Invesco S&P MidCap Value with Momentum ETF
XMVM
28 hedge funds and large institutions have $31.2M invested in Invesco S&P MidCap Value with Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
168% more capital invested
Capital invested by funds: $11.6M → $31.2M (+$19.6M)
28% more ownership
Funds ownership: 27.33% → 55.33% (+28%)
17% more funds holding
Funds holding: 24 → 28 (+4)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.13M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$432K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$338K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.29M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$641K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$417K |
| 4 |
Morgan Stanley
New York
|
-$234K |
| 5 |
UWPG
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
|
-$212K |
XMVM Hedge Fund Activity: Q4 2020 in Review
28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2020, worth a combined $31.2M — up 168% from $11.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new XMVM positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.4M. The largest seller was Royal Bank of Canada, cutting an estimated $1.29M.
- 28 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2020, up from 24 in Q3 2020.
- Funds reported $31.2M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2020, up 168% quarter-over-quarter.
- 6 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2020 and 2 closed out, a net change of +4 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $2.4M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2020 was Royal Bank of Canada, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2020.