XMVM icon

Invesco S&P MidCap Value with Momentum ETF
XMVM

Overview Fund Activity

58 hedge funds and large institutions have $124M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q1 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
Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.84%
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

1
AAS
1
Ameritas Advisory Services
Nebraska
$2.04M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$11.6M
4
WMWM
4
Whitaker-Myers Wealth Managers
Ohio
$8.29M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$879K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$12.4M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.04M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$253K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$8.02M
5
AWM
5
Avaii Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
26
Breakwater Capital Group
New Jersey
$754K +$136K +2,498 +22%
GC
27
Guidance Capital
Kentucky
$675K +$355K +6,951 +111%
ZIM
28
Zacks Investment Management
Illinois
$612K +$20.9K +385 +4%
IFWM
29
Institute for Wealth Management
Colorado
$551K +$54 +1 +0%
SPC
30
Sigma Planning Corp
Michigan
$519K +$280K +5,156 +117%
CWM
31
Cornerstone Wealth Management
Missouri
$475K -$24.9K -458 -5%
ACM
32
Armbruster Capital Management
New York
$475K – – –
EH
33
Equitable Holdings
New York
$430K -$53.4K -984 -11%
Mariner
34
Mariner
Kansas
$372K – – –
SWM
35
Silverlake Wealth Management
Vermont
$319K – – –
PS
36
Principal Securities
Iowa
$299K -$1.41K -26 -0.5%
UWPG
37
Ullmann Wealth Partners Group
Florida
$287K – – –
PAG
38
Private Advisor Group
New Jersey
$263K -$156K -2,866 -37%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$253K -$1.4M -25,861 -85%
SPWM
40
Schrum Private Wealth Management
Florida
$244K – – –
FAIM
41
Financial Advocates Investment Management
Washington
$233K -$18.6K -342 -7%
9WM
42
9258 Wealth Management
Ohio
$227K +$227K +4,183 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$190K +$163 +3 +0.1%
AWM
44
Aspire Wealth Management
Massachusetts
$102K +$217 +4 +0.2%
TWD
45
True Wealth Design
Ohio
$90.4K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$72.7K -$47.3K -871 -39%
HI
47
Harbour Investments
Wisconsin
$46.3K – – –
HIA
48
Harbor Investment Advisory
Maryland
$44.8K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$36.3K +$27.9K +513 +329%
NS
50
NBC Securities
Alabama
$23K -$2.26K -42 -9%
1
2
3