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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
DAS
201
Dynamic Advisor Solutions
Arizona
$563K +$21.2K +167 +4%
FS
202
Ferguson Shapiro
Georgia
$546K +$560K +4,416 New
LFA
203
Longview Financial Advisors
Alabama
$540K -$1.01K -8 -0.2%
EWM
204
EPG Wealth Management
Georgia
$538K +$508 +4 +0.1%
BCM
205
Barometer Capital Management
Ontario, Canada
$524K -$190K -1,500 -25%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$509K +$523K +4,121 New
AFG
207
Atomi Financial Group
New York
$499K +$512K +4,036 New
MWM
208
Mascagni Wealth Management
Mississippi
$492K +$549K +4,326 New
PHWM
209
Pine Harbor Wealth Management
Maryland
$476K – – –
AFA
210
American Financial Advisors
Georgia
$475K – – –
LSA
211
Lion Street Advisors
Texas
$475K +$276K +2,179 +131%
Citadel Advisors
212
Citadel Advisors
Florida
$471K -$333K -2,622 -41%
MWM
213
MY Wealth Management
Maryland
$463K +$26.8K +211 +6%
TGAM
214
TBH Global Asset Management
Tennessee
$450K +$2.92K +23 +0.6%
AFS
215
AFG Fiduciary Services
Massachusetts
$450K – – –
TVAMP
216
Tennessee Valley Asset Management Partners
Tennessee
$448K -$38.3K -302 -8%
BCA
217
Bay Colony Advisors
Massachusetts
$445K +$457K +3,603 New
BAMG
218
Brand Asset Management Group
Missouri
$445K +$254 +2 +0.1%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$444K +$112K +884 +33%
HP
220
Holistic Planning
Texas
$432K +$444K +3,500 New
YIH
221
Y-Intercept (HK)
Hong Kong
$432K -$369K -2,910 -45%
SG
222
StoneX Group
New York
$428K +$440K +3,468 New
WA
223
Whipplewood Advisors
Colorado
$422K +$433K +3,416 New
KIM
224
Kane Investment Management
California
$420K +$431K +3,397 New
P
225
&Partners
Tennessee
$416K +$59.5K +469 +17%
7 8
9
10 11

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.