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Invesco S&P MidCap Momentum ETF
XMMO

116 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $378M → $462M (+$83.4M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

14% more funds holding

Funds holding: 102 → 116 (+14)

0.46% more ownership

Funds ownership: 53.25% → 53.7% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
22
Increased
42
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$7.15M
2
Ameriprise
Ameriprise
Minnesota
+$3.61M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.95M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.91M
5
TVAMP
Tennessee Valley Asset Management Partners
Tennessee
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$5.63M
2
SA
Stewardship Advisors
Pennsylvania
-$3.86M
3
Morgan Stanley
Morgan Stanley
New York
-$3.64M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.94M
5
SWAG
Spectrum Wealth Advisory Group
California
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
51
Southland Equity Partners
Missouri
$779K +$720K +9,949 New
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$776K +$106K +1,469 +17%
SWM
53
Sculati Wealth Management
Michigan
$641K +$38.2K +528 +7%
FAIM
54
Financial Advocates Investment Management
Washington
$625K +$132K +1,826 +30%
Brown Advisory
55
Brown Advisory
Maryland
$615K – – –
WIA
56
World Investment Advisors
California
$559K -$30.3K -418 -6%
AWA
57
Arkadios Wealth Advisors
Georgia
$551K +$499K +6,892 +4,335%
ACM
58
Armbruster Capital Management
New York
$545K – – –
HighTower Advisors
59
HighTower Advisors
Illinois
$529K +$177K +2,442 +56%
EWM
60
EPG Wealth Management
Georgia
$528K +$217 +3 +0%
AP
61
Advisors Preferred
Maryland
$528K +$495K +6,833 New
AFA
62
American Financial Advisors
Georgia
$517K +$219K +3,024 +84%
EVM
63
Eaton Vance Management
Massachusetts
$458K +$424K +5,856 New
NFG
64
Next Financial Group
Texas
$455K -$39.8K -550 -9%
IFG
65
Independent Financial Group
California
$453K -$11.4K -158 -3%
KM
66
Kalos Management
Georgia
$438K -$254K -3,509 -41%
CP
67
Capital Planning
Washington
$429K +$397K +5,478 New
PS
68
Portfolio Strategies
New York
$412K -$434 -6 -0.1%
LFAS
69
Level Four Advisory Services
Texas
$393K +$364K +5,025 New
SPIA
70
Steward Partners Investment Advisory
New York
$380K +$108K +1,488 +44%
SWP
71
Stratos Wealth Partners
Ohio
$337K +$20.1K +277 +7%
William Blair & Company
72
William Blair & Company
Illinois
$324K – – –
SFA
73
Sequoia Financial Advisors
Ohio
$305K – – –
EH
74
Equitable Holdings
New York
$295K -$345K -4,760 -56%
PA
75
PFG Advisors
Arizona
$290K +$268K +3,705 New
1 2
3
4 5

XMMO Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2020, worth a combined $462M — up 22% from $378M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 7 closed out — a net gain of 15 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.63M.

  • 116 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2020 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $7.15M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.