XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

153 hedge funds and large institutions have $512M 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.

Holders
153
Holders Change
+2
Holders Change %
+1.32%
% of All Funds
2.41%
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
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$21.2M
2
BFA
2
BMS Financial Advisors
South Dakota
$3.33M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$3.16M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$13.9M
5
FAIM
5
Financial Advocates Investment Management
Washington
$3.11M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$35.2M
2
LPL Financial
2
LPL Financial
California
$89.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$32.2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$9.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.9M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$89.6M 1,126,791 -178,040 -14%
Morgan Stanley
2
Morgan Stanley
New York
$66.1M 830,949 +16,179 +2%
Wells Fargo
3
Wells Fargo
California
$35.2M 442,411 -357,807 -45%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$32.2M 405,061 -78,339 -16%
Bank of America
5
Bank of America
North Carolina
$21.2M 266,095 +149,633 +128%
Ameriprise
6
Ameriprise
Minnesota
$20.2M 254,106 -23,783 -9%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$19.8M 248,597 -21,408 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.9M 175,330 +36,010 +26%
Osaic Holdings
9
Osaic Holdings
Arizona
$13.9M 174,098 -49,336 -22%
Stifel Financial
10
Stifel Financial
Missouri
$13.3M 167,138 -1,522 -0.9%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$10.1M 126,519 -4,142 -3%
FFN
12
Focus Financial Network
Minnesota
$9.9M 124,554 +7,266 +6%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.3M 116,999 -65,208 -36%
RJA
14
Raymond James & Associates
Florida
$8.87M 111,550 -1,152 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.91M 99,427 -8,132 -8%
AWM
16
Aspire Wealth Management
Massachusetts
$7.64M 96,070 -294 -0.3%
GVAG
17
Great Valley Advisor Group
Delaware
$7.01M 88,180 +2,897 +3%
PAG
18
Private Advisor Group
New Jersey
$6.84M 86,071 +18,890 +28%
MML Investors Services
19
MML Investors Services
Massachusetts
$6.79M 85,381 +10,468 +14%
Citigroup
20
Citigroup
New York
$6.27M 78,897 +3,974 +5%
UBS Group
21
UBS Group
Switzerland
$6.23M 78,386 +20,638 +36%
CAN
22
Cetera Advisor Networks
California
$6.09M 76,641 +6,064 +9%
MWM
23
MY Wealth Management
Maryland
$4.66M 58,638 +978 +2%
IFWM
24
Institute for Wealth Management
Colorado
$3.93M 49,483 -19 -0%
PMG
25
ProVise Management Group
Florida
$3.42M 43,027 +1,120 +3%
1
2 3 4 5