Invesco S&P MidCap Momentum ETF
XMMO
102 hedge funds and large institutions have $378M invested in Invesco S&P MidCap Momentum ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 36 reducing their positions, and 0 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13% more capital invested
Capital invested by funds: $335M → $378M (+$42.9M)
11% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 36
10% more funds holding
Funds holding: 93 → 102 (+9)
0.24% more ownership
Funds ownership: 53% → 53.25% (+0.24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
+$22.2M |
| 2 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
+$13M |
| 3 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$3.05M |
| 4 |
LWAC
Laurel Wealth Advisors (California)
Solana Beach,
California
|
+$2.65M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$22.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$22.4M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$2.99M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.45M |
| 5 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| $7K | +$6.47K | +101 | +10,100% |
|
|
OIA
102
Optimum Investment Advisors
Chicago,
Illinois
| $3K | – | – | – |
|
|
LAS
103
Lloyd Advisory Services
Suwanee,
Georgia
| $1K | -$1.43M | -22,389 | -100% |
|
XMMO Hedge Fund Activity: Q3 2020 in Review
102 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2020, worth a combined $378M — up 13% from $335M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new XMMO positions and 0 closed out — a net gain of 10 holders — while 40 added to existing stakes and 36 trimmed.
The largest buyer was Affinity Wealth Management, opening a new position worth an estimated $22.2M. The largest seller was AE Wealth Management, cutting an estimated $22.6M.
- 102 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2020, up from 93 in Q2 2020.
- Funds reported $378M of Invesco S&P MidCap Momentum ETF stock for Q3 2020, up 13% quarter-over-quarter.
- 10 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2020 and 0 closed out, a net change of +10 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2020 was Affinity Wealth Management, an estimated $22.2M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q3 2020 was AE Wealth Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q3 2020.