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Invesco S&P MidCap Momentum ETF

154 hedge funds and large institutions have $513M invested in Invesco S&P MidCap Momentum ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 50 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

1% more funds holding

Funds holding: 152154 (+2)

1% more capital invested

Capital invested by funds: $506M → $513M (+$6.58M)

1.7% less ownership

Funds ownership: 48.47%46.77% (-1.7%)

19% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 62

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
154
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
50
Reduced
62
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$89.6M -$13.4M -178,040 -14%
Morgan Stanley
2
Morgan Stanley
New York
$66.1M +$1.22M +16,179 +2%
Wells Fargo
3
Wells Fargo
California
$35.2M -$27M -357,807 -45%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$32.2M -$5.91M -78,339 -16%
Bank of America
5
Bank of America
North Carolina
$21.2M +$11.3M +149,633 +128%
Ameriprise
6
Ameriprise
Minnesota
$20.2M -$1.79M -23,783 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.8M -$1.61M -21,408 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.9M +$2.71M +36,010 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.9M -$3.72M -49,336 -22%
Stifel Financial
10
Stifel Financial
Missouri
$13.3M -$115K -1,522 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M -$312K -4,142 -3%
FFN
12
Focus Financial Network
Minnesota
$9.9M +$548K +7,266 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.3M -$4.92M -65,208 -36%
RJA
14
Raymond James & Associates
Florida
$8.87M -$86.9K -1,152 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.91M -$613K -8,132 -8%
AWM
16
Aspire Wealth Management
Massachusetts
$7.64M -$22.2K -294 -0.3%
GVAG
17
Great Valley Advisor Group
Delaware
$7.01M +$218K +2,897 +3%
PAG
18
Private Advisor Group
New Jersey
$6.84M +$1.42M +18,890 +28%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.79M +$789K +10,468 +14%
Citigroup
20
Citigroup
New York
$6.27M +$300K +3,974 +5%
UBS Group
21
UBS Group
Switzerland
$6.23M +$1.56M +20,638 +36%
CAN
22
Cetera Advisor Networks
California
$6.09M +$457K +6,064 +9%
MWM
23
MY Wealth Management
Maryland
$4.66M +$73.7K +978 +2%
IFWM
24
Institute for Wealth Management
Colorado
$3.93M -$1.43K -19 -0%
PMG
25
ProVise Management Group
Florida
$3.42M +$84.4K +1,120 +3%

XMMO Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2023, worth a combined $513M — up 1.3% from $506M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new XMMO positions and 14 closed out — a net gain of 3 holders — while 50 added to existing stakes and 62 trimmed.

The largest buyer was Bank of America, adding an estimated $11.3M. The largest seller was Wells Fargo, cutting an estimated $27M.

  • 154 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $513M of Invesco S&P MidCap Momentum ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
  • 17 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2023 and 14 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2023 was Bank of America, an estimated $11.3M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2023 was Wells Fargo, an estimated $27M sold.

Based on aggregated 13F filings for Q2 2023.