We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

73 hedge funds and large institutions have $282M invested in Invesco S&P MidCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

201% more capital invested

Capital invested by funds: $93.7M → $282M (+$189M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

30% more funds holding

Funds holding: 56 → 73 (+17)

7.61% more ownership

Funds ownership: 41.51% → 49.12% (+7.6%)

Holders
73
Holders Change
+17
Holders Change %
+30.36%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
29
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
+$26.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.1M
4
Morgan Stanley
Morgan Stanley
New York
+$9.9M
5
RJA
Raymond James & Associates
Florida
+$8.13M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.58M
2
SI
Stephens Inc
Arkansas
-$688K
3
VF
Virtu Financial
New York
-$317K
4
AIC
Ameritas Investment Company
Nebraska
-$252K
5
Ameriprise
Ameriprise
Minnesota
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Barometer Capital Management
Ontario, Canada
$2.1M +$1.96M +37,200 New
BCM
27
Brookstone Capital Management
Illinois
$1.68M +$1.56M +29,684 New
SPC
28
Sigma Planning Corp
Michigan
$1.5M +$832K +15,825 +148%
Stifel Financial
29
Stifel Financial
Missouri
$1.47M +$1.01M +19,289 +289%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.37M +$37K +703 +3%
ACP
31
Arcus Capital Partners
Georgia
$1.36M +$1.52K +29 +0.1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.35M +$1.17M +22,276 +1,372%
TVAMP
33
Tennessee Valley Asset Management Partners
Tennessee
$1.3M -$77.4K -1,472 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.17M +$766K +14,565 +237%
TRCT
35
Tower Research Capital (TRC)
New York
$1.09M +$956K +18,168 +1,681%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$838K +$147K +2,799 +23%
CAN
37
Cetera Advisor Networks
California
$765K +$393K +7,469 +122%
WP
38
WealthSource Partners
California
$720K +$670K +12,733 New
NA
39
NewEdge Advisors
Louisiana
$662K +$90.1K +1,713 +17%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$594K +$89.4K +1,700 +19%
AW
41
ACG Wealth
Georgia
$563K +$105K +1,995 +25%
BFEC
42
Benjamin F. Edwards & Company
Missouri
$518K – – –
Ameriprise
43
Ameriprise
Minnesota
$500K -$223K -4,240 -32%
CAC
44
Certified Advisory Corp
Florida
$399K +$203K +3,858 +121%
AFA
45
American Financial Advisors
Georgia
$373K – – –
FFN
46
Focus Financial Network
Minnesota
$311K +$289K +5,502 New
William Blair & Company
47
William Blair & Company
Illinois
$308K – – –
HighTower Advisors
48
HighTower Advisors
Illinois
$264K +$4.94K +94 +2%
OC
49
Oppenheimer & Co
New York
$249K -$3.31K -63 -1%
SS
50
Simplicity Solutions
Minnesota
$232K +$216K +4,107 New
1
2
3 4

XMMO Hedge Fund Activity: Q1 2019 in Review

73 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2019, worth a combined $282M — up 201% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 5 closed out — a net gain of 17 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $26.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.58M sold.

  • 73 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $282M of Invesco S&P MidCap Momentum ETF stock for Q1 2019, up 201% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2019 and 5 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $26.3M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2019 was Susquehanna International Group, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2019.