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

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$115.55
+0.22 (+0.19%)
(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$192.83M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$65.86M
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XMMO Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Capital Wealth Alliance LLC1,800$207K0.1%N/A0.009%
5/10/2024Osaic Holdings Inc.199,563$22.93M0.1%+25.7%1.020%
5/10/2024 Nwam LLC14,849$1.70M0.1%+57.1%0.076%
5/9/2024 ProVise Management Group LLC47,131$5.41M0.5%+4.3%0.241%
5/9/2024 Orion Portfolio Solutions LLC132,110$15.17M0.2%N/A0.675%
5/9/2024 Kingsview Wealth Management LLC9,548$1.10M0.0%-6.0%0.049%
5/9/2024 TBH Global Asset Management LLC2,388$274K0.1%N/A0.012%
5/8/2024 Avantax Advisory Services Inc.49,977$5.74M0.1%+37.4%0.255%
5/8/2024 Thoroughbred Financial Services LLC21,924$2.52M0.2%-13.5%0.112%
5/7/2024 Anson Capital Inc.19,938$2.29M3.3%-6.4%0.102%
5/7/2024 49 Wealth Management LLC1,783$204K0.0%N/A0.009%
5/7/2024 Oppenheimer & Co. Inc.6,966$800K0.0%+74.5%0.036%
5/7/2024 PFG Advisors4,495$516K0.0%+2.6%0.023%
5/7/2024 TAGStone Capital Inc.2,090$240K0.1%N/A0.011%
5/6/2024 Envestnet Portfolio Solutions Inc.36,421$4.18M0.0%N/A0.186%
5/4/2024 Geneos Wealth Management Inc.5,098$586K0.0%+165.9%0.026%
5/4/2024 Csenge Advisory Group3,689$424K0.0%N/A0.019%
5/3/2024 TFB Advisors LLC7,722$840K0.3%+3.1%0.039%
5/2/2024 Diversified LLC20,039$2.30M0.3%-4.1%0.102%
5/2/2024 Comprehensive Wealth Management LLC12,132$1.39M1.1%-15.9%0.062%
5/1/2024 Janney Montgomery Scott LLC7,416$852K0.0%+39.2%0.038%
4/30/2024 Private Advisor Group LLC85,766$9.85M0.1%-1.1%0.439%
4/30/2024 J.W. Cole Advisors Inc.20,191$2.32M0.1%+9.6%0.103%
4/29/2024Commonwealth Equity Services LLC123,989$14.24M0.0%-0.1%0.635%
4/29/2024 Benjamin F. Edwards & Company Inc.19,160$2.20M0.0%+1.6%0.098%
4/29/2024 Aspire Wealth Management Corp100,919$11.59M7.0%+0.3%0.517%
4/25/2024 TRUE Private Wealth Advisors6,551$753K0.1%N/A0.034%
4/25/2024 Cambridge Investment Research Advisors Inc.130,503$14.99M0.1%+17.2%0.669%
4/24/2024 PSI Advisors LLC11,514$1.32M0.5%+2.7%0.059%
4/24/2024 Win Advisors Inc.133,328$15.31M6.7%N/A0.683%
4/24/2024 Fulcrum Equity Management12,161$1.40M1.6%N/A0.062%
4/24/2024 Spire Wealth Management4,242$487K0.0%+26.4%0.022%
4/24/2024 Essex Financial Services Inc.2,842$326K0.0%N/A0.015%
4/23/2024 Global Retirement Partners LLC565$65K0.0%+202.1%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.261,817$30.07M0.0%-32.7%1.341%
4/22/2024 Centennial Wealth Advisory LLC11,921$1.37M0.6%N/A0.061%
4/22/2024 Raymond James & Associates132,630$15.23M0.0%+5.5%0.679%
4/19/2024 Accel Wealth Management12,646$1.45M0.6%+13.3%0.065%
4/19/2024 Advisor Resource Council3,062$352K0.1%N/A0.016%
4/19/2024 PCG Wealth Advisors LLC11,256$1.29M0.6%-2.0%0.058%
