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Invesco S&P MidCap Momentum ETF
XMMO

371 hedge funds and large institutions have $3.22B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 18

236% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 44

160% more funds holding in top 10

Funds holding in top 10: 5 → 13 (+8)

130% more capital invested

Capital invested by funds: $1.4B → $3.22B (+$1.82B)

72% more call options, than puts

Call options by funds: $148K | Put options by funds: $86K

42% more funds holding

Funds holding: 261 → 371 (+110)

12.28% more ownership

Funds ownership: 57.11% → 69.39% (+12%)

Holders
371
Holders Change
+110
Holders Change %
+42.15%
% 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
136
Increased
148
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$417M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$135M
3
LPL Financial
LPL Financial
California
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$69.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$63.5M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$14.3M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$6.63M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.39M
4
KAS
Kestra Advisory Services
Texas
-$5.12M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
251
Virtue Capital Management
Tennessee
$338K +$347K +2,733 New
MA
252
Mutual Advisors
Nebraska
$335K +$49K +386 +17%
SA
253
Sanctuary Advisors
Indiana
$332K -$15.7K -124 -5%
UAG
254
United Advisor Group
Ohio
$327K +$336K +2,646 New
4WM
255
49 Wealth Management
Texas
$327K +$97.2K +766 +41%
CW
256
CreativeOne Wealth
Kansas
$323K +$332K +2,614 New
ACM
257
Absolute Capital Management
Pennsylvania
$323K +$331K +2,606 New
TAM
258
TCP Asset Management
Ohio
$308K -$59.1K -466 -16%
Truist Financial
259
Truist Financial
North Carolina
$307K +$315K +2,482 New
GFG
260
Goldstone Financial Group
Illinois
$299K – – –
RIP
261
Reliant Investment Partners
North Carolina
$298K +$306K +2,414 New
CA
262
Crewe Advisors
Utah
$298K – – –
ACM
263
Arlington Capital Management
Illinois
$298K +$306K +2,412 New
PPW
264
Parcion Private Wealth
Washington
$295K +$303K +2,392 New
GPW
265
Gentry Private Wealth
Kansas
$295K +$26K +205 +9%
NPT
266
National Philanthropic Trust
Pennsylvania
$293K +$301K +2,375 New
BPA
267
Beacon Pointe Advisors
California
$292K +$300K +2,361 New
AWMG
268
ADG Wealth Management Group
Louisiana
$288K +$296K +2,330 New
SOS
269
Silver Oak Securities
Tennessee
$277K +$284K +2,238 New
OIA
270
OneDigital Investment Advisors
Kansas
$271K +$279K +2,198 New
CAM
271
Concorde Asset Management
Michigan
$266K +$273K +2,152 New
RA
272
RFG Advisory
Alabama
$266K +$57.6K +454 +27%
MWM
273
Maridea Wealth Management
New York
$261K +$268K +2,115 New
TC
274
TAGStone Capital
North Carolina
$259K +$381 +3 +0.1%
AA
275
Armis Advisers
Georgia
$254K +$261K +2,056 New
9 10
11
12 13

XMMO Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2024, worth a combined $3.22B — up 130% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XMMO positions and 18 closed out — a net gain of 118 holders — while 148 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Prudential Financial, exiting entirely with an estimated $14.3M sold.

  • 371 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $3.22B of Invesco S&P MidCap Momentum ETF stock for Q4 2024, up 130% quarter-over-quarter.
  • 136 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2024 and 18 closed out, a net change of +118 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $417M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2024 was Prudential Financial, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.