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Invesco S&P MidCap Momentum ETF
XMMO

261 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 50 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 50

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

47% more call options, than puts

Call options by funds: $229K | Put options by funds: $156K

8% more funds holding

Funds holding: 242 → 261 (+19)

6% more capital invested

Capital invested by funds: $1.33B → $1.4B (+$73M)

4.26% less ownership

Funds ownership: 61.37% → 57.11% (-4.3%)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
261
Holders Change
+19
Holders Change %
+7.85%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
48
Increased
116
Reduced
50
Closed
27
Calls
$229K
Puts
$156K
Net Calls
+$73K
Net Calls Change
+$73K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.2M
2
LPL Financial
LPL Financial
California
+$32.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$21.9M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$18M
5
Prudential Financial
Prudential Financial
New Jersey
+$11.1M

Top Sellers

Rank Fund Capital Flow
1
TAF
Tredje AP-fonden
Sweden
-$129M
2
MCC
Money Concepts Capital
Florida
-$40M
3
MWM
MinichMacGregor Wealth Management
New York
-$9.2M
4
Stifel Financial
Stifel Financial
Missouri
-$6.8M
5
OWG
Oxford Wealth Group
Florida
-$5.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
VR
101
Valued Retirements
Texas
$1.21M – – –
CAGAS
102
Capital Advisory Group Advisory Services
Minnesota
$1.17M -$2.09K -18 -0.2%
AFP
103
Ausdal Financial Partners
Iowa
$1.11M +$175K +1,508 +20%
CFD
104
Creative Financial Designs
Indiana
$1.09M +$766K +6,606 +269%
OC
105
OxenFree Capital
Florida
$1.07M -$30.2K -260 -3%
Brown Advisory
106
Brown Advisory
Maryland
$1.03M +$57.5K +496 +6%
AWA
107
Arkadios Wealth Advisors
Georgia
$991K +$529K +4,559 +124%
EFG
108
Ethos Financial Group
Pennsylvania
$984K +$949K +8,179 New
TAM
109
Titleist Asset Management
Texas
$978K +$12.5K +108 +1%
KWM
110
Kingsview Wealth Management
Oregon
$969K -$146K -1,259 -14%
AT
111
American Trust
Kentucky
$943K +$9.74K +84 +1%
RWA
112
Redhawk Wealth Advisors
Minnesota
$896K +$592K +5,105 +218%
PFS
113
Prospera Financial Services
Texas
$882K +$192K +1,659 +29%
OC
114
Oppenheimer & Co
New York
$867K -$519K -4,478 -38%
FFS
115
Founders Financial Securities
Maryland
$866K -$19.9K -172 -2%
TA
116
TFB Advisors
Kansas
$862K +$1.16K +10 +0.1%
GM
117
GeoWealth Management
Illinois
$847K +$246K +2,124 +43%
ACM
118
Armbruster Capital Management
New York
$837K – – –
SEIA
119
Signature Estate & Investment Advisors
California
$823K -$221K -1,904 -22%
Renaissance Technologies
120
Renaissance Technologies
New York
$803K +$774K +6,672 New
Citadel Advisors
121
Citadel Advisors
Florida
$774K +$265K +2,285 +55%
YIH
122
Y-Intercept (HK)
Hong Kong
$771K +$743K +6,408 New
PG
123
Patten Group
Tennessee
$768K +$210K +1,808 +40%
Betterment LLC
124
Betterment LLC
New York
$764K +$177K +1,529 +32%
BCM
125
Barometer Capital Management
Ontario, Canada
$734K +$174K +1,500 +33%
3 4
5
6 7

XMMO Hedge Fund Activity: Q3 2024 in Review

261 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2024, worth a combined $1.4B — up 5.5% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new XMMO positions and 27 closed out — a net gain of 21 holders — while 116 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.2M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $129M sold.

  • 261 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $1.4B of Invesco S&P MidCap Momentum ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
  • 48 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2024 and 27 closed out, a net change of +21 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2024 was Morgan Stanley, an estimated $33.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2024 was Tredje AP-fonden, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2024.