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Invesco S&P MidCap Momentum ETF
XMMO

242 hedge funds and large institutions have $1.33B invested in Invesco S&P MidCap Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 83 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 25

41% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 59

13% more funds holding

Funds holding: 214 → 242 (+28)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

2% less capital invested

Capital invested by funds: $1.35B → $1.33B (-$23.8M)

5.18% less ownership

Funds ownership: 66.55% → 61.37% (-5.2%)

Holders
242
Holders Change
+28
Holders Change %
+13.08%
% of All Funds
3.5%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
56
Increased
83
Reduced
59
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCC
Money Concepts Capital
Florida
+$78.5M
2
AWM
Affinity Wealth Management
Delaware
+$28M
3
Wells Fargo
Wells Fargo
California
+$13.1M
4
GVAG
Great Valley Advisor Group
Delaware
+$11.6M
5
MWM
MinichMacGregor Wealth Management
New York
+$9.12M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$117M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$49M
3
WA
Win Advisors
Florida
-$15.3M
4
BCI
Brinker Capital Investments
Pennsylvania
-$14.7M
5
OPS
Orion Portfolio Solutions
Nebraska
-$14.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
251
SigFig Wealth Management
California
– -$1.69M -14,727 Closed
CWA
252
Centennial Wealth Advisory
Michigan
– -$1.37M -11,921 Closed
SOS
253
Silver Oak Securities
Tennessee
– -$1.1M -9,535 Closed
EFG
254
Ethos Financial Group
Pennsylvania
– -$1.03M -9,011 Closed
LNC
255
Lincoln National Corp
Pennsylvania
– -$519K -4,519 Closed
ARC
256
Advisor Resource Council
Texas
– -$275K -3,062 Closed
BI
257
Berkeley Inc
Idaho
– -$350K -3,049 Closed
KFS
258
Kelly Financial Services
Massachusetts
– -$267K -2,322 Closed
CP
259
Capital Planning
Washington
– -$231K -2,007 Closed
IA
260
IFG Advisory
Georgia
– -$220K -1,918 Closed
RFS
261
Richardson Financial Services
Massachusetts
– -$19.6K -171 Closed
WP
262
WealthShield Partners
North Carolina
– -$8.73K -76 Closed
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
– -$8.06K -70 Closed
PCM
264
Penserra Capital Management
California
– -$7K -68 Closed
CA
265
CoreCap Advisors
Michigan
– -$3.22K -28 Closed
WIC
266
Woodmont Investment Counsel
Tennessee
– -$1.39K -12 Closed
CIA
267
Cape Investment Advisory
Georgia
– -$1.26K -11 Closed
AssetMark Inc
268
AssetMark Inc
California
– -$230 -2 Closed
7 8 9 10
11

XMMO Hedge Fund Activity: Q2 2024 in Review

242 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2024, worth a combined $1.33B — down 1.8% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new XMMO positions and 25 closed out — a net gain of 31 holders — while 83 added to existing stakes and 59 trimmed.

The largest buyer was Money Concepts Capital, opening a new position worth an estimated $78.5M. The largest seller was Envestnet Asset Management, cutting an estimated $117M.

  • 242 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2024, up from 214 in Q1 2024.
  • Funds reported $1.33B of Invesco S&P MidCap Momentum ETF stock for Q2 2024, down 1.8% quarter-over-quarter.
  • 56 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2024 and 25 closed out, a net change of +31 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2024 was Money Concepts Capital, an estimated $78.5M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $117M sold.

Based on aggregated 13F filings for Q2 2024.