Invesco S&P MidCap Value with Momentum ETF
XMVM
62 hedge funds and large institutions have $136M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 12 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
1.63% less ownership
Funds ownership: 65.87% → 64.24% (-1.6%)
6% less funds holding
Funds holding: 66 → 62 (-4)
27% less capital inflows, than outflows
Capital inflows: $39.9M | Capital outflows: $54.5M
33% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 12
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connectus Wealth
Cincinnati,
Ohio
|
+$27.7M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$3.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.04M |
| 4 |
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$1.29M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$23.9M |
| 2 |
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$20.4M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.96M |
| 4 |
Advisory Services Network
Atlanta,
Georgia
|
-$1.64M |
| 5 |
Atria Wealth Solutions
New York
|
-$636K |
XMVM Hedge Fund Activity: Q2 2022 in Review
62 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2022, worth a combined $136M — down 25% from $183M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of XMVM and 8 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 21 added.
The largest buyer was Connectus Wealth, opening a new position worth an estimated $27.7M. The largest seller was Royal Bank of Canada, cutting an estimated $23.9M.
- 62 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2022, down from 66 in Q1 2022.
- Funds reported $136M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2022, down 25% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2022 and 12 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2022 was Connectus Wealth, an estimated $27.7M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2022 was Royal Bank of Canada, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2022.