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Invesco S&P MidCap Momentum ETF
XMMO

104 hedge funds and large institutions have $313M invested in Invesco S&P MidCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 1 → 6 (+5)

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

111% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 19

27% more funds holding

Funds holding: 82 → 104 (+22)

21% more capital invested

Capital invested by funds: $260M → $313M (+$53.6M)

3.67% more ownership

Funds ownership: 44.56% → 48.23% (+3.7%)

Holders
104
Holders Change
+22
Holders Change %
+26.83%
% of All Funds
2.05%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.12%
New
32
Increased
40
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CFG
CMC Financial Group
Georgia
+$11.1M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$7.65M
3
IAA
Independent Advisor Alliance
North Carolina
+$5.22M
4
LPL Financial
LPL Financial
California
+$3.19M
5
EF
Empowered Funds
Pennsylvania
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
-$5.71M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.82M
3
Morgan Stanley
Morgan Stanley
New York
-$2.76M
4
RJA
Raymond James & Associates
Florida
-$2.52M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$594K +$550K +9,278 +2,252%
UBS Group
52
UBS Group
Switzerland
$589K +$171K +2,881 +43%
AW
53
ACG Wealth
Georgia
$584K -$63.5K -1,070 -10%
JWCA
54
J.W. Cole Advisors
Florida
$520K +$504K +8,498 New
WP
55
WealthSource Partners
California
$520K +$505K +8,511 New
SWP
56
Stratos Wealth Partners
Ohio
$510K -$8.48K -143 -2%
CAC
57
Certified Advisory Corp
Florida
$490K +$534 +9 +0.1%
Brown Advisory
58
Brown Advisory
Maryland
$480K – – –
Renaissance Technologies
59
Renaissance Technologies
New York
$477K +$83.1K +1,400 +22%
DADC
60
D.A. Davidson & Co
Montana
$439K +$112K +1,880 +35%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$386K +$383K +6,457 New
AFA
62
American Financial Advisors
Georgia
$382K +$59 +1 +0%
DC
63
Davenport & Co
Virginia
$376K +$365K +6,150 New
DAS
64
Dynamic Advisor Solutions
Arizona
$355K +$69.3K +1,168 +25%
BFM
65
Boothbay Fund Management
New York
$338K +$328K +5,532 New
Truist Financial
66
Truist Financial
North Carolina
$313K +$304K +5,118 New
HighTower Advisors
67
HighTower Advisors
Illinois
$297K – – –
William Blair & Company
68
William Blair & Company
Illinois
$294K +$593 +10 +0.2%
APA
69
American Portfolios Advisors
New York
$268K +$24K +405 +10%
WIA
70
World Investment Advisors
California
$268K +$260K +4,385 New
CWM
71
Cornerstone Wealth Management
Missouri
$266K +$258K +4,348 New
SFA
72
Sequoia Financial Advisors
Ohio
$238K +$231K +3,895 New
PG
73
Patten Group
Tennessee
$217K -$2.08K -35 -1%
EP
74
Eudaimonia Partners
Tennessee
$208K +$201K +3,395 New
BW
75
Bison Wealth
Georgia
$194K +$188K +3,166 New
1 2
3
4 5

XMMO Hedge Fund Activity: Q4 2019 in Review

104 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2019, worth a combined $313M — up 21% from $260M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new XMMO positions and 9 closed out — a net gain of 23 holders — while 40 added to existing stakes and 19 trimmed.

The largest buyer was CMC Financial Group, opening a new position worth an estimated $11.1M. The largest seller was Cardan Capital Partners, cutting an estimated $5.71M.

  • 104 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2019, up from 82 in Q3 2019.
  • Funds reported $313M of Invesco S&P MidCap Momentum ETF stock for Q4 2019, up 21% quarter-over-quarter.
  • 32 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2019 and 9 closed out, a net change of +23 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2019 was CMC Financial Group, an estimated $11.1M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2019 was Cardan Capital Partners, an estimated $5.71M sold.

Based on aggregated 13F filings for Q4 2019.