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4/18/2024 Synergy Asset Management LLC40,821$4.69M0.8%N/A0.209%
4/18/2024 Iams Wealth Management LLC3,673$387K0.2%N/A0.019%
4/18/2024 Fifth Third Securities Inc.34,960$4.02M0.4%+16.5%0.179%
4/16/2024 Wealth Enhancement Advisory Services LLC468,358$53.80M0.1%-0.8%2.399%
4/12/2024 Capital Planning LLC2,007$231K0.1%-44.7%0.015%
4/12/2024 Southland Equity Partners LLC21,525$2.47M0.7%-0.6%0.156%
4/12/2024 Systelligence LLC115,254$13.24M3.5%-18.8%0.835%
4/11/2024 International Assets Investment Management LLC3,363$386K0.0%-16.9%0.024%
4/10/2024 Park Avenue Securities LLC11,485$1.32M0.0%+194.0%0.083%
3/22/2024PNC Financial Services Group Inc.1,991$179K0.0%-13.1%0.014%
2/21/2024American Trust7,195$646K0.0%-18.6%0.052%
2/20/2024 Sunpointe LLC2,902$261K0.3%N/A0.021%
2/20/2024 Voisard Asset Management Group Inc.333$30K0.0%N/A0.002%
2/13/2024Cetera Advisor Networks LLC74,382$6.68M0.0%+1.3%0.539%
2/13/2024 Anson Capital Inc.21,296$1.91M3.2%+20.3%0.154%
2/12/2024Focus Financial Network Inc. ADV128,986$11.58M0.4%N/A0.934%
2/12/2024Stifel Financial Corp201,919$18.14M0.0%+17.4%1.462%
2/12/2024Sculati Wealth Management LLC14,294$1.28M0.6%+1.3%0.104%
2/9/2024 ProVise Management Group LLC45,200$4.06M0.3%+0.7%0.327%
2/9/2024 Cambridge Investment Research Advisors Inc.111,338$10.00M0.0%+2.6%0.806%
2/9/2024Certified Advisory Corp9,709$872K0.1%+2.1%0.070%
2/9/2024D.A. Davidson & CO.2,399$215K0.0%N/A0.017%
2/9/2024Wells Fargo & Company MN384,942$34.57M0.0%-6.4%2.787%
2/9/2024 Thoroughbred Financial Services LLC25,340$2.28M0.2%+9.3%0.183%
2/9/2024UBS Group AG78,974$7.09M0.0%-0.7%0.572%
2/8/2024MY Wealth Management Inc.3,901$350K0.3%-93.3%0.028%
2/8/2024 Brown Advisory Inc.7,575$680K0.0%+7.1%0.055%
2/8/2024Level Four Advisory Services LLC54,226$4.87M0.3%-0.6%0.393%
2/8/2024 Financial Advocates Investment Management44,260$3.98M0.3%+6.8%0.320%
2/8/2024 Kingsview Wealth Management LLC10,157$912K0.0%-8.1%0.074%
2/8/2024Savvy Advisors Inc.8,300$745K0.7%N/A0.060%
2/8/2024Foundations Investment Advisors LLC141,792$13.57M0.4%+422.0%1.027%
2/8/2024 Janney Montgomery Scott LLC5,327$478K0.0%-2.1%0.039%
2/7/2024 Avantax Advisory Services Inc.36,370$3.27M0.0%+30.4%0.263%
2/7/2024 NBC Securities Inc.296$26K0.0%-51.8%0.002%
2/7/2024Principal Securities Inc.24,810$2.23M0.1%N/A0.180%
2/6/2024 Private Advisor Group LLC86,684$7.79M0.1%+1.2%0.628%
2/6/2024National Bank of Canada FI773$69K0.0%-15.1%0.006%
2/6/2024 Benjamin F. Edwards & Company Inc.18,852$1.69M0.0%+2.5%0.137%
2/6/2024 Great Valley Advisor Group Inc.88,494$7.95M0.3%+0.9%0.641%
2/5/2024Silver Oak Securities Incorporated9,930$892K0.1%+59.2%0.072%
2/5/2024Lowery Thomas LLC20,408$1.83M1.6%+18.1%0.148%
2/2/2024 Kovack Advisors Inc.5,161$464K0.1%+9.3%0.037%
2/2/2024 Evolution Advisers Inc.569$50K0.0%N/A0.004%
2/2/2024Atria Wealth Solutions Inc.13,050$1.17M0.0%+12.9%0.094%
2/1/2024 Diversified LLC20,887$1.88M0.4%-4.4%0.151%
