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Invesco S&P MidCap Value with Momentum ETF
XMVM

22 hedge funds and large institutions have $10.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

5% more capital invested

Capital invested by funds: $10.1M → $10.7M (+$533K)

0.97% more ownership

Funds ownership: 21.76% → 22.73% (+0.97%)

8% less funds holding

Funds holding: 24 → 22 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$408K
2
CAN
Cetera Advisor Networks
California
+$393K
3
Citigroup
Citigroup
New York
+$233K
4
AG
Advisor Group
Arizona
+$197K
5
GWM
Geneos Wealth Management
Colorado
+$176K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$756K
2
Citadel Advisors
Citadel Advisors
Florida
-$278K
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$65K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$31.4K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$30K

XMVM Hedge Fund Activity: Q3 2018 in Review

22 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2018, worth a combined $10.7M — up 5.3% from $10.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XMVM and 4 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 7 added.

The largest buyer was Morgan Stanley, adding an estimated $408K. The largest seller was Jane Street, exiting entirely with an estimated $756K sold.

  • 22 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2018, down from 24 in Q2 2018.
  • Funds reported $10.7M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2018, up 5.3% quarter-over-quarter.
  • 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2018 and 6 closed out, a net change of -2 holders.
  • The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2018 was Morgan Stanley, an estimated $408K added.
  • The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2018 was Jane Street, an estimated $756K sold.

Based on aggregated 13F filings for Q3 2018.