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Invesco S&P MidCap Momentum ETF
XMMO

128 hedge funds and large institutions have $394M invested in Invesco S&P MidCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 36

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

4% less capital invested

Capital invested by funds: $411M → $394M (-$16.6M)

2% less funds holding

Funds holding: 130 → 128 (-2)

1.92% less ownership

Funds ownership: 44.52% → 42.61% (-1.9%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
128
Holders Change
-2
Holders Change %
-1.54%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
16
Increased
54
Reduced
36
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GM
GeoWealth Management
Illinois
+$15.6M
2
LPL Financial
LPL Financial
California
+$11.8M
3
CCP
Cardan Capital Partners
Colorado
+$5.88M
4
Osaic Holdings
Osaic Holdings
Arizona
+$4.16M
5
AIP
Almanack Investment Partners
Pennsylvania
+$1.46M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$4.27M
2
OMC
Old Mission Capital
Illinois
-$3.77M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.71M
4
FHC
First Heartland Consultants
Missouri
-$2.6M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$707K -$1.87M -21,810 -72%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$683K -$1.01M -11,748 -59%
Brown Advisory
53
Brown Advisory
Maryland
$661K – – –
PFS
54
Prospera Financial Services
Texas
$636K +$4.03K +47 +0.6%
FHC
55
First Heartland Consultants
Missouri
$635K -$2.6M -30,330 -80%
ACM
56
Armbruster Capital Management
New York
$586K – – –
EWM
57
EPG Wealth Management
Georgia
$568K +$171 +2 +0%
AFA
58
American Financial Advisors
Georgia
$556K – – –
NFG
59
Next Financial Group
Texas
$546K +$45.6K +533 +9%
T
60
TNF
Montana
$539K +$515K +6,009 New
IF
61
Intrua Financial
Texas
$532K +$181K +2,109 +54%
HNB
62
Huntington National Bank
Ohio
$517K -$6.42K -75 -2%
IFG
63
Independent Financial Group
California
$510K +$20.2K +236 +4%
AWM
64
Accel Wealth Management
Iowa
$510K +$77.9K +910 +18%
PA
65
PFG Advisors
Arizona
$494K +$71.3K +833 +17%
CP
66
Capital Planning
Washington
$486K +$685 +8 +0.1%
CWM
67
Comprehensive Wealth Management
Washington
$467K +$194K +2,267 +69%
OIA
68
OneDigital Investment Advisors
Kansas
$462K +$36.1K +422 +8%
TVAMP
69
Tennessee Valley Asset Management Partners
Tennessee
$445K +$453K +5,294 New
Truist Financial
70
Truist Financial
North Carolina
$424K +$432K +5,043 New
Prudential Financial
71
Prudential Financial
New Jersey
$397K -$51.2K -598 -12%
SWP
72
Stratos Wealth Partners
Ohio
$395K +$63.5K +742 +19%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$378K – – –
HighTower Advisors
74
HighTower Advisors
Illinois
$378K +$171 +2 +0%
DAS
75
Dynamic Advisor Solutions
Arizona
$375K +$13.9K +162 +4%
1 2
3
4 5

XMMO Hedge Fund Activity: Q3 2021 in Review

128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2021, worth a combined $394M — down 4% from $411M a quarter earlier.

Fund positioning in XMMO was balanced in Q3 2021: 16 funds opened new positions, 16 closed out, 54 added to existing stakes and 36 trimmed.

The largest buyer was GeoWealth Management, opening a new position worth an estimated $15.6M. The largest seller was Citigroup, cutting an estimated $4.27M.

  • 128 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2021, down from 130 in Q2 2021.
  • Funds reported $394M of Invesco S&P MidCap Momentum ETF stock for Q3 2021, down 4% quarter-over-quarter.
  • 16 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2021 and 16 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2021 was GeoWealth Management, an estimated $15.6M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2021 was Citigroup, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2021.