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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
MCC
126
Money Concepts Capital
Florida
$21K -$560K -7,007 -96%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$20K +$19.3K +242 +691%
AIC
128
Archer Investment Corporation
Indiana
$18.9K
CWP
129
Concord Wealth Partners
Virginia
$16K
PTC
130
Private Trust Company
Ohio
$10K +$11.2K +140 New
FHA
131
First Horizon Advisors
Tennessee
$10K +$11.6K +145 New
S
132
SignatureFD
Georgia
$9K +$5.75K +72 +120%
GWSG
133
GPS Wealth Strategies Group
Colorado
$8K
CFGS
134
Concourse Financial Group Securities
Alabama
$6K
HWMA
135
Heritage Wealth Management (Arizona)
Arizona
$3.06K -$12.4K -155 -78%
OIA
136
Optimum Investment Advisors
Illinois
$3K
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$3K
GRP
138
Global Retirement Partners
California
$1K
FA
139
Fortis Advisors
Pennsylvania
$1K +$879 +11 New
NL
140
NVWM LLC
Pennsylvania
$1K +$1.36K +17 New
JP Morgan Chase
141
JP Morgan Chase
New York
-$39.7M -460,040 Closed
RWA
142
Redhawk Wealth Advisors
Minnesota
-$9.34M -108,232 Closed
SOS
143
Silver Oak Securities
Tennessee
-$1.15M -13,620 Closed
GM
144
GeoWealth Management
Illinois
-$981K -11,359 Closed
ASN
145
Advisory Services Network
Georgia
-$730K -8,457 Closed
AFA
146
American Financial Advisors
Georgia
-$570K -6,604 Closed
ACM
147
AlphaStar Capital Management
North Carolina
-$440K -5,096 Closed
IF
148
Intrua Financial
Texas
-$397K -4,600 Closed
OIA
149
OneDigital Investment Advisors
Kansas
-$294K -3,408 Closed
KWA
150
Kellett Wealth Advisors
Ohio
-$285K -3,300 Closed

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.