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Invesco S&P MidCap Momentum ETF
XMMO

171 hedge funds and large institutions have $753M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 54

10% more capital invested

Capital invested by funds: $685M → $753M (+$67.7M)

10% more funds holding

Funds holding: 156 → 171 (+15)

3.22% more ownership

Funds ownership: 60.6% → 63.81% (+3.2%)

Holders
171
Holders Change
+15
Holders Change %
+9.62%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
60
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$61M
2
LPL Financial
LPL Financial
California
+$10.7M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$10M
4
FIA
Foundations Investment Advisors
Arizona
+$9.42M
5
Osaic Holdings
Osaic Holdings
Arizona
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$112M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$7.38M
3
MWM
MY Wealth Management
Maryland
-$4.47M
4
Wells Fargo
Wells Fargo
California
-$2.15M
5
WIA
World Investment Advisors
California
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
26
Level Four Advisory Services
Texas
$4.87M -$28.9K -352 -0.6%
IFWM
27
Institute for Wealth Management
Colorado
$4.39M -$9.21K -112 -0.2%
PMG
28
ProVise Management Group
Florida
$4.06M +$25.5K +310 +0.7%
FAIM
29
Financial Advocates Investment Management
Washington
$3.98M +$232K +2,818 +7%
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.49M -$4.27K -52 -0.1%
UWPG
31
Ullmann Wealth Partners Group
Florida
$3.34M -$47.3K -575 -2%
AAS
32
Avantax Advisory Services
Texas
$3.27M +$697K +8,486 +30%
NA
33
NewEdge Advisors
Louisiana
$3.01M -$189K -2,299 -6%
KAS
34
Kestra Advisory Services
Texas
$2.99M -$174K -2,113 -6%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.82M +$939K +11,429 +57%
TAM
36
Titleist Asset Management
Texas
$2.77M +$24.4K +297 +1%
FTS
37
Fifth Third Securities
Ohio
$2.7M +$763K +9,281 +45%
AAS
38
Ameritas Advisory Services
Nebraska
$2.57M +$2.13M +25,857 +983%
AWM
39
AE Wealth Management
Kansas
$2.41M +$229K +2,792 +12%
EH
40
Equitable Holdings
New York
$2.35M +$212K +2,577 +11%
TFS
41
Thoroughbred Financial Services
Tennessee
$2.27M +$176K +2,147 +9%
PS
42
Principal Securities
Iowa
$2.23M +$2.04M +24,810 New
CA
43
Cambridge Associates
Massachusetts
$2.19M +$2M +24,340 New
MNBTD
44
Moody National Bank Trust Division
Texas
$2.19M +$2M +24,340 New
SWAG
45
Spectrum Wealth Advisory Group
California
$2.18M -$43.6K -531 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.11M +$1.43M +17,374 +284%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$526K +6,403 +40%
VCM
48
Verde Capital Management
Michigan
$1.98M -$319K -3,882 -15%
SEP
49
Southland Equity Partners
Missouri
$1.95M +$43.2K +525 +2%
HNB
50
Huntington National Bank
Ohio
$1.92M – – –
1
2
3 4 5

XMMO Hedge Fund Activity: Q4 2023 in Review

171 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2023, worth a combined $753M — up 9.9% from $685M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new XMMO positions and 13 closed out — a net gain of 16 holders — while 60 added to existing stakes and 54 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $112M.

  • 171 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2023, up from 156 in Q3 2023.
  • Funds reported $753M of Invesco S&P MidCap Momentum ETF stock for Q4 2023, up 9.9% quarter-over-quarter.
  • 29 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2023 and 13 closed out, a net change of +16 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2023 was Morgan Stanley, an estimated $61M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2023.