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Invesco S&P MidCap Momentum ETF
XMMO

156 hedge funds and large institutions have $685M invested in Invesco S&P MidCap Momentum ETF in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

53% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 43

34% more capital invested

Capital invested by funds: $513M → $685M (+$172M)

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

13.83% more ownership

Funds ownership: 46.77% → 60.6% (+14%)

1% more funds holding

Funds holding: 154 → 156 (+2)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.48%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
20
Increased
66
Reduced
43
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$149M
2
SL
Systelligence LLC
Minnesota
+$12.2M
3
LPL Financial
LPL Financial
California
+$7.03M
4
LFAS
Level Four Advisory Services
Texas
+$3.59M
5
FIA
Foundations Investment Advisors
Arizona
+$2.21M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.54M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.35M
3
Wells Fargo
Wells Fargo
California
-$2.54M
4
RL
Retireful LLC
Michigan
-$2.18M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$148M +$149M +1,834,410 New
LPL Financial
2
LPL Financial
California
$97.7M +$7.03M +86,438 +8%
Morgan Stanley
3
Morgan Stanley
New York
$67.1M +$162K +1,995 +0.2%
Wells Fargo
4
Wells Fargo
California
$33.1M -$2.54M -31,287 -7%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$32.4M -$193K -2,374 -0.6%
Bank of America
6
Bank of America
North Carolina
$21.8M +$414K +5,095 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$21.5M +$1.47M +18,050 +7%
Ameriprise
8
Ameriprise
Minnesota
$19.3M -$1.19M -14,625 -6%
Stifel Financial
9
Stifel Financial
Missouri
$13.9M +$399K +4,911 +3%
SL
10
Systelligence LLC
Minnesota
$12.1M +$12.2M +150,491 New
FFN
11
Focus Financial Network
Minnesota
$10.3M +$283K +3,486 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$9.72M -$4.35M -53,460 -31%
RJA
13
Raymond James & Associates
Florida
$9.57M +$600K +7,378 +7%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.55M +$127K +1,568 +1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$8.74M -$1.46M -17,985 -14%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$8.63M -$5.54M -68,114 -39%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.4M +$398K +4,901 +5%
AWM
18
Aspire Wealth Management
Massachusetts
$7.87M +$141K +1,734 +2%
GVAG
19
Great Valley Advisor Group
Delaware
$7.06M -$41.9K -516 -0.6%
MML Investors Services
20
MML Investors Services
Massachusetts
$6.93M +$52.6K +647 +0.8%
PAG
21
Private Advisor Group
New Jersey
$6.9M -$32K -394 -0.5%
UBS Group
22
UBS Group
Switzerland
$6.4M +$91.5K +1,125 +1%
Citigroup
23
Citigroup
New York
$6.39M +$43.2K +532 +0.7%
CAN
24
Cetera Advisor Networks
California
$5.91M -$262K -3,226 -4%
MWM
25
MY Wealth Management
Maryland
$4.69M -$30K -369 -0.6%
1
2 3 4 5

XMMO Hedge Fund Activity: Q3 2023 in Review

156 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2023, worth a combined $685M — up 34% from $513M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new XMMO positions and 17 closed out — a net gain of 3 holders — while 66 added to existing stakes and 43 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $149M. The largest seller was Envestnet Asset Management, cutting an estimated $5.54M.

  • 156 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2023, up from 154 in Q2 2023.
  • Funds reported $685M of Invesco S&P MidCap Momentum ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 20 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2023 and 17 closed out, a net change of +3 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $149M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2023.