Invesco S&P MidCap Momentum ETF
XMMO
82 hedge funds and large institutions have $260M invested in Invesco S&P MidCap Momentum ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 30 reducing their positions, and 13 closing their positions.
1.82% more ownership
Funds ownership: 42.75% → 44.56% (+1.8%)
7% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 30
5% less funds holding
Funds holding: 86 → 82 (-4)
10% less capital invested
Capital invested by funds: $290M → $260M (-$30.4M)
31% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 13
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.96M |
| 2 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$5.78M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.14M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$15M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.99M |
| 3 |
Morgan Stanley
New York
|
-$4.93M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4.71M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$4.37M |
XMMO Hedge Fund Activity: Q3 2019 in Review
82 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2019, worth a combined $260M — down 10% from $290M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of XMMO and 9 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 28 added.
The largest buyer was Wells Fargo, adding an estimated $6.96M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $15M sold.
- 82 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2019, down from 86 in Q2 2019.
- Funds reported $260M of Invesco S&P MidCap Momentum ETF stock for Q3 2019, down 10% quarter-over-quarter.
- 9 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2019 and 13 closed out, a net change of -4 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2019 was Wells Fargo, an estimated $6.96M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q3 2019 was Niemann Capital Management, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2019.