XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

146 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+19
Holders Change %
+14.96%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
31
Increased
48
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$61.4M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$4.53M
3
Ameriprise
3
Ameriprise
Minnesota
$18.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.5M
5
CAN
5
Cetera Advisor Networks
California
$4.05M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.2M
2
AWM
2
AE Wealth Management
Kansas
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$47.8M
4
KAS
4
Kestra Advisory Services
Texas
$1.93M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$944K 10,378 +10,378 New
SWM
52
Spire Wealth Management
Virginia
$912K 10,026 +361 +4%
IA
53
Insight Advisors
Pennsylvania
$909K 9,997 -4,305 -30%
CAC
54
Certified Advisory Corp
Florida
$885K 9,730 +503 +5%
FAIM
55
Financial Advocates Investment Management
Washington
$877K 9,642 +1,031 +12%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$860K 9,453 -76 -0.8%
AWM
57
Accel Wealth Management
Iowa
$848K 9,326 +3,263 +54%
ASN
58
Advisory Services Network
Georgia
$778K 8,555 +4,831 +130%
FTUS
59
Flow Traders U.S.
New York
$764K 8,397 -3,366 -29%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$762K 8,374 -3,131 -27%
CRI
61
Colonial River Investments
Virginia
$730K 8,030 +8,030 New
Brown Advisory
62
Brown Advisory
Maryland
$714K 7,856 – –
PFS
63
Prospera Financial Services
Texas
$667K 7,338 -223 -3%
ACM
64
Armbruster Capital Management
New York
$633K 6,959 – –
PA
65
PFG Advisors
Arizona
$629K 6,922 +1,055 +18%
EWM
66
EPG Wealth Management
Georgia
$612K 6,731 -19 -0.3%
AFA
67
American Financial Advisors
Georgia
$601K 6,603 – –
CWM
68
Comprehensive Wealth Management
Washington
$592K 6,515 +967 +17%
OIA
69
OneDigital Investment Advisors
Kansas
$591K 6,494 +1,005 +18%
NFG
70
Next Financial Group
Texas
$573K 6,297 -187 -3%
HNB
71
Huntington National Bank
Ohio
– – -4,215 Closed
SWP
72
Stratos Wealth Partners
Ohio
$547K 6,019 +1,330 +28%
HighTower Advisors
73
HighTower Advisors
Illinois
$544K 5,998 +1,511 +34%
T
74
TNF
Montana
$531K 6,009 – –
CP
75
Capital Planning
Washington
$525K 5,772 – –
1 2
3
4 5