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Invesco S&P MidCap Momentum ETF

116 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $378M → $462M (+$83.4M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

14% more funds holding

Funds holding: 102116 (+14)

0.46% more ownership

Funds ownership: 53.25%53.7% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
42
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$74K +$14.5K +200 +27%
HIA
102
Harbor Investment Advisory
Maryland
$59K
DI
103
Disciplined Investments
Oklahoma
$55K
US Bancorp
104
US Bancorp
Minnesota
$55K +$23.9K +330 +89%
BCMIO
105
Beacon Capital Management Inc (Ohio)
Ohio
$48K -$9.84K -136 -18%
ASN
106
Advisory Services Network
Georgia
$43K -$4.05K -56 -9%
SFS
107
Sowell Financial Services
Arkansas
$41K -$45.3K -626 -55%
S
108
SignatureFD
Georgia
$37K
APWA
109
Atlas Private Wealth Advisors
New Jersey
$24K
AIC
110
Archer Investment Corporation
Indiana
$20.7K
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$20K
DWP
112
Destiny Wealth Partners
Florida
$17K +$15.9K +220 New
Fidelity Investments
113
Fidelity Investments
Massachusetts
$8K
AssetMark Inc
114
AssetMark Inc
California
$6K +$5.5K +76 New
OIA
115
Optimum Investment Advisors
Illinois
$3K +$72 +1 +2%
LAS
116
Lloyd Advisory Services
Georgia
$2K
CRI
117
Colonial River Investments
Virginia
$859 +$717K +9,910 New
TRCT
118
Tower Research Capital (TRC)
New York
-$885K -13,370 Closed
DADC
119
D.A. Davidson & Co
Montana
-$657K -9,916 Closed
DAS
120
Dynamic Advisor Solutions
Arizona
-$279K -4,207 Closed
Citadel Advisors
121
Citadel Advisors
Florida
-$225K -3,391 Closed
PFS
122
Prospera Financial Services
Texas
-$84K -1,269 Closed
FDCDDQ
123
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$9.27K -140 Closed
PWM
124
Provident Wealth Management
Tennessee
-$9K -135 Closed

XMMO Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2020, worth a combined $462M — up 22% from $378M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 7 closed out — a net gain of 15 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.63M.

  • 116 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2020 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $7.15M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.