XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.7M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.57M
4
Bank of America
4
Bank of America
North Carolina
$7.46M
5
BCM
5
Breiter Capital Management
Florida
$3.38M

Top Sellers

1
NCM
1
Niemann Capital Management
Nevada
$15M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$1.08M
4
AI
4
Atria Investments
North Carolina
$0
5
CFG
5
CMC Financial Group
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YWP
76
YorkBridge Wealth Partners
New York
$19K – – –
SPIA
77
Steward Partners Investment Advisory
New York
$17K +$17K +300 New
ASN
78
Advisory Services Network
Georgia
$12K – – –
CFD
79
Creative Financial Designs
Indiana
$9K +$9K +149 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.24K +$8.24K +140 New
LWM
81
Lenox Wealth Management
Ohio
$8K +$8K +137 New
FANJ
82
Financial Architects (New Jersey)
New Jersey
$7K +$2.92K +50 +71%
WEC
83
Winslow Evans & Crocker
Massachusetts
$6K – – –
BRWM
84
B. Riley Wealth Management
Tennessee
$269 +$269 +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
1 2 3
4