Invesco S&P MidCap Value with Momentum ETF
XMVM
58 hedge funds and large institutions have $111M invested in Invesco S&P MidCap Value with Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 6 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 57 → 58 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.9% less ownership
Funds ownership: 57.43% → 56.53% (-0.9%)
41% less capital inflows, than outflows
Capital inflows: $6.46M | Capital outflows: $11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$923K |
| 2 |
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$881K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$843K |
| 4 |
Independent Financial Group
San Diego,
California
|
+$647K |
| 5 |
LPL Financial
San Diego,
California
|
+$558K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Masso Torrence Wealth Management
Marlton,
New Jersey
|
-$2.95M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$1.96M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$757K |
| 5 |
Atria Wealth Solutions
New York
|
-$633K |
XMVM Hedge Fund Activity: Q4 2023 in Review
58 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q4 2023, worth a combined $111M — up 5.1% from $106M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XMVM positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $923K. The largest seller was Masso Torrence Wealth Management, exiting entirely with an estimated $2.95M sold.
- 58 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q4 2023, up from 57 in Q3 2023.
- Funds reported $111M of Invesco S&P MidCap Value with Momentum ETF stock for Q4 2023, up 5.1% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q4 2023 was Commonwealth Equity Services, an estimated $923K added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q4 2023 was Masso Torrence Wealth Management, an estimated $2.95M sold.
Based on aggregated 13F filings for Q4 2023.