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Invesco S&P MidCap Momentum ETF
XMMO

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more funds holding

Funds holding: 73 → 86 (+13)

3% more capital invested

Capital invested by funds: $282M → $290M (+$7.58M)

6.38% less ownership

Funds ownership: 49.12% → 42.75% (-6.4%)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$8.14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.39M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.08M
4
Bank of America
Bank of America
North Carolina
+$3.64M
5
BCM
Breiter Capital Management
Florida
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
NCM
Niemann Capital Management
Nevada
-$14.4M
2
Goldman Sachs
Goldman Sachs
New York
-$10.4M
3
UBS Group
UBS Group
Switzerland
-$7.74M
4
AI
Atria Investments
North Carolina
-$7.05M
5
CFG
CMC Financial Group
Georgia
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
51
Brown Advisory
Maryland
$462K +$455K +7,856 New
FAAS
52
First Allied Advisory Services
California
$441K +$434K +7,490 New
CAC
53
Certified Advisory Corp
Florida
$437K +$21.7K +375 +5%
UCFA
54
United Capital Financial Advisors
Texas
$413K +$407K +7,026 New
AFA
55
American Financial Advisors
Georgia
$388K – – –
WP
56
WealthSource Partners
California
$312K -$430K -7,421 -58%
HighTower Advisors
57
HighTower Advisors
Illinois
$286K +$11.5K +198 +4%
William Blair & Company
58
William Blair & Company
Illinois
$282K -$37.7K -650 -12%
OC
59
Oppenheimer & Co
New York
$258K -$637 -11 -0.3%
VCM
60
Virtue Capital Management
Tennessee
$255K +$251K +4,336 New
DAS
61
Dynamic Advisor Solutions
Arizona
$253K +$249K +4,297 New
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$240K +$58 +1 +0%
APA
63
American Portfolios Advisors
New York
$234K +$168K +2,899 +267%
SFA
64
Sequoia Financial Advisors
Ohio
$229K – – –
PG
65
Patten Group
Tennessee
$218K +$214K +3,699 New
CFGS
66
Concourse Financial Group Securities
Alabama
$116K +$40K +690 +54%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$94K – – –
BWA
68
BDO Wealth Advisors
Florida
$91K +$89.2K +1,540 New
FNBOSM
69
First National Bank of South Miami
Florida
$89K +$86.9K +1,500 New
RIA
70
Realta Investment Advisors
Delaware
$87K +$50.4K +870 +144%
AF
71
Advisornet Financial
Minnesota
$83K – – –
BCMIO
72
Beacon Capital Management Inc (Ohio)
Ohio
$59K -$16.9K -292 -23%
GWM
73
Geneos Wealth Management
Colorado
$39K – – –
AIC
74
Archer Investment Corporation
Indiana
$30K – – –
US Bancorp
75
US Bancorp
Minnesota
$22K – – –
1 2
3
4

XMMO Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2019, worth a combined $290M — up 2.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Niemann Capital Management, cutting an estimated $14.4M.

  • 86 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $290M of Invesco S&P MidCap Momentum ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2019 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2019 was Morgan Stanley, an estimated $8.14M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2019 was Niemann Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.