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Invesco S&P MidCap Value with Momentum ETF
XMVM

57 hedge funds and large institutions have $106M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $104M → $106M (+$1.33M)

0.21% less ownership

Funds ownership: 57.64% → 57.43% (-0.21%)

5% less funds holding

Funds holding: 60 → 57 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$3.4M
2
Bank of America
Bank of America
North Carolina
+$1.15M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$635K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$489K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$308K

Top Sellers

Rank Fund Capital Flow
1
ACS
Archford Capital Strategies
Illinois
-$1.22M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$856K
3
AWS
Atria Wealth Solutions
New York
-$361K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$340K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$540K +$8.34K +177 +2%
APWA
27
Atlas Private Wealth Advisors
New Jersey
$512K -$160K -3,404 -23%
BA
28
Bridge Advisory
California
$505K -$989 -21 -0.2%
ZIM
29
Zacks Investment Management
Illinois
$497K +$1.98K +42 +0.4%
IFWM
30
Institute for Wealth Management
Colorado
$465K – – –
SPC
31
Sigma Planning Corp
Michigan
$456K -$2.97K -63 -0.6%
AWM
32
Avaii Wealth Management
Wisconsin
$436K -$1.08K -23 -0.2%
CWM
33
Cornerstone Wealth Management
Missouri
$422K +$94 +2 +0%
ACM
34
Armbruster Capital Management
New York
$401K – – –
PAG
35
Private Advisor Group
New Jersey
$315K +$1.88K +40 +0.6%
SWM
36
Silverlake Wealth Management
Vermont
$269K – – –
UWPG
37
Ullmann Wealth Partners Group
Florida
$242K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$209K +$8.86K +188 +4%
SPWM
39
Schrum Private Wealth Management
Florida
$206K – – –
ASN
40
Advisory Services Network
Georgia
$202K -$9.8K -208 -5%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$161K – – –
AWM
42
Aspire Wealth Management
Massachusetts
$86.1K +$47 +1 +0.1%
TWD
43
True Wealth Design
Ohio
$76.3K – – –
SPIA
44
Steward Partners Investment Advisory
New York
$61.4K – – –
HI
45
Harbour Investments
Wisconsin
$39.1K – – –
HIA
46
Harbor Investment Advisory
Maryland
$37.8K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$32K -$94 -2 -0.3%
NS
48
NBC Securities
Alabama
$25K +$26.5K +563 New
OP
49
ORG Partners
Indiana
$22.8K – – –
NA
50
NewEdge Advisors
Louisiana
$17.2K – – –
1
2
3

XMVM Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2023, worth a combined $106M — up 1.3% from $104M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XMVM and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Whitaker-Myers Wealth Managers, adding an estimated $3.4M. The largest seller was Archford Capital Strategies, exiting entirely with an estimated $1.22M sold.

  • 57 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2023, down from 60 in Q2 2023.
  • Funds reported $106M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2023 was Whitaker-Myers Wealth Managers, an estimated $3.4M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2023 was Archford Capital Strategies, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2023.