XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

92 hedge funds and large institutions have $335M invested in Invesco S&P MidCap Momentum ETF in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 29 reducing their positions, and 16 closing their positions.

Holders
92
Holders Change
-2
Holders Change %
-2.13%
% of All Funds
1.89%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
14
Increased
36
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$25.2M
2
SS
2
Simplicity Solutions
Minnesota
$24.7M
3
FHC
3
First Heartland Consultants
Missouri
$11.2M
4
LPL Financial
4
LPL Financial
California
$27.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$41.2M
2
CCP
2
Cardan Capital Partners
Colorado
$0
3
SAG
3
Spotlight Asset Group
Illinois
$0
4
EF
4
Empowered Funds
Pennsylvania
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$2.61M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$41.2M 693,805 -263,656 -28%
Wells Fargo
2
Wells Fargo
California
$35.5M 597,888 +13,928 +2%
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$31.1M 363,232 – –
LPL Financial
4
LPL Financial
California
$27.1M 457,680 +123,391 +37%
AWM
5
AE Wealth Management
Kansas
$25.2M 424,931 +362,473 +580%
SS
6
Simplicity Solutions
Minnesota
$24.7M 416,303 +359,476 +633%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$15.2M 256,606 -37,557 -13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$11.4M 192,534 +65,101 +51%
FHC
9
First Heartland Consultants
Missouri
$11.2M 189,258 +189,258 New
Ameriprise
10
Ameriprise
Minnesota
$8.95M 150,875 +48,229 +47%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$6.04M 101,897 -15,053 -13%
RJA
12
Raymond James & Associates
Florida
$5.96M 100,470 +3,179 +3%
Osaic Holdings
13
Osaic Holdings
Arizona
$5.75M 96,885 +19,220 +25%
Citigroup
14
Citigroup
New York
$5.56M 93,701 +13,131 +16%
CFD
15
Creative Financial Designs
Indiana
$5.54M 93,461 +1,423 +2%
SA
16
Stewardship Advisors
Pennsylvania
$4.83M 81,395 +2,105 +3%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$4.6M 77,590 +35,067 +82%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$4.41M 74,380 -11,819 -14%
FFN
19
Focus Financial Network
Minnesota
$4.02M 67,852 +3,247 +5%
RICHC
20
Renaissance Investment Consultants Holding Company
Pennsylvania
$3.95M 62,961 +37,102 +143%
Bank of America
21
Bank of America
North Carolina
$3.76M 63,327 -8,041 -11%
IFWM
22
Institute for Wealth Management
Colorado
$3.43M 57,875 +704 +1%
BCM
23
Breiter Capital Management
Florida
$2.95M 49,726 -4,928 -9%
UWPG
24
Ullmann Wealth Partners Group
Florida
$2.7M 45,503 +79 +0.2%
Stifel Financial
25
Stifel Financial
Missouri
$2.61M 43,981 -40,511 -48%
1
2 3 4 5