Invesco S&P MidCap Value with Momentum ETF
XMVM
59 hedge funds and large institutions have $105M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.57% less ownership
Funds ownership: 65.12% → 60.55% (-4.6%)
6% less funds holding
Funds holding: 63 → 59 (-4)
17% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 24
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
91% less capital invested
Capital invested by funds: $1.23B → $105M (-$1.12B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$1.64M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.14M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.07M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$425K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$414K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$1.09B |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.06M |
| 3 |
LPL Financial
San Diego,
California
|
-$2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.53M |
| 5 |
VC
Vicus Capital
State College,
Pennsylvania
|
-$1.33M |
XMVM Hedge Fund Activity: Q1 2023 in Review
59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2023, worth a combined $105M — down 91% from $1.23B a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of XMVM and 4 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 20 added.
The largest buyer was Money Concepts Capital, adding an estimated $1.64M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $1.09B sold.
- 59 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2023, down from 63 in Q4 2022.
- Funds reported $105M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2023, down 91% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2023 and 8 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $1.64M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $1.09B sold.
Based on aggregated 13F filings for Q1 2023.