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Invesco S&P MidCap Momentum ETF
XMMO

140 hedge funds and large institutions have $471M invested in Invesco S&P MidCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 46

3.92% more ownership

Funds ownership: 46.6% → 50.52% (+3.9%)

3% more capital invested

Capital invested by funds: $458M → $471M (+$13.1M)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

5% less funds holding

Funds holding: 147 → 140 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
140
Holders Change
-7
Holders Change %
-4.76%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
13
Increased
55
Reduced
46
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$39.2M
2
RWA
Redhawk Wealth Advisors
Minnesota
+$9.23M
3
FFN
Focus Financial Network
Minnesota
+$8.76M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$7.14M
5
IA
IFP Advisors
Florida
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$17.1M
2
MWM
MY Wealth Management
Maryland
-$4.71M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.92M
4
Wells Fargo
Wells Fargo
California
-$3.6M
5
Osaic Holdings
Osaic Holdings
Arizona
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
101
Kaizen Financial Strategies
California
$301K +$5.37K +63 +2%
OIA
102
OneDigital Investment Advisors
Kansas
$294K -$263K -3,086 -48%
KWA
103
Kellett Wealth Advisors
Ohio
$285K – – –
TC
104
TAGStone Capital
North Carolina
$276K +$1.96K +23 +0.7%
CA
105
Calton & Associates
Florida
$274K -$3.5K -41 -1%
OC
106
Oppenheimer & Co
New York
$273K – – –
ARC
107
Advisor Resource Council
Texas
$264K – – –
IAN
108
Integrated Advisors Network
Texas
$263K -$4.26K -50 -2%
CRI
109
Colonial River Investments
Virginia
$255K -$433K -5,072 -63%
RF
110
Rollins Financial
Georgia
$242K +$239K +2,800 New
SWM
111
Silverlake Wealth Management
Vermont
$242K – – –
TRCT
112
Tower Research Capital (TRC)
New York
$241K -$54.2K -636 -19%
KWM
113
Kingsview Wealth Management
Oregon
$226K – – –
EWA
114
EP Wealth Advisors
California
$225K – – –
GT
115
Glenmede Trust
Pennsylvania
$198K – – –
DWMG
116
DB Wealth Management Group
California
$182K – – –
SPIA
117
Steward Partners Investment Advisory
New York
$180K -$14.1K -165 -7%
APA
118
American Portfolios Advisors
New York
$167K +$341 +4 +0.2%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$108K – – –
AF
120
Advisornet Financial
Minnesota
$105K +$8.61K +101 +9%
CAL
121
Capital Analysts LLC
Pennsylvania
$71K -$25.6K -300 -27%
DI
122
Disciplined Investments
Oklahoma
$60K – – –
CSB
123
City State Bank
Iowa
$53K – – –
HIA
124
Harbor Investment Advisory
Maryland
$50K – – –
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$50K +$5.8K +68 +13%
3 4
5
6 7

XMMO Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2022, worth a combined $471M — up 2.9% from $458M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XMMO and 13 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 55 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $39.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $17.1M.

  • 140 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2022, down from 147 in Q4 2021.
  • Funds reported $471M of Invesco S&P MidCap Momentum ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
  • 13 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2022 and 18 closed out, a net change of -5 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $39.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2022.