Invesco S&P MidCap Momentum ETF
XMMO
95 hedge funds and large institutions have $248M invested in Invesco S&P MidCap Momentum ETF in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 21 closing their positions.
2.36% more ownership
Funds ownership: 48.23% → 50.59% (+2.4%)
0% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 33
9% less funds holding
Funds holding: 104 → 95 (-9)
21% less capital invested
Capital invested by funds: $313M → $248M (-$64.9M)
33% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 21
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$13.8M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.34M |
| 3 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$4.81M |
| 4 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$4.63M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$2.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFG
CMC Financial Group
Atlanta,
Georgia
|
-$11.4M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$5.38M |
| 3 |
PS
Portfolio Strategies
Monsey,
New York
|
-$5.29M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$5.05M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.95M |
XMMO Hedge Fund Activity: Q1 2020 in Review
95 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2020, worth a combined $248M — down 21% from $313M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of XMMO and 14 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 33 added.
The largest buyer was Morgan Stanley, adding an estimated $13.8M. The largest seller was CMC Financial Group, exiting entirely with an estimated $11.4M sold.
- 95 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2020, down from 104 in Q4 2019.
- Funds reported $248M of Invesco S&P MidCap Momentum ETF stock for Q1 2020, down 21% quarter-over-quarter.
- 14 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2020 and 21 closed out, a net change of -7 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2020 was Morgan Stanley, an estimated $13.8M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q1 2020 was CMC Financial Group, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2020.