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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
GLA
276
Good Life Advisors
Pennsylvania
$250K -$204K -1,611 -44%
SPWM
277
Schrum Private Wealth Management
Florida
$247K -$254K -2,000 -50%
DPI
278
Diversified Portfolios Inc
Michigan
$244K +$251K +1,978 New
SWM
279
SeaCrest Wealth Management
New York
$244K +$250K +1,972 New
CCC
280
Compass Capital Corp
Massachusetts
$230K +$221K +1,741 New
AA
281
Advisory Alpha
Michigan
$229K +$14.2K +112 +6%
AF
282
Apexium Financial
Texas
$229K +$235K +1,850 New
Belvedere Trading
283
Belvedere Trading
Illinois
$227K +$228K +1,796 +4,726%
BRWM
284
Blue Rock Wealth Management
North Carolina
$225K +$232K +1,825 New
Creative Planning
285
Creative Planning
Kansas
$223K +$16.2K +128 +8%
CWA
286
Capital Wealth Alliance
Arizona
$222K – – –
DADC
287
D.A. Davidson & Co
Montana
$218K -$1.9K -15 -0.8%
WAM
288
Worth Asset Management
Texas
$218K +$224K +1,765 New
EFS
289
Essex Financial Services
Connecticut
$211K – – –
LWM
290
Lodestone Wealth Management
Washington
$211K +$217K +1,709 New
IA
291
IFP Advisors
Florida
$207K -$3.15M -24,842 -94%
PSCM
292
Per Stirling Capital Management
Texas
$205K +$211K +1,660 New
NA
293
Nottingham Advisors
New York
$205K +$211K +1,660 New
CCM
294
Crew Capital Management
Ohio
$203K +$209K +1,644 New
IA
295
IFG Advisory
Georgia
$202K +$208K +1,636 New
SAM
296
Synergy Asset Management
Washington
$202K – – –
CAS
297
Coppell Advisory Solutions
Texas
$189K – – –
Fifth Third Bancorp
298
Fifth Third Bancorp
Ohio
$185K – – –
NP
299
NorthRock Partners
Minnesota
$184K +$189K +1,489 New
LDB
300
Lee, Danner & Bass
Tennessee
$179K +$184K +1,450 New
10 11
12
13 14

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.