Invesco S&P MidCap Momentum ETF
XMMO
372 hedge funds and large institutions have $2.84B invested in Invesco S&P MidCap Momentum ETF in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 148 increasing their positions, 44 reducing their positions, and 18 closing their positions.
661% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 18
236% more repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 44
180% more funds holding in top 10
Funds holding in top 10: 5 → 14 (+9)
103% more capital invested
Capital invested by funds: $1.4B → $2.84B (+$1.44B)
72% more call options, than puts
Call options by funds: $148K | Put options by funds: $86K
43% more funds holding
Funds holding: 261 → 372 (+111)
12.62% more ownership
Funds ownership: 57.11% → 69.73% (+13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$417M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$135M |
| 3 |
LPL Financial
San Diego,
California
|
+$119M |
| 4 |
Morgan Stanley
New York
|
+$69.3M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$63.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$14.3M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$6.63M |
| 3 |
JP Morgan Chase
New York
|
-$6.39M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$5.12M |
| 5 |
APSPRSPT
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
|
-$3.39M |
XMMO Hedge Fund Activity: Q4 2024 in Review
372 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q4 2024, worth a combined $2.84B — up 103% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new XMMO positions and 18 closed out — a net gain of 119 holders — while 148 added to existing stakes and 44 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $417M. The largest seller was Prudential Financial, exiting entirely with an estimated $14.3M sold.
- 372 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q4 2024, up from 261 in Q3 2024.
- Funds reported $2.84B of Invesco S&P MidCap Momentum ETF stock for Q4 2024, up 103% quarter-over-quarter.
- 137 funds opened new Invesco S&P MidCap Momentum ETF positions in Q4 2024 and 18 closed out, a net change of +119 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $417M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q4 2024 was Prudential Financial, an estimated $14.3M sold.
Based on aggregated 13F filings for Q4 2024.