XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

367 hedge funds and large institutions have $3.21B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 147 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
+108
Holders Change %
+41.7%
% 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
134
Increased
147
Reduced
44
Closed
18
Calls
$148K
Puts
$86K
Net Calls
+$62K
Net Calls Change
-$11K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$459M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
$390M
3
CCMG
Clark Capital Management Group
Pennsylvania
$131M
4
LPL Financial
LPL Financial
California
$331M
5
Morgan Stanley
Morgan Stanley
New York
$209M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$0
2
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.15M
4
KAS
Kestra Advisory Services
Texas
$7.52M
5
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
176
Comprehensive Financial Planning
Pennsylvania
$911K +$911K +7,374 New
GRP
177
Global Retirement Partners
California
$899K +$823K +6,662 +1,085%
PA
178
PFG Advisors
Arizona
$897K +$276K +2,232 +44%
TA
179
TFB Advisors
Kansas
$894K +$8.52K +69 +1%
IWN
180
Independent Wealth Network
Iowa
$889K +$482K +3,903 +118%
ACM
181
Armbruster Capital Management
New York
$860K – – –
CAG
182
Centerpoint Advisory Group
Kansas
$856K +$856K +6,926 New
Jane Street
183
Jane Street
New York
$832K +$832K +6,732 New
Thrivent Financial for Lutherans
184
Thrivent Financial for Lutherans
Minnesota
$828K +$108K +871 +15%
PG
185
Patten Group
Tennessee
$823K +$35.5K +287 +4%
BCI
186
Blue Capital Inc
Nebraska
$809K +$809K +6,546 New
Comerica Bank
187
Comerica Bank
Texas
$805K +$449K +3,632 +126%
SWM
188
Spire Wealth Management
Virginia
$799K +$396K +3,206 +98%
AWA
189
Arete Wealth Advisors
Illinois
$796K +$132K +1,065 +20%
CAG
190
Csenge Advisory Group
Florida
$754K +$473K +3,830 +168%
AWM
191
Act Wealth Management
Texas
$742K +$865 +7 +0.1%
Baird Financial Group
192
Baird Financial Group
Wisconsin
$739K +$739K +5,983 New
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$691K +$691K +5,597 New
SPIA
194
Steward Partners Investment Advisory
New York
$685K +$263K +2,125 +62%
PTC
195
Private Trust Company
Ohio
$679K +$382K +3,091 +129%
JWM
196
Jackson Wealth Management
Florida
$678K +$678K +5,492 New
US Bancorp
197
US Bancorp
Minnesota
$633K +$386K +3,123 +156%
ASN
198
Advisory Services Network
Georgia
$622K +$46.7K +378 +8%
NRG
199
Nemes Rush Group
Michigan
$606K – – –
DAS
200
Dynamic Advisor Solutions
Arizona
$563K +$20.6K +167 +4%
6 7
8
9 10