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Invesco S&P MidCap Momentum ETF

116 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $378M → $462M (+$83.4M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

14% more funds holding

Funds holding: 102116 (+14)

0.46% more ownership

Funds ownership: 53.25%53.7% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
42
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$3.58M +$208K +2,875 +7%
LWAC
27
Laurel Wealth Advisors (California)
California
$3.57M +$305K +4,215 +10%
UWPG
28
Ullmann Wealth Partners Group
Florida
$3.41M -$56K -773 -2%
UBS Group
29
UBS Group
Switzerland
$3.3M +$324K +4,472 +12%
Stifel Financial
30
Stifel Financial
Missouri
$3.23M -$349K -4,818 -10%
CFD
31
Creative Financial Designs
Indiana
$3.22M -$403K -5,568 -12%
PAG
32
Private Advisor Group
New Jersey
$2.67M +$589K +8,136 +31%
KAS
33
Kestra Advisory Services
Texas
$2.58M +$3.47K +48 +0.1%
ACM
34
AlphaStar Capital Management
North Carolina
$2.41M +$24K +332 +1%
BCM
35
Breiter Capital Management
Florida
$2.38M +$14.3K +198 +0.7%
NA
36
NewEdge Advisors
Louisiana
$2.38M +$505K +6,974 +30%
CAN
37
Cetera Advisor Networks
California
$2.23M +$156K +2,159 +8%
SA
38
Stewardship Advisors
Pennsylvania
$1.92M -$3.86M -53,306 -68%
AIP
39
Almanack Investment Partners
Pennsylvania
$1.79M +$401K +5,541 +32%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.7M +$42.8K +591 +3%
GSEP
41
Golden State Equity Partners
California
$1.56M +$1.45M +19,987 New
IA
42
Insight Advisors
Pennsylvania
$1.47M +$1.36M +18,728 New
SPC
43
Sigma Planning Corp
Michigan
$1.45M +$31.8K +440 +2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.42M +$211K +2,909 +19%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.08M -$2.94M -40,624 -75%
PA
46
PSI Advisors
Florida
$1.08M -$101K -1,394 -9%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$1.01M -$10.2K -141 -1%
JWCA
48
J.W. Cole Advisors
Florida
$942K -$576K -7,957 -40%
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$932K -$12.8K -177 -1%
TAIM
50
TD Ameritrade Investment Management
Nebraska
$815K -$79.4K -1,097 -10%

XMMO Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2020, worth a combined $462M — up 22% from $378M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 7 closed out — a net gain of 15 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.63M.

  • 116 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2020 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $7.15M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.