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Invesco S&P MidCap Momentum ETF
XMMO

154 hedge funds and large institutions have $513M invested in Invesco S&P MidCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 152 → 154 (+2)

1% more capital invested

Capital invested by funds: $506M → $513M (+$6.58M)

1.7% less ownership

Funds ownership: 48.47% → 46.77% (-1.7%)

19% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 62

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
50
Reduced
62
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.3M
2
BFA
BMS Financial Advisors
South Dakota
+$3.16M
3
PCIA
Prime Capital Investment Advisors
Kansas
+$2.99M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.71M
5
FAIM
Financial Advocates Investment Management
Washington
+$1.82M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$27M
2
LPL Financial
LPL Financial
California
-$13.4M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$5.91M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.92M
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
51
Sculati Wealth Management
Michigan
$1.05M +$73.7K +978 +8%
PWA
52
PCG Wealth Advisors
Kansas
$990K -$31.8K -422 -3%
Mariner
53
Mariner
Kansas
$975K -$2.09M -27,715 -69%
AWS
54
Atria Wealth Solutions
New York
$966K +$186K +2,465 +25%
PA
55
PSI Advisors
Florida
$899K +$5.73K +76 +0.7%
KWM
56
Kingsview Wealth Management
Oregon
$856K -$29.9K -396 -4%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$846K -$32K -425 -4%
AWM
58
Accel Wealth Management
Iowa
$833K +$65.7K +872 +9%
LFAS
59
Level Four Advisory Services
Texas
$830K +$787K +10,442 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$806K -$235K -3,119 -24%
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$802K +$4.98K +66 +0.7%
WWM
62
Western Wealth Management
Colorado
$788K +$48.8K +647 +7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$759K +$330K +4,380 +85%
TA
64
TFB Advisors
Kansas
$752K +$713K +9,458 New
CAC
65
Certified Advisory Corp
Florida
$747K -$35K -464 -5%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$693K +$38.6K +512 +6%
AT
67
American Trust
Kentucky
$667K +$19.5K +258 +3%
HAS
68
HBW Advisory Services
California
$660K -$112K -1,488 -15%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$621K +$178K +2,361 +43%
SPC
70
Sigma Planning Corp
Michigan
$586K -$97.7K -1,296 -15%
Brown Advisory
71
Brown Advisory
Maryland
$554K -$266K -3,528 -34%
ACM
72
Armbruster Capital Management
New York
$553K – – –
AFA
73
American Financial Advisors
Georgia
$526K – – –
IFG
74
Independent Financial Group
California
$511K – – –
IWM
75
IHT Wealth Management
Illinois
$503K +$18.2K +242 +4%
1 2
3
4 5

XMMO Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2023, worth a combined $513M — up 1.3% from $506M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XMMO positions and 14 closed out — a net gain of 3 holders — while 50 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $27M.

  • 154 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $513M of Invesco S&P MidCap Momentum ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 17 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2023 and 14 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $11.3M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2023 was Wells Fargo, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2023.