Invesco S&P MidCap Value with Momentum ETF
XMVM
63 hedge funds and large institutions have $134M invested in Invesco S&P MidCap Value with Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
106% more capital inflows, than outflows
Capital inflows: $31.4M | Capital outflows: $15.2M
13% more funds holding
Funds holding: 56 → 63 (+7)
10% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 20
5.13% more ownership
Funds ownership: 59.98% → 65.12% (+5.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$8.1M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.84M |
| 3 |
LPL Financial
San Diego,
California
|
+$2.65M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$1.45M |
| 5 |
World Investment Advisors
Santa Barbara,
California
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.65M |
| 2 |
PCG Wealth Advisors
Overland Park,
Kansas
|
-$1.27M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 4 |
Tower Research Capital (TRC)
New York
|
-$1.03M |
| 5 |
Morgan Stanley
New York
|
-$949K |
XMVM Hedge Fund Activity: Q4 2022 in Review
63 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2022, worth a combined $134M — up 28% from $105M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XMVM positions and 6 closed out — a net gain of 9 holders — while 22 added to existing stakes and 20 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $8.1M. The largest seller was Ameriprise, cutting an estimated $7.65M.
- 63 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2022, up from 56 in Q3 2022.
- Funds reported $134M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2022, up 28% quarter-over-quarter.
- 15 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2022 and 6 closed out, a net change of +9 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2022 was Raymond James Financial Services Advisors, an estimated $8.1M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2022 was Ameriprise, an estimated $7.65M sold.
Based on aggregated 13F filings for Q4 2022.