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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

155 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 43 reducing their positions, and 17 closing their positions.

Holders
155
Holders Change
+2
Holders Change %
+1.31%
% of All Funds
2.47%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
65
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M
2
SL
2
Systelligence LLC
Minnesota
$12.1M
3
LPL Financial
3
LPL Financial
California
$97.7M
4
LFAS
4
Level Four Advisory Services
Texas
$4.39M
5
FIA
5
Foundations Investment Advisors
Arizona
$2.19M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.63M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$9.72M
3
Wells Fargo
3
Wells Fargo
California
$33.1M
4
RL
4
Retireful LLC
Michigan
$0
5
HNB
5
Huntington National Bank
Ohio
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$72.6K +$4.94K +62 +7%
GJIA
127
Glass Jacobson Investment Advisors
Maryland
$66.5K -$3.62K -45 -5%
HI
128
Harbour Investments
Wisconsin
$65.4K +$81 +1 +0.1%
NS
129
NBC Securities
Alabama
$49K +$49K +614 New
HIA
130
Harbor Investment Advisory
Maryland
$46.3K – – –
US Bancorp
131
US Bancorp
Minnesota
$45K +$20.3K +252 +82%
FFL
132
Financial Freedom LLC
Ohio
$44.6K +$80 +1 +0.2%
BCMIO
133
Beacon Capital Management Inc (Ohio)
Ohio
$39K -$161 -2 -0.4%
CSB
134
City State Bank
Iowa
$36K -$1.6K -20 -4%
TLA
135
Tanglewood Legacy Advisors
Texas
$35.8K – – –
Qube Research & Technologies (QRT)
136
Qube Research & Technologies (QRT)
United Kingdom
$27.5K +$27.5K +342 New
IA
137
IFP Advisors
Florida
$25.3K -$60.7K -754 -71%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$24.3K +$2.01K +25 +9%
CP
139
Castleview Partners
Texas
$23.8K – – –
AIC
140
Archer Investment Corporation
Indiana
$21.3K – – –
CSPIA
141
Cary Street Partners Investment Advisory
Virginia
$20.1K – – –
GRP
142
Global Retirement Partners
California
$14.8K – – –
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$13.9K +$81 +1 +0.6%
CFD
144
Creative Financial Designs
Indiana
$12.3K – – –
AF
145
Advisornet Financial
Minnesota
$8.05K – – –
PCM
146
Penserra Capital Management
California
$7K +$7K +90 New
CT
147
Colonial Trust
South Carolina
$6.92K -$804 -10 -10%
CFGS
148
Concourse Financial Group Securities
Alabama
$6.84K – – –
AWM
149
Abound Wealth Management
Tennessee
$4.68K – – –
PB
150
Pinnacle Bancorp
Nebraska
$4.12K +$4.12K +53 New
3 4 5
6
7