Invesco S&P MidCap Momentum ETF
XMMO
147 hedge funds and large institutions have $458M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 49 increasing their positions, 40 reducing their positions, and 9 closing their positions.
250% more funds holding in top 10
Funds holding in top 10: 2 → 7 (+5)
244% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 9
23% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 40
16% more capital invested
Capital invested by funds: $394M → $458M (+$63.6M)
15% more funds holding
Funds holding: 128 → 147 (+19)
4% more ownership
Funds ownership: 42.61% → 46.6% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$4.92M |
| 2 |
NEPWA
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
+$3.88M |
| 3 |
APWA
Atlas Private Wealth Advisors
Matawan,
New Jersey
|
+$3.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.88M |
| 5 |
JWCA
J.W. Cole Advisors
Tampa,
Florida
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$15.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.51M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.63M |
| 5 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
-$1.17M |
XMMO Hedge Fund Activity: Q4 2021 in Review
147 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2021, worth a combined $458M — up 16% from $394M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new XMMO positions and 9 closed out — a net gain of 22 holders — while 49 added to existing stakes and 40 trimmed.
The largest buyer was LPL Financial, adding an estimated $4.92M. The largest seller was GeoWealth Management, cutting an estimated $15.3M.
- 147 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2021, up from 128 in Q3 2021.
- Funds reported $458M of Invesco S&P MidCap Momentum ETF stock for Q4 2021, up 16% quarter-over-quarter.
- 31 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2021 and 9 closed out, a net change of +22 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2021 was LPL Financial, an estimated $4.92M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q4 2021 was GeoWealth Management, an estimated $15.3M sold.
Based on aggregated 13F filings for Q4 2021.