Invesco S&P MidCap Momentum ETF
XMMO
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, 35 increasing their positions, 16 reducing their positions, and 9 closing their positions.
144% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 9
119% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 16
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
18% more funds holding
Funds holding: 73 → 86 (+13)
2% more capital invested
Capital invested by funds: $285M → $290M (+$5.57M)
6.73% less ownership
Funds ownership: 49.48% → 42.75% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.14M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.39M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$4.08M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.64M |
| 5 |
BCM
Breiter Capital Management
Bradenton,
Florida
|
+$3.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$14.4M |
| 2 |
Goldman Sachs
New York
|
-$10.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$7.74M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.05M |
| 5 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$3.94M |
XMMO Hedge Fund Activity: Q2 2019 in Review
86 of the 4,625 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% from $285M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new XMMO positions and 9 closed out — a net gain of 13 holders — while 35 added to existing stakes and 16 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% 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.