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Invesco S&P MidCap Momentum ETF

139 hedge funds and large institutions have $377M invested in Invesco S&P MidCap Momentum ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

1% less funds holding

Funds holding: 140139 (-1)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

3.13% less ownership

Funds ownership: 50.52%47.4% (-3.1%)

20% less capital invested

Capital invested by funds: $471M → $377M (-$93.6M)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
15
Increased
49
Reduced
51
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54.8M +$3.9M +48,832 +7%
Morgan Stanley
2
Morgan Stanley
New York
$49.4M +$3.74M +46,781 +7%
Wells Fargo
3
Wells Fargo
California
$47.8M +$15M +187,888 +39%
Goldman Sachs
4
Goldman Sachs
New York
$18.9M +$21.2M +265,804 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$16.8M +$6.24M +78,098 +50%
Ameriprise
6
Ameriprise
Minnesota
$14.4M -$44.3K -555 -0.3%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$13.3M +$28.2K +353 +0.2%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$8.99M +$6.51M +81,452 +181%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.9M +$1.33M +16,652 +18%
FFN
10
Focus Financial Network
Minnesota
$7.64M +$381K +4,767 +5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$7.23M +$633K +7,928 +8%
VCM
12
Verde Capital Management
Michigan
$6.82M -$13.1M -163,555 -63%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.24M -$2.13M -26,647 -23%
PAG
14
Private Advisor Group
New Jersey
$6.06M +$3.08M +38,575 +83%
Bank of America
15
Bank of America
North Carolina
$5.81M +$20K +250 +0.3%
AWM
16
Aspire Wealth Management
Massachusetts
$5.53M +$47.4K +594 +0.8%
Citigroup
17
Citigroup
New York
$5.26M -$142K -1,775 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.89M +$616K +7,710 +13%
RJA
19
Raymond James & Associates
Florida
$4.76M -$41.5K -520 -0.8%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.67M +$2.56M +32,095 +96%
CAN
21
Cetera Advisor Networks
California
$4.04M +$938K +11,744 +26%
MWM
22
MY Wealth Management
Maryland
$3.7M -$16.5K -206 -0.4%
IFWM
23
Institute for Wealth Management
Colorado
$3.63M -$28.6K -358 -0.7%
IA
24
IFP Advisors
Florida
$3.19M
UBS Group
25
UBS Group
Switzerland
$2.93M +$310K +3,885 +10%

XMMO Hedge Fund Activity: Q2 2022 in Review

139 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2022, worth a combined $377M — down 20% from $471M a quarter earlier.

Fund positioning in XMMO was balanced in Q2 2022: 15 funds opened new positions, 15 closed out, 49 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $21.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $39.7M sold.

  • 139 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2022, down from 140 in Q1 2022.
  • Funds reported $377M of Invesco S&P MidCap Momentum ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 15 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2022 and 15 closed out, a net change of 0 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2022 was Goldman Sachs, an estimated $21.2M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2022 was JP Morgan Chase, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2022.