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Invesco S&P MidCap Momentum ETF
XMMO

371 hedge funds and large institutions have $3.22B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 18

236% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 44

160% more funds holding in top 10

Funds holding in top 10: 5 → 13 (+8)

130% more capital invested

Capital invested by funds: $1.4B → $3.22B (+$1.82B)

72% more call options, than puts

Call options by funds: $148K | Put options by funds: $86K

42% more funds holding

Funds holding: 261 → 371 (+110)

12.28% more ownership

Funds ownership: 57.11% → 69.39% (+12%)

Holders
371
Holders Change
+110
Holders Change %
+42.15%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
136
Increased
148
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$417M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$135M
3
LPL Financial
LPL Financial
California
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$69.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$63.5M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$14.3M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$6.63M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.39M
4
KAS
Kestra Advisory Services
Texas
-$5.12M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
76
Smith, Moore & Co
Missouri
$3.87M +$72.7K +573 +2%
SA
77
Scarborough Advisors
Maryland
$3.87M -$130K -1,023 -3%
GP
78
Guardian Partners
Canada
$3.86M +$3.89M +30,684 New
KWA
79
Kellett Wealth Advisors
Ohio
$3.74M +$168K +1,328 +5%
FL
80
FreeGulliver LLC
Louisiana
$3.64M +$3.74M +29,472 New
NL
81
NWAM LLC
Washington
$3.53M +$245K +1,929 +7%
LTL
82
Lowery Thomas LLC
California
$3.48M +$156K +1,232 +5%
PAS
83
Park Avenue Securities
New York
$3.47M +$3.04M +23,954 +583%
AIA
84
AssuredPartners Investment Advisors
Florida
$3.35M +$3.44M +27,135 New
IAA
85
Independent Advisor Alliance
North Carolina
$3.28M +$3.37M +26,551 New
WAS
86
WESPAC Advisors SoCal
California
$3.21M +$3.29M +25,962 New
SFS
87
Symphony Financial Services
Ohio
$3.18M +$544K +4,289 +20%
EFG
88
Elm3 Financial Group
Georgia
$3.15M +$3.24M +25,534 New
SWP
89
Stratos Wealth Partners
Ohio
$3.07M +$822K +6,476 +35%
FHA
90
Flagship Harbor Advisors
Massachusetts
$3.02M +$3.1M +24,461 New
JWCA
91
J.W. Cole Advisors
Florida
$3.02M +$311K +2,453 +11%
SWM
92
Sculati Wealth Management
Michigan
$2.96M +$12.3K +97 +0.4%
TF
93
Trek Financial
Arizona
$2.95M +$3.03M +23,892 New
NMG
94
New Millennium Group
Utah
$2.92M +$245K +1,928 +9%
SWAG
95
Spectrum Wealth Advisory Group
California
$2.9M -$164K -1,293 -5%
HNB
96
Huntington National Bank
Ohio
$2.7M – – –
BEI
97
Benjamin Edwards Inc
Missouri
$2.69M +$360K +2,836 +15%
OFS
98
OneAscent Financial Services
Alabama
$2.56M +$2.63M +20,703 New
VC
99
Vicus Capital
Pennsylvania
$2.53M +$2.6M +20,469 New
AC
100
Anson Capital
Georgia
$2.49M -$98.3K -775 -4%
2 3
4
5 6

XMMO Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2024, worth a combined $3.22B — up 130% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XMMO positions and 18 closed out — a net gain of 118 holders — while 148 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Prudential Financial, exiting entirely with an estimated $14.3M sold.

  • 371 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $3.22B of Invesco S&P MidCap Momentum ETF stock for Q4 2024, up 130% quarter-over-quarter.
  • 136 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2024 and 18 closed out, a net change of +118 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $417M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2024 was Prudential Financial, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.