Free Trial

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

Invesco S&P MidCap Momentum ETF logo
$135.27 +2.60 (+1.96%)
Closing price 10/13/2025 04:10 PM Eastern
Extended Trading
$133.74 -1.53 (-1.13%)
As of 07:21 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO)

Number of
Institutional Buyers
(last 12 months)
333
Total
Institutional Inflows
(last 12 months)
$1.87B
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$630.22M
Get XMMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

XMMO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Diversified Enterprises LLC18,056$2.44M0.2%-1.3%0.053%
10/10/2025 Fifth Third Securities Inc.91,761$12.41M0.8%+12.3%0.267%
10/10/2025 Sound Income Strategies LLC39,892$5.43M0.3%+78.9%0.116%
10/10/2025 Focus Financial Network Inc.121,023$16.37M0.6%+1.0%0.352%
10/10/2025 Signal Advisors Wealth LLC2,188$296K0.0%N/A0.006%
10/9/2025 Secure Asset Management LLC64,889$8.78M1.4%+7.5%0.189%
10/9/2025 OxenFree Capital LLC8,983$1.23M0.7%+4.2%0.026%
10/9/2025 Redhawk Wealth Advisors Inc.12,859$1.74M0.2%-1.7%0.037%
10/9/2025 Dynamic Advisor Solutions LLC11,963$1.62M0.0%+47.7%0.035%
10/9/2025 Fermata Advisors LLC1,832$248K0.1%-43.0%0.005%
10/9/2025 First Financial Corp IN185$25K0.0%N/A0.001%
10/8/2025 Accel Wealth Management22,299$3.02M0.9%+3.3%0.065%
10/7/2025 Nova Wealth Management Inc.1,426$193K0.1%-59.8%0.004%
10/6/2025 ACT Wealth Management LLC6,253$846K0.3%-2.3%0.018%
10/6/2025 AssuredPartners Investment Advisors LLC107,077$14.48M3.2%+8.4%0.312%
10/6/2025 TruWealth Advisors LLC26,021$3.52M0.2%+68.6%0.076%
10/6/2025 Insight Wealth Strategies LLC89,697$12.13M1.4%+0.2%0.262%
10/3/2025 Jackson Wealth Management LLC6,370$861K0.1%+4.3%0.019%
10/2/2025 Investors Research Corp3,300$446K0.1%+20.7%0.010%
9/11/2025Milestones Private Investment Advisors LLC3,944$507K0.4%N/A0.012%
9/4/2025Osaic Holdings Inc.453,697$58.40M0.1%+20.5%1.421%
9/4/2025Beacon Capital Management Inc.388$50K0.0%N/A0.001%
9/3/2025American Trust8,255$1.06M0.1%N/A0.026%
8/28/2025Stark Wealth Management LLC1,589$204K0.3%N/A0.005%
8/27/2025Orion Porfolio Solutions LLC133,371$17.16M0.1%+27.4%0.418%
8/26/2025Thrivent Financial for Lutherans39,122$5.03M0.0%N/A0.123%
8/25/2025Promus Capital LLC453$58K0.0%N/A0.001%
8/20/2025Coppell Advisory Solutions LLC1,649$212K0.0%-78.9%0.005%
8/19/2025B. Riley Wealth Advisors Inc.41,644$5.36M0.3%N/A0.130%
8/19/2025Advisory Services Network LLC3,909$510K0.0%-7.9%0.012%
8/18/2025Tactive Advisors LLC8,083$1.04M0.3%N/A0.025%
8/18/2025Geneos Wealth Management Inc.1,946$250K0.0%-4.9%0.006%
8/15/2025Nikulski Financial Inc.2,551$328K0.1%N/A0.008%
8/15/2025Tower Research Capital LLC TRC 6,504$837K0.0%N/A0.020%
8/15/2025Equitable Holdings Inc.121,320$15.61M0.1%+6.9%0.380%
8/15/2025Captrust Financial Advisors1,754$226K0.0%N/A0.005%
8/15/2025Visionary Wealth Advisors1,737$223K0.0%N/A0.005%
8/15/2025Snowden Capital Advisors LLC2,284$294K0.0%N/A0.007%
