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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
HNB
5
Huntington National Bank
Ohio
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
$1.48M 18,399 +621 +3%
SWP
52
Stratos Wealth Partners
Ohio
$1.46M 18,174 +1,999 +12%
AC
53
Anson Capital
Georgia
$1.43M 17,700 +832 +5%
LTL
54
Lowery Thomas LLC
California
$1.39M 17,277 -736 -4%
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.29M 16,007 +6,467 +68%
CWM
56
Comprehensive Wealth Management
Washington
$1.26M 15,640 -156 -1%
SWM
57
Sculati Wealth Management
Michigan
$1.14M 14,110 +958 +7%
Mariner
58
Mariner
Kansas
$1.01M 12,514 +259 +2%
GFG
59
Goldstone Financial Group
Illinois
$952K 11,825 +11,825 New
PWA
60
PCG Wealth Advisors
Kansas
$945K 11,735 -719 -6%
SEIA
61
Signature Estate & Investment Advisors
California
$935K 11,615 +11,615 New
IWC
62
Integrated Wealth Concepts
Massachusetts
$933K 11,594 +11,594 New
AWS
63
Atria Wealth Solutions
New York
$931K 11,561 -584 -5%
PA
64
PSI Advisors
Florida
$907K 11,261 -39 -0.3%
KWM
65
Kingsview Wealth Management
Oregon
$890K 11,050 +282 +3%
AWM
66
Accel Wealth Management
Iowa
$841K 10,447 -24 -0.2%
WWM
67
Western Wealth Management
Colorado
$825K 10,250 +337 +3%
CAGAS
68
Capital Advisory Group Advisory Services
Minnesota
$803K 9,976 -107 -1%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$782K 9,718 +1,911 +24%
CAC
70
Certified Advisory Corp
Florida
$766K 9,510 +122 +1%
TA
71
TFB Advisors
Kansas
$746K 9,264 -194 -2%
AT
72
American Trust
Kentucky
$712K 8,840 +452 +5%
JPMPWA
73
J.P. Morgan Private Wealth Advisors
California
$702K 8,721 +10 +0.1%
IWM
74
Iams Wealth Management
Nebraska
$665K 8,264 +8,264 New
HAS
75
HBW Advisory Services
California
$635K 7,892 -402 -5%
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3
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