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Invesco S&P MidCap Momentum ETF
XMMO

140 hedge funds and large institutions have $471M invested in Invesco S&P MidCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

3.92% more ownership

Funds ownership: 46.6% → 50.52% (+3.9%)

3% more capital invested

Capital invested by funds: $458M → $471M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

5% less funds holding

Funds holding: 147 → 140 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
55
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$39.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$9.23M
3
FFN
Focus Financial Network
Minnesota
+$8.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.14M
5
IA
IFP Advisors
Florida
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.1M
2
MWM
MY Wealth Management
Maryland
-$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.92M
4
Wells Fargo
Wells Fargo
California
-$3.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
76
American Financial Advisors
Georgia
$570K +$85 +1 +0%
T
77
TNF
Montana
$509K – – –
CP
78
Capital Planning
Washington
$498K – – –
JMPWA
79
JP Morgan Private Wealth Advisors
California
$491K +$1.02K +12 +0.2%
AWA
80
Arete Wealth Advisors
Illinois
$484K +$100K +1,175 +26%
Cetera Investment Advisers
81
Cetera Investment Advisers
Illinois
$450K -$745K -8,738 -63%
IWM
82
IHT Wealth Management
Illinois
$448K +$13.8K +162 +3%
ACM
83
AlphaStar Capital Management
North Carolina
$440K -$2M -23,452 -82%
HNB
84
Huntington National Bank
Ohio
$429K – – –
FHC
85
First Heartland Consultants
Missouri
$415K -$51.6K -605 -11%
HighTower Advisors
86
HighTower Advisors
Illinois
$407K -$110K -1,288 -21%
AFS
87
AFG Fiduciary Services
Massachusetts
$404K – – –
MF
88
Meridian Financial
Massachusetts
$398K – – –
TVAMP
89
Tennessee Valley Asset Management Partners
Tennessee
$397K -$39.8K -467 -9%
IF
90
Intrua Financial
Texas
$397K -$29K -340 -7%
DAS
91
Dynamic Advisor Solutions
Arizona
$364K +$17.4K +204 +5%
EH
92
Equitable Holdings
New York
$359K -$13.2K -155 -4%
William Blair & Company
93
William Blair & Company
Illinois
$358K +$17.1K +200 +5%
GWM
94
Geneos Wealth Management
Colorado
$354K +$101K +1,187 +41%
WA
95
Win Advisors
Florida
$348K -$1.43M -16,801 -81%
SFA
96
Sequoia Financial Advisors
Ohio
$336K – – –
PG
97
Patten Group
Tennessee
$329K +$17.4K +204 +6%
IWN
98
Independent Wealth Network
Iowa
$322K +$13.7K +161 +5%
AAS
99
Avantax Advisory Services
Texas
$317K +$28.2K +331 +10%
PAS
100
Park Avenue Securities
New York
$315K – – –
2 3
4
5 6

XMMO Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2022, worth a combined $471M — up 2.9% from $458M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XMMO and 13 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $39.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $17.1M.

  • 140 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $471M of Invesco S&P MidCap Momentum ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2022 and 18 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $39.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2022.