XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

146 hedge funds and large institutions have $457M invested in Invesco S&P MidCap Momentum ETF in 2021 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 48 increasing their positions, 40 reducing their positions, and 9 closing their positions.

Holders
146
Holders Change
+19
Holders Change %
+14.96%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.11%
New
31
Increased
48
Reduced
40
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$18.9M
2
MWM
2
MY Wealth Management
Maryland
$9.77M
3
AWM
3
Aspire Wealth Management
Massachusetts
$6.64M
4
NMG
4
New Millennium Group
Utah
$6.16M
5
LPL Financial
5
LPL Financial
California
$61.4M

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$1.2M
2
AWM
2
AE Wealth Management
Kansas
$7.1M
3
Wells Fargo
3
Wells Fargo
California
$47.8M
4
KAS
4
Kestra Advisory Services
Texas
$1.93M
5
CAGAS
5
Capital Advisory Group Advisory Services
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$61.4M 675,102 +54,362 +9%
Morgan Stanley
2
Morgan Stanley
New York
$58.5M 643,521 +2,026 +0.3%
Wells Fargo
3
Wells Fargo
California
$47.8M 525,884 -38,741 -7%
VCM
4
Verde Capital Management
Michigan
$24M 263,656 -6,421 -2%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.2M 232,865 +11,687 +5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$18.9M 207,858 +207,858 New
Ameriprise
7
Ameriprise
Minnesota
$18.4M 202,539 +20,727 +11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$12.3M 135,102 +11,346 +9%
Osaic Holdings
9
Osaic Holdings
Arizona
$11.4M 125,385 +879 +0.7%
MWM
10
MY Wealth Management
Maryland
$9.77M 107,413 +107,413 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.17M 89,833 -2,964 -3%
Bank of America
12
Bank of America
North Carolina
$7.83M 86,119 -8,582 -9%
Citigroup
13
Citigroup
New York
$7.79M 85,653 -1,161 -1%
AWM
14
AE Wealth Management
Kansas
$7.1M 78,057 -39,494 -34%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$6.72M 73,914 +1,531 +2%
AWM
16
Aspire Wealth Management
Massachusetts
$6.64M 73,028 +73,028 New
NMG
17
New Millennium Group
Utah
$6.16M 67,726 +67,726 New
RJA
18
Raymond James & Associates
Florida
$6.1M 67,043 +64 +0.1%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.47M 60,118 +2,167 +4%
SWAG
20
Spectrum Wealth Advisory Group
California
$4.89M 53,807 -1,202 -2%
IFWM
21
Institute for Wealth Management
Colorado
$4.68M 51,456 -762 -1%
APWA
22
Atlas Private Wealth Advisors
New Jersey
$4.53M 49,805 +39,044 +363%
PAG
23
Private Advisor Group
New Jersey
$4.05M 44,576 -1,401 -3%
CAN
24
Cetera Advisor Networks
California
$4.05M 44,544 +15,367 +53%
JCA
25
January Capital Advisors
California
$3.82M 42,046 +42,046 New
1
2 3 4 5