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Invesco S&P MidCap Value with Momentum ETF
XMVM

59 hedge funds and large institutions have $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.57% less ownership

Funds ownership: 65.12% → 60.55% (-4.6%)

6% less funds holding

Funds holding: 63 → 59 (-4)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

91% less capital invested

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

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
20
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
+$1.64M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.07M
4
Osaic Holdings
Osaic Holdings
Arizona
+$425K
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$414K

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$1.09B
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$8.06M
3
LPL Financial
LPL Financial
California
-$2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.53M
5
VC
Vicus Capital
Pennsylvania
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
26
Brown Advisory
Maryland
$604K -$73.7K -1,604 -10%
SPC
27
Sigma Planning Corp
Michigan
$586K -$308K -6,712 -33%
ZIM
28
Zacks Investment Management
Illinois
$469K +$2.34K +51 +0.5%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$464K +$184K +4,009 +61%
APWA
30
Atlas Private Wealth Advisors
New Jersey
$461K -$200K -4,355 -29%
IFWM
31
Institute for Wealth Management
Colorado
$443K – – –
BA
32
Bridge Advisory
California
$441K -$112K -2,449 -19%
IA
33
IFG Advisory
Georgia
$439K -$8.17K -178 -2%
CWM
34
Cornerstone Wealth Management
Missouri
$402K +$423K +9,203 New
ACM
35
Armbruster Capital Management
New York
$382K – – –
AWM
36
Avaii Wealth Management
Wisconsin
$373K -$10.1K -219 -2%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$366K -$81.7K -1,780 -18%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$347K +$13.1K +285 +4%
MML Investors Services
39
MML Investors Services
Massachusetts
$333K +$20.4K +444 +6%
PAG
40
Private Advisor Group
New Jersey
$314K +$331K +7,198 New
SWM
41
Silverlake Wealth Management
Vermont
$256K – – –
UWPG
42
Ullmann Wealth Partners Group
Florida
$231K +$367 +8 +0.2%
ASN
43
Advisory Services Network
Georgia
$202K +$198K +4,308 +1,394%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$153K – – –
UBS Group
45
UBS Group
Switzerland
$87.3K -$42.8K -931 -32%
AWM
46
Aspire Wealth Management
Massachusetts
$81.6K +$321 +7 +0.4%
TWD
47
True Wealth Design
Ohio
$72.7K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$58.4K -$1.56K -34 -2%
HI
49
Harbour Investments
Wisconsin
$41.5K +$2.3K +50 +6%
HIA
50
Harbor Investment Advisory
Maryland
$36K – – –
1
2
3

XMVM Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2023, worth a combined $105M — down 91% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of XMVM and 4 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 20 added.

The largest buyer was Money Concepts Capital, adding an estimated $1.64M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.09B sold.

  • 59 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2023, down from 63 in Q4 2022.
  • Funds reported $105M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2023, down 91% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2023 and 8 closed out, a net change of -4 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $1.64M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2023.