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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
59
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
LPL Financial
2
LPL Financial
California
$121M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
4
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
3
MY Wealth Management
Maryland
$350K
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
51
Anson Capital
Georgia
$1.91M 21,296 +3,596 +20%
D
52
Diversified
Delaware
$1.88M 20,887 -962 -4%
LTL
53
Lowery Thomas LLC
California
$1.83M 20,408 +3,131 +18%
BFEC
54
Benjamin F. Edwards & Company
Missouri
$1.69M 18,852 +453 +2%
JWCA
55
J.W. Cole Advisors
Florida
$1.65M 18,426 +3 +0%
SWP
56
Stratos Wealth Partners
Ohio
$1.62M 17,985 -189 -1%
FA
57
Faithward Advisors
Pennsylvania
$1.61M 16,564 +16,564 New
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$1.43M 15,937 -12,952 -45%
CWM
59
Comprehensive Wealth Management
Washington
$1.3M 14,429 -1,211 -8%
SWM
60
Sculati Wealth Management
Michigan
$1.28M 14,294 +184 +1%
AWS
61
Atria Wealth Solutions
New York
$1.17M 13,050 +1,489 +13%
IWM
62
IHT Wealth Management
Illinois
$1.16M 12,875 +7,118 +124%
SEIA
63
Signature Estate & Investment Advisors
California
$1.09M 12,121 +506 +4%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.07M 11,917 +323 +3%
NMG
65
New Millennium Group
Utah
$1.05M 11,685 +10,180 +676%
PWA
66
PCG Wealth Advisors
Kansas
$1.03M 11,481 -254 -2%
Mariner
67
Mariner
Kansas
$1.03M 11,415 -1,099 -9%
PA
68
PSI Advisors
Florida
$1.01M 11,206 -55 -0.5%
AWM
69
Accel Wealth Management
Iowa
$1M 11,164 +717 +7%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$930K 10,350 +632 +7%
WWM
71
Western Wealth Management
Colorado
$914K 10,177 -73 -0.7%
KWM
72
Kingsview Wealth Management
Oregon
$912K 10,157 -893 -8%
VR
73
Valued Retirements
Texas
$902K 10,047 +10,047 New
SOS
74
Silver Oak Securities
Tennessee
$892K 9,930 +3,691 +59%
CAGAS
75
Capital Advisory Group Advisory Services
Minnesota
$886K 9,865 -111 -1%
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