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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

151 hedge funds and large institutions have $506M invested in Invesco S&P MidCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 19 closing their positions.

Holders
151
Holders Change
-7
Holders Change %
-4.43%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
16
Increased
52
Reduced
59
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$36.5M
2
LPL Financial
2
LPL Financial
California
$98.5M
3
Stifel Financial
3
Stifel Financial
Missouri
$12.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$20.4M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$61.5M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$1M
3
Wells Fargo
3
Wells Fargo
California
$60.4M
4
IA
4
IFP Advisors
Florida
$54K
5
PAG
5
Private Advisor Group
New Jersey
$5.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWPG
26
Ullmann Wealth Partners Group
Florida
$2.86M +$5.81K +77 +0.2%
AWM
27
AE Wealth Management
Kansas
$2.19M -$850K -11,261 -28%
TAM
28
Titleist Asset Management
Texas
$2.18M +$2.18M +28,897 New
SWAG
29
Spectrum Wealth Advisory Group
California
$2.18M -$111K -1,472 -5%
VCM
30
Verde Capital Management
Michigan
$2.17M -$430K -5,689 -16%
NA
31
NewEdge Advisors
Louisiana
$2.08M +$388K +5,139 +23%
AAS
32
Avantax Advisory Services
Texas
$1.99M +$553K +7,327 +38%
CFD
33
Creative Financial Designs
Indiana
$1.97M +$207K +2,740 +12%
FTS
34
Fifth Third Securities
Ohio
$1.93M +$232K +3,076 +14%
D
35
Diversified
Delaware
$1.75M -$84.2K -1,115 -5%
SEP
36
Southland Equity Partners
Missouri
$1.6M +$30.2K +400 +2%
KAS
37
Kestra Advisory Services
Texas
$1.51M +$888K +11,758 +144%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.48M -$72K -953 -5%
HNB
39
Huntington National Bank
Ohio
$1.39M -$1.28M – –
JWCA
40
J.W. Cole Advisors
Florida
$1.38M +$92.3K +1,223 +7%
LTL
41
Lowery Thomas LLC
California
$1.36M +$1.36M +17,970 New
TFS
42
Thoroughbred Financial Services
Tennessee
$1.31M +$594K +7,874 +83%
CWM
43
Comprehensive Wealth Management
Washington
$1.24M -$47K -622 -4%
Goldman Sachs
44
Goldman Sachs
New York
$1.19M – – –
FAIM
45
Financial Advocates Investment Management
Washington
$1.14M -$1.59K -21 -0.1%
SWP
46
Stratos Wealth Partners
Ohio
$1M +$203K +2,689 +25%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$1M -$4.88M -64,635 -83%
PWA
48
PCG Wealth Advisors
Kansas
$972K +$68.2K +903 +8%
SWM
49
Sculati Wealth Management
Michigan
$919K +$19K +252 +2%
PA
50
PSI Advisors
Florida
$847K +$3.93K +52 +0.5%
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