Invesco S&P MidCap Value with Momentum ETF
XMVM
66 hedge funds and large institutions have $183M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
54% more capital invested
Capital invested by funds: $118M → $183M (+$64.1M)
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
18% more funds holding
Funds holding: 56 → 66 (+10)
8% more ownership
Funds ownership: 57.87% → 65.87% (+8%)
0% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.4M |
| 2 |
Morgan Stanley
New York
|
+$9.63M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.7M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFA
Founders Financial Alliance
Raleigh,
North Carolina
|
-$382K |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$358K |
| 3 |
PWA
PCG Wealth Advisors
Overland Park,
Kansas
|
-$304K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$265K |
| 5 |
CP
Camelot Portfolios
Maumee,
Ohio
|
-$169K |
XMVM Hedge Fund Activity: Q1 2022 in Review
66 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2022, worth a combined $183M — up 54% from $118M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new XMVM positions and 3 closed out — a net gain of 13 holders — while 19 added to existing stakes and 19 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $29.4M. The largest seller was Founders Financial Alliance, cutting an estimated $382K.
- 66 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2022, up from 56 in Q4 2021.
- Funds reported $183M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2022, up 54% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2022 and 3 closed out, a net change of +13 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $29.4M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2022 was Founders Financial Alliance, an estimated $382K sold.
Based on aggregated 13F filings for Q1 2022.