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Invesco S&P MidCap Value with Momentum ETF
XMVM

60 hedge funds and large institutions have $104M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 59 → 60 (+1)

1% less capital invested

Capital invested by funds: $105M → $104M (-$990K)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2.91% less ownership

Funds ownership: 60.55% → 57.64% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
18
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.65M
2
LPL Financial
LPL Financial
California
+$709K
3
TC
Trilogy Capital
California
+$537K
4
FTUS
Flow Traders U.S.
New York
+$239K
5
SPWM
Schrum Private Wealth Management
Florida
+$194K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.43M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.65M
3
Wells Fargo
Wells Fargo
California
-$2.18M
4
UWM
USAdvisors Wealth Management
Minnesota
-$1.68M
5
MCC
Money Concepts Capital
Florida
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$535K +$171K +3,967 +52%
BA
27
Bridge Advisory
California
$509K +$39.7K +922 +9%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$506K +$14.9K +347 +3%
ZIM
29
Zacks Investment Management
Illinois
$498K +$2.28K +53 +0.5%
IFWM
30
Institute for Wealth Management
Colorado
$468K – – –
SPC
31
Sigma Planning Corp
Michigan
$462K -$147K -3,422 -25%
AWM
32
Avaii Wealth Management
Wisconsin
$440K +$42.2K +979 +11%
CWM
33
Cornerstone Wealth Management
Missouri
$424K +$129 +3 +0%
ACM
34
Armbruster Capital Management
New York
$403K – – –
VAS
35
Vestmark Advisory Solutions
Massachusetts
$340K -$25.1K -583 -7%
PAG
36
Private Advisor Group
New Jersey
$315K -$15.8K -366 -5%
TAIM
37
TD Ameritrade Investment Management
Nebraska
$305K -$76.3K -1,772 -21%
SWM
38
Silverlake Wealth Management
Vermont
$271K – – –
FTUS
39
Flow Traders U.S.
New York
$256K +$239K +5,551 New
UWPG
40
Ullmann Wealth Partners Group
Florida
$244K – – –
ASN
41
Advisory Services Network
Georgia
$213K – – –
SPWM
42
Schrum Private Wealth Management
Florida
$207K +$194K +4,500 New
FAIM
43
Financial Advocates Investment Management
Washington
$202K +$188K +4,374 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$162K – – –
UBS Group
45
UBS Group
Switzerland
$116K +$22.5K +522 +26%
AWM
46
Aspire Wealth Management
Massachusetts
$86.6K +$302 +7 +0.4%
TWD
47
True Wealth Design
Ohio
$76.8K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$61.7K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$40.3K +$37.7K +875 New
HI
50
Harbour Investments
Wisconsin
$39.3K -$4.31K -100 -11%
1
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3

XMVM Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2023, worth a combined $104M — down 0.94% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMVM positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $5.65M. The largest seller was Ameriprise, cutting an estimated $9.43M.

  • 60 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $104M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2023, down 0.94% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2023 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $5.65M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2023 was Ameriprise, an estimated $9.43M sold.

Based on aggregated 13F filings for Q2 2023.