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Invesco S&P MidCap Momentum ETF
XMMO

144 hedge funds and large institutions have $409M invested in Invesco S&P MidCap Momentum ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

34% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 41

9% more capital invested

Capital invested by funds: $377M → $409M (+$32.1M)

4% more funds holding

Funds holding: 139 → 144 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.85% less ownership

Funds ownership: 47.4% → 46.55% (-0.85%)

Holders
144
Holders Change
+5
Holders Change %
+3.6%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
55
Reduced
41
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.02M
2
GVAG
Great Valley Advisor Group
Delaware
+$6M
3
Ameriprise
Ameriprise
Minnesota
+$4.41M
4
PG
Prostatis Group
Maryland
+$4.4M
5
Wells Fargo
Wells Fargo
California
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
VCM
Verde Capital Management
Michigan
-$4.27M
2
CAN
Cetera Advisor Networks
California
-$1.24M
3
CFD
Creative Financial Designs
Indiana
-$629K
4
D
Diversified
Delaware
-$567K
5
Jane Street
Jane Street
New York
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
126
Capital Analysts LLC
Pennsylvania
$49K +$230 +3 +0.4%
CSB
127
City State Bank
Iowa
$42K – – –
HIA
128
Harbor Investment Advisory
Maryland
$40K – – –
US Bancorp
129
US Bancorp
Minnesota
$39K – – –
BCMIO
130
Beacon Capital Management Inc (Ohio)
Ohio
$36K – – –
PTC
131
Private Trust Company
Ohio
$23K +$14.9K +195 +139%
MCC
132
Money Concepts Capital
Florida
$20K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$20K +$689 +9 +3%
AIC
134
Archer Investment Corporation
Indiana
$18.5K – – –
GRP
135
Global Retirement Partners
California
$12K +$11K +144 +1,309%
OSAM
136
O'Shaughnessy Asset Management
Connecticut
$12K +$13.1K +171 New
FHA
137
First Horizon Advisors
Tennessee
$10K – – –
GWSG
138
GPS Wealth Strategies Group
Colorado
$8K – – –
BCMLT
139
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$8.57K +112 New
MFT
140
Moisand Fitzgerald Tamayo
Florida
$7K +$7.65K +100 New
CFGS
141
Concourse Financial Group Securities
Alabama
$6K – – –
AWM
142
Abound Wealth Management
Tennessee
$4.01K +$4.36K +57 New
HWMA
143
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
OIA
144
Optimum Investment Advisors
Illinois
$3K – – –
NL
145
NVWM LLC
Pennsylvania
$1K – – –
Jane Street
146
Jane Street
New York
– -$486K -6,837 Closed
FHC
147
First Heartland Consultants
Missouri
– -$342K -4,810 Closed
LSA
148
Lion Street Advisors
Texas
– -$391K -4,290 Closed
Renaissance Technologies
149
Renaissance Technologies
New York
– -$256K -3,600 Closed
IAN
150
Integrated Advisors Network
Texas
– -$214K -3,002 Closed
3 4 5
6
7

XMMO Hedge Fund Activity: Q3 2022 in Review

144 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2022, worth a combined $409M — up 8.5% from $377M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMMO positions and 14 closed out — a net gain of 6 holders — while 55 added to existing stakes and 41 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.02M. The largest seller was Verde Capital Management, cutting an estimated $4.27M.

  • 144 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2022, up from 139 in Q2 2022.
  • Funds reported $409M of Invesco S&P MidCap Momentum ETF stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2022 and 14 closed out, a net change of +6 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2022 was LPL Financial, an estimated $9.02M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2022 was Verde Capital Management, an estimated $4.27M sold.

Based on aggregated 13F filings for Q3 2022.