Invesco S&P MidCap Momentum ETF
XMMO
261 hedge funds and large institutions have $1.4B invested in Invesco S&P MidCap Momentum ETF in 2024 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 116 increasing their positions, 50 reducing their positions, and 27 closing their positions.
132% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 50
78% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 27
47% more call options, than puts
Call options by funds: $229K | Put options by funds: $156K
8% more funds holding
Funds holding: 242 → 261 (+19)
6% more capital invested
Capital invested by funds: $1.33B → $1.4B (+$73M)
4.26% less ownership
Funds ownership: 61.37% → 57.11% (-4.3%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.2M |
| 2 |
LPL Financial
San Diego,
California
|
+$32.7M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.9M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$18M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAF
Tredje AP-fonden
Se-111 91 Stockholm,
Sweden
|
-$129M |
| 2 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$40M |
| 3 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
-$9.2M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$6.8M |
| 5 |
OWG
Oxford Wealth Group
Orlando,
Florida
|
-$5.56M |
XMMO Hedge Fund Activity: Q3 2024 in Review
261 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2024, worth a combined $1.4B — up 5.5% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new XMMO positions and 27 closed out — a net gain of 21 holders — while 116 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.2M. The largest seller was Tredje AP-fonden, exiting entirely with an estimated $129M sold.
- 261 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2024, up from 242 in Q2 2024.
- Funds reported $1.4B of Invesco S&P MidCap Momentum ETF stock for Q3 2024, up 5.5% quarter-over-quarter.
- 48 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2024 and 27 closed out, a net change of +21 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2024 was Morgan Stanley, an estimated $33.2M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q3 2024 was Tredje AP-fonden, an estimated $129M sold.
Based on aggregated 13F filings for Q3 2024.