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Invesco S&P MidCap Value with Momentum ETF
XMVM

58 hedge funds and large institutions have $123M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $106M → $123M (+$17.2M)

5.12% more ownership

Funds ownership: 57.43% → 62.55% (+5.1%)

2% more funds holding

Funds holding: 57 → 58 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
21
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$10.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$923K
3
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$881K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$843K
5
IFG
Independent Financial Group
California
+$647K

Top Sellers

Rank Fund Capital Flow
1
MTWM
Masso Torrence Wealth Management
New Jersey
-$2.95M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.96M
3
Bank of America
Bank of America
North Carolina
-$1.8M
4
Stifel Financial
Stifel Financial
Missouri
-$757K
5
AWS
Atria Wealth Solutions
New York
-$633K
Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
26
Institute for Wealth Management
Colorado
$511K – – –
AWM
27
Avaii Wealth Management
Wisconsin
$483K +$3.78K +82 +0.9%
CWM
28
Cornerstone Wealth Management
Missouri
$464K +$92 +2 +0%
EH
29
Equitable Holdings
New York
$448K -$154K -3,337 -27%
ACM
30
Armbruster Capital Management
New York
$440K – – –
PAG
31
Private Advisor Group
New Jersey
$388K +$38.6K +838 +12%
Mariner
32
Mariner
Kansas
$345K +$316K +6,845 New
APWA
33
Atlas Private Wealth Advisors
New Jersey
$321K -$221K -4,788 -43%
GC
34
Guidance Capital
Kentucky
$314K +$288K +6,251 New
SWM
35
Silverlake Wealth Management
Vermont
$295K – – –
PS
36
Principal Securities
Iowa
$278K +$255K +5,528 New
UWPG
37
Ullmann Wealth Partners Group
Florida
$266K – – –
FAIM
38
Financial Advocates Investment Management
Washington
$233K +$3.46K +75 +2%
SPWM
39
Schrum Private Wealth Management
Florida
$227K – – –
SPC
40
Sigma Planning Corp
Michigan
$221K -$256K -5,556 -56%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$176K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$111K +$40.2K +871 +65%
AWM
43
Aspire Wealth Management
Massachusetts
$94.8K +$231 +5 +0.3%
TWD
44
True Wealth Design
Ohio
$83.8K – – –
UBS Group
45
UBS Group
Switzerland
$64.5K +$59.1K +1,282 New
HI
46
Harbour Investments
Wisconsin
$42.9K – – –
HIA
47
Harbor Investment Advisory
Maryland
$41.5K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$35K -$46 -1 -0.1%
OP
49
ORG Partners
Indiana
$25.1K – – –
NS
50
NBC Securities
Alabama
$23K -$4.33K -94 -17%
1
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XMVM Hedge Fund Activity: Q4 2023 in Review

58 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2023, worth a combined $123M — up 16% from $106M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XMVM positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.8M. The largest seller was Masso Torrence Wealth Management, exiting entirely with an estimated $2.95M sold.

  • 58 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2023, up from 57 in Q3 2023.
  • Funds reported $123M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $10.8M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2023 was Masso Torrence Wealth Management, an estimated $2.95M sold.

Based on aggregated 13F filings for Q4 2023.