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Invesco S&P MidCap Value with Momentum ETF
XMVM

67 hedge funds and large institutions have $161M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

6% more funds holding

Funds holding: 63 → 67 (+4)

2% more capital invested

Capital invested by funds: $157M → $161M (+$3.51M)

0.48% more ownership

Funds ownership: 60.96% → 61.44% (+0.48%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
23
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$4.17M
2
IFG
Independent Financial Group
California
+$1.38M
3
AWM
Avior Wealth Management
Nebraska
+$1.35M
4
SOS
Silver Oak Securities
Tennessee
+$1.21M
5
WIA
World Investment Advisors
California
+$968K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$5.06M
2
AWS
Atria Wealth Solutions
New York
-$1.87M
3
BFWM
Bright Futures Wealth Management
New York
-$1.07M
4
ZIM
Zacks Investment Management
Illinois
-$610K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$299K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
World Investment Advisors
California
$931K +$968K +16,791 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$805K -$19.8K -344 -2%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$728K -$177K -3,064 -19%
MML Investors Services
29
MML Investors Services
Massachusetts
$678K -$19.1K -331 -3%
FAIM
30
Financial Advocates Investment Management
Washington
$565K -$64K -1,111 -10%
IFWM
31
Institute for Wealth Management
Colorado
$563K +$115 +2 +0%
IWC
32
Integrated Wealth Concepts
Massachusetts
$562K -$15.7K -273 -3%
ACM
33
Armbruster Capital Management
New York
$485K – – –
EH
34
Equitable Holdings
New York
$478K +$19K +329 +4%
CWM
35
Cornerstone Wealth Management
Missouri
$454K -$10.2K -177 -2%
SPC
36
Sigma Planning Corp
Michigan
$419K -$89.3K -1,550 -17%
Mariner
37
Mariner
Kansas
$412K +$9.57K +166 +2%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$374K +$389K +6,756 New
SWM
39
Silverlake Wealth Management
Vermont
$325K – – –
Jones Financial Companies
40
Jones Financial Companies
Missouri
$319K +$236K +4,090 +245%
CFP
41
Comprehensive Financial Planning
Pennsylvania
$317K +$330K +5,722 New
UBS Group
42
UBS Group
Switzerland
$313K +$35.6K +618 +12%
PS
43
Principal Securities
Iowa
$294K +$3.4K +59 +1%
UWPG
44
Ullmann Wealth Partners Group
Florida
$293K – – –
WA
45
Waverly Advisors
Alabama
$277K +$288K +5,003 New
SEIA
46
Signature Estate & Investment Advisors
California
$268K +$278K +4,831 New
AFP
47
Ausdal Financial Partners
Iowa
$253K +$263K +4,563 New
PPW
48
Parcion Private Wealth
Washington
$224K +$233K +4,046 New
TWD
49
True Wealth Design
Ohio
$92.3K – – –
NWM
50
Nova Wealth Management
Florida
$83K +$86.3K +1,498 New
1
2
3

XMVM Hedge Fund Activity: Q4 2024 in Review

67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2024, worth a combined $161M — up 2.2% from $157M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new XMVM positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.17M. The largest seller was Osaic Holdings, cutting an estimated $5.06M.

  • 67 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2024, up from 63 in Q3 2024.
  • Funds reported $161M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
  • 14 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2024 was Ameriprise, an estimated $4.17M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.06M sold.

Based on aggregated 13F filings for Q4 2024.