Invesco S&P MidCap Momentum ETF (XMMO) Institutional Ownership

$119.76

-0.97 (-0.80%)

(As of 09/20/2024 ET)

Number of Institutional Buyers (last 12 months): 122
Total Institutional Inflows (last 12 months): $269.66M

Number of Institutional Sellers (last 12 months): 58
Total Institutional Outflows (last 12 months): $176.28M

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XMMO Institutional Buying and Selling by Quarter

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Invesco S&P MidCap Momentum ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/12/2024	American Trust	7,751	$884K	0.1%	+4.9%	0.040%
9/11/2024	Newbridge Financial Services Group Inc.	225	$26K	0.0%	N/A	0.001%
8/22/2024	Cetera Investment Advisers	96,691	$11.02M	0.0%	-35.6%	0.494%
8/19/2024	B. Riley Wealth Advisors Inc.	5,325	$607K	0.0%	N/A	0.027%
8/16/2024	NewEdge Advisors LLC	42,176	$4.81M	0.0%	+11.6%	0.216%
8/16/2024	Northwestern Mutual Wealth Management Co.	321,240	$36.62M	0.0%	+2.5%	1.641%
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8/16/2024	Creative Planning	8,077	$921K	0.0%	+7.4%	0.041%
8/15/2024	AQR Capital Management LLC	10,930	$1.25M	0.0%	N/A	0.056%
8/14/2024	Certified Advisory Corp	11,953	$1.36M	0.2%	+13.2%	0.061%
8/14/2024	Commonwealth Financial Services LLC	9,813	$1.11M	0.2%	+2.8%	0.050%
8/13/2024	Thrivent Financial for Lutherans	6,398	$729K	0.0%	-44.6%	0.033%
8/13/2024	AE Wealth Management LLC	8,130	$927K	0.0%	-25.9%	0.042%
8/13/2024	Benjamin F. Edwards & Company Inc.	18,263	$2.08M	0.0%	-4.7%	0.093%
8/12/2024	ProVise Management Group LLC	47,862	$5.46M	0.5%	+1.6%	0.245%
8/12/2024	Glass Jacobson Investment Advisors llc	229	$26K	0.0%	N/A	0.001%
8/12/2024	Mercer Global Advisors Inc. ADV	2,813	$321K	0.0%	-34.9%	0.014%
8/9/2024	Tennessee Valley Asset Management Partners	3,159	$360K	0.1%	+43.9%	0.016%
8/9/2024	Prime Capital Investment Advisors LLC	35,411	$4.04M	0.1%	-7.2%	0.181%
8/8/2024	J.W. Cole Advisors Inc.	21,661	$2.47M	0.1%	+7.3%	0.111%
8/8/2024	Envestnet Asset Management Inc.	241,183	$27.49M	0.0%	-81.1%	1.232%
8/8/2024	Thoroughbred Financial Services LLC	30,036	$3.42M	0.2%	+37.0%	0.153%
8/8/2024	MY Wealth Management Inc.	3,541	$404K	0.5%	-5.2%	0.018%
8/8/2024	LPL Financial LLC	1,462,834	$166.75M	0.1%	+1.6%	7.475%
8/7/2024	Spectrum Wealth Advisory Group LLC	24,562	$2.80M	3.0%	+1.3%	0.126%
8/7/2024	Anson Capital Inc.	21,295	$2.43M	2.4%	+6.8%	0.109%
8/7/2024	Vantage Financial Partners LLC	6,290	$717K	0.2%	N/A	0.032%
8/7/2024	Fiduciary Planning LLC	43,093	$4.91M	1.8%	N/A	0.220%
8/6/2024	Ausdal Financial Partners Inc.	7,676	$875K	0.1%	+6.1%	0.039%
8/5/2024	Private Advisor Group LLC	100,272	$11.43M	0.1%	+16.9%	0.512%
8/3/2024	Lowery Thomas LLC	25,520	$2.91M	2.1%	+3.8%	0.130%
8/2/2024	Belpointe Asset Management LLC	5,807	$662K	0.0%	+24.7%	0.030%
8/2/2024	Larson Financial Group LLC	464	$53K	0.0%	N/A	0.002%
8/2/2024	Foundations Investment Advisors LLC	215,906	$24.61M	0.6%	+34.7%	1.103%
8/2/2024	Founders Financial Securities LLC	7,368	$840K	0.1%	N/A	0.038%
7/31/2024	Spire Wealth Management	3,222	$367K	0.0%	-24.0%	0.016%
7/31/2024	Commonwealth Equity Services LLC	141,785	$16.16M	0.0%	+14.4%	0.725%
7/30/2024	TFB Advisors LLC	7,155	$816K	0.3%	-7.3%	0.037%
7/29/2024	Ameritas Advisory Services LLC	34,639	$3.95M	0.1%	-0.8%	0.177%
7/29/2024	Arkadios Wealth Advisors	3,676	$419K	0.0%	N/A	0.019%
7/29/2024	Financial Advocates Investment Management	51,928	$5.92M	0.4%	-15.2%	0.265%
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7/26/2024	Cambridge Investment Research Advisors Inc.	143,533	$16.36M	0.1%	+10.0%	0.733%
7/26/2024	First Command Advisory Services Inc.	506	$58K	0.0%	+139.8%	0.003%
7/25/2024	Systelligence LLC	108,122	$12.33M	3.3%	-6.2%	0.552%
7/25/2024	New Millennium Group LLC	12,147	$1.39M	0.9%	+2.5%	0.062%
7/25/2024	First Heartland Consultants Inc.	5,474	$624K	0.0%	+105.8%	0.028%
7/25/2024	MinichMacGregor Wealth Management LLC	80,748	$9.20M	2.2%	N/A	0.413%
7/25/2024	Institute for Wealth Management LLC.	48,708	$5.55M	0.7%	-0.5%	0.249%
