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Invesco S&P MidCap Momentum ETF

139 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 140139 (-1)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.13% less ownership

Funds ownership: 50.52%47.4% (-3.1%)

20% less capital invested

Capital invested by funds: $471M → $377M (-$93.6M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
AE Wealth Management
Kansas
$424K -$5.38M -67,366 -92%
CP
77
Capital Planning
Washington
$412K +$1.68K +21 +0.4%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$406K +$1.36K +17 +0.3%
TC
79
Titleist Capital
Texas
$392K +$440K +5,506 New
LSA
80
Lion Street Advisors
Texas
$391K +$343K +4,290 New
EWM
81
EPG Wealth Management
Georgia
$376K -$117K -1,466 -22%
TCWM
82
Total Clarity Wealth Management
Illinois
$369K +$414K +5,188 New
GWM
83
Geneos Wealth Management
Colorado
$357K +$67.1K +840 +20%
FHC
84
First Heartland Consultants
Missouri
$342K
AFS
85
AFG Fiduciary Services
Massachusetts
$333K
IA
86
Insight Advisors
Pennsylvania
$317K -$207K -2,596 -39%
IWM
87
IHT Wealth Management
Illinois
$316K -$59.2K -741 -14%
TVAMP
88
Tennessee Valley Asset Management Partners
Tennessee
$315K -$13.8K -173 -4%
HNB
89
Huntington National Bank
Ohio
$306K
SPIA
90
Steward Partners Investment Advisory
New York
$303K +$173K +2,171 +104%
William Blair & Company
91
William Blair & Company
Illinois
$295K
IWN
92
Independent Wealth Network
Iowa
$291K +$28.3K +354 +9%
EH
93
Equitable Holdings
New York
$290K -$6.63K -83 -2%
PG
94
Patten Group
Tennessee
$285K +$8.31K +104 +3%
PAS
95
Park Avenue Securities
New York
$285K +$29.1K +364 +10%
DAS
96
Dynamic Advisor Solutions
Arizona
$282K -$20.3K -254 -6%
SFA
97
Sequoia Financial Advisors
Ohio
$279K +$1.68K +21 +0.5%
TRCT
98
Tower Research Capital (TRC)
New York
$277K +$88.2K +1,104 +40%
Renaissance Technologies
99
Renaissance Technologies
New York
$256K +$288K +3,600 New
MF
100
Meridian Financial
Massachusetts
$243K -$95.9K -1,200 -26%

XMMO Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2022, worth a combined $377M — down 20% from $471M a quarter earlier.

Fund positioning in XMMO was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 49 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39.7M sold.

  • 139 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2022, down from 140 in Q1 2022.
  • Funds reported $377M of Invesco S&P MidCap Momentum ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2022 was Goldman Sachs, an estimated $21.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.