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Invesco S&P MidCap Value with Momentum ETF
XMVM

57 hedge funds and large institutions have $106M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

1% more capital invested

Capital invested by funds: $104M → $106M (+$1.33M)

0.21% less ownership

Funds ownership: 57.64% → 57.43% (-0.21%)

5% less funds holding

Funds holding: 60 → 57 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
19
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$3.4M
2
Bank of America
Bank of America
North Carolina
+$1.15M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$635K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$489K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$308K

Top Sellers

Rank Fund Capital Flow
1
ACS
Archford Capital Strategies
Illinois
-$1.22M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$856K
3
AWS
Atria Wealth Solutions
New York
-$361K
4
VAS
Vestmark Advisory Solutions
Massachusetts
-$340K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
TLA
51
Tanglewood Legacy Advisors
Texas
$13.5K – – –
GWM
52
Geneos Wealth Management
Colorado
$5.73K +$5.89K +125 New
SS
53
Sunbelt Securities
Texas
$5.41K +$5.56K +118 New
IPW
54
Impact Partnership Wealth
Georgia
$2.48K – – –
CSPIA
55
Cary Street Partners Investment Advisory
Virginia
$2.29K – – –
Fidelity Investments
56
Fidelity Investments
Massachusetts
$92 -$41.1K -873 -100%
FFA
57
Founders Financial Alliance
North Carolina
$46 – – –
ACS
58
Archford Capital Strategies
Illinois
– -$1.22M -25,611 Closed
VAS
59
Vestmark Advisory Solutions
Massachusetts
– -$340K -7,376 Closed
TAIM
60
TD Ameritrade Investment Management
Nebraska
– -$305K -6,617 Closed
FTUS
61
Flow Traders U.S.
New York
– -$256K -5,551 Closed
UBS Group
62
UBS Group
Switzerland
– -$116K -2,522 Closed
RI
63
Ridgewood Investments
New Jersey
– -$5.53K -120 Closed
FBC
64
Fairfield, Bush & Co
Connecticut
– -$692 -15 Closed
1 2
3

XMVM Hedge Fund Activity: Q3 2023 in Review

57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2023, worth a combined $106M — up 1.3% from $104M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XMVM and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 19 added.

The largest buyer was Whitaker-Myers Wealth Managers, adding an estimated $3.4M. The largest seller was Archford Capital Strategies, exiting entirely with an estimated $1.22M sold.

  • 57 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2023, down from 60 in Q2 2023.
  • Funds reported $106M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2023 was Whitaker-Myers Wealth Managers, an estimated $3.4M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2023 was Archford Capital Strategies, an estimated $1.22M sold.

Based on aggregated 13F filings for Q3 2023.