We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

139 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 140139 (-1)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.13% less ownership

Funds ownership: 50.52%47.4% (-3.1%)

20% less capital invested

Capital invested by funds: $471M → $377M (-$93.6M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$743K +$4.39K +55 +0.5%
RF
52
Rollins Financial
Georgia
$743K +$611K +7,651 +273%
HighTower Advisors
53
HighTower Advisors
Illinois
$736K +$451K +5,651 +120%
SL
54
Systelligence LLC
Minnesota
$700K +$786K +9,842 New
AWM
55
Accel Wealth Management
Iowa
$695K -$47.4K -593 -6%
CAC
56
Certified Advisory Corp
Florida
$666K -$29.7K -372 -4%
PWA
57
PCG Wealth Advisors
Kansas
$636K +$714K +8,939 New
AWS
58
Atria Wealth Solutions
New York
$589K -$13.3K -166 -2%
PA
59
PFG Advisors
Arizona
$578K +$70.3K +880 +12%
TAIM
60
TD Ameritrade Investment Management
Nebraska
$562K -$129K -1,611 -17%
Brown Advisory
61
Brown Advisory
Maryland
$559K
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$558K +$580K +7,267 +1,251%
AIP
63
Ahrens Investment Partners
Louisiana
$556K -$14.4K -180 -2%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$541K -$111K -1,389 -15%
AT
65
American Trust
Kentucky
$540K -$8.07K -101 -1%
ACM
66
Armbruster Capital Management
New York
$495K
APWA
67
Atlas Private Wealth Advisors
New Jersey
$492K -$8.24M -103,169 -94%
Jane Street
68
Jane Street
New York
$486K -$1.9M -23,845 -78%
IFG
69
Independent Financial Group
California
$478K
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$474K -$114K -1,432 -18%
SWM
71
Spire Wealth Management
Virginia
$470K -$173K -2,160 -25%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$463K -$24.2K -303 -4%
PFS
73
Prospera Financial Services
Texas
$449K -$96.7K -1,211 -16%
T
74
TNF
Montana
$446K -$6.79K -85 -1%
AWA
75
Arete Wealth Advisors
Illinois
$442K +$47.7K +597 +11%

XMMO Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2022, worth a combined $377M — down 20% from $471M a quarter earlier.

Fund positioning in XMMO was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 49 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39.7M sold.

  • 139 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2022, down from 140 in Q1 2022.
  • Funds reported $377M of Invesco S&P MidCap Momentum ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2022 was Goldman Sachs, an estimated $21.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.