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Invesco S&P MidCap Momentum ETF
XMMO

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more funds holding

Funds holding: 73 → 86 (+13)

3% more capital invested

Capital invested by funds: $282M → $290M (+$7.58M)

6.38% less ownership

Funds ownership: 49.12% → 42.75% (-6.4%)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.39M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.08M
4
Bank of America
Bank of America
North Carolina
+$3.64M
5
BCM
Breiter Capital Management
Florida
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
-$14.4M
2
Goldman Sachs
Goldman Sachs
New York
-$10.4M
3
UBS Group
UBS Group
Switzerland
-$7.74M
4
AI
Atria Investments
North Carolina
-$7.05M
5
CFG
CMC Financial Group
Georgia
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$1.68M +$274K +4,733 +20%
TVAMP
27
Tennessee Valley Asset Management Partners
Tennessee
$1.6M +$239K +4,130 +18%
PCM
28
Penserra Capital Management
California
$1.58M -$3.33M -57,430 -68%
TRCT
29
Tower Research Capital (TRC)
New York
$1.32M +$181K +3,130 +16%
CAN
30
Cetera Advisor Networks
California
$1.19M +$385K +6,654 +49%
Jane Street
31
Jane Street
New York
$1.17M -$2.26M -38,931 -66%
MBT
32
Montecito Bank & Trust
California
$1.1M +$1.09M +18,736 New
UBS Group
33
UBS Group
Switzerland
$1.08M -$7.74M -133,624 -88%
FFN
34
Focus Financial Network
Minnesota
$1.07M +$734K +12,671 +230%
NEIRG
35
New England Investment & Retirement Group
Massachusetts
$1M +$987K +17,036 New
Renaissance Technologies
36
Renaissance Technologies
New York
$976K +$962K +16,600 New
Citadel Advisors
37
Citadel Advisors
Florida
$957K -$2.18M -37,683 -70%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$943K +$70.5K +1,217 +8%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$927K +$383K +6,606 +72%
NA
40
NewEdge Advisors
Louisiana
$862K +$171K +2,944 +25%
CIBC World Market
41
CIBC World Market
Ontario, Canada
$861K +$240K +4,141 +39%
SWAG
42
Spectrum Wealth Advisory Group
California
$834K +$823K +14,214 New
AWM
43
AE Wealth Management
Kansas
$727K +$716K +12,352 New
CF
44
Centaurus Financial
California
$720K +$588K +10,155 +487%
NFG
45
Next Financial Group
Texas
$676K +$665K +11,487 New
BCM
46
Brookstone Capital Management
Illinois
$655K -$1.07M -18,547 -62%
TSS
47
Two Sigma Securities
New York
$627K +$617K +10,653 New
AW
48
ACG Wealth
Georgia
$530K -$55.2K -953 -10%
SWP
49
Stratos Wealth Partners
Ohio
$498K +$491K +8,474 New
SS
50
Simplicity Solutions
Minnesota
$473K +$227K +3,927 +96%
1
2
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XMMO Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2019, worth a combined $290M — up 2.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Niemann Capital Management, cutting an estimated $14.4M.

  • 86 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $290M of Invesco S&P MidCap Momentum ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2019 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2019 was Morgan Stanley, an estimated $8.14M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2019 was Niemann Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.