Invesco S&P MidCap Value with Momentum ETF
XMVM
56 hedge funds and large institutions have $118M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
61% more capital invested
Capital invested by funds: $73.7M → $118M (+$44.7M)
14.74% more ownership
Funds ownership: 43.14% → 57.87% (+15%)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
10% more funds holding
Funds holding: 51 → 56 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.76M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$1.89M |
| 3 |
CP
Camelot Portfolios
Maumee,
Ohio
|
+$1.26M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.22M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.41M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$789K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$777K |
| 4 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
-$676K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$596K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
51
Aspire Wealth Management
Waltham,
Massachusetts
| $32K | +$31.3K | +658 | New |
|
|
CFGS
52
Concourse Financial Group Securities
Birmingham,
Alabama
| $20K | -$1.24K | -26 | -6% |
|
53
Koshinski Asset Management
Decatur,
Illinois
| $19.5K | – | – | – |
|
54
UBS Group
Zurich,
Switzerland
| $19K | +$8.76K | +184 | +86% |
|
55
Fidelity Investments
Boston,
Massachusetts
| $5K | +$5.04K | +106 | New |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$789K | -17,656 | Closed |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$596K | -13,347 | Closed |
|
|
IWM
58
IHT Wealth Management
Chicago,
Illinois
| – | -$294K | -6,587 | Closed |
|
|
IF
59
Ironwood Financial
Tucson,
Arizona
| – | -$13K | -300 | Closed |
|
|
JCM
60
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$7K | -150 | Closed |
|
|
JFGIW
61
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$1K | -20 | Closed |
|
|
LFA
62
Level Financial Advisors
East Amherst,
New York
| – | +$381 | +8 | New |
|
XMVM Hedge Fund Activity: Q4 2021 in Review
56 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2021, worth a combined $118M — up 61% from $73.7M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XMVM positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Ameriprise, adding an estimated $6.76M. The largest seller was Royal Bank of Canada, cutting an estimated $2.41M.
- 56 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2021, up from 51 in Q3 2021.
- Funds reported $118M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2021, up 61% quarter-over-quarter.
- 12 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2021 and 6 closed out, a net change of +6 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2021 was Ameriprise, an estimated $6.76M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2021.