We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

140 hedge funds and large institutions have $471M invested in Invesco S&P MidCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

3.92% more ownership

Funds ownership: 46.6% → 50.52% (+3.9%)

3% more capital invested

Capital invested by funds: $458M → $471M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

5% less funds holding

Funds holding: 147 → 140 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
55
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$39.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$9.23M
3
FFN
Focus Financial Network
Minnesota
+$8.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.14M
5
IA
IFP Advisors
Florida
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.1M
2
MWM
MY Wealth Management
Maryland
-$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.92M
4
Wells Fargo
Wells Fargo
California
-$3.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$3.88M +$36.8K +431 +1%
GSWM
27
Golden State Wealth Management
California
$3.59M +$1.16M +13,645 +49%
D
28
Diversified
Delaware
$3.28M -$297K -3,478 -8%
UWPG
29
Ullmann Wealth Partners Group
Florida
$3.26M +$341 +4 +0%
SWAG
30
Spectrum Wealth Advisory Group
California
$3.24M -$1.39M -16,314 -30%
UBS Group
31
UBS Group
Switzerland
$3.22M -$192K -2,246 -6%
IA
32
IFP Advisors
Florida
$3.19M +$5.33M +62,509 +3,096%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.9M +$365K +4,275 +15%
CFD
34
Creative Financial Designs
Indiana
$2.73M +$53.8K +631 +2%
Jane Street
35
Jane Street
New York
$2.65M +$2.62M +30,682 New
Stifel Financial
36
Stifel Financial
Missouri
$2.15M -$85 -1 -0%
SPC
37
Sigma Planning Corp
Michigan
$2M +$9.38K +110 +0.5%
FAIM
38
Financial Advocates Investment Management
Washington
$1.99M +$1.15M +13,440 +139%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$1.83M -$39.2K -460 -2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.82M +$217K +2,546 +14%
AAS
41
Ameritas Advisory Services
Nebraska
$1.81M -$98.4K -1,154 -5%
JWCA
42
J.W. Cole Advisors
Florida
$1.48M +$61.3K +719 +4%
NA
43
NewEdge Advisors
Louisiana
$1.42M -$310K -3,631 -18%
SEP
44
Southland Equity Partners
Missouri
$1.37M +$140K +1,636 +11%
PMG
45
ProVise Management Group
Florida
$1.2M +$216K +2,535 +22%
CAGAS
46
Capital Advisory Group Advisory Services
Minnesota
$1.18M +$1.17M +13,677 New
SOS
47
Silver Oak Securities
Tennessee
$1.15M +$1.16M +13,620 New
CWM
48
Comprehensive Wealth Management
Washington
$1.02M +$452K +5,298 +81%
PA
49
PSI Advisors
Florida
$994K -$50.1K -587 -5%
GM
50
GeoWealth Management
Illinois
$981K -$153K -1,795 -14%
1
2
3 4 5

XMMO Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2022, worth a combined $471M — up 2.9% from $458M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XMMO and 13 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $39.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $17.1M.

  • 140 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $471M of Invesco S&P MidCap Momentum ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2022 and 18 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $39.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2022.