Invesco S&P MidCap Value with Momentum ETF
XMVM
57 hedge funds and large institutions have $106M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 7 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 18
1% more capital invested
Capital invested by funds: $104M → $106M (+$1.33M)
0.21% less ownership
Funds ownership: 57.64% → 57.43% (-0.21%)
5% less funds holding
Funds holding: 60 → 57 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$3.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.15M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$635K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$489K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$308K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACS
Archford Capital Strategies
Swansea,
Illinois
|
-$1.22M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$856K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$361K |
| 4 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$340K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$317K |
XMVM Hedge Fund Activity: Q3 2023 in Review
57 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2023, worth a combined $106M — up 1.3% from $104M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of XMVM and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 19 added.
The largest buyer was Whitaker-Myers Wealth Managers, adding an estimated $3.4M. The largest seller was Archford Capital Strategies, exiting entirely with an estimated $1.22M sold.
- 57 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2023, down from 60 in Q2 2023.
- Funds reported $106M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2023, up 1.3% quarter-over-quarter.
- 4 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2023 and 7 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2023 was Whitaker-Myers Wealth Managers, an estimated $3.4M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2023 was Archford Capital Strategies, an estimated $1.22M sold.
Based on aggregated 13F filings for Q3 2023.