We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

139 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 140139 (-1)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.13% less ownership

Funds ownership: 50.52%47.4% (-3.1%)

20% less capital invested

Capital invested by funds: $471M → $377M (-$93.6M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$230K -$35.9K -449 -12%
CA
102
Calton & Associates
Florida
$228K +$2.56K +32 +1%
OC
103
Oppenheimer & Co
New York
$219K -$6.87K -86 -3%
ARC
104
Advisor Resource Council
Texas
$218K
IAN
105
Integrated Advisors Network
Texas
$214K -$3.99K -50 -2%
KFS
106
Kaizen Financial Strategies
California
$213K -$38.8K -486 -14%
NL
107
NWAM LLC
Washington
$203K +$227K +2,848 New
APA
108
American Portfolios Advisors
New York
$187K +$55.1K +690 +36%
EWA
109
EP Wealth Advisors
California
$186K
NMG
110
New Millennium Group
Utah
$178K -$5.24M -65,624 -96%
GT
111
Glenmede Trust
Pennsylvania
$163K
WA
112
Win Advisors
Florida
$155K -$151K -1,891 -47%
DWMG
113
DB Wealth Management Group
California
$150K
AW
114
ACG Wealth
Georgia
$115K +$129K +1,618 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$90K
AF
116
Advisornet Financial
Minnesota
$81K -$6.23K -78 -6%
HI
117
Harbour Investments
Wisconsin
$57K +$64.1K +803 New
DI
118
Disciplined Investments
Oklahoma
$50K
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$50K +$11.3K +141 +25%
CAL
120
Capital Analysts LLC
Pennsylvania
$49K -$9.98K -125 -15%
CSB
121
City State Bank
Iowa
$43K
HIA
122
Harbor Investment Advisory
Maryland
$41K
US Bancorp
123
US Bancorp
Minnesota
$40K
BCMIO
124
Beacon Capital Management Inc (Ohio)
Ohio
$37K -$320 -4 -0.8%
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$27K +$9.19K +115 +45%

XMMO Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2022, worth a combined $377M — down 20% from $471M a quarter earlier.

Fund positioning in XMMO was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 49 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39.7M sold.

  • 139 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2022, down from 140 in Q1 2022.
  • Funds reported $377M of Invesco S&P MidCap Momentum ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2022 was Goldman Sachs, an estimated $21.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.