Breakwater Capital Group Raises Stock Holdings in Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Breakwater Capital Group grew its holdings in Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM) by 2.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,928 shares of the company’s stock after buying an additional 536 shares during the quarter. Breakwater Capital Group owned 0.46% of Invesco S&P MidCap Value with Momentum ETF worth $1,049,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in XMVM. Avior Wealth Management LLC increased its holdings in Invesco S&P MidCap Value with Momentum ETF by 49.9% in the 3rd quarter. Avior Wealth Management LLC now owns 497,839 shares of the company’s stock worth $27,595,000 after acquiring an additional 165,811 shares in the last quarter. Sanctuary Advisors LLC purchased a new stake in shares of Invesco S&P MidCap Value with Momentum ETF during the second quarter worth about $1,329,000. Whitaker Myers Wealth Managers LTD. increased its stake in shares of Invesco S&P MidCap Value with Momentum ETF by 4.9% during the third quarter. Whitaker Myers Wealth Managers LTD. now owns 173,806 shares of the company’s stock worth $9,634,000 after purchasing an additional 8,182 shares in the last quarter. Guidance Capital Inc. raised its position in shares of Invesco S&P MidCap Value with Momentum ETF by 16.0% during the 3rd quarter. Guidance Capital Inc. now owns 24,585 shares of the company’s stock worth $1,410,000 after purchasing an additional 3,388 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its stake in Invesco S&P MidCap Value with Momentum ETF by 14.9% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 16,959 shares of the company’s stock valued at $876,000 after buying an additional 2,195 shares in the last quarter.

Invesco S&P MidCap Value with Momentum ETF Trading Up 0.9 %

NYSEARCA:XMVM opened at $54.35 on Tuesday. The stock has a 50 day moving average of $58.07 and a two-hundred day moving average of $55.71. Invesco S&P MidCap Value with Momentum ETF has a 12 month low of $48.00 and a 12 month high of $62.50. The firm has a market cap of $224.47 million, a P/E ratio of 7.82 and a beta of 1.04.

Invesco S&P MidCap Value with Momentum ETF Company Profile

The Invesco S&P MidCap Value with Momentum ETF (XMVM) is an exchange-traded fund that is based on the S&P Midcap 400 High Momentum Value index. The fund tracks a value-weighted index of S&P 400 MidCap stocks selected by value and momentum. XMVM was launched on Mar 3, 2005 and is managed by Invesco.