Invesco S&P MidCap Momentum ETF
XMMO
152 hedge funds and large institutions have $506M invested in Invesco S&P MidCap Momentum ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.58% less ownership
Funds ownership: 50.05% → 48.47% (-1.6%)
4% less funds holding
Funds holding: 159 → 152 (-7)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
16% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 19
48% less capital invested
Capital invested by funds: $970M → $506M (-$464M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$14.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$9.03M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$6.64M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.18M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.34M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.35M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$4.95M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.84M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$3.5M |
XMMO Hedge Fund Activity: Q1 2023 in Review
152 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2023, worth a combined $506M — down 48% from $970M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of XMMO and 16 opened new positions — a net loss of 3 holders — while 59 trimmed existing stakes and 53 added.
The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $14.6M. The largest seller was Morgan Stanley, cutting an estimated $8.34M.
- 152 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2023, down from 159 in Q4 2022.
- Funds reported $506M of Invesco S&P MidCap Momentum ETF stock for Q1 2023, down 48% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2023 and 19 closed out, a net change of -3 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $14.6M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q1 2023 was Morgan Stanley, an estimated $8.34M sold.
Based on aggregated 13F filings for Q1 2023.