Invesco S&P MidCap Momentum ETF
XMMO
93 hedge funds and large institutions have $335M invested in Invesco S&P MidCap Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 30 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
35% more capital invested
Capital invested by funds: $248M → $335M (+$86.8M)
20% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 30
2.41% more ownership
Funds ownership: 50.59% → 53% (+2.4%)
2% less funds holding
Funds holding: 95 → 93 (-2)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$20.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$20M |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$10.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.87M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.7M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$4.68M |
| 3 |
SAG
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
-$4.11M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
-$3.19M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$2.26M |
XMMO Hedge Fund Activity: Q2 2020 in Review
93 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2020, worth a combined $335M — up 35% from $248M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of XMMO and 14 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 36 added.
The largest buyer was AE Wealth Management, adding an estimated $20.2M. The largest seller was Morgan Stanley, cutting an estimated $14.7M.
- 93 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2020, down from 95 in Q1 2020.
- Funds reported $335M of Invesco S&P MidCap Momentum ETF stock for Q2 2020, up 35% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2020 and 16 closed out, a net change of -2 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2020 was AE Wealth Management, an estimated $20.2M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q2 2020 was Morgan Stanley, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2020.