XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

122 hedge funds and large institutions have $461M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% of All Funds
2.15%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
44
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWAG
1
Spectrum Wealth Advisory Group
California
$14.3M
2
JWM
2
Jackson Wealth Management
Florida
$7.55M
3
CCP
3
Cardan Capital Partners
Colorado
$4.44M
4
OMC
4
Old Mission Capital
Illinois
$3.52M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$23.1M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$345K
2
LPL Financial
2
LPL Financial
California
$40.3M
3
Wells Fargo
3
Wells Fargo
California
$43.1M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FHC
5
First Heartland Consultants
Missouri
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.5M +$43.4K +518 +1%
GSEP
27
Golden State Equity Partners
California
$3.48M +$1.8M +21,502 +108%
UBS Group
28
UBS Group
Switzerland
$3.41M -$125K -1,494 -4%
UWPG
29
Ullmann Wealth Partners Group
Florida
$3.35M -$303K -3,616 -8%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$2.81M -$5.24M -62,528 -65%
LWAC
31
Laurel Wealth Advisors (California)
California
$2.8M -$1.03M -12,262 -27%
KAS
32
Kestra Advisory Services
Texas
$2.69M -$82.7K -987 -3%
PAG
33
Private Advisor Group
New Jersey
$2.59M -$272K -3,250 -10%
ACM
34
AlphaStar Capital Management
North Carolina
$2.34M -$134K -1,593 -5%
NA
35
NewEdge Advisors
Louisiana
$2.19M -$356K -4,251 -14%
SPC
36
Sigma Planning Corp
Michigan
$2.04M +$484K +5,775 +31%
TVAMP
37
Tennessee Valley Asset Management Partners
Tennessee
$1.99M -$2.65M -31,590 -57%
Citadel Advisors
38
Citadel Advisors
Florida
$1.81M +$1.81M +21,555 New
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$1.8M +$1.55M +18,526 +634%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.67M +$150K +1,787 +10%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$1.65M -$170K -2,029 -9%
IA
42
Insight Advisors
Pennsylvania
$1.61M +$1.97K +23 +0.1%
CAN
43
Cetera Advisor Networks
California
$1.53M -$857K -10,221 -36%
JWCA
44
J.W. Cole Advisors
Florida
$1.2M +$192K +2,287 +19%
PA
45
PSI Advisors
Florida
$1.15M -$13.1K -157 -1%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$1.07M +$75.5K +901 +8%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$996K +$165K +1,969 +20%
CAL
48
Capital Analysts LLC
Pennsylvania
$992K +$912K +10,885 +1,146%
SEP
49
Southland Equity Partners
Missouri
$946K +$112K +1,341 +13%
CRI
50
Colonial River Investments
Virginia
$926K +$95.7K +1,142 +12%
1
2
3 4 5