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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$9.02M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$6M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.41M |
| 4 |
PG
Prostatis Group
Hanover,
Maryland
|
+$4.4M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VCM
Verde Capital Management
Clarkston,
Michigan
|
-$4.27M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.24M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$629K |
| 4 |
D
Diversified
Wilmington,
Delaware
|
-$567K |
| 5 |
Jane Street
New York
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
151
Kaizen Financial Strategies
Campbell,
California
| – | -$213K | -2,996 | Closed |
|
|
NL
152
NWAM LLC
Mercer Island,
Washington
| – | -$203K | -2,848 | Closed |
|
|
EWA
153
EP Wealth Advisors
Torrance,
California
| – | -$186K | -2,610 | Closed |
|
|
AW
154
ACG Wealth
Atlanta,
Georgia
| – | -$115K | -1,618 | Closed |
|
155
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$27K | -373 | Closed |
|
|
CWP
156
Concord Wealth Partners
Abingdon,
Virginia
| – | -$16K | -219 | Closed |
|
|
S
157
SignatureFD
Atlanta,
Georgia
| – | -$9K | -132 | Closed |
|
|
PFGIA
158
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$3K | -35 | Closed |
|
|
FA
159
Fortis Advisors
Wayne,
Pennsylvania
| – | -$842 | -11 | Closed |
|
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.