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Invesco S&P MidCap Momentum ETF
XMMO

128 hedge funds and large institutions have $394M invested in Invesco S&P MidCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

4% less capital invested

Capital invested by funds: $411M → $394M (-$16.6M)

2% less funds holding

Funds holding: 130 → 128 (-2)

1.92% less ownership

Funds ownership: 44.52% → 42.61% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
54
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$15.6M
2
LPL Financial
LPL Financial
California
+$11.8M
3
CCP
Cardan Capital Partners
Colorado
+$5.88M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.16M
5
AIP
Almanack Investment Partners
Pennsylvania
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4.27M
2
OMC
Old Mission Capital
Illinois
-$3.77M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.71M
4
FHC
First Heartland Consultants
Missouri
-$2.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
26
Creative Financial Designs
Indiana
$2.73M -$2M -23,333 -42%
ACM
27
AlphaStar Capital Management
North Carolina
$2.58M +$60.4K +705 +3%
CAN
28
Cetera Advisor Networks
California
$2.46M +$190K +2,218 +8%
NA
29
NewEdge Advisors
Louisiana
$2.41M +$246K +2,878 +11%
GSWM
30
Golden State Wealth Management
California
$2.21M +$88.6K +1,035 +4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.12M +$284K +3,318 +15%
Stifel Financial
32
Stifel Financial
Missouri
$2.07M -$31.8K -371 -1%
SPC
33
Sigma Planning Corp
Michigan
$2.03M -$199K -2,326 -9%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.82M +$115K +1,340 +7%
AIP
35
Almanack Investment Partners
Pennsylvania
$1.43M +$1.46M +17,015 New
IA
36
Insight Advisors
Pennsylvania
$1.36M -$327K -3,824 -21%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$1.25M +$213K +2,489 +20%
CAGAS
38
Capital Advisory Group Advisory Services
Minnesota
$1.17M +$117K +1,372 +11%
SEP
39
Southland Equity Partners
Missouri
$1.14M +$2.48K +29 +0.2%
PA
40
PSI Advisors
Florida
$1.03M -$69.8K -815 -6%
FTUS
41
Flow Traders U.S.
New York
$990K -$92.5K -1,080 -8%
AIC
42
Ameritas Investment Company
Nebraska
$979K +$621K +7,248 +165%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$905K +$895K +10,451 +3,371%
SWM
44
Sculati Wealth Management
Michigan
$827K +$31.9K +372 +4%
SWM
45
Spire Wealth Management
Virginia
$813K -$10.8K -126 -1%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$802K +$36.1K +422 +5%
CAC
47
Certified Advisory Corp
Florida
$776K -$343 -4 -0%
TAIM
48
TD Ameritrade Investment Management
Nebraska
$762K +$188K +2,201 +24%
FAIM
49
Financial Advocates Investment Management
Washington
$725K +$43.5K +508 +6%
PMG
50
ProVise Management Group
Florida
$717K +$236K +2,756 +48%
1
2
3 4 5

XMMO Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2021, worth a combined $394M — down 4% from $411M a quarter earlier.

Fund positioning in XMMO was balanced in Q3 2021: 16 funds opened new positions, 16 closed out, 54 added to existing stakes and 36 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $15.6M. The largest seller was Citigroup, cutting an estimated $4.27M.

  • 128 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2021, down from 130 in Q2 2021.
  • Funds reported $394M of Invesco S&P MidCap Momentum ETF stock for Q3 2021, down 4% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2021 and 16 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2021 was GeoWealth Management, an estimated $15.6M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2021 was Citigroup, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2021.