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Invesco S&P MidCap Value with Momentum ETF
XMVM

60 hedge funds and large institutions have $104M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

2% more funds holding

Funds holding: 59 → 60 (+1)

1% less capital invested

Capital invested by funds: $105M → $104M (-$990K)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2.91% less ownership

Funds ownership: 60.55% → 57.64% (-2.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
60
Holders Change
+1
Holders Change %
+1.69%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
18
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$5.65M
2
LPL Financial
LPL Financial
California
+$709K
3
TC
Trilogy Capital
California
+$537K
4
FTUS
Flow Traders U.S.
New York
+$239K
5
SPWM
Schrum Private Wealth Management
Florida
+$194K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$9.43M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$6.65M
3
Wells Fargo
Wells Fargo
California
-$2.18M
4
UWM
USAdvisors Wealth Management
Minnesota
-$1.68M
5
MCC
Money Concepts Capital
Florida
-$1.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$38K – – –
BCMIO
52
Beacon Capital Management Inc (Ohio)
Ohio
$32.2K – – –
OP
53
ORG Partners
Indiana
$23.1K +$21.5K +498 New
NA
54
NewEdge Advisors
Louisiana
$17.3K – – –
TLA
55
Tanglewood Legacy Advisors
Texas
$13.6K – – –
RI
56
Ridgewood Investments
New Jersey
$5.53K – – –
IPW
57
Impact Partnership Wealth
Georgia
$2.49K +$2.33K +54 New
CSPIA
58
Cary Street Partners Investment Advisory
Virginia
$2.31K -$43 -1 -2%
FBC
59
Fairfield, Bush & Co
Connecticut
$692 +$646 +15 New
FFA
60
Founders Financial Alliance
North Carolina
$46 – – –
UWM
61
USAdvisors Wealth Management
Minnesota
– -$1.68M -38,390 Closed
Citadel Advisors
62
Citadel Advisors
Florida
– -$1.32M -30,265 Closed
WIA
63
World Investment Advisors
California
– -$989K -22,669 Closed
Brown Advisory
64
Brown Advisory
Maryland
– -$604K -13,846 Closed
IA
65
IFG Advisory
Georgia
– -$439K -10,064 Closed
BAM
66
Belpointe Asset Management
Nevada
– -$13.1K -301 Closed
AAS
67
Ameritas Advisory Services
Nebraska
– -$6.79K -158 Closed
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XMVM Hedge Fund Activity: Q2 2023 in Review

60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2023, worth a combined $104M — down 0.94% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XMVM positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $5.65M. The largest seller was Ameriprise, cutting an estimated $9.43M.

  • 60 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $104M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2023, down 0.94% quarter-over-quarter.
  • 8 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2023 and 7 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $5.65M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2023 was Ameriprise, an estimated $9.43M sold.

Based on aggregated 13F filings for Q2 2023.