XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

143 hedge funds and large institutions have $409M invested in Invesco S&P MidCap Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 14 closing their positions.

Holders
143
Holders Change
+5
Holders Change %
+3.62%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
55
Reduced
40
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$62M
2
GVAG
2
Great Valley Advisor Group
Delaware
$5.47M
3
Ameriprise
3
Ameriprise
Minnesota
$18.1M
4
PG
4
Prostatis Group
Maryland
$4.01M
5
Wells Fargo
5
Wells Fargo
California
$50.5M

Top Sellers

1
VCM
1
Verde Capital Management
Michigan
$2.8M
2
CAN
2
Cetera Advisor Networks
California
$2.83M
3
CFD
3
Creative Financial Designs
Indiana
$1.66M
4
D
4
Diversified
Delaware
$1.81M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$3.21M +$19K +384 +0.6%
UBS Group
27
UBS Group
Switzerland
$2.85M -$24.4K -350 -0.9%
CAN
28
Cetera Advisor Networks
California
$2.83M -$1.13M -16,236 -29%
VCM
29
Verde Capital Management
Michigan
$2.8M -$3.89M -55,752 -58%
UWPG
30
Ullmann Wealth Partners Group
Florida
$2.64M +$5.44K +78 +0.2%
SWAG
31
Spectrum Wealth Advisory Group
California
$2.28M -$257K -3,680 -10%
GM
32
GeoWealth Management
Illinois
$2.19M +$2.19M +31,324 New
PMG
33
ProVise Management Group
Florida
$1.88M +$258K +3,700 +16%
D
34
Diversified
Delaware
$1.81M -$517K -7,412 -22%
Stifel Financial
35
Stifel Financial
Missouri
$1.81M +$158K +2,271 +10%
CFD
36
Creative Financial Designs
Indiana
$1.66M -$574K -8,220 -26%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.6M +$218K +3,128 +16%
MIAN
38
Mariner Independent Advisor Network
Kansas
$1.6M +$742K +10,641 +86%
TC
39
Titleist Capital
Texas
$1.59M +$1.2M +17,256 +313%
KAS
40
Kestra Advisory Services
Texas
$1.58M -$24.7K -354 -2%
FAIM
41
Financial Advocates Investment Management
Washington
$1.54M -$133K -1,912 -8%
SWP
42
Stratos Wealth Partners
Ohio
$1.49M +$72.8K +1,043 +5%
SPC
43
Sigma Planning Corp
Michigan
$1.47M -$55.2K -791 -4%
BFEC
44
Benjamin F. Edwards & Company
Missouri
$1.36M +$6.42K +92 +0.5%
AWM
45
AE Wealth Management
Kansas
$1.33M +$917K +13,144 +221%
B
46
Bensler
Washington
$1.27M +$1.27M +18,152 New
SEP
47
Southland Equity Partners
Missouri
$1.22M +$79.7K +1,143 +7%
JWCA
48
J.W. Cole Advisors
Florida
$1.2M +$5.58K +80 +0.5%
AAS
49
Ameritas Advisory Services
Nebraska
$1.15M +$42.8K +613 +4%
PWA
50
PCG Wealth Advisors
Kansas
$1.15M +$527K +7,573 +85%
1
2
3 4 5