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Invesco S&P MidCap Momentum ETF

73 hedge funds and large institutions have $282M invested in Invesco S&P MidCap Momentum ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

201% more capital invested

Capital invested by funds: $93.7M → $282M (+$189M)

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

30% more funds holding

Funds holding: 5673 (+17)

7.61% more ownership

Funds ownership: 41.51%49.12% (+7.6%)

Holders
73
Holders Change
+17
Holders Change %
+30.36%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
22
Increased
29
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.2M +$9.9M +188,275 +36%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$31.1M +$19.1M +363,232 New
NCM
3
Niemann Capital Management
Nevada
$28M +$26.3M +499,809 New
Wells Fargo
4
Wells Fargo
California
$24.1M +$3.73M +70,942 +20%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$15.3M +$11.1M +211,200 +354%
LPL Financial
6
LPL Financial
California
$11.1M +$6.13M +116,545 +146%
RJA
7
Raymond James & Associates
Florida
$10.8M +$8.13M +154,561 +424%
Goldman Sachs
8
Goldman Sachs
New York
$10.4M +$6.27M +119,188 +185%
UBS Group
9
UBS Group
Switzerland
$8.6M +$5.79M +110,159 +263%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$7.97M +$4.71M +89,513 +174%
PS
11
Portfolio Strategies
New York
$7.79M -$158K -3,012 -2%
AI
12
Atria Investments
North Carolina
$7.05M +$6.55M +124,619 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.61M +$6.14M +116,758 New
AG
14
Advisor Group
Arizona
$6.22M +$2.15M +40,904 +59%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.95M +$2.44M +46,458 +79%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$5.84M +$4.14M +78,620 +320%
PCM
17
Penserra Capital Management
California
$4.98M +$4.43M +84,272 New
CCP
18
Cardan Capital Partners
Colorado
$4.38M +$88.7K +1,686 +2%
CFG
19
CMC Financial Group
Georgia
$3.94M +$3.66M +69,638 New
IFWM
20
Institute for Wealth Management
Colorado
$3.89M -$3.42K -65 -0.1%
Bank of America
21
Bank of America
North Carolina
$3.62M +$257K +4,881 +8%
Jane Street
22
Jane Street
New York
$3.33M +$3.09M +58,836 New
Citadel Advisors
23
Citadel Advisors
Florida
$3.05M +$2.84M +53,960 New
UWPG
24
Ullmann Wealth Partners Group
Florida
$2.88M +$184K +3,500 +7%
Citigroup
25
Citigroup
New York
$2.29M -$203K -3,857 -9%

XMMO Hedge Fund Activity: Q1 2019 in Review

73 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2019, worth a combined $282M — up 201% from $93.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 5 closed out — a net gain of 17 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Niemann Capital Management, opening a new position worth an estimated $26.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.58M sold.

  • 73 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $282M of Invesco S&P MidCap Momentum ETF stock for Q1 2019, up 201% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2019 and 5 closed out, a net change of +17 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2019 was Niemann Capital Management, an estimated $26.3M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q1 2019 was Susquehanna International Group, an estimated $2.58M sold.

Based on aggregated 13F filings for Q1 2019.