Atria Wealth Solutions Inc. Reduces Stock Holdings in Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM)

Atria Wealth Solutions Inc. cut its holdings in shares of Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM) by 46.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,114 shares of the company’s stock after selling 32,521 shares during the period. Atria Wealth Solutions Inc. owned 0.90% of Invesco S&P MidCap Value with Momentum ETF worth $2,057,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Comprehensive Financial Planning Inc. PA purchased a new position in shares of Invesco S&P MidCap Value with Momentum ETF during the fourth quarter worth approximately $317,000. Financial Advocates Investment Management grew its position in shares of Invesco S&P MidCap Value with Momentum ETF by 6.0% during the third quarter. Financial Advocates Investment Management now owns 11,305 shares of the company’s stock worth $627,000 after acquiring an additional 639 shares during the last quarter. Breakwater Capital Group grew its position in shares of Invesco S&P MidCap Value with Momentum ETF by 2.9% during the fourth quarter. Breakwater Capital Group now owns 18,928 shares of the company’s stock worth $1,049,000 after acquiring an additional 536 shares during the last quarter. Silver Oak Securities Incorporated acquired a new stake in shares of Invesco S&P MidCap Value with Momentum ETF during the fourth quarter worth $1,164,000. Finally, Guidance Capital Inc. lifted its holdings in shares of Invesco S&P MidCap Value with Momentum ETF by 10.4% during the fourth quarter. Guidance Capital Inc. now owns 27,137 shares of the company’s stock worth $1,548,000 after purchasing an additional 2,552 shares during the period.

Invesco S&P MidCap Value with Momentum ETF Price Performance

Shares of NYSEARCA XMVM opened at $55.38 on Friday. The stock has a fifty day moving average price of $56.42 and a 200 day moving average price of $56.43. Invesco S&P MidCap Value with Momentum ETF has a 1-year low of $49.75 and a 1-year high of $62.50. The company has a market cap of $228.72 million, a PE ratio of 7.82 and a beta of 1.04.

Invesco S&P MidCap Value with Momentum ETF 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.