2/1/2024 CWM LLC22,410$2.01M0.0%+40.0%0.162%
1/31/2024 American Financial Advisors LLC6,348$570K0.1%-4.0%0.046%
1/31/2024 Institute for Wealth Management LLC.48,932$4.40M0.7%-0.2%0.354%
1/30/2024 PCG Wealth Advisors LLC11,481$1.03M0.6%-2.2%0.083%
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1/29/2024 Tennessee Valley Asset Management Partners2,442$219K0.1%N/A0.018%
1/29/2024Signature Estate & Investment Advisors LLC12,121$1.09M0.0%+4.4%0.088%
1/26/2024 Geneos Wealth Management Inc.1,917$172K0.0%-16.9%0.014%
1/25/2024 Spectrum Wealth Advisory Group LLC24,277$2.18M2.7%-2.1%0.176%
1/25/2024 International Assets Investment Management LLC4,046$363K0.0%N/A0.029%
1/24/2024 Stratos Wealth Partners LTD.17,985$1.62M0.0%-1.0%0.130%
1/24/2024 International Assets Investment Management LLC363,371$32.63M0.0%N/A2.631%
1/24/2024 Private Trust Co. NA2,852$256K0.0%+8.4%0.021%
1/23/2024 Capital Planning LLC3,629$326K0.1%-31.8%0.026%
1/22/2024 Aspire Wealth Management Corp100,642$9.04M6.1%+2.9%0.729%
(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, 167 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($97.68M), Wealth Enhancement Advisory Services LLC ($53.80M), Wells Fargo & Company MN ($34.57M), Raymond James Financial Services Advisors Inc. ($30.07M), Osaic Holdings Inc. ($22.93M), Northwestern Mutual Wealth Management Co. ($22.01M), and Stifel Financial Corp ($18.14M).Learn more on XMMO's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Momentum ETF stock?

Of the 144 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 ($551.31K), International Assets Investment Management LLC ($367.42K), Wells Fargo & Company MN ($309.60K), Northwestern Mutual Wealth Management Co. ($235.47K), Raymond James Financial Services Advisors Inc. ($223.07K), Envestnet Asset Management Inc. ($164.07K), and Systelligence LLC ($160.96K).

How much institutional buying is happening at Invesco S&P MidCap Momentum ETF?

Institutional investors have bought a total of 4,262,815 shares in the last 24 months. This purchase volume represents approximately $354.24M in transactions.

Which Invesco S&P MidCap Momentum ETF major shareholders have been selling company stock?

Of the 91 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: Verde Capital Management ($181.70K), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), Atlas Private Wealth Advisors ($107.18K), Envestnet Asset Management Inc. ($90.40K), and AE Wealth Management LLC ($90.34K).

How much institutional selling is happening at Invesco S&P MidCap Momentum ETF?

Institutional investors have sold a total of 1,507,735 shares in the last 24 months. This volume of shares sold represents approximately $122.09M in transactions.


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This page (NYSEARCA:XMMO) was last updated on 5/12/2024 by MarketBeat.com Staff

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