Invesco S&P MidCap Value with Momentum ETF
XMVM
59 hedge funds and large institutions have $124M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 6 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
2% more funds holding
Funds holding: 58 → 59 (+1)
1% more capital invested
Capital invested by funds: $123M → $124M (+$1.68M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.73% less ownership
Funds ownership: 62.55% → 55.81% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$1.9M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.38M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$992K |
| 4 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$982K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$12.2M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.78M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.2M |
| 5 |
AWM
Avaii Wealth Management
Appleton,
Wisconsin
|
-$483K |
XMVM Hedge Fund Activity: Q1 2024 in Review
59 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q1 2024, worth a combined $124M — up 1.4% from $123M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new XMVM positions and 6 closed out — a net gain of 1 holder — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $1.9M. The largest seller was Morgan Stanley, cutting an estimated $12.2M.
- 59 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q1 2024, up from 58 in Q4 2023.
- Funds reported $124M of Invesco S&P MidCap Value with Momentum ETF stock for Q1 2024, up 1.4% quarter-over-quarter.
- 7 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q1 2024 and 6 closed out, a net change of +1 holder.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q1 2024 was Ameritas Advisory Services, an estimated $1.9M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q1 2024 was Morgan Stanley, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2024.