Invesco S&P MidCap Value with Momentum ETF
XMVM
28 hedge funds and large institutions have $13.3M invested in Invesco S&P MidCap Value with Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
8% more capital invested
Capital invested by funds: $12.3M → $13.3M (+$994K)
8% more funds holding
Funds holding: 26 → 28 (+2)
2.44% more ownership
Funds ownership: 23.7% → 26.14% (+2.4%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$787K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$584K |
| 3 |
TIA
Tiemann Investment Advisors
Menlo Park,
California
|
+$409K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$44.3K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$42.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$610K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$239K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$232K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$213K |
| 5 |
Citigroup
New York
|
-$62.7K |
XMVM Hedge Fund Activity: Q2 2019 in Review
28 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2019, worth a combined $13.3M — up 8.1% from $12.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new XMVM positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $787K. The largest seller was Stifel Financial, exiting entirely with an estimated $610K sold.
- 28 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2019, up from 26 in Q1 2019.
- Funds reported $13.3M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2019, up 8.1% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2019 and 2 closed out, a net change of +2 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2019 was Royal Bank of Canada, an estimated $787K added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2019 was Stifel Financial, an estimated $610K sold.
Based on aggregated 13F filings for Q2 2019.