7/24/2024	Diversified LLC	19,848	$2.26M	0.3%	-1.0%	0.101%
7/23/2024	PSI Advisors LLC	13,689	$1.56M	0.5%	+18.9%	0.070%
7/23/2024	Concourse Financial Group Securities Inc.	242	$28K	0.0%	+114.2%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	15,098	$1.72M	0.0%	-50.1%	0.077%
7/22/2024	Legacy Capital Group California Inc.	2,486	$283K	0.1%	+27.2%	0.013%
7/22/2024	Focus Financial Network Inc.	123,051	$14.34M	0.6%	-3.2%	0.629%
7/20/2024	Continuum Advisory LLC	2,826	$322K	0.0%	-8.8%	0.014%
7/20/2024	Raymond James Financial Services Advisors Inc.	294,088	$33.52M	0.0%	+12.3%	1.503%
7/19/2024	KFG Wealth Management LLC	25,807	$2.94M	1.2%	N/A	0.132%
7/19/2024	Raymond James & Associates	142,079	$16.20M	0.0%	+7.1%	0.726%
7/19/2024	Tennessee Valley Asset Management Partners	3,159	$360K	0.1%	+43.9%	0.016%
7/19/2024	World Equity Group Inc.	4,052	$462K	0.1%	-14.4%	0.021%
7/18/2024	OxenFree Capital LLC	9,171	$1.05M	0.9%	N/A	0.047%
7/18/2024	Verde Capital Management	18,596	$2.12M	0.7%	-1.6%	0.095%
7/17/2024	Redhawk Wealth Advisors Inc.	2,339	$267K	0.0%	+19.9%	0.012%
7/16/2024	TRUE Private Wealth Advisors	12,458	$1.42M	0.2%	+90.2%	0.064%
7/16/2024	Great Valley Advisor Group Inc.	180,213	$20.54M	0.6%	+133.4%	0.921%
7/16/2024	Wealth Enhancement Advisory Services LLC	391,907	$44.67M	0.1%	-16.3%	2.003%
7/16/2024	EWG Elevate Inc.	14,087	$1.61M	0.6%	N/A	0.072%
7/16/2024	JBR Co Financial Management Inc	2,552	$291K	0.2%	N/A	0.013%
7/16/2024	PCG Wealth Advisors LLC	11,145	$1.27M	0.6%	-1.0%	0.057%
7/15/2024	Dynamic Advisor Solutions LLC	4,531	$516K	0.0%	+2.5%	0.023%
7/15/2024	Fifth Third Securities Inc.	47,875	$5.46M	0.5%	+36.9%	0.245%
7/12/2024	Southland Equity Partners LLC	20,238	$2.31M	0.7%	-6.0%	0.103%
7/12/2024	Accel Wealth Management	12,999	$1.48M	0.6%	+2.8%	0.066%
7/10/2024	Csenge Advisory Group	2,154	$245K	0.0%	-41.6%	0.011%
7/10/2024	CWM LLC	47,581	$5.42M	0.0%	+18.6%	0.243%
7/9/2024	Kingswood Wealth Advisors LLC	2,949	$336K	0.0%	N/A	0.015%
7/5/2024	HBW Advisory Services LLC	11,460	$1.31M	0.2%	+61.4%	0.059%
6/11/2024	American Trust	7,387	$848K	0.1%	+2.7%	0.038%
5/24/2024	Cetera Advisors LLC	13,263	$1.52M	0.0%	N/A	0.068%
5/24/2024	Cetera Investment Advisers	150,228	$17.26M	0.0%	+842.6%	0.768%
5/21/2024	Atria Investments Inc	16,786	$1.93M	0.0%	N/A	0.086%
5/20/2024	Independent Wealth Network Inc.	2,551	$293K	0.1%	+11.3%	0.013%
5/17/2024	Pineridge Advisors LLC	300	$34K	0.0%	N/A	0.002%
5/17/2024	Coppell Advisory Solutions Corp.	15,456	$1.78M	0.3%	N/A	0.079%
5/16/2024	Oxford Wealth Group LLC	159,988	$18.38M	16.7%	N/A	0.818%
5/15/2024	BOKF NA	568	$65K	0.0%	N/A	0.003%
5/14/2024	Commonwealth Financial Services LLC	9,549	$1.10M	0.3%	+5.2%	0.049%
5/14/2024	Sculati Wealth Management LLC	14,079	$1.62M	0.7%	-1.5%	0.072%
5/11/2024	Capital Wealth Alliance LLC	1,800	$207K	0.1%	N/A	0.009%
5/10/2024	Osaic Holdings Inc.	199,563	$22.93M	0.1%	+25.7%	1.020%
5/10/2024	Nwam LLC	14,849	$1.70M	0.1%	+57.1%	0.076%
The Perfect Storm for an EV Revolt (Ad) With constant talk about Artifical Intelligence, inflation, and the upcoming election clogging the airwaves... Not many people realize there’s a "perfect storm" for profits unfolding in the auto industry - today. Or that cars and trucks are actually the world’s biggest business. Click here for details...
5/9/2024	ProVise Management Group LLC	47,131	$5.41M	0.5%	+4.3%	0.241%
5/9/2024	Orion Portfolio Solutions LLC	132,110	$15.17M	0.2%	N/A	0.675%
5/9/2024	Kingsview Wealth Management LLC	9,548	$1.10M	0.0%	-6.0%	0.049%
5/9/2024	TBH Global Asset Management LLC	2,388	$274K	0.1%	N/A	0.012%
5/8/2024	Avantax Advisory Services Inc.	49,977	$5.74M	0.1%	+37.4%	0.255%
5/8/2024	Thoroughbred Financial Services LLC	21,924	$2.52M	0.2%	-13.5%	0.112%
5/7/2024	Anson Capital Inc.	19,938	$2.29M	3.3%	-6.4%	0.102%
5/7/2024	49 Wealth Management LLC	1,783	$204K	0.0%	N/A	0.009%
5/7/2024	Oppenheimer & Co. Inc.	6,966	$800K	0.0%	+74.5%	0.036%
5/7/2024	PFG Advisors	4,495	$516K	0.0%	+2.6%	0.023%

