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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

170 hedge funds and large institutions have $752M invested in Invesco S&P MidCap Momentum ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 13 closing their positions.

Holders
170
Holders Change
+15
Holders Change %
+9.68%
% of All Funds
2.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
29
Increased
59
Reduced
54
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$142M
2
LPL Financial
2
LPL Financial
California
$121M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$34.9M
4
FIA
4
Foundations Investment Advisors
Arizona
$13.6M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.3M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$42.4M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$28.1M
3
MWM
3
MY Wealth Management
Maryland
$350K
4
Wells Fargo
4
Wells Fargo
California
$34.6M
5
WIA
5
World Investment Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$142M 1,575,554 +742,610 +89%
LPL Financial
2
LPL Financial
California
$121M 1,343,369 +130,140 +11%
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$42.4M 472,329 -1,362,081 -74%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$34.9M 388,880 +122,233 +46%
Wells Fargo
5
Wells Fargo
California
$34.6M 384,942 -26,182 -6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$28.1M 312,909 -89,778 -22%
Bank of America
7
Bank of America
North Carolina
$24.4M 271,613 +423 +0.2%
Ameriprise
8
Ameriprise
Minnesota
$21.8M 242,359 +2,878 +1%
Stifel Financial
9
Stifel Financial
Missouri
$18.1M 201,919 +29,870 +17%
Osaic Holdings
10
Osaic Holdings
Arizona
$14.3M 158,765 +38,127 +32%
FIA
11
Foundations Investment Advisors
Arizona
$13.6M 141,792 +114,627 +422%
SL
12
Systelligence LLC
Minnesota
$12.8M 141,995 -8,496 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$12.5M 139,490 +32,274 +30%
FFN
14
Focus Financial Network
Minnesota
$11.6M 128,986 +946 +0.7%
RJA
15
Raymond James & Associates
Florida
$11.3M 125,741 +6,813 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.1M 124,134 +5,567 +5%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10M 111,338 +2,804 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$9.22M 102,668 -1,660 -2%
AWM
19
Aspire Wealth Management
Massachusetts
$9.04M 100,642 +2,838 +3%
GVAG
20
Great Valley Advisor Group
Delaware
$7.95M 88,494 +830 +0.9%
PAG
21
Private Advisor Group
New Jersey
$7.79M 86,684 +1,007 +1%
Citigroup
22
Citigroup
New York
$7.54M 83,974 +4,545 +6%
MML Investors Services
23
MML Investors Services
Massachusetts
$7.46M 83,032 -2,996 -3%
UBS Group
24
UBS Group
Switzerland
$7.09M 78,974 -537 -0.7%
CAN
25
Cetera Advisor Networks
California
$6.68M 74,382 +967 +1%
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