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Invesco S&P MidCap Value with Momentum ETF
XMVM

59 hedge funds and large institutions have $124M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 58 → 59 (+1)

1% more capital invested

Capital invested by funds: $123M → $124M (+$1.68M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

6.73% less ownership

Funds ownership: 62.55% → 55.81% (-6.7%)

Holders
59
Holders Change
+1
Holders Change %
+1.72%
% of All Funds
0.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
22
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
+$1.9M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.38M
3
Ameriprise
Ameriprise
Minnesota
+$992K
4
WMWM
Whitaker-Myers Wealth Managers
Ohio
+$982K
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$816K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.2M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.78M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
4
Osaic Holdings
Osaic Holdings
Arizona
-$1.2M
5
AWM
Avaii Wealth Management
Wisconsin
-$483K
Name Holding Trade Value Shares
Change 		Change in
Stake
NS
51
NBC Securities
Alabama
$23K -$2.12K -42 -9%
NA
52
NewEdge Advisors
Louisiana
$17.2K – – –
TLA
53
Tanglewood Legacy Advisors
Texas
$16K – – –
GWM
54
Geneos Wealth Management
Colorado
$6.79K – – –
SS
55
Sunbelt Securities
Texas
$6.42K – – –
GWSG
56
GPS Wealth Strategies Group
Colorado
$5.43K – – –
CA
57
CoreCap Advisors
Michigan
$706 +$655 +13 New
PCMC
58
Private Capital Management (Colorado)
Colorado
$272 +$252 +5 New
FFA
59
Founders Financial Alliance
North Carolina
$54 – – –
AWM
60
Avaii Wealth Management
Wisconsin
– -$483K -9,593 Closed
APWA
61
Atlas Private Wealth Advisors
New Jersey
– -$321K -6,386 Closed
UBS Group
62
UBS Group
Switzerland
– -$64.5K -1,282 Closed
BCMIO
63
Beacon Capital Management Inc (Ohio)
Ohio
– -$35K -696 Closed
OP
64
ORG Partners
Indiana
– -$25.1K -498 Closed
ASN
65
Advisory Services Network
Georgia
– -$6.24K -124 Closed
1 2
3

XMVM Hedge Fund Activity: Q1 2024 in Review

59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2024, worth a combined $124M — up 1.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XMVM positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $1.9M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.

  • 59 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2024, up from 58 in Q4 2023.
  • Funds reported $124M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2024, up 1.4% quarter-over-quarter.
  • 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2024 was Ameritas Advisory Services, an estimated $1.9M added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2024.