We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

56 hedge funds and large institutions have $93.7M invested in Invesco S&P MidCap Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

17% more funds holding

Funds holding: 48 → 56 (+8)

0.2% less ownership

Funds ownership: 41.71% → 41.51% (-0.2%)

17% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 18

30% less capital invested

Capital invested by funds: $135M → $93.7M (-$40.9M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
15
Increased
15
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$9.71M
2
CCP
Cardan Capital Partners
Colorado
+$3.62M
3
IFWM
Institute for Wealth Management
Colorado
+$3.29M
4
Goldman Sachs
Goldman Sachs
New York
+$3.08M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.1M

Top Sellers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
-$22.5M
2
Morgan Stanley
Morgan Stanley
New York
-$12.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.6M
4
UCFA
United Capital Financial Advisors
Texas
-$3.78M
5
LPL Financial
LPL Financial
California
-$2.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$412K -$7.69K -161 -2%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$396K -$216K -4,515 -34%
AW
28
ACG Wealth
Georgia
$358K -$23.5K -492 -6%
VF
29
Virtu Financial
New York
$317K +$336K +7,038 New
Stifel Financial
30
Stifel Financial
Missouri
$300K +$13K +273 +4%
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$298K -$166K -3,474 -34%
AFA
32
American Financial Advisors
Georgia
$297K +$315K +6,599 New
MML Investors Services
33
MML Investors Services
Massachusetts
$276K -$1K -21 -0.3%
CAN
34
Cetera Advisor Networks
California
$276K +$83.1K +1,741 +40%
AIC
35
Ameritas Investment Company
Nebraska
$252K +$267K +5,593 New
William Blair & Company
36
William Blair & Company
Illinois
$245K +$260K +5,450 New
HighTower Advisors
37
HighTower Advisors
Illinois
$206K +$40.3K +843 +22%
OC
38
Oppenheimer & Co
New York
$201K -$669 -14 -0.3%
CAC
39
Certified Advisory Corp
Florida
$144K +$153K +3,200 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$116K +$33.8K +707 +37%
EI
41
Ellevest Inc
New York
$102K +$109K +2,272 New
PG
42
Patten Group
Tennessee
$95K – – –
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$73K +$77.6K +1,624 New
BCMIO
44
Beacon Capital Management Inc (Ohio)
Ohio
$65K -$9.17K -192 -12%
AF
45
Advisornet Financial
Minnesota
$64K – – –
SWM
46
SeaCrest Wealth Management
New York
$52K +$48 +1 +0.1%
TRCT
47
Tower Research Capital (TRC)
New York
$49K +$51.6K +1,081 New
AIC
48
Archer Investment Corporation
Indiana
$23K +$24.2K +506 New
US Bancorp
49
US Bancorp
Minnesota
$17K – – –
YWP
50
YorkBridge Wealth Partners
New York
$14K – – –
1
2
3

XMMO Hedge Fund Activity: Q4 2018 in Review

56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2018, worth a combined $93.7M — down 30% from $135M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new XMMO positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 18 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.71M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $22.5M sold.

  • 56 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2018, up from 48 in Q3 2018.
  • Funds reported $93.7M of Invesco S&P MidCap Momentum ETF stock for Q4 2018, down 30% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2018 and 7 closed out, a net change of +8 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2018 was Wells Fargo, an estimated $9.71M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2018 was Niemann Capital Management, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2018.