XMVM icon

Invesco S&P MidCap Value with Momentum ETF
XMVM

Overview Fund Activity

62 hedge funds and large institutions have $156M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
26
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
$27.6M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$12.3M
3
Bank of America
Bank of America
North Carolina
$14.3M
4
Ameriprise
Ameriprise
Minnesota
$5.96M
5
LPL Financial
LPL Financial
California
$22.1M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$6.85M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.03M
4
Wells Fargo
Wells Fargo
California
$2.12M
5
SPWM
Schrum Private Wealth Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$824K +$85K +1,534 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$697K -$43K -776 -6%
FAIM
28
Financial Advocates Investment Management
Washington
$627K +$35.4K +639 +6%
ZIM
29
Zacks Investment Management
Illinois
$610K +$2.72K +49 +0.4%
IWC
30
Integrated Wealth Concepts
Massachusetts
$577K +$7.54K +136 +1%
IFWM
31
Institute for Wealth Management
Colorado
$563K +$111 +2 +0%
SPC
32
Sigma Planning Corp
Michigan
$504K -$13.9K -250 -3%
ACM
33
Armbruster Capital Management
New York
$485K – – –
CWM
34
Cornerstone Wealth Management
Missouri
$463K -$21.7K -392 -4%
EH
35
Equitable Holdings
New York
$460K -$32.4K -585 -7%
Mariner
36
Mariner
Kansas
$403K +$15.6K +282 +4%
SWM
37
Silverlake Wealth Management
Vermont
$325K – – –
UWPG
38
Ullmann Wealth Partners Group
Florida
$293K – – –
PS
39
Principal Securities
Iowa
$291K +$665 +12 +0.2%
UBS Group
40
UBS Group
Switzerland
$279K +$279K +5,038 New
Two Sigma Investments
41
Two Sigma Investments
New York
$272K +$272K +4,900 New
OMC
42
Old Mission Capital
Illinois
$269K +$269K +4,850 New
9WM
43
9258 Wealth Management
Ohio
$263K +$31.2K +562 +13%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$206K +$206K +3,725 New
AWM
45
Aspire Wealth Management
Massachusetts
$105K +$942 +17 +0.9%
TWD
46
True Wealth Design
Ohio
$92.3K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$92.3K +$82.1K +1,485 +807%
SPIA
48
Steward Partners Investment Advisory
New York
$74.2K – – –
HI
49
Harbour Investments
Wisconsin
$47.2K – – –
HIA
50
Harbor Investment Advisory
Maryland
$45.7K – – –
1
2
3