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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

101 hedge funds and large institutions have $378M invested in Invesco S&P MidCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 0 closing their positions.

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
10
Increased
40
Reduced
35
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Affinity Wealth Management
Delaware
$24.4M
2
VCM
2
Verde Capital Management
Michigan
$13.5M
3
SWAG
3
Spectrum Wealth Advisory Group
California
$5.84M
4
LWAC
4
Laurel Wealth Advisors (California)
California
$2.74M
5
FHC
5
First Heartland Consultants
Missouri
$15.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.73M
2
SS
2
Simplicity Solutions
Minnesota
$4.44M
3
CFD
3
Creative Financial Designs
Indiana
$3.09M
4
Citadel Advisors
4
Citadel Advisors
Florida
$225K
5
BCM
5
Breiter Capital Management
Florida
$2M
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
26
Creative Financial Designs
Indiana
$3.09M 46,707 -46,754 -50%
Stifel Financial
27
Stifel Financial
Missouri
$3.05M 46,016 +2,035 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3M 45,370 +2,776 +7%
UWPG
29
Ullmann Wealth Partners Group
Florida
$2.94M 44,353 -1,150 -3%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.84M 42,842 +6,896 +19%
LWAC
31
Laurel Wealth Advisors (California)
California
$2.74M 41,435 +41,435 New
UBS Group
32
UBS Group
Switzerland
$2.5M 37,677 +2,853 +8%
KAS
33
Kestra Advisory Services
Texas
$2.33M 32,976 +32,976 New
ACM
34
AlphaStar Capital Management
North Carolina
$2.06M 29,147 +29,147 New
BCM
35
Breiter Capital Management
Florida
$2M 30,231 -19,495 -39%
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$1.95M 29,458 -3,743 -11%
CAN
37
Cetera Advisor Networks
California
$1.75M 26,361 +113 +0.4%
PAG
38
Private Advisor Group
New Jersey
$1.72M 25,953 +1,618 +7%
NA
39
NewEdge Advisors
Louisiana
$1.55M 23,432 +8,197 +54%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.4M 21,164 +540 +3%
JWCA
41
J.W. Cole Advisors
Florida
$1.32M 19,993 +7,058 +55%
AIP
42
Almanack Investment Partners
Pennsylvania
$1.21M 17,325 +17,325 New
SPC
43
Sigma Planning Corp
Michigan
$1.2M 18,086 +330 +2%
PA
44
PSI Advisors
Florida
$1.01M 15,224 -202 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.01M 15,186 +2,649 +21%
TRCT
46
Tower Research Capital (TRC)
New York
$885K 13,370 -3,547 -21%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$863K 13,037 -391 -3%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$800K 12,086 +3,566 +42%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$762K 11,505 -4,065 -26%
DADC
50
D.A. Davidson & Co
Montana
$657K 9,916 -1,611 -14%
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