Invesco S&P MidCap Momentum ETF
XMMO
104 hedge funds and large institutions have $313M invested in Invesco S&P MidCap Momentum ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 9 closing their positions.
500% more funds holding in top 10
Funds holding in top 10: 1 → 6 (+5)
256% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 9
111% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 19
27% more funds holding
Funds holding: 82 → 104 (+22)
21% more capital invested
Capital invested by funds: $260M → $313M (+$53.6M)
3.67% more ownership
Funds ownership: 44.56% → 48.23% (+3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
+$11.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$7.65M |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$5.22M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.19M |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$5.71M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.82M |
| 3 |
Morgan Stanley
New York
|
-$2.76M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.52M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
101
Aptus Capital Advisors
Fairhope,
Alabama
| $5K | +$5.4K | +91 | New |
|
|
OIA
102
Optimum Investment Advisors
Chicago,
Illinois
| $3K | – | – | – |
|
|
WQ
103
Wealth Quarterback
Toms River,
New Jersey
| $19 | +$50.7K | +854 | New |
|
|
BCM
104
Barometer Capital Management
Toronto,
Ontario, Canada
| – | -$2.25M | -38,700 | Closed |
|
105
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.57M | -26,910 | Closed |
|
106
Jane Street
New York
| – | -$693K | -11,887 | Closed |
|
107
CIBC World Market
Toronto,
Ontario, Canada
| – | -$422K | -7,245 | Closed |
|
|
UCFA
108
United Capital Financial Advisors
Irving,
Texas
| – | -$399K | -6,841 | Closed |
|
|
AIC
109
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$12K | -200 | Closed |
|
|
TF
110
TLWM Financial
San Antonio,
Texas
| – | -$12K | -200 | Closed |
|
|
LWM
111
Lenox Wealth Management
Cincinnati,
Ohio
| – | -$7K | -137 | Closed |
|
|
AP
112
Advisors Preferred
Rockville,
Maryland
| – | -$5K | -90 | Closed |
|
|
TAIM
113
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | +$119 | +2 | New |
|
XMMO Hedge Fund Activity: Q4 2019 in Review
104 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2019, worth a combined $313M — up 21% from $260M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new XMMO positions and 9 closed out — a net gain of 23 holders — while 40 added to existing stakes and 19 trimmed.
The largest buyer was CMC Financial Group, opening a new position worth an estimated $11.1M. The largest seller was Cardan Capital Partners, cutting an estimated $5.71M.
- 104 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2019, up from 82 in Q3 2019.
- Funds reported $313M of Invesco S&P MidCap Momentum ETF stock for Q4 2019, up 21% quarter-over-quarter.
- 32 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2019 and 9 closed out, a net change of +23 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2019 was CMC Financial Group, an estimated $11.1M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q4 2019 was Cardan Capital Partners, an estimated $5.71M sold.
Based on aggregated 13F filings for Q4 2019.