Invesco S&P MidCap Momentum ETF
XMMO
140 hedge funds and large institutions have $471M invested in Invesco S&P MidCap Momentum ETF in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 46 reducing their positions, and 18 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 46
3.92% more ownership
Funds ownership: 46.6% → 50.52% (+3.9%)
3% more capital invested
Capital invested by funds: $458M → $471M (+$13.1M)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
5% less funds holding
Funds holding: 147 → 140 (-7)
28% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$39.2M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
+$9.23M |
| 3 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$8.76M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$7.14M |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$17.1M |
| 2 |
MWM
MY Wealth Management
Germantown,
Maryland
|
-$4.71M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.92M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$3.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.65M |
XMMO Hedge Fund Activity: Q1 2022 in Review
140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2022, worth a combined $471M — up 2.9% from $458M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of XMMO and 13 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 55 added.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $39.2M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $17.1M.
- 140 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2022, down from 147 in Q4 2021.
- Funds reported $471M of Invesco S&P MidCap Momentum ETF stock for Q1 2022, up 2.9% quarter-over-quarter.
- 13 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2022 and 18 closed out, a net change of -5 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2022 was JP Morgan Chase, an estimated $39.2M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q1 2022 was Carson Wealth (CWM LLC), an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2022.