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Invesco S&P MidCap Momentum ETF
XMMO

156 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, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $513M → $685M (+$172M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

13.83% more ownership

Funds ownership: 46.77% → 60.6% (+14%)

1% more funds holding

Funds holding: 154 → 156 (+2)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.48%
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
66
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$149M
2
SL
Systelligence LLC
Minnesota
+$12.2M
3
LPL Financial
LPL Financial
California
+$7.03M
4
LFAS
Level Four Advisory Services
Texas
+$3.59M
5
FIA
Foundations Investment Advisors
Arizona
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.54M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.35M
3
Wells Fargo
Wells Fargo
California
-$2.54M
4
RL
Retireful LLC
Michigan
-$2.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$4.39M +$3.59M +44,136 +423%
IFWM
27
Institute for Wealth Management
Colorado
$3.95M -$35.7K -439 -0.9%
PMG
28
ProVise Management Group
Florida
$3.61M +$151K +1,863 +4%
FAIM
29
Financial Advocates Investment Management
Washington
$3.34M +$186K +2,286 +6%
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.13M -$65.2K -802 -2%
UWPG
31
Ullmann Wealth Partners Group
Florida
$3.04M +$2.36K +29 +0.1%
KAS
32
Kestra Advisory Services
Texas
$2.85M +$385K +4,730 +15%
NA
33
NewEdge Advisors
Louisiana
$2.85M +$104K +1,283 +4%
TAM
34
Titleist Asset Management
Texas
$2.46M +$30.5K +375 +1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.33M +$1.52M +18,753 +185%
AAS
36
Avantax Advisory Services
Texas
$2.24M +$206K +2,540 +10%
FIA
37
Foundations Investment Advisors
Arizona
$2.19M +$2.21M +27,165 New
VCM
38
Verde Capital Management
Michigan
$2.09M -$59.9K -737 -3%
CFS
39
Commonwealth Financial Services
West Virginia
$2.03M +$2.05M +25,221 New
SWAG
40
Spectrum Wealth Advisory Group
California
$2M +$1.06K +13 +0.1%
EH
41
Equitable Holdings
New York
$1.9M +$1.48M +18,175 +335%
TFS
42
Thoroughbred Financial Services
Tennessee
$1.87M +$478K +5,882 +34%
AWM
43
AE Wealth Management
Kansas
$1.86M +$473K +5,819 +34%
WIA
44
World Investment Advisors
California
$1.79M -$118K -1,456 -6%
D
45
Diversified
Delaware
$1.76M -$27.4K -337 -2%
SEP
46
Southland Equity Partners
Missouri
$1.7M +$5.85K +72 +0.3%
FTS
47
Fifth Third Securities
Ohio
$1.67M +$160K +1,972 +11%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.59M +$86.9K +1,069 +6%
HNB
49
Huntington National Bank
Ohio
$1.58M – – –
JWCA
50
J.W. Cole Advisors
Florida
$1.48M -$3.74K -46 -0.2%
1
2
3 4 5

XMMO Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2023, worth a combined $685M — up 34% from $513M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMMO positions and 17 closed out — a net gain of 3 holders — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $149M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 156 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $685M of Invesco S&P MidCap Momentum ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2023 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $149M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2023.