Invesco S&P MidCap Value with Momentum ETF
XMVM
67 hedge funds and large institutions have $161M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
77% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 13
6% more funds holding
Funds holding: 63 → 67 (+4)
2% more capital invested
Capital invested by funds: $157M → $161M (+$3.51M)
0.48% more ownership
Funds ownership: 60.96% → 61.44% (+0.48%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.17M |
| 2 |
IFG
Independent Financial Group
San Diego,
California
|
+$1.38M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$1.35M |
| 4 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$1.21M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$968K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.06M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
-$1.87M |
| 3 |
BFWM
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
-$1.07M |
| 4 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$610K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$299K |
XMVM Hedge Fund Activity: Q4 2024 in Review
67 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2024, worth a combined $161M — up 2.2% from $157M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new XMVM positions and 6 closed out — a net gain of 8 holders — while 23 added to existing stakes and 13 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.17M. The largest seller was Osaic Holdings, cutting an estimated $5.06M.
- 67 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2024, up from 63 in Q3 2024.
- Funds reported $161M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2024, up 2.2% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2024 and 6 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2024 was Ameriprise, an estimated $4.17M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2024 was Osaic Holdings, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2024.