Invesco S&P MidCap Momentum ETF
XMMO
159 hedge funds and large institutions have $502M invested in Invesco S&P MidCap Momentum ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
40% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 47
23% more capital invested
Capital invested by funds: $409M → $502M (+$92.6M)
10% more funds holding
Funds holding: 144 → 159 (+15)
3.5% more ownership
Funds ownership: 46.55% → 50.05% (+3.5%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.9M |
| 2 |
Morgan Stanley
New York
|
+$15.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$9.35M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$19.2M |
| 2 |
PG
Prostatis Group
Hanover,
Maryland
|
-$4.01M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.29M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$2.19M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.11M |
XMMO Hedge Fund Activity: Q4 2022 in Review
159 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2022, worth a combined $502M — up 23% from $409M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new XMMO positions and 11 closed out — a net gain of 17 holders — while 66 added to existing stakes and 47 trimmed.
The largest buyer was LPL Financial, adding an estimated $22.9M. The largest seller was Goldman Sachs, cutting an estimated $19.2M.
- 159 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2022, up from 144 in Q3 2022.
- Funds reported $502M of Invesco S&P MidCap Momentum ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 28 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2022 and 11 closed out, a net change of +17 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2022 was LPL Financial, an estimated $22.9M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q4 2022 was Goldman Sachs, an estimated $19.2M sold.
Based on aggregated 13F filings for Q4 2022.