8/15/2025Riggs Asset Managment Co. Inc.2,584$332K0.1%-6.8%0.008%
8/15/2025Orion Porfolio Solutions LLC133,371$17.16M0.1%+27.4%0.418%
8/15/2025MML Investors Services LLC225,618$29.02M0.1%+0.3%0.707%
8/15/2025IHT Wealth Management LLC12,739$1.64M0.0%-6.0%0.040%
8/15/2025Great Valley Advisor Group Inc.205,967$26.49M0.6%-1.5%0.645%
8/15/2025Benjamin Edwards Inc.33,177$4.27M0.1%+53.3%0.104%
8/15/2025Bank of America Corp DE597,656$76.88M0.0%+7.6%1.872%
8/15/2025Ameriprise Financial Inc.650,232$83.66M0.0%-5.9%2.037%
8/14/2025Jupiter Wealth Management LLC16,050$2.12M1.2%N/A0.050%
8/14/2025Ausdal Financial Partners Inc.48,554$6.25M0.4%-21.2%0.152%
8/14/2025Raymond James Financial Inc.667,770$85.90M0.0%+5.0%2.092%
8/14/2025NewEdge Advisors LLC45,809$5.89M0.0%-7.5%0.144%
8/14/2025Qube Research & Technologies Ltd94,844$12.20M0.0%-16.2%0.297%
8/14/2025Cerity Partners LLC27,884$3.59M0.0%N/A0.087%
8/13/2025StoneX Group Inc.5,152$663K0.0%+27.4%0.016%
8/13/2025Seaview Investment Managers LLC51,004$6.56M1.4%+1,550.1%0.160%
8/13/2025Baird Financial Group Inc.5,627$724K0.0%-9.4%0.018%
8/13/2025EverSource Wealth Advisors LLC333$43K0.0%-75.9%0.001%
8/13/2025JBR Co Financial Management Inc10,397$1.34M0.7%+9.6%0.033%
8/13/2025CW Advisors LLC106,552$13.71M0.1%+0.9%0.334%
8/13/2025Beacon Pointe Advisors LLC2,667$343K0.0%+12.8%0.008%
8/13/2025Valued Retirements Inc.9,738$1.25M1.4%-2.5%0.031%
8/13/2025Smith Moore & CO.29,817$3.84M0.3%-3.8%0.093%
8/13/2025VestGen Advisors LLC40,489$5.21M0.2%+20.9%0.127%
8/13/2025Financial Freedom LLC6,351$817K0.4%+10.1%0.020%
8/13/2025Level Four Advisory Services LLC52,017$6.69M0.2%-24.6%0.163%
8/13/2025Northwestern Mutual Wealth Management Co.707,440$91.00M0.1%-12.3%2.216%
8/12/2025J.W. Cole Advisors Inc.77,981$10.03M0.2%+2.3%0.244%
8/12/2025Financial Advocates Investment Management13,392$1.72M0.1%-79.3%0.042%
8/12/2025FreeGulliver LLC65,307$8.40M3.8%+1.5%0.205%
8/12/2025Steward Partners Investment Advisory LLC15,352$1.98M0.0%+6.6%0.048%
8/12/2025Jaffetilchin Investment Partners LLC2,044$263K0.0%-5.6%0.006%
8/12/2025Ameritas Investment Partners Inc.22,835$2.94M0.1%+12.4%0.072%
8/12/2025Global Retirement Partners LLC6,876$884K0.0%N/A0.022%
8/12/2025Titleist Asset Management LLC43,532$5.60M0.6%+6.6%0.136%
8/12/2025JPMorgan Chase & Co.5,576$717K0.0%-49.6%0.017%
8/12/2025Lodestone Wealth Management LLC2,064$265K0.1%+16.6%0.006%
8/11/2025TRUE Private Wealth Advisors18,571$2.39M0.3%N/A0.058%
8/8/2025Kingsview Wealth Management LLC16,302$2.10M0.0%+20.2%0.051%
8/8/2025Avantax Advisory Services Inc.72,404$9.31M0.1%+3.4%0.227%
8/8/2025ProVise Management Group LLC52,351$6.73M0.5%-0.9%0.164%
8/8/2025Sculati Wealth Management LLC10,565$1.36M0.5%-57.4%0.033%
8/8/2025Thoroughbred Financial Services LLC47,040$6.05M0.4%-1.9%0.147%
8/8/2025Cetera Investment Advisers546,873$70.34M0.1%+11.4%1.713%
8/8/2025Creative Planning2,613$336K0.0%-16.9%0.008%
