Invesco S&P MidCap Value with Momentum ETF
XMVM
60 hedge funds and large institutions have $104M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 59 → 60 (+1)
1% less capital invested
Capital invested by funds: $105M → $104M (-$990K)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
2.91% less ownership
Funds ownership: 60.55% → 57.64% (-2.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.65M |
| 2 |
LPL Financial
San Diego,
California
|
+$709K |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$537K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$239K |
| 5 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
+$194K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.43M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.65M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.18M |
| 4 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$1.68M |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.55M |
XMVM Hedge Fund Activity: Q2 2023 in Review
60 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2023, worth a combined $104M — down 0.94% from $105M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new XMVM positions and 7 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Bank of America, adding an estimated $5.65M. The largest seller was Ameriprise, cutting an estimated $9.43M.
- 60 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2023, up from 59 in Q1 2023.
- Funds reported $104M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2023, down 0.94% quarter-over-quarter.
- 8 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2023 and 7 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $5.65M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2023 was Ameriprise, an estimated $9.43M sold.
Based on aggregated 13F filings for Q2 2023.