Invesco S&P MidCap Value with Momentum ETF
XMVM
63 hedge funds and large institutions have $157M invested in Invesco S&P MidCap Value with Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 15
23% more capital invested
Capital invested by funds: $128M → $157M (+$29.3M)
2.67% more ownership
Funds ownership: 58.28% → 60.96% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
2% less funds holding
Funds holding: 64 → 63 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$8.94M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.71M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.54M |
| 5 |
LPL Financial
San Diego,
California
|
+$636K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.23M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$941K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$319K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$259K |
| 5 |
SPWM
Schrum Private Wealth Management
St. Augustine,
Florida
|
-$232K |
XMVM Hedge Fund Activity: Q3 2024 in Review
63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Value with Momentum ETF (XMVM) for Q3 2024, worth a combined $157M — up 23% from $128M a quarter earlier.
Fund positioning in XMVM was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 27 added to existing stakes and 15 trimmed.
The largest buyer was Avior Wealth Management, adding an estimated $8.94M. The largest seller was Osaic Holdings, cutting an estimated $1.23M.
- 63 institutional investors held Invesco S&P MidCap Value with Momentum ETF (XMVM) as of Q3 2024, down from 64 in Q2 2024.
- Funds reported $157M of Invesco S&P MidCap Value with Momentum ETF stock for Q3 2024, up 23% quarter-over-quarter.
- 5 funds opened new Invesco S&P MidCap Value with Momentum ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Value with Momentum ETF buyer in Q3 2024 was Avior Wealth Management, an estimated $8.94M added.
- The largest Invesco S&P MidCap Value with Momentum ETF seller in Q3 2024 was Osaic Holdings, an estimated $1.23M sold.
Based on aggregated 13F filings for Q3 2024.