Invesco S&P MidCap Momentum ETF
XMMO
48 hedge funds and large institutions have $135M invested in Invesco S&P MidCap Momentum ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
69% more capital invested
Capital invested by funds: $79.8M → $135M (+$54.9M)
50% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 12
14% more funds holding
Funds holding: 42 → 48 (+6)
5.47% more ownership
Funds ownership: 36.24% → 41.71% (+5.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$29M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$3.57M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$3.29M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.8M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.47M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.79M |
| 3 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$1.36M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$322K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$28K | -562 | Closed |
|
|
MA
52
MCF Advisors
Covington,
Kentucky
| – | -$3K | -57 | Closed |
|
|
CF
53
Centaurus Financial
Anaheim,
California
| – | -$2K | -32 | Closed |
|
XMMO Hedge Fund Activity: Q3 2018 in Review
48 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2018, worth a combined $135M — up 69% from $79.8M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new XMMO positions and 6 closed out — a net gain of 6 holders — while 18 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $29M. The largest seller was Envestnet Asset Management, cutting an estimated $2.47M.
- 48 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2018, up from 42 in Q2 2018.
- Funds reported $135M of Invesco S&P MidCap Momentum ETF stock for Q3 2018, up 69% quarter-over-quarter.
- 12 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2018 and 6 closed out, a net change of +6 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2018 was Morgan Stanley, an estimated $29M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $2.47M sold.
Based on aggregated 13F filings for Q3 2018.