XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

146 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+19
Holders Change %
+14.96%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
31
Increased
48
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$61.4M
2
APWA
2
Atlas Private Wealth Advisors
New Jersey
$4.53M
3
Ameriprise
3
Ameriprise
Minnesota
$18.4M
4
JWCA
4
J.W. Cole Advisors
Florida
$1.5M
5
CAN
5
Cetera Advisor Networks
California
$4.05M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.2M
2
AWM
2
AE Wealth Management
Kansas
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$47.8M
4
KAS
4
Kestra Advisory Services
Texas
$1.93M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$516K +$516K +5,673 New
Truist Financial
77
Truist Financial
North Carolina
$503K +$44.7K +492 +10%
TVAMP
78
Tennessee Valley Asset Management Partners
Tennessee
$461K -$20.6K -226 -4%
IWM
79
IHT Wealth Management
Illinois
$457K +$57.4K +632 +14%
IF
80
Intrua Financial
Texas
$449K -$94.6K -1,041 -17%
Prudential Financial
81
Prudential Financial
New Jersey
$438K +$1.62K +17 +0.4%
AFS
82
AFG Fiduciary Services
Massachusetts
$426K +$426K +4,679 New
MF
83
Meridian Financial
Massachusetts
$420K +$420K +4,615 New
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$409K – – –
MCC
85
Money Concepts Capital
Florida
$405K +$405K +4,451 New
AWA
86
Arete Wealth Advisors
Illinois
$403K +$98.7K +1,086 +32%
EH
87
Equitable Holdings
New York
$392K +$32.7K +360 +9%
LSA
88
Lion Street Advisors
Texas
$391K – – –
DADC
89
D.A. Davidson & Co
Montana
$373K +$78.3K +861 +27%
DAS
90
Dynamic Advisor Solutions
Arizona
$365K -$40.3K -443 -10%
William Blair & Company
91
William Blair & Company
Illinois
$359K – – –
BAM
92
Belpointe Asset Management
Nevada
$357K +$357K +3,936 New
SFA
93
Sequoia Financial Advisors
Ohio
$354K – – –
PAS
94
Park Avenue Securities
New York
$332K – – –
PG
95
Patten Group
Tennessee
$328K +$32.1K +353 +11%
IWN
96
Independent Wealth Network
Iowa
$325K +$5.82K +64 +2%
TRCT
97
Tower Research Capital (TRC)
New York
$312K +$312K +3,430 New
KFS
98
Kaizen Financial Strategies
California
$311K +$1.27K +14 +0.4%
AAS
99
Avantax Advisory Services
Texas
$305K +$182 +2 +0.1%
Creative Planning
100
Creative Planning
Kansas
$304K +$304K +3,344 New
2 3
4
5 6