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Invesco S&P MidCap Momentum ETF
XMMO

73 hedge funds and large institutions have $282M invested in Invesco S&P MidCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

201% more capital invested

Capital invested by funds: $93.7M → $282M (+$189M)

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

30% more funds holding

Funds holding: 56 → 73 (+17)

7.61% more ownership

Funds ownership: 41.51% → 49.12% (+7.6%)

Holders
73
Holders Change
+17
Holders Change %
+30.36%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
29
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
+$26.3M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.1M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.1M
4
Morgan Stanley
Morgan Stanley
New York
+$9.9M
5
RJA
Raymond James & Associates
Florida
+$8.13M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.58M
2
SI
Stephens Inc
Arkansas
-$688K
3
VF
Virtu Financial
New York
-$317K
4
AIC
Ameritas Investment Company
Nebraska
-$252K
5
Ameriprise
Ameriprise
Minnesota
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$220K +$205K +3,895 New
GTAM
52
Global Trust Asset Management
Florida
$204K +$189K +3,600 New
EI
53
Ellevest Inc
New York
$129K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$91K -$51.6K -981 -38%
AF
55
Advisornet Financial
Minnesota
$80K – – –
BCMIO
56
Beacon Capital Management Inc (Ohio)
Ohio
$73K -$7.73K -147 -10%
CFGS
57
Concourse Financial Group Securities
Alabama
$72K +$67.4K +1,282 New
SWM
58
SeaCrest Wealth Management
New York
$65K +$53 +1 +0.1%
APA
59
American Portfolios Advisors
New York
$61.3K +$57K +1,084 New
PGAM
60
Princeton Global Asset Management
New Jersey
$39K +$36.8K +700 New
GWM
61
Geneos Wealth Management
Colorado
$38K +$35.6K +676 New
CF
62
Centaurus Financial
California
$36.9K +$110K +2,085 New
RIA
63
Realta Investment Advisors
Delaware
$34K +$31.9K +606 New
AIC
64
Archer Investment Corporation
Indiana
$29K – – –
US Bancorp
65
US Bancorp
Minnesota
$21K – – –
YWP
66
YorkBridge Wealth Partners
New York
$18K – – –
TAIM
67
TD Ameritrade Investment Management
Nebraska
$15K – – –
ASN
68
Advisory Services Network
Georgia
$11K – – –
WEC
69
Winslow Evans & Crocker
Massachusetts
$6K – – –
FANJ
70
Financial Architects (New Jersey)
New Jersey
$4K +$3.68K +70 New
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$231 -$134K -2,554 -39%
GT
72
Glenmede Trust
Pennsylvania
$130 – – –
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$2.58M -57,274 Closed
SI
74
Stephens Inc
Arkansas
– -$688K -15,298 Closed
VF
75
Virtu Financial
New York
– -$317K -7,038 Closed
1 2
3
4

XMMO Hedge Fund Activity: Q1 2019 in Review

73 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2019, worth a combined $282M — up 201% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 5 closed out — a net gain of 17 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $26.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.58M sold.

  • 73 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $282M of Invesco S&P MidCap Momentum ETF stock for Q1 2019, up 201% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2019 and 5 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $26.3M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2019 was Susquehanna International Group, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2019.