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Invesco S&P MidCap Momentum ETF
XMMO

130 hedge funds and large institutions have $411M invested in Invesco S&P MidCap Momentum ETF in 2021 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 13

6% more funds holding

Funds holding: 123 → 130 (+7)

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

3.53% less ownership

Funds ownership: 48.06% → 44.52% (-3.5%)

11% less capital invested

Capital invested by funds: $462M → $411M (-$50.9M)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
130
Holders Change
+7
Holders Change %
+5.69%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
22
Increased
41
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$3.75M
2
Barclays
Barclays
United Kingdom
+$2.54M
3
GSWM
Golden State Wealth Management
California
+$2.12M
4
VCM
Verde Capital Management
Michigan
+$1.58M
5
AWM
AE Wealth Management
Kansas
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
AWM
Affinity Wealth Management
Delaware
-$29.3M
2
FHC
First Heartland Consultants
Missouri
-$10.9M
3
SWAG
Spectrum Wealth Advisory Group
California
-$9.43M
4
JWM
Jackson Wealth Management
Florida
-$7.55M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.58M

XMMO Hedge Fund Activity: Q2 2021 in Review

130 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2021, worth a combined $411M — down 11% from $462M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new XMMO positions and 13 closed out — a net gain of 9 holders — while 41 added to existing stakes and 40 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.75M. The largest seller was Affinity Wealth Management, exiting entirely with an estimated $29.3M sold.

  • 130 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2021, up from 123 in Q1 2021.
  • Funds reported $411M of Invesco S&P MidCap Momentum ETF stock for Q2 2021, down 11% quarter-over-quarter.
  • 22 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2021 and 13 closed out, a net change of +9 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2021 was Wells Fargo, an estimated $3.75M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2021 was Affinity Wealth Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q2 2021.