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Invesco S&P MidCap Momentum ETF
XMMO

159 hedge funds and large institutions have $970M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 11

137% more capital invested

Capital invested by funds: $409M → $970M (+$561M)

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

10% more funds holding

Funds holding: 144 → 159 (+15)

3.5% more ownership

Funds ownership: 46.55% → 50.05% (+3.5%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
159
Holders Change
+15
Holders Change %
+10.42%
% of All Funds
2.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
28
Increased
66
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$22.9M
2
Morgan Stanley
Morgan Stanley
New York
+$15.8M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.8M
4
Wells Fargo
Wells Fargo
California
+$9.35M
5
Osaic Holdings
Osaic Holdings
Arizona
+$4.85M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$19.2M
2
PG
Prostatis Group
Maryland
-$4.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.29M
4
GM
GeoWealth Management
Illinois
-$2.19M
5
KAS
Kestra Advisory Services
Texas
-$1.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Sculati Wealth Management
Michigan
$898K +$23.3K +304 +3%
KWM
52
Kingsview Wealth Management
Oregon
$854K +$24.3K +317 +3%
AWS
53
Atria Wealth Solutions
New York
$850K +$173K +2,255 +25%
PA
54
PSI Advisors
Florida
$841K +$26.9K +350 +3%
SWP
55
Stratos Wealth Partners
Ohio
$797K -$824K -10,728 -50%
CAC
56
Certified Advisory Corp
Florida
$775K +$30.4K +396 +4%
HighTower Advisors
57
HighTower Advisors
Illinois
$768K -$3.84K -50 -0.5%
Brown Advisory
58
Brown Advisory
Maryland
$765K +$129K +1,681 +20%
CAGAS
59
Capital Advisory Group Advisory Services
Minnesota
$764K -$50.1K -652 -6%
AAS
60
Ameritas Advisory Services
Nebraska
$755K -$498K -6,478 -39%
SL
61
Systelligence LLC
Minnesota
$741K – – –
TFS
62
Thoroughbred Financial Services
Tennessee
$716K +$731K +9,518 New
AWM
63
Accel Wealth Management
Iowa
$700K -$154 -2 -0%
HAS
64
HBW Advisory Services
California
$697K +$486K +6,334 +217%
HI
65
Harbour Investments
Wisconsin
$685K +$637K +8,293 +1,033%
EH
66
Equitable Holdings
New York
$621K +$302K +3,927 +91%
AT
67
American Trust
Kentucky
$619K +$139K +1,811 +28%
SPC
68
Sigma Planning Corp
Michigan
$617K -$984K -12,807 -61%
KAS
69
Kestra Advisory Services
Texas
$616K -$1.11M -14,450 -64%
AIP
70
Ahrens Investment Partners
Louisiana
$556K +$20.6K +268 +4%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$542K +$57.7K +751 +12%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$539K +$110K +1,434 +25%
MCC
73
Money Concepts Capital
Florida
$538K +$526K +6,848 +2,345%
ACM
74
Armbruster Capital Management
New York
$524K – – –
PFS
75
Prospera Financial Services
Texas
$520K +$8.91K +116 +2%
1 2
3
4 5

XMMO Hedge Fund Activity: Q4 2022 in Review

159 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2022, worth a combined $970M — up 137% from $409M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XMMO positions and 11 closed out — a net gain of 17 holders — while 66 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.9M. The largest seller was Goldman Sachs, cutting an estimated $19.2M.

  • 159 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2022, up from 144 in Q3 2022.
  • Funds reported $970M of Invesco S&P MidCap Momentum ETF stock for Q4 2022, up 137% quarter-over-quarter.
  • 28 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2022 and 11 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2022 was LPL Financial, an estimated $22.9M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2022 was Goldman Sachs, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2022.