Invesco S&P MidCap Momentum ETF
XMMO
128 hedge funds and large institutions have $394M invested in Invesco S&P MidCap Momentum ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 16 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 36
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
4% less capital invested
Capital invested by funds: $411M → $394M (-$16.6M)
2% less funds holding
Funds holding: 130 → 128 (-2)
1.92% less ownership
Funds ownership: 44.52% → 42.61% (-1.9%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GM
GeoWealth Management
Chicago,
Illinois
|
+$15.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.8M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$5.88M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.16M |
| 5 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
+$1.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$4.27M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.77M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$2.71M |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$2.6M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.09M |
XMMO Hedge Fund Activity: Q3 2021 in Review
128 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2021, worth a combined $394M — down 4% from $411M a quarter earlier.
Fund positioning in XMMO was balanced in Q3 2021: 16 funds opened new positions, 16 closed out, 54 added to existing stakes and 36 trimmed.
The largest buyer was GeoWealth Management, opening a new position worth an estimated $15.6M. The largest seller was Citigroup, cutting an estimated $4.27M.
- 128 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2021, down from 130 in Q2 2021.
- Funds reported $394M of Invesco S&P MidCap Momentum ETF stock for Q3 2021, down 4% quarter-over-quarter.
- 16 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2021 and 16 closed out, a net change of 0 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2021 was GeoWealth Management, an estimated $15.6M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q3 2021 was Citigroup, an estimated $4.27M sold.
Based on aggregated 13F filings for Q3 2021.