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Invesco S&P MidCap Momentum ETF

116 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $378M → $462M (+$83.4M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

14% more funds holding

Funds holding: 102116 (+14)

0.46% more ownership

Funds ownership: 53.25%53.7% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
42
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oppenheimer & Co
New York
$277K -$19.5K -270 -7%
AWA
77
Arete Wealth Advisors
Illinois
$264K +$244K +3,368 New
Jane Street
78
Jane Street
New York
$263K +$244K +3,364 New
AAS
79
Avantax Advisory Services
Texas
$257K -$177K -2,440 -43%
Qube Research & Technologies (QRT)
80
Qube Research & Technologies (QRT)
United Kingdom
$229K -$5.63M -77,738 -96%
DC
81
Davenport & Co
Virginia
$219K +$203K +2,800 New
KWM
82
Kingsview Wealth Management
Oregon
$209K +$193K +2,673 New
IA
83
IFP Advisors
Florida
$204K -$1.23K -17 -0.6%
AWM
84
Accel Wealth Management
Iowa
$204K +$189K +2,605 New
TNB
85
TCF National Bank
South Dakota
$204K +$189K +2,605 New
EWA
86
EP Wealth Advisors
California
$204K +$189K +2,610 New
GT
87
Glenmede Trust
Pennsylvania
$180K
EP
88
Eudaimonia Partners
Tennessee
$167K -$26K -359 -14%
DWMG
89
DB Wealth Management Group
California
$165K +$153K +2,109 New
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$156K
HFA
91
Hoover Financial Advisors
Pennsylvania
$151K +$132K +1,818 New
GWM
92
Geneos Wealth Management
Colorado
$146K -$12.7K -175 -9%
APA
93
American Portfolios Advisors
New York
$141K -$83.9K -1,159 -39%
CFGS
94
Concourse Financial Group Securities
Alabama
$115K
BWA
95
BDO Wealth Advisors
Florida
$114K -$5.21K -72 -5%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$103K -$5.86K -81 -6%
BW
97
Bison Wealth
Georgia
$102K
WEC
98
Winslow Evans & Crocker
Massachusetts
$94K +$7.24K +100 +9%
AF
99
Advisornet Financial
Minnesota
$93K +$72 +1 +0.1%
HNB
100
Huntington National Bank
Ohio
$87K

XMMO Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2020, worth a combined $462M — up 22% from $378M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 7 closed out — a net gain of 15 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.63M.

  • 116 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2020 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $7.15M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.