Invesco S&P MidCap Momentum ETFXMMO
XMMO
0
Funds holding %
of 6,831 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
113% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 52
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: 238 [Q2] → 257 (+19) [Q3]
2% less capital invested
Capital invested by funds: $1.42B [Q2] → $1.4B (-$22.5M) [Q3]
8.52% less ownership
Funds ownership: 65.85% [Q2] → 57.33% (-8.52%) [Q3]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q2] → 5 (-2) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for XMMO.
Financial journalist opinion
Positive
Zacks Investment Research
1 month ago
High Beta & Momentum ETFs to Tap the Santa Claus Rally
High-beta and high-momentum products are expected to outperform as investors are bracing for a Santa Claus rally.
Positive
ETF Trends
1 month ago
Check Out These 5 Top-Performing ETFs in 2024
Invesco's five top-performing ETFs in 2024 all beat the broader market. The funds capitalized on different trends this year, capturing impressive returns for investors.
Positive
Zacks Investment Research
2 months ago
Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?
Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the Invesco S&P MidCap Momentum ETF (XMMO), a passively managed exchange traded fund launched on 03/03/2005.
Positive
Seeking Alpha
2 months ago
Momentum Powers XMMO: Low Yield, High Costs, Big Returns
XMMO, a mid-cap momentum ETF, tracks the S&P MidCap 400 Momentum Index, offering higher performance with similar volatility compared to MDY. Despite higher expenses and lower dividends, XMMO's momentum strategy delivers superior 10-year returns, outperforming peers like MDY and SPMO. XMMO's semi-annual adjustments based on momentum scores can be conservative, capturing market sentiment shifts, also pose concentration and market sentiment risks.
Neutral
Zacks Investment Research
2 months ago
5 ETFs That Deserve Special Thanks in 2024
A few corners have easily crushed the broader market in the year-to-date period. ETFs from these zones deserve special thanks and attention.
Positive
ETF Trends
2 months ago
Invesco's 5 Top-Performing ETFs in 2024
The top-performing ETFs in Invesco's range in 2024 to date may surprise investors. The top ETFs by year-to-date returns as of November 20 span asset classes from crypto to a financials subsector to momentum factor strategies.
Positive
Seeking Alpha
2 months ago
XMMO: A Great Growth Play Without Big-Cap Names
QQQ is a top-performing big-cap ETF, ideal for growth-focused portfolios, but diversification with mid-cap ETFs like XMMO can enhance growth potential. XMMO offers sector diversification, focusing on industries and financials, and captures high-growth opportunities in mid-cap companies before they peak. Allocating a portion of the growth portfolio to mid-cap ETFs like XMMO can efficiently identify and benefit from emerging growth companies.
Positive
ETF Trends
2 months ago
A Smarter Way To Midcap?
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November. This cash haul was more than the $17 billion brought in by small-cap equities.
Positive
Seeking Alpha
3 months ago
XMMO: Don't Forget About The Mid Caps
XMMO has outperformed both the S&P MidCap 400 and S&P 500, up 37% in 2024, driven by strong momentum and modest valuation. The ETF focuses on mid-cap stocks with high momentum scores, rebalanced semi-annually, and has a significant 40% allocation to small-cap stocks. XMMO's portfolio is weighted towards growth, with low exposure to Information Technology and high exposure to Industrials and Financials, offering a compelling PEG ratio of 1.3.
Negative
Zacks Investment Research
3 months ago
Are Mid-Cap ETFs Better Bets Now?
Thanks to an improving U.S. economy and reassuring earnings released so far, market sentiments remain strong, overriding worries over the presidential election, uncertainty regarding the magnitude and timing of Fed rate cuts, and volatility in the oil patch due to geopolitical tensions. Stimulus measures in China also supported the rally as this quelled global growth worries a bit.
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