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Invesco S&P MidCap Value with Momentum ETF

25 hedge funds and large institutions have $10.8M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q2 according to their latest regulatory filings, with 25 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

23.04% more ownership

Funds ownership: 0%23.04% (+23%)

Holders
25
Holders Change
+25
Holders Change %
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.12M +$3.1M +100,483 New
Citigroup
2
Citigroup
New York
$1.64M +$1.63M +52,951 New
Wells Fargo
3
Wells Fargo
California
$1.15M +$1.14M +36,899 New
Jane Street
4
Jane Street
New York
$756K +$751K +24,345 New
AG
5
Advisor Group
Arizona
$688K +$683K +22,146 New
CWM
6
Cornerstone Wealth Management
Missouri
$620K +$592K +19,214 New
LPL Financial
7
LPL Financial
California
$488K +$485K +15,721 New
UWPG
8
Ullmann Wealth Partners Group
Florida
$327K +$326K +10,562 New
UBS Group
9
UBS Group
Switzerland
$325K +$322K +10,454 New
Bank of America
10
Bank of America
North Carolina
$319K +$317K +10,275 New
Citadel Advisors
11
Citadel Advisors
Florida
$278K +$276K +8,948 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$226K +$225K +7,293 New
CIBC World Market
13
CIBC World Market
Ontario, Canada
$217K +$216K +7,000 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$156K +$155K +5,023 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$140K +$139K +4,522 New
BFEC
16
Benjamin F. Edwards & Company
Missouri
$75K +$74.2K +2,407 New
CIBC Private Wealth Group
17
CIBC Private Wealth Group
Georgia
$65K +$64.2K +2,081 New
BCMIO
18
Beacon Capital Management Inc (Ohio)
Ohio
$63K +$62.6K +2,030 New
SPIA
19
Steward Partners Investment Advisory
New York
$42K +$41.3K +1,339 New
Manulife (Manufacturers Life Insurance)
20
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30K +$29.8K +967 New
CCM
21
Cribstone Capital Management
Maine
$15K +$14.6K +475 New
BlackRock
22
BlackRock
New York
$7K +$6.47K +210 New
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$6K +$5.86K +190 New
MA
24
MCF Advisors
Kentucky
$2K +$1.94K +63 New
Parallax Volatility Advisers
25
Parallax Volatility Advisers
California
+$31 +1 New

XMVM Hedge Fund Activity: Q2 2018 in Review

25 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2018, worth a combined $10.8M.

Buyers outnumbered sellers: 25 funds opened new XMVM positions and 0 closed out — a net gain of 25 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $3.1M.

  • 25 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2018, up from 0 in Q1 2018.
  • Funds reported $10.8M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2018.
  • 25 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2018 and 0 closed out, a net change of +25 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2018 was Morgan Stanley, an estimated $3.1M added.

Based on aggregated 13F filings for Q2 2018.