Invesco S&P MidCap Value with Momentum ETF
XMVM
29 hedge funds and large institutions have $12M invested in Invesco S&P MidCap Value with Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
32% more funds holding
Funds holding: 22 → 29 (+7)
12% more capital invested
Capital invested by funds: $10.7M → $12M (+$1.33M)
3.66% more ownership
Funds ownership: 22.73% → 26.38% (+3.7%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.42M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$979K |
| 3 |
Goldman Sachs
New York
|
+$750K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$512K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$339K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$964K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$216K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$86.6K |
| 4 |
LPL Financial
San Diego,
California
|
-$57.7K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$42K |
XMVM Hedge Fund Activity: Q4 2018 in Review
29 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2018, worth a combined $12M — up 12% from $10.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new XMVM positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $1.42M. The largest seller was Wells Fargo, cutting an estimated $964K.
- 29 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2018, up from 22 in Q3 2018.
- Funds reported $12M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 9 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2018 and 2 closed out, a net change of +7 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2018 was Jane Street, an estimated $1.42M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2018 was Wells Fargo, an estimated $964K sold.
Based on aggregated 13F filings for Q4 2018.