Capital Management
New York
$422K – – –
AWM
38
Avaii Wealth Management
Wisconsin
$384K +$12.1K +253 +3%
IA
39
IFG Advisory
Georgia
$361K +$360K +7,506 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$321K +$320K +6,661 New
FPGK
41
Financial Partners Group (Kansas)
Kansas
$288K – – –
SWM
42
Silverlake Wealth Management
Vermont
$283K – – –
MML Investors Services
43
MML Investors Services
Massachusetts
$273K +$271K +5,658 New
WIA
44
World Investment Advisors
California
$259K -$55.6K -1,159 -18%
UWPG
45
Ullmann Wealth Partners Group
Florida
$254K – – –
PAG
46
Private Advisor Group
New Jersey
$225K -$7.25K -151 -3%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$220K +$219K +4,570 New
TRCT
48
Tower Research Capital (TRC)
New York
$219K +$218K +4,538 New
SWM
49
Spire Wealth Management
Virginia
$217K – – –
FA
50
Fermata Advisors
California
$203K -$13.1K -274 -6%
1
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3

XMVM Hedge Fund Activity: Q1 2022 in Review

66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2022, worth a combined $183M — up 54% from $118M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new XMVM positions and 3 closed out — a net gain of 13 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $29.4M. The largest seller was Founders Financial Alliance, cutting an estimated $382K.

  • 66 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2022, up from 56 in Q4 2021.
  • Funds reported $183M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2022, up 54% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2022 and 3 closed out, a net change of +13 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $29.4M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2022 was Founders Financial Alliance, an estimated $382K sold.

Based on aggregated 13F filings for Q1 2022.