Invesco S&P MidCap Value with Momentum ETF
XMVM
46 hedge funds and large institutions have $152M invested in Invesco S&P MidCap Value with Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
143% more capital invested
Capital invested by funds: $62.7M → $152M (+$89.7M)
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
28% more funds holding
Funds holding: 36 → 46 (+10)
0.64% more ownership
Funds ownership: 61.51% → 62.15% (+0.64%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$62.1M |
| 2 |
PS
Portfolio Strategies
Monsey,
New York
|
+$19.4M |
| 3 |
Morgan Stanley
New York
|
+$6.45M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.12M |
| 5 |
CCC
Crescent Capital Consulting
New Orleans,
Louisiana
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$171K |
| 2 |
Citigroup
New York
|
-$95.6K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$72.2K |
| 4 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$42K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$29.2K |
XMVM Hedge Fund Activity: Q2 2021 in Review
46 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2021, worth a combined $152M — up 143% from $62.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new XMVM positions and 2 closed out — a net gain of 11 holders — while 17 added to existing stakes and 7 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $62.1M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $171K.
- 46 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2021, up from 36 in Q1 2021.
- Funds reported $152M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2021, up 143% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2021 and 2 closed out, a net change of +11 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2021 was Raymond James Financial Services Advisors, an estimated $62.1M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2021 was TD Ameritrade Investment Management, an estimated $171K sold.
Based on aggregated 13F filings for Q2 2021.