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Invesco S&P MidCap Momentum ETF
XMMO

371 hedge funds and large institutions have $3.22B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

656% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 18

236% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 44

160% more funds holding in top 10

Funds holding in top 10: 5 → 13 (+8)

130% more capital invested

Capital invested by funds: $1.4B → $3.22B (+$1.82B)

72% more call options, than puts

Call options by funds: $148K | Put options by funds: $86K

42% more funds holding

Funds holding: 261 → 371 (+110)

12.28% more ownership

Funds ownership: 57.11% → 69.39% (+12%)

Holders
371
Holders Change
+110
Holders Change %
+42.15%
% of All Funds
4.89%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.17%
New
136
Increased
148
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$417M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$135M
3
LPL Financial
LPL Financial
California
+$119M
4
Morgan Stanley
Morgan Stanley
New York
+$69.3M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$63.5M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$14.3M
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
-$6.63M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.39M
4
KAS
Kestra Advisory Services
Texas
-$5.12M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
-$3.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
151
Prospera Financial Services
Texas
$1.23M +$332K +2,613 +36%
FWM
152
FLP Wealth Management
Arkansas
$1.21M +$1.25M +9,834 New
TPWA
153
TRUE Private Wealth Advisors
Oregon
$1.2M +$1.02M +8,064 +481%
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$1.2M -$8.25K -65 -0.7%
Millennium Management
155
Millennium Management
New York
$1.17M -$1.35M -10,674 -53%
WEG
156
World Equity Group
Illinois
$1.17M +$628K +4,952 +110%
JP Morgan Chase
157
JP Morgan Chase
New York
$1.15M -$6.39M -50,336 -84%
HAS
158
HBW Advisory Services
California
$1.12M -$413K -3,255 -26%
AWM
159
AE Wealth Management
Kansas
$1.09M +$832K +6,558 +287%
RWA
160
Redhawk Wealth Advisors
Minnesota
$1.09M +$171K +1,347 +18%
LCWM
161
Legacy Capital Wealth Management
Texas
$1.09M +$1.11M +8,786 New
CIBC World Market
162
CIBC World Market
Ontario, Canada
$1.08M +$599K +4,724 +118%
OC
163
OxenFree Capital
Florida
$1.07M -$27.8K -219 -2%
AWA
164
Arkadios Wealth Advisors
Georgia
$1.06M +$46.3K +365 +4%
NCFG
165
New Century Financial Group
New Jersey
$1.06M +$1.07M +8,412 New
VA
166
Valmark Advisers
Ohio
$1.05M +$1.08M +8,507 New
FFS
167
Founders Financial Securities
Maryland
$1.03M +$146K +1,150 +16%
GM
168
GeoWealth Management
Illinois
$1.02M +$159K +1,253 +18%
GIA
169
Gladstone Institutional Advisory
Florida
$1.01M +$1.04M +8,203 New
SEIA
170
Signature Estate & Investment Advisors
California
$1.01M +$171K +1,350 +20%
AT
171
American Trust
Kentucky
$1,000K +$32.9K +259 +3%
TAM
172
Titleist Asset Management
Texas
$987K -$17.5K -138 -2%
KWA
173
Kingswood Wealth Advisors
California
$984K +$319K +2,517 +46%
KWM
174
Kingsview Wealth Management
Oregon
$962K -$33.2K -262 -3%
BAM
175
Belpointe Asset Management
Nevada
$958K -$288K -2,269 -22%
5 6
7
8 9

XMMO Hedge Fund Activity: Q4 2024 in Review

371 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2024, worth a combined $3.22B — up 130% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XMMO positions and 18 closed out — a net gain of 118 holders — while 148 added to existing stakes and 44 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Prudential Financial, exiting entirely with an estimated $14.3M sold.

  • 371 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2024, up from 261 in Q3 2024.
  • Funds reported $3.22B of Invesco S&P MidCap Momentum ETF stock for Q4 2024, up 130% quarter-over-quarter.
  • 136 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2024 and 18 closed out, a net change of +118 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $417M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2024 was Prudential Financial, an estimated $14.3M sold.

Based on aggregated 13F filings for Q4 2024.