Invesco S&P MidCap Value with Momentum ETF
XMVM
64 hedge funds and large institutions have $128M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
8% more funds holding
Funds holding: 59 → 64 (+5)
2.47% more ownership
Funds ownership: 55.81% → 58.28% (+2.5%)
3% more capital invested
Capital invested by funds: $124M → $128M (+$3.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$17.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$952K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$765K |
| 4 |
WMWM
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
+$680K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$603K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.04M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$2.05M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.16M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$895K |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$879K |
XMVM Hedge Fund Activity: Q2 2024 in Review
64 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q2 2024, worth a combined $128M — up 2.9% from $124M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XMVM positions and 4 closed out — a net gain of 6 holders — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Avior Wealth Management, opening a new position worth an estimated $17.3M. The largest seller was Ameriprise, cutting an estimated $7.04M.
- 64 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q2 2024, up from 59 in Q1 2024.
- Funds reported $128M of Invesco S&P MidCap Value with Momentum ETF stock for Q2 2024, up 2.9% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q2 2024 and 4 closed out, a net change of +6 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q2 2024 was Avior Wealth Management, an estimated $17.3M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q2 2024 was Ameriprise, an estimated $7.04M sold.
Based on aggregated 13F filings for Q2 2024.