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Invesco S&P MidCap Momentum ETF

86 hedge funds and large institutions have $290M invested in Invesco S&P MidCap Momentum ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

140% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 7386 (+13)

3% more capital invested

Capital invested by funds: $282M → $290M (+$7.58M)

6.38% less ownership

Funds ownership: 49.12%42.75% (-6.4%)

Holders
86
Holders Change
+13
Holders Change %
+17.81%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
36
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50M +$8.14M +140,431 +20%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$31.1M
Wells Fargo
3
Wells Fargo
California
$26M +$858K +14,810 +3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M +$752K +12,983 +5%
NCM
5
Niemann Capital Management
Nevada
$15M -$14.4M -248,546 -50%
RJA
6
Raymond James & Associates
Florida
$13.8M +$2.49M +43,012 +23%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.7M +$5.39M +93,026 +88%
LPL Financial
8
LPL Financial
California
$8.7M -$2.8M -48,335 -25%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$8.53M +$243K +4,188 +3%
AG
10
Advisor Group
Arizona
$8.33M +$1.84M +31,719 +29%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.29M +$2.19M +37,749 +37%
PS
12
Portfolio Strategies
New York
$8.04M -$64.8K -1,118 -0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$7.49M +$617K +10,648 +9%
Bank of America
14
Bank of America
North Carolina
$7.46M +$3.64M +62,839 +98%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.57M +$4.08M +70,512 +292%
CCP
16
Cardan Capital Partners
Colorado
$4.79M +$225K +3,890 +5%
SPC
17
Sigma Planning Corp
Michigan
$4.57M +$2.97M +51,213 +193%
IFWM
18
Institute for Wealth Management
Colorado
$3.86M -$177K -3,053 -4%
BCM
19
Barometer Capital Management
Ontario, Canada
$3.82M +$1.6M +27,700 +74%
BCM
20
Breiter Capital Management
Florida
$3.38M +$3.33M +57,537 New
Ameriprise
21
Ameriprise
Minnesota
$3.04M +$2.48M +42,806 +484%
UWPG
22
Ullmann Wealth Partners Group
Florida
$2.9M -$91.1K -1,572 -3%
Citigroup
23
Citigroup
New York
$2.78M +$387K +6,678 +16%
Stifel Financial
24
Stifel Financial
Missouri
$2.28M +$740K +12,772 +49%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.26M +$1.03M +17,701 +85%

XMMO Hedge Fund Activity: Q2 2019 in Review

86 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2019, worth a combined $290M — up 2.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 9 closed out — a net gain of 13 holders — while 36 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.14M. The largest seller was Niemann Capital Management, cutting an estimated $14.4M.

  • 86 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2019, up from 73 in Q1 2019.
  • Funds reported $290M of Invesco S&P MidCap Momentum ETF stock for Q2 2019, up 2.7% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2019 and 9 closed out, a net change of +13 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2019 was Morgan Stanley, an estimated $8.14M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2019 was Niemann Capital Management, an estimated $14.4M sold.

Based on aggregated 13F filings for Q2 2019.