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Invesco S&P MidCap Value with Momentum ETF
XMVM

63 hedge funds and large institutions have $1.23B invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,071% more capital invested

Capital invested by funds: $105M → $1.23B (+$1.12B)

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

13% more funds holding

Funds holding: 56 → 63 (+7)

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

5.13% more ownership

Funds ownership: 59.98% → 65.12% (+5.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
63
Holders Change
+7
Holders Change %
+12.5%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
22
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.84M
3
LPL Financial
LPL Financial
California
+$2.65M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$1.45M
5
WIA
World Investment Advisors
California
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$7.65M
2
PWA
PCG Wealth Advisors
Kansas
-$1.27M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.03M
5
Morgan Stanley
Morgan Stanley
New York
-$949K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$1.02M -$239K -5,436 -19%
CAN
27
Cetera Advisor Networks
California
$913K -$21.5K -490 -2%
SPC
28
Sigma Planning Corp
Michigan
$887K -$11.2K -255 -1%
Stifel Financial
29
Stifel Financial
Missouri
$744K -$8.92K -203 -1%
Brown Advisory
30
Brown Advisory
Maryland
$680K – – –
APWA
31
Atlas Private Wealth Advisors
New Jersey
$657K -$10.1K -230 -2%
BA
32
Bridge Advisory
California
$553K +$168K +3,826 +44%
ZIM
33
Zacks Investment Management
Illinois
$471K +$470K +10,700 New
IA
34
IFG Advisory
Georgia
$451K -$747 -17 -0.2%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$448K -$89.9K -2,045 -17%
IFWM
36
Institute for Wealth Management
Colorado
$447K – – –
AWM
37
Avaii Wealth Management
Wisconsin
$386K +$37.1K +844 +11%
ACM
38
Armbruster Capital Management
New York
$385K – – –
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$378K -$55.4K -1,260 -13%
VAS
40
Vestmark Advisory Solutions
Massachusetts
$338K +$51.3K +1,168 +18%
MML Investors Services
41
MML Investors Services
Massachusetts
$317K +$40.7K +927 +15%
Citadel Advisors
42
Citadel Advisors
Florida
$309K -$286K -6,503 -48%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$295K -$1.11M -25,364 -79%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$292K +$54.7K +1,245 +23%
SWM
45
Silverlake Wealth Management
Vermont
$259K – – –
UWPG
46
Ullmann Wealth Partners Group
Florida
$232K +$264 +6 +0.1%
LAS
47
LWM Advisory Services
Florida
$205K +$204K +4,648 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$154K -$352 -8 -0.2%
UBS Group
49
UBS Group
Switzerland
$129K +$45.7K +1,041 +55%
AWM
50
Aspire Wealth Management
Massachusetts
$82.1K +$62K +1,410 +311%
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XMVM Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2022, worth a combined $1.23B — up 1,071% from $105M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XMVM positions and 6 closed out — a net gain of 9 holders — while 22 added to existing stakes and 20 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.1M. The largest seller was Ameriprise, cutting an estimated $7.65M.

  • 63 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2022, up from 56 in Q3 2022.
  • Funds reported $1.23B of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2022, up 1,071% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.1M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2022 was Ameriprise, an estimated $7.65M sold.

Based on aggregated 13F filings for Q4 2022.