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Invesco S&P MidCap Momentum ETF

116 hedge funds and large institutions have $462M invested in Invesco S&P MidCap Momentum ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 42 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $378M → $462M (+$83.4M)

20% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 35

14% more funds holding

Funds holding: 102116 (+14)

0.46% more ownership

Funds ownership: 53.25%53.7% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
42
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$50.2M -$3.64M -50,322 -7%
Wells Fargo
2
Wells Fargo
California
$47.4M -$1.31M -18,072 -3%
LPL Financial
3
LPL Financial
California
$45.1M +$7.15M +98,713 +21%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$31.1M
AWM
5
Affinity Wealth Management
Delaware
$28.9M +$112K +1,544 +0.4%
FHC
6
First Heartland Consultants
Missouri
$19.1M +$1.09M +15,054 +7%
Ameriprise
7
Ameriprise
Minnesota
$18.7M +$3.61M +49,905 +26%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.6M -$1.36M -18,761 -7%
VCM
9
Verde Capital Management
Michigan
$17.8M +$1.77M +24,388 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.4M +$1.95M +26,992 +15%
MCC
11
Money Concepts Capital
Florida
$14M +$13M +179,134 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$8.42M +$349K +4,822 +5%
RJA
13
Raymond James & Associates
Florida
$8.35M -$56.7K -783 -0.7%
Citigroup
14
Citigroup
New York
$7.94M +$485K +6,694 +7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.52M +$1.06M +14,692 +18%
FFN
16
Focus Financial Network
Minnesota
$6.5M +$630K +8,699 +12%
AWM
17
AE Wealth Management
Kansas
$6.47M +$814K +11,248 +16%
Bank of America
18
Bank of America
North Carolina
$6.21M +$516K +7,133 +10%
SS
19
Simplicity Solutions
Minnesota
$6.06M +$755K +10,434 +16%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$5.62M +$1.91M +26,404 +58%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.29M -$799K -11,036 -14%
D
22
Diversified
Delaware
$4.37M +$4.78M +66,003 New
TVAMP
23
Tennessee Valley Asset Management Partners
Tennessee
$4.33M +$1.88M +25,920 +88%
IFWM
24
Institute for Wealth Management
Colorado
$4.29M -$219K -3,021 -5%
SWAG
25
Spectrum Wealth Advisory Group
California
$3.78M -$2.87M -39,703 -45%

XMMO Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2020, worth a combined $462M — up 22% from $378M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 7 closed out — a net gain of 15 holders — while 42 added to existing stakes and 35 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.15M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $5.63M.

  • 116 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2020, up from 102 in Q3 2020.
  • Funds reported $462M of Invesco S&P MidCap Momentum ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2020 and 7 closed out, a net change of +15 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2020 was LPL Financial, an estimated $7.15M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q4 2020 was Qube Research & Technologies (QRT), an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.