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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
HNB
5
Huntington National Bank
Ohio
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$4.39M 54,578 +44,136 +423%
IFWM
27
Institute for Wealth Management
Colorado
$3.95M 49,044 -439 -0.9%
PMG
28
ProVise Management Group
Florida
$3.61M 44,890 +1,863 +4%
FAIM
29
Financial Advocates Investment Management
Washington
$3.34M 41,442 +2,286 +6%
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.13M 38,911 -802 -2%
UWPG
31
Ullmann Wealth Partners Group
Florida
$3.04M 37,796 +29 +0.1%
KAS
32
Kestra Advisory Services
Texas
$2.85M 35,451 +4,730 +15%
NA
33
NewEdge Advisors
Louisiana
$2.85M 35,423 +1,283 +4%
TAM
34
Titleist Asset Management
Texas
$2.46M 30,563 +375 +1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.33M 28,889 +18,753 +185%
AAS
36
Avantax Advisory Services
Texas
$2.24M 27,884 +2,540 +10%
FIA
37
Foundations Investment Advisors
Arizona
$2.19M 27,165 +27,165 New
VCM
38
Verde Capital Management
Michigan
$2.09M 25,907 -737 -3%
CFS
39
Commonwealth Financial Services
West Virginia
$2.03M 25,221 +25,221 New
SWAG
40
Spectrum Wealth Advisory Group
California
$2M 24,808 +13 +0.1%
EH
41
Equitable Holdings
New York
$1.9M 23,601 +18,175 +335%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.87M 23,193 +5,882 +34%
AWM
43
AE Wealth Management
Kansas
$1.86M 23,128 +5,819 +34%
WIA
44
World Investment Advisors
California
$1.79M 22,282 -1,456 -6%
D
45
Diversified
Delaware
$1.76M 21,849 -337 -2%
SEP
46
Southland Equity Partners
Missouri
$1.7M 21,134 +72 +0.3%
FTS
47
Fifth Third Securities
Ohio
$1.67M 20,735 +1,972 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.59M 19,908 +1,069 +6%
HNB
49
Huntington National Bank
Ohio
– – – –
JWCA
50
J.W. Cole Advisors
Florida
$1.48M 18,423 -46 -0.2%
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