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Invesco S&P MidCap Momentum ETF
XMMO

371 hedge funds and large institutions have $3.22B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 18

236% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 44

160% more funds holding in top 10

Funds holding in top 10: 5 → 13 (+8)

130% more capital invested

Capital invested by funds: $1.4B → $3.22B (+$1.82B)

72% more call options, than puts

Call options by funds: $148K | Put options by funds: $86K

42% more funds holding

Funds holding: 261 → 371 (+110)

12.28% more ownership

Funds ownership: 57.11% → 69.39% (+12%)

Holders
371
Holders Change
+110
Holders Change %
+42.15%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
136
Increased
148
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$417M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$135M
3
LPL Financial
LPL Financial
California
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$69.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$63.5M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$14.3M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$6.63M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.39M
4
KAS
Kestra Advisory Services
Texas
-$5.12M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
101
Prostatis Group
Maryland
$2.35M +$2.42M +19,053 New
JWM
102
Jupiter Wealth Management
Colorado
$2.34M +$2.41M +18,980 New
DE
103
Diversified Enterprises
Delaware
$2.31M -$61K -481 -3%
PA
104
PSI Advisors
Florida
$2.23M +$150K +1,185 +7%
AIP
105
Ameritas Investment Partners
Nebraska
$2.22M +$2.28M +17,996 New
MWM
106
Meridian Wealth Management
Kentucky
$2.08M +$2.13M +16,806 New
SEP
107
Southland Equity Partners
Missouri
$2.05M +$31.1K +245 +1%
VCM
108
Verde Capital Management
Michigan
$2.04M -$171K -1,346 -8%
AI
109
Atria Investments
North Carolina
$1.96M +$350K +2,759 +21%
SA
110
Sovran Advisors
California
$1.95M +$1.97M +15,504 New
CRI
111
Colonial River Investments
Virginia
$1.93M +$1.98M +15,587 New
AWM
112
Axxcess Wealth Management
California
$1.92M +$1.98M +15,583 New
CAC
113
Certified Advisory Corp
Florida
$1.88M +$140K +1,103 +8%
AWM
114
Accel Wealth Management
Iowa
$1.87M +$216K +1,702 +13%
VFPW
115
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.83M +$418K +3,295 +29%
SPC
116
Sigma Planning Corp
Michigan
$1.82M +$504K +3,969 +37%
OC
117
Oppenheimer & Co
New York
$1.81M +$950K +7,484 +104%
FIC
118
Family Investment Center
Missouri
$1.81M +$1.85M +14,616 New
VCWM
119
Vista Cima Wealth Management
Arizona
$1.73M +$1.78M +14,001 New
GWM
120
Geneos Wealth Management
Colorado
$1.73M +$1.47M +11,579 +480%
SAI
121
Savvy Advisors Inc
New York
$1.73M +$41.1K +324 +2%
IFG
122
Independent Financial Group
California
$1.72M +$478K +3,764 +37%
SWA
123
Stratos Wealth Advisors
Ohio
$1.66M -$12.8K -101 -0.7%
IWC
124
Integrated Wealth Concepts
Massachusetts
$1.66M +$368K +2,898 +27%
IWM
125
IHT Wealth Management
Illinois
$1.65M +$153K +1,205 +10%
3 4
5
6 7

XMMO Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2024, worth a combined $3.22B — up 130% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XMMO positions and 18 closed out — a net gain of 118 holders — while 148 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Prudential Financial, exiting entirely with an estimated $14.3M sold.

  • 371 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $3.22B of Invesco S&P MidCap Momentum ETF stock for Q4 2024, up 130% quarter-over-quarter.
  • 136 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2024 and 18 closed out, a net change of +118 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $417M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2024 was Prudential Financial, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.