We are live on ! Find out more
XMMO icon

Invesco S&P MidCap Momentum ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 8682 (-4)

10% less capital invested

Capital invested by funds: $290M → $260M (-$30.1M)

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: 41 (-3)

Holders
82
Holders Change
-4
Holders Change %
-4.65%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
9
Increased
28
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.7M -$4.93M -83,919 -10%
Wells Fargo
2
Wells Fargo
California
$32.6M +$6.96M +118,411 +27%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$31.1M
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.8M +$308K +5,235 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$13.7M +$2.14M +36,361 +18%
RJA
6
Raymond James & Associates
Florida
$12.1M -$1.56M -26,497 -11%
CCP
7
Cardan Capital Partners
Colorado
$9.92M +$5.78M +98,307 +121%
AG
8
Advisor Group
Arizona
$8.43M +$181K +3,083 +2%
LPL Financial
9
LPL Financial
California
$8.02M -$608K -10,335 -7%
PS
10
Portfolio Strategies
New York
$7.84M -$119K -2,016 -1%
Ameriprise
11
Ameriprise
Minnesota
$5.35M +$2.36M +40,215 +78%
SPC
12
Sigma Planning Corp
Michigan
$5.01M +$489K +8,319 +11%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$4.21M -$1.32M -22,483 -24%
Bank of America
14
Bank of America
North Carolina
$4.18M -$3.23M -55,022 -43%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$3.88M -$4.37M -74,413 -53%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.78M -$4.71M -80,142 -55%
IFWM
17
Institute for Wealth Management
Colorado
$3.78M -$51.1K -870 -1%
Citigroup
18
Citigroup
New York
$3.49M +$743K +12,636 +27%
BCM
19
Breiter Capital Management
Florida
$3.44M +$88.5K +1,505 +3%
UWPG
20
Ullmann Wealth Partners Group
Florida
$2.85M -$25.9K -441 -0.9%
Stifel Financial
21
Stifel Financial
Missouri
$2.46M +$211K +3,596 +9%
Citadel Advisors
22
Citadel Advisors
Florida
$2.33M +$1.39M +23,650 +145%
BCM
23
Barometer Capital Management
Ontario, Canada
$2.25M -$1.54M -26,200 -40%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$1.66M +$78.8K +1,340 +5%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.57M +$1.58M +26,910 New

XMMO Hedge Fund Activity: Q3 2019 in Review

82 of the 4,560 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.