(Data available from 1/1/2016 forward)

XMMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMMO shares?: During the previous two years, 191 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($166.75M), Wealth Enhancement Advisory Services LLC ($44.67M), Northwestern Mutual Wealth Management Co. ($36.62M), Wells Fargo & Company MN ($34.57M), Raymond James Financial Services Advisors Inc. ($33.52M), Envestnet Asset Management Inc. ($27.49M), and Foundations Investment Advisors LLC ($24.61M).Learn more on XMMO's institutional investors.
Which institutional investors have been buying Invesco S&P MidCap Momentum ETF stock?: Of the 166 institutional investors that purchased Invesco S&P MidCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($525.71K), International Assets Investment Management LLC ($367.42K), Raymond James Financial Services Advisors Inc. ($255.34K), Foundations Investment Advisors LLC ($197.44K), Great Valley Advisor Group Inc. ($189.10K), Northwestern Mutual Wealth Management Co. ($161.74K), and Oxford Wealth Group LLC ($159.99K).
How much institutional buying is happening at Invesco S&P MidCap Momentum ETF?: Institutional investors have bought a total of 4,492,914 shares in the last 24 months. This purchase volume represents approximately $408.01M in transactions.

Which Invesco S&P MidCap Momentum ETF major shareholders have been selling company stock?: Of the 93 institutional investors that sold Invesco S&P MidCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.13M), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), Wealth Enhancement Advisory Services LLC ($80.42K), IFP Advisors Inc ($64.57K), and Cetera Investment Advisers ($56.66K).
How much institutional selling is happening at Invesco S&P MidCap Momentum ETF?: Institutional investors have sold a total of 2,285,926 shares in the last 24 months. This volume of shares sold represents approximately $229.50M in transactions.