Invesco S&P MidCap Momentum ETF
XMMO
123 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 13 closing their positions.
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
22% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 37
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
6% more funds holding
Funds holding: 116 → 123 (+7)
0% less capital invested
Capital invested by funds: $462M → $462M (-$68.9K)
5.65% less ownership
Funds ownership: 53.7% → 48.06% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWAG
Spectrum Wealth Advisory Group
Granite Bay,
California
|
+$10.2M |
| 2 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$7.48M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$4.4M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$3.49M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$14.5M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$7.61M |
| 4 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$6.5M |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$6.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
126
Breiter Capital Management
Bradenton,
Florida
| – | -$2.38M | -30,429 | Closed |
|
|
AP
127
Advisors Preferred
Rockville,
Maryland
| – | -$528K | -6,833 | Closed |
|
|
WIA
128
World Investment Advisors
Santa Barbara,
California
| – | -$559K | -6,347 | Closed |
|
|
EVM
129
Eaton Vance Management
Boston,
Massachusetts
| – | -$458K | -5,856 | Closed |
|
|
KM
130
Kalos Management
Alpharetta,
Georgia
| – | -$438K | -5,055 | Closed |
|
131
Jane Street
New York
| – | -$263K | -3,364 | Closed |
|
|
DC
132
Davenport & Co
Richmond,
Virginia
| – | -$219K | -2,800 | Closed |
|
|
BWA
133
BDO Wealth Advisors
Jacksonville,
Florida
| – | -$114K | -1,454 | Closed |
|
|
ASN
134
Advisory Services Network
Atlanta,
Georgia
| – | -$43K | -544 | Closed |
|
135
Fidelity Investments
Boston,
Massachusetts
| – | -$7.89K | -95 | -93% |
|
136
AssetMark Inc
Concord,
California
| – | -$6K | -76 | Closed |
|
|
LAS
137
Lloyd Advisory Services
Suwanee,
Georgia
| – | -$2K | -21 | Closed |
|
XMMO Hedge Fund Activity: Q1 2021 in Review
123 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2021, worth a combined $462M — down 0.01% from $462M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new XMMO positions and 13 closed out — a net gain of 8 holders — while 45 added to existing stakes and 37 trimmed.
The largest buyer was Spectrum Wealth Advisory Group, adding an estimated $10.2M. The largest seller was Money Concepts Capital, cutting an estimated $14.5M.
- 123 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2021, up from 116 in Q4 2020.
- Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q1 2021, down 0.01% quarter-over-quarter.
- 21 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2021 and 13 closed out, a net change of +8 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2021 was Spectrum Wealth Advisory Group, an estimated $10.2M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q1 2021 was Money Concepts Capital, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2021.