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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+108
Holders Change %
+41.7%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$390M
3
CCMG
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
LPL Financial
California
$331M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$0
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
KAS
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
226
International Assets Investment Management
Florida
$404K +$404K +3,261 New
MF
227
Meridian Financial
Massachusetts
$401K +$12.4K +100 +3%
FA
228
Fermata Advisors
California
$400K +$400K +3,238 New
FPGK
229
Financial Partners Group (Kansas)
Kansas
$395K +$395K +3,196 New
CA
230
Continuum Advisory
Idaho
$390K +$42.2K +342 +12%
NWM
231
Nova Wealth Management
Florida
$390K +$390K +3,157 New
WANY
232
Wealthspire Advisors (New York)
New York
$381K +$381K +3,083 New
QC
233
Quadrature Capital
United Kingdom
$375K +$375K +3,036 New
MOS
234
MGO One Seven
Ohio
$373K +$102K +822 +37%
BFA
235
Beacon Financial Advisory
Ohio
$367K +$367K +2,968 New
TC
236
TownSquare Capital
Utah
$360K +$360K +2,915 New
S
237
Sunpointe
Missouri
$358K – – –
HWM
238
HRC Wealth Management
Idaho
$358K +$358K +2,902 New
TRCT
239
Tower Research Capital (TRC)
New York
$354K +$354K +2,868 New
William Blair & Company
240
William Blair & Company
Illinois
$353K +$167K +1,355 +90%
RAM
241
Riggs Asset Management
Pennsylvania
$351K +$351K +2,834 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$349K +$14K +113 +4%
WS
243
Wedbush Securities
California
$346K +$57K +462 +20%
SWM
244
Silverlake Wealth Management
Vermont
$346K – – –
Betterment LLC
245
Betterment LLC
New York
$343K -$443K -3,580 -56%
EWA
246
EP Wealth Advisors
California
$343K +$24.7K +200 +8%
BCM
247
Brookstone Capital Management
Illinois
$339K +$59.2K +479 +21%
CFG
248
Cooper Financial Group
California
$339K +$339K +2,742 New
VCM
249
Virtue Capital Management
Tennessee
$338K +$338K +2,733 New
MA
250
Mutual Advisors
Nebraska
$335K +$49.8K +386 +17%
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10
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