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

Invesco S&P MidCap Momentum ETF logo
$119.42 +3.50 (+3.02%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$119.40 -0.02 (-0.01%)
As of 05/2/2025 06:42 PM 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)
298
Total
Institutional Inflows
(last 12 months)
$1.63B
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$625.34M
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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
5/2/2025Independent Wealth Network Inc.8,095$921K0.4%+12.4%0.027%
5/2/2025Kingsview Wealth Management LLC13,560$1.54M0.0%+74.1%0.046%
5/2/2025LMG Wealth Partners LLC60,083$6.84M1.5%+17.6%0.203%
5/2/2025Parcion Private Wealth LLC2,832$322K0.0%+18.4%0.010%
5/2/2025GPM Growth Investors Inc.11,635$1.32M0.6%N/A0.039%
5/2/2025First Command Advisory Services Inc.1,074$122K0.0%+63.2%0.004%
5/2/2025Sigma Planning Corp17,894$2.04M0.1%+21.6%0.060%
5/1/2025 CWM LLC284,694$32.39M0.1%+15.4%0.960%
5/1/2025 Fifth Third Securities Inc.76,761$8.73M0.7%+22.9%0.259%
4/30/2025 49 Wealth Management LLC2,864$326K0.0%+8.3%0.010%
4/30/2025 Stratos Wealth Partners LTD.19,340$2.20M0.0%-22.2%0.065%
4/30/2025 Stratos Wealth Advisors LLC18,544$2.11M0.1%+37.6%0.063%
4/30/2025 Brown Advisory Inc.10,609$1.21M0.0%-14.3%0.036%
4/29/2025 Brass Tax Wealth Management Inc.8,552$973K0.2%N/A0.029%
4/29/2025 Wood Tarver Financial Group LLC919$105K0.0%+18.4%0.003%
4/29/2025 Envestnet Asset Management Inc.224,001$25.48M0.0%-94.0%0.755%
4/29/2025 Jackson Wealth Management LLC5,952$677K0.1%+8.4%0.020%
4/29/2025 World Investment Advisors4,548$517K0.0%-62.8%0.015%
4/29/2025 OneDigital Investment Advisors LLC1,921$219K0.0%-12.6%0.006%
4/29/2025 Silver Oak Securities Incorporated3,550$402K0.0%+58.6%0.012%
4/28/2025 D.A. Davidson & CO.1,867$212K0.0%+5.7%0.006%
4/28/2025 Capstone Wealth Management Group LLC28,228$3.21M1.8%+148.4%0.095%
4/28/2025 Private Trust Co. NA3,771$429K0.0%-31.4%0.013%
4/28/2025 Longview Financial Advisors Inc.3,980$453K0.4%-9.0%0.013%
4/25/2025 New Millennium Group LLC24,501$2.79M1.8%+3.8%0.083%
4/25/2025 Koshinski Asset Management Inc.26,920$3.06M0.3%+751.9%0.091%
4/25/2025 Ameritas Advisory Services LLC41,459$4.74M0.2%+3.2%0.140%
4/25/2025 Guerra Advisors Inc2,728$310K0.2%-95.5%0.009%
4/25/2025 Meridian Financial LLC3,150$358K0.3%-3.1%0.011%
4/25/2025 Sovran Advisors LLC14,611$1.60M0.2%-5.8%0.049%
4/25/2025 TBH Global Asset Management LLC2,228$253K0.0%-38.8%0.008%
4/24/2025 Sunbelt Securities Inc.3,126$356K0.0%N/A0.011%
4/24/2025 Money Concepts Capital Corp462,667$52.63M3.9%+6.0%1.560%
4/24/2025 Jaffetilchin Investment Partners LLC2,166$246K0.0%N/A0.007%
