We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

139 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 140 → 139 (-1)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.13% less ownership

Funds ownership: 50.52% → 47.4% (-3.1%)

20% less capital invested

Capital invested by funds: $471M → $377M (-$93.6M)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$21.2M
2
Wells Fargo
Wells Fargo
California
+$15M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.51M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.24M
5
LPL Financial
LPL Financial
California
+$3.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$39.7M
2
VCM
Verde Capital Management
Michigan
-$13.1M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$9.34M
4
APWA
Atlas Private Wealth Advisors
New Jersey
-$8.24M
5
AWM
AE Wealth Management
Kansas
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.71M +$2.63M +32,902 +631%
UWPG
27
Ullmann Wealth Partners Group
Florida
$2.69M +$479 +6 +0%
SWAG
28
Spectrum Wealth Advisory Group
California
$2.59M -$87.4K -1,094 -3%
D
29
Diversified
Delaware
$2.37M -$374K -4,687 -12%
CFD
30
Creative Financial Designs
Indiana
$2.27M +$22.3K +279 +0.9%
FAIM
31
Financial Advocates Investment Management
Washington
$1.71M +$70.5K +883 +4%
Stifel Financial
32
Stifel Financial
Missouri
$1.68M -$102K -1,281 -5%
PMG
33
ProVise Management Group
Florida
$1.66M +$747K +9,354 +67%
KAS
34
Kestra Advisory Services
Texas
$1.64M +$1.19M +14,860 +183%
SPC
35
Sigma Planning Corp
Michigan
$1.55M -$109K -1,370 -6%
SWP
36
Stratos Wealth Partners
Ohio
$1.44M +$1.05M +13,097 +183%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.41M -$99.5K -1,246 -6%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.38M -$137K -1,713 -8%
JWCA
39
J.W. Cole Advisors
Florida
$1.22M -$3.91K -49 -0.3%
SEP
40
Southland Equity Partners
Missouri
$1.16M +$31.7K +397 +2%
AAS
41
Ameritas Advisory Services
Nebraska
$1.13M -$402K -5,038 -24%
CWM
42
Comprehensive Wealth Management
Washington
$1.11M +$302K +3,778 +32%
DADC
43
D.A. Davidson & Co
Montana
$1.1M +$545K +6,826 +79%
NA
44
NewEdge Advisors
Louisiana
$986K -$203K -2,544 -16%
CAGAS
45
Capital Advisory Group Advisory Services
Minnesota
$940K -$127K -1,589 -12%
JCA
46
January Capital Advisors
California
$880K – – –
MIAN
47
Mariner Independent Advisor Network
Kansas
$877K +$985K +12,327 New
SWM
48
Sculati Wealth Management
Michigan
$812K +$28.9K +362 +3%
KWM
49
Kingsview Wealth Management
Oregon
$791K +$678K +8,490 +324%
PA
50
PSI Advisors
Florida
$786K -$36.7K -460 -4%
1
2
3 4 5

XMMO Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2022, worth a combined $377M — down 20% from $471M a quarter earlier.

Fund positioning in XMMO was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 49 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39.7M sold.

  • 139 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2022, down from 140 in Q1 2022.
  • Funds reported $377M of Invesco S&P MidCap Momentum ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2022 was Goldman Sachs, an estimated $21.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.