Invesco S&P MidCap Momentum ETF
XMMO
56 hedge funds and large institutions have $93.7M invested in Invesco S&P MidCap Momentum ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 7 closing their positions.
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
17% more funds holding
Funds holding: 48 → 56 (+8)
0.2% less ownership
Funds ownership: 41.71% → 41.51% (-0.2%)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
30% less capital invested
Capital invested by funds: $135M → $93.7M (-$40.9M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$9.71M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$3.62M |
| 3 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$3.29M |
| 4 |
Goldman Sachs
New York
|
+$3.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$22.5M |
| 2 |
Morgan Stanley
New York
|
-$12.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.6M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.78M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.85M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAIM
51
TD Ameritrade Investment Management
Omaha,
Nebraska
| $12K | – | – | – |
|
|
ASN
52
Advisory Services Network
Atlanta,
Georgia
| $9K | – | – | – |
|
|
WEC
53
Winslow Evans & Crocker
Boston,
Massachusetts
| $6K | – | – | – |
|
|
NA
54
NewEdge Advisors
New Orleans,
Louisiana
| $449 | +$85.8K | +1,796 | +22% |
|
|
GT
55
Glenmede Trust
Philadelphia,
Pennsylvania
| $103 | +$110K | +2,302 | New |
|
|
NCM
56
Niemann Capital Management
Stateline,
Nevada
| – | -$22.5M | -410,688 | Closed |
|
|
57
Envestnet Asset Management
Chicago,
Illinois
| – | -$5.6M | -102,340 | Closed |
|
|
UCFA
58
United Capital Financial Advisors
Irving,
Texas
| – | -$3.78M | -68,986 | Closed |
|
|
AWM
59
AE Wealth Management
Topeka,
Kansas
| – | -$317K | -5,798 | Closed |
|
|
SS
60
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$309K | -5,648 | Closed |
|
|
SPIA
61
Steward Partners Investment Advisory
New York
| – | -$16K | -300 | Closed |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| – | -$7K | -129 | Closed |
|
XMMO Hedge Fund Activity: Q4 2018 in Review
56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2018, worth a combined $93.7M — down 30% from $135M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new XMMO positions and 7 closed out — a net gain of 8 holders — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Wells Fargo, adding an estimated $9.71M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $22.5M sold.
- 56 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2018, up from 48 in Q3 2018.
- Funds reported $93.7M of Invesco S&P MidCap Momentum ETF stock for Q4 2018, down 30% quarter-over-quarter.
- 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2018 and 7 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2018 was Wells Fargo, an estimated $9.71M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q4 2018 was Niemann Capital Management, an estimated $22.5M sold.
Based on aggregated 13F filings for Q4 2018.