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Invesco S&P MidCap Momentum ETF
XMMO

159 hedge funds and large institutions have $970M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

137% more capital invested

Capital invested by funds: $409M → $970M (+$561M)

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

10% more funds holding

Funds holding: 144 → 159 (+15)

3.5% more ownership

Funds ownership: 46.55% → 50.05% (+3.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
159
Holders Change
+15
Holders Change %
+10.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$22.9M
2
Morgan Stanley
Morgan Stanley
New York
+$15.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.8M
4
Wells Fargo
Wells Fargo
California
+$9.35M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$19.2M
2
PG
Prostatis Group
Maryland
-$4.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.29M
4
GM
GeoWealth Management
Illinois
-$2.19M
5
KAS
Kestra Advisory Services
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$3.17M -$55.5K -723 -1%
AWM
27
AE Wealth Management
Kansas
$3.03M +$1.63M +21,183 +111%
Mariner
28
Mariner
Kansas
$3.01M +$2.03M +26,420 +195%
UWPG
29
Ullmann Wealth Partners Group
Florida
$2.85M -$4.61K -60 -0.2%
PMG
30
ProVise Management Group
Florida
$2.68M +$665K +8,657 +32%
VCM
31
Verde Capital Management
Michigan
$2.6M -$436K -5,676 -14%
SWAG
32
Spectrum Wealth Advisory Group
California
$2.29M -$182K -2,366 -7%
TC
33
Titleist Capital
Texas
$1.97M +$260K +3,379 +15%
D
34
Diversified
Delaware
$1.83M -$126K -1,636 -6%
CFD
35
Creative Financial Designs
Indiana
$1.76M -$28K -365 -2%
FTS
36
Fifth Third Securities
Ohio
$1.69M +$1.72M +22,433 New
SEP
37
Southland Equity Partners
Missouri
$1.56M +$257K +3,346 +19%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.54M +$74.3K +967 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.53M -$206K -2,686 -12%
B
40
Bensler
Washington
$1.48M +$119K +1,546 +9%
AAS
41
Avantax Advisory Services
Texas
$1.44M +$1.11M +14,443 +313%
CWM
42
Comprehensive Wealth Management
Washington
$1.29M +$67.5K +879 +5%
JWCA
43
J.W. Cole Advisors
Florida
$1.28M -$14.8K -193 -1%
HNB
44
Huntington National Bank
Ohio
$1.28M – – –
BAM
45
Belpointe Asset Management
Nevada
$1.26M +$564K +7,346 +78%
Goldman Sachs
46
Goldman Sachs
New York
$1.19M -$19.2M -250,000 -94%
FAIM
47
Financial Advocates Investment Management
Washington
$1.13M -$536K -6,983 -32%
RF
48
Rollins Financial
Georgia
$946K +$209K +2,717 +28%
CPG
49
Cornerstone Planning Group
New Jersey
$906K +$918K +11,959 New
PWA
50
PCG Wealth Advisors
Kansas
$902K -$349K -4,539 -27%
1
2
3 4 5

XMMO Hedge Fund Activity: Q4 2022 in Review

159 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2022, worth a combined $970M — up 137% from $409M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XMMO positions and 11 closed out — a net gain of 17 holders — while 66 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.9M. The largest seller was Goldman Sachs, cutting an estimated $19.2M.

  • 159 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2022, up from 144 in Q3 2022.
  • Funds reported $970M of Invesco S&P MidCap Momentum ETF stock for Q4 2022, up 137% quarter-over-quarter.
  • 28 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2022 and 11 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2022 was LPL Financial, an estimated $22.9M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2022 was Goldman Sachs, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.