XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

153 hedge funds and large institutions have $512M 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.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.41%
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

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
BFA
2
BMS Financial Advisors
South Dakota
$3.33M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M
5
FAIM
5
Financial Advocates Investment Management
Washington
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.2M
2
LPL Financial
2
LPL Financial
California
$89.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$32.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SWM
51
Sculati Wealth Management
Michigan
$1.05M 13,152 +978 +8%
PWA
52
PCG Wealth Advisors
Kansas
$990K 12,454 -422 -3%
Mariner
53
Mariner
Kansas
$975K 12,255 -27,715 -69%
AWS
54
Atria Wealth Solutions
New York
$966K 12,145 +2,465 +25%
PA
55
PSI Advisors
Florida
$899K 11,300 +76 +0.7%
KWM
56
Kingsview Wealth Management
Oregon
$856K 10,768 -396 -4%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$846K 10,640 -425 -4%
AWM
58
Accel Wealth Management
Iowa
$833K 10,471 +872 +9%
LFAS
59
Level Four Advisory Services
Texas
$830K 10,442 +10,442 New
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$806K 10,136 -3,119 -24%
CAGAS
61
Capital Advisory Group Advisory Services
Minnesota
$802K 10,083 +66 +0.7%
WWM
62
Western Wealth Management
Colorado
$788K 9,913 +647 +7%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$759K 9,540 +4,380 +85%
TA
64
TFB Advisors
Kansas
$752K 9,458 +9,458 New
CAC
65
Certified Advisory Corp
Florida
$747K 9,388 -464 -5%
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$693K 8,711 +512 +6%
AT
67
American Trust
Kentucky
$667K 8,388 +258 +3%
HAS
68
HBW Advisory Services
California
$660K 8,294 -1,488 -15%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$621K 7,807 +2,361 +43%
SPC
70
Sigma Planning Corp
Michigan
$586K 7,367 -1,296 -15%
Brown Advisory
71
Brown Advisory
Maryland
$554K 6,962 -3,528 -34%
ACM
72
Armbruster Capital Management
New York
$553K 6,959 – –
AFA
73
American Financial Advisors
Georgia
$526K 6,609 – –
IWM
74
IHT Wealth Management
Illinois
$503K 6,322 +242 +4%
AWM
75
Act Wealth Management
Texas
$487K 6,123 +10 +0.2%
1 2
3
4 5