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Invesco S&P MidCap Momentum ETF

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 7386 (+13)

3% more capital invested

Capital invested by funds: $282M → $290M (+$7.58M)

6.38% less ownership

Funds ownership: 49.12%42.75% (-6.4%)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
76
YorkBridge Wealth Partners
New York
$19K
SPIA
77
Steward Partners Investment Advisory
New York
$17K +$17.4K +300 New
ASN
78
Advisory Services Network
Georgia
$12K
CFD
79
Creative Financial Designs
Indiana
$9K +$8.63K +149 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.23K +$8.11K +140 New
LWM
81
Lenox Wealth Management
Ohio
$8K +$7.94K +137 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$7K +$2.9K +50 +71%
WEC
83
Winslow Evans & Crocker
Massachusetts
$6K
BRWM
84
B. Riley Wealth Management
Tennessee
$269 +$265K +4,574 New
GT
85
Glenmede Trust
Pennsylvania
$135
Goldman Sachs
86
Goldman Sachs
New York
-$10.4M -183,598 Closed
AI
87
Atria Investments
North Carolina
-$7.05M -124,619 Closed
CFG
88
CMC Financial Group
Georgia
-$3.94M -69,638 Closed
ACP
89
Arcus Capital Partners
Georgia
-$1.36M -24,001 Closed
GTAM
90
Global Trust Asset Management
Florida
-$204K -3,600 Closed
EI
91
Ellevest Inc
New York
-$129K -2,272 Closed
SWM
92
SeaCrest Wealth Management
New York
-$65K -1,154 Closed
PGAM
93
Princeton Global Asset Management
New Jersey
-$39K -700 Closed
TAIM
94
TD Ameritrade Investment Management
Nebraska
-$15K -265 Closed

XMMO Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2019, worth a combined $290M — up 2.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Niemann Capital Management, cutting an estimated $14.4M.

  • 86 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $290M of Invesco S&P MidCap Momentum ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2019 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2019 was Morgan Stanley, an estimated $8.14M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2019 was Niemann Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.