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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% 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
59
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
LPL Financial
2
LPL Financial
California
$121M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
4
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
3
MY Wealth Management
Maryland
$350K
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
WIA
5
World Investment Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
26
Level Four Advisory Services
Texas
$4.87M -$31.6K -352 -0.6%
IFWM
27
Institute for Wealth Management
Colorado
$4.39M -$10.1K -112 -0.2%
PMG
28
ProVise Management Group
Florida
$4.06M +$27.8K +310 +0.7%
FAIM
29
Financial Advocates Investment Management
Washington
$3.98M +$253K +2,818 +7%
PCIA
30
Prime Capital Investment Advisors
Kansas
$3.49M -$4.67K -52 -0.1%
UWPG
31
Ullmann Wealth Partners Group
Florida
$3.34M -$51.6K -575 -2%
AAS
32
Avantax Advisory Services
Texas
$3.27M +$762K +8,486 +30%
NA
33
NewEdge Advisors
Louisiana
$3.01M -$209K -2,299 -6%
KAS
34
Kestra Advisory Services
Texas
$2.99M -$190K -2,113 -6%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.82M +$1.03M +11,429 +57%
TAM
36
Titleist Asset Management
Texas
$2.77M +$26.7K +297 +1%
FTS
37
Fifth Third Securities
Ohio
$2.7M +$834K +9,281 +45%
AAS
38
Ameritas Advisory Services
Nebraska
$2.57M +$2.33M +25,857 +983%
AWM
39
AE Wealth Management
Kansas
$2.41M +$260K +2,792 +12%
EH
40
Equitable Holdings
New York
$2.35M +$231K +2,577 +11%
TFS
41
Thoroughbred Financial Services
Tennessee
$2.28M +$193K +2,147 +9%
PS
42
Principal Securities
Iowa
$2.23M +$2.23M +24,810 New
MNBTD
43
Moody National Bank Trust Division
Texas
$2.19M +$2.19M +24,340 New
CA
44
Cambridge Associates
Massachusetts
$2.19M +$2.19M +24,340 New
SWAG
45
Spectrum Wealth Advisory Group
California
$2.18M -$47.7K -531 -2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$2.11M +$1.56M +17,374 +284%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$2.01M +$575K +6,403 +40%
VCM
48
Verde Capital Management
Michigan
$1.98M -$349K -3,882 -15%
SEP
49
Southland Equity Partners
Missouri
$1.95M +$47.2K +525 +2%
HNB
50
Huntington National Bank
Ohio
$1.92M -$1.58M – –
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