Invesco S&P MidCap Value with Momentum ETF
XMVM
36 hedge funds and large institutions have $62.7M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
101% more capital invested
Capital invested by funds: $31.2M → $62.7M (+$31.5M)
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
29% more funds holding
Funds holding: 28 → 36 (+8)
6.18% more ownership
Funds ownership: 55.33% → 61.51% (+6.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$8.58M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.27M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$2M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.48M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$937K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$364K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$363K |
| 3 |
Citigroup
New York
|
-$228K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$172K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$81.3K |
XMVM Hedge Fund Activity: Q1 2021 in Review
36 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2021, worth a combined $62.7M — up 101% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XMVM positions and 4 closed out — a net gain of 8 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $8.58M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $364K sold.
- 36 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2021, up from 28 in Q4 2020.
- Funds reported $62.7M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2021, up 101% quarter-over-quarter.
- 12 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2021 and 4 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2021 was Ameriprise, an estimated $8.58M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2021 was Arete Wealth Advisors, an estimated $364K sold.
Based on aggregated 13F filings for Q1 2021.