8/8/2025Foundations Investment Advisors LLC163,585$21.04M0.3%+0.8%0.512%
8/8/2025Kane Investment Management Inc.5,377$692K0.4%-35.4%0.017%
8/8/2025Good Life Advisors LLC2,324$299K0.0%+4.7%0.007%
8/8/2025Symphony Financial Services Inc.32,521$4.18M2.5%+4.0%0.102%
8/8/2025Comprehensive Financial Planning Inc. PA9,322$1.20M0.9%+26.5%0.029%
8/7/2025Davidson Capital Management Inc.389,462$50.10M12.0%+43.2%1.220%
8/7/2025CENTRAL TRUST Co16,000$2.06M0.0%N/A0.050%
8/7/2025Nwam LLC35,862$4.72M0.4%+20.3%0.112%
8/7/202549 Wealth Management LLC2,331$300K0.0%-18.6%0.007%
8/7/2025Allworth Financial LP525$68K0.0%N/A0.002%
8/7/2025PFG Advisors6,475$833K0.0%-12.6%0.020%
8/7/2025Parkside Financial Bank & Trust481$62K0.0%N/A0.002%
8/6/2025Prospera Financial Services Inc28,964$3.73M0.1%+11.1%0.091%
8/6/2025Summit Investment Advisors Inc.20,313$2.31M1.9%+12.9%0.064%
8/6/2025AE Wealth Management LLC21,189$2.73M0.0%+8.6%0.066%
8/6/2025Atlas Legacy Advisors LLC59,193$7.61M1.7%+1.2%0.185%
8/6/2025OneAscent Wealth Management LLC2,034$262K0.1%N/A0.006%
(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, 391 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($305.46M), Clark Capital Management Group Inc. ($131.27M), Wells Fargo & Company MN ($103.39M), Northwestern Mutual Wealth Management Co. ($91.00M), Raymond James Financial Inc. ($85.90M), Ameriprise Financial Inc. ($83.66M), and Bank of America Corp DE ($76.88M).Learn more on Invesco S&P MidCap Momentum ETF's institutional investors.

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

Of the 366 institutional investors that purchased Invesco S&P MidCap Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.36M), LPL Financial LLC ($1.33M), Clark Capital Management Group Inc. ($1.06M), Cetera Investment Advisers ($691.12K), Raymond James Financial Inc. ($667.77K), Orion Portfolio Solutions LLC ($621.15K), and Mainstay Capital Management LLC ADV ($568.72K).

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

Institutional investors have bought a total of 15,269,722 shares in the last 24 months. This purchase volume represents approximately $1.87B in transactions.

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

Of the 141 institutional investors that sold Invesco S&P MidCap Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($3.49M), Wealth Enhancement Advisory Services LLC ($228.18K), Cetera Investment Advisers ($125.71K), Foundations Investment Advisors LLC ($101.56K), Northwestern Mutual Wealth Management Co. ($99.15K), Envestnet Portfolio Solutions Inc. ($87.67K), and HighTower Advisors LLC ($86.79K).

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

Institutional investors have sold a total of 5,423,572 shares in the last 24 months. This volume of shares sold represents approximately $630.22M in transactions.



This page (NYSEARCA:XMMO) was last updated on 10/14/2025 by MarketBeat.com Staff
From Our Partners