Invesco S&P MidCap Momentum ETF
XMMO
154 hedge funds and large institutions have $513M invested in Invesco S&P MidCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
1% more funds holding
Funds holding: 152 → 154 (+2)
1% more capital invested
Capital invested by funds: $506M → $513M (+$6.58M)
1.7% less ownership
Funds ownership: 48.47% → 46.77% (-1.7%)
19% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 62
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$11.3M |
| 2 |
BFA
BMS Financial Advisors
Rapid City,
South Dakota
|
+$3.16M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$2.99M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.71M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$27M |
| 2 |
LPL Financial
San Diego,
California
|
-$13.4M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$5.91M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.92M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.72M |
XMMO Hedge Fund Activity: Q2 2023 in Review
154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2023, worth a combined $513M — up 1.3% from $506M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new XMMO positions and 14 closed out — a net gain of 3 holders — while 50 added to existing stakes and 62 trimmed.
The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $27M.
- 154 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2023, up from 152 in Q1 2023.
- Funds reported $513M of Invesco S&P MidCap Momentum ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
- 17 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2023 and 14 closed out, a net change of +3 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $11.3M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q2 2023 was Wells Fargo, an estimated $27M sold.
Based on aggregated 13F filings for Q2 2023.