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Invesco S&P MidCap Momentum ETF
XMMO

102 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, 36 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

13% more capital invested

Capital invested by funds: $335M → $378M (+$42.9M)

11% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 36

10% more funds holding

Funds holding: 93 → 102 (+9)

0.24% more ownership

Funds ownership: 53% → 53.25% (+0.24%)

Holders
102
Holders Change
+9
Holders Change %
+9.68%
% of All Funds
2.06%
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
36
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
Affinity Wealth Management
Delaware
+$22.2M
2
VCM
Verde Capital Management
Michigan
+$13M
3
SWAG
Spectrum Wealth Advisory Group
California
+$3.05M
4
LWAC
Laurel Wealth Advisors (California)
California
+$2.65M
5
FHC
First Heartland Consultants
Missouri
+$2.53M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$22.6M
2
SS
Simplicity Solutions
Minnesota
-$22.4M
3
CFD
Creative Financial Designs
Indiana
-$2.99M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.45M
5
LAS
Lloyd Advisory Services
Georgia
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$3.09M -$2.99M -46,754 -50%
Stifel Financial
27
Stifel Financial
Missouri
$3.05M +$130K +2,035 +5%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3M +$178K +2,776 +7%
UWPG
29
Ullmann Wealth Partners Group
Florida
$2.94M -$73.7K -1,150 -3%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.84M +$442K +6,896 +19%
LWAC
31
Laurel Wealth Advisors (California)
California
$2.74M +$2.65M +41,435 New
UBS Group
32
UBS Group
Switzerland
$2.5M +$183K +2,853 +8%
KAS
33
Kestra Advisory Services
Texas
$2.33M +$2.11M +32,976 New
ACM
34
AlphaStar Capital Management
North Carolina
$2.06M +$1.87M +29,147 New
BCM
35
Breiter Capital Management
Florida
$2M -$1.25M -19,495 -39%
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$1.95M -$240K -3,743 -11%
CAN
37
Cetera Advisor Networks
California
$1.75M +$7.24K +113 +0.4%
PAG
38
Private Advisor Group
New Jersey
$1.72M +$104K +1,618 +7%
NA
39
NewEdge Advisors
Louisiana
$1.55M +$525K +8,197 +54%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.4M +$34.6K +540 +3%
JWCA
41
J.W. Cole Advisors
Florida
$1.32M +$452K +7,058 +55%
AIP
42
Almanack Investment Partners
Pennsylvania
$1.21M +$1.11M +17,325 New
SPC
43
Sigma Planning Corp
Michigan
$1.2M +$21.1K +330 +2%
PA
44
PSI Advisors
Florida
$1.01M -$12.9K -202 -1%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.01M +$170K +2,649 +21%
TRCT
46
Tower Research Capital (TRC)
New York
$885K -$227K -3,547 -21%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$863K -$25K -391 -3%
CAGAS
48
Capital Advisory Group Advisory Services
Minnesota
$800K +$228K +3,566 +42%
TAIM
49
TD Ameritrade Investment Management
Nebraska
$762K -$260K -4,065 -26%
DADC
50
D.A. Davidson & Co
Montana
$657K -$103K -1,611 -14%
1
2
3 4 5

XMMO Hedge Fund Activity: Q3 2020 in Review

102 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2020, worth a combined $378M — up 13% from $335M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new XMMO positions and 0 closed out — a net gain of 10 holders — while 40 added to existing stakes and 36 trimmed.

The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $22.2M. The largest seller was AE Wealth Management, cutting an estimated $22.6M.

  • 102 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2020, up from 93 in Q2 2020.
  • Funds reported $378M of Invesco S&P MidCap Momentum ETF stock for Q3 2020, up 13% quarter-over-quarter.
  • 10 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2020 and 0 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2020 was Affinity Wealth Management, an estimated $22.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2020 was AE Wealth Management, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2020.