4/24/2025 Family Investment Center Inc.95,809$10.90M2.7%+555.5%0.323%
4/23/2025 Creative Financial Designs Inc. ADV11,101$1.26M0.1%+6.9%0.037%
4/23/2025 Ferguson Shapiro LLC4,279$487K0.2%-3.1%0.014%
4/23/2025 Kellett Wealth Advisors LLC31,993$3.64M2.5%+5.6%0.108%
4/23/2025 Spire Wealth Management4,798$546K0.0%-25.9%0.016%
4/23/2025 International Assets Investment Management LLC3,417$389K0.0%+4.8%0.012%
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4/23/2025 Systelligence LLC96,174$10.94M2.6%-5.8%0.324%
4/23/2025 Mascagni Wealth Management Inc.2,251$278K0.3%-48.0%0.008%
4/23/2025 AssuredPartners Investment Advisors LLC29,260$3.33M0.6%+7.8%0.099%
4/23/2025 Valmark Advisers Inc.8,278$942K0.0%-2.7%0.028%
4/23/2025 Oppenheimer & Co. Inc.10,794$1.23M0.0%-26.5%0.036%
4/23/2025 Continuum Advisory LLC2,880$328K0.0%-8.8%0.010%
4/22/2025 Tanglewood Legacy Advisors LLC245$28K0.0%-44.9%0.001%
4/22/2025 Centerpoint Advisory Group6,233$709K0.7%-10.0%0.021%
4/22/2025 Flagship Harbor Advisors LLC29,831$3.39M0.2%+22.0%0.101%
4/22/2025 Cambridge Investment Research Advisors Inc.215,532$24.52M0.1%+58.3%0.727%
4/22/2025 Veridan Wealth LLC12,848$1.46M0.7%+11.1%0.043%
4/22/2025 MinichMacGregor Wealth Management LLC49,161$5.59M1.2%-32.3%0.166%
4/22/2025 World Equity Group Inc.4,934$562K0.2%-47.8%0.017%
4/21/2025 Bay Colony Advisory Group Inc d b a Bay Colony Advisors2,495$282K0.0%-30.8%0.008%
4/21/2025 Envestnet Portfolio Solutions Inc.5,408$615K0.0%-94.1%0.018%
4/21/2025 Institute for Wealth Management LLC.48,356$5.50M0.7%-0.5%0.163%
4/21/2025 Davidson Capital Management Inc.271,956$30.94M8.4%N/A0.917%
4/21/2025 PSI Advisors LLC19,796$2.25M0.7%+9.7%0.067%
4/21/2025 Grandview Asset Management LLC8,308$945K0.4%N/A0.028%
4/21/2025 JBR Co Financial Management Inc9,483$1.08M0.6%+25.2%0.032%
4/21/2025 Kingswood Wealth Advisors LLC10,477$1.19M0.0%+31.5%0.035%
4/18/2025 Lion Street Advisors LLC6,124$697K0.2%+59.4%0.020%
4/18/2025 Tennessee Valley Asset Management Partners2,840$323K0.1%-21.7%0.009%
4/18/2025 Financial Freedom LLC5,771$656K0.4%+936.1%0.019%
4/17/2025 Vicus Capital30,018$3.42M0.3%+46.7%0.099%
4/17/2025 Sowell Financial Services LLC12,168$1.38M0.1%-3.6%0.040%
4/17/2025 Janney Montgomery Scott LLC9,331$1.06M0.0%-14.2%0.031%
4/17/2025 Atlas Private Wealth Advisors2,424$276K0.0%N/A0.008%
4/17/2025 Sound Income Strategies LLC7,894$898K0.1%N/A0.026%
4/17/2025 Dynamic Advisor Solutions LLC5,238$596K0.0%+14.9%0.017%
4/17/2025 MFA Wealth Services17,681$2.01M1.7%+70.9%0.058%
4/16/2025 Hoey Investments Inc.580$66K0.0%N/A0.002%
4/16/2025 Southland Equity Partners LLC17,064$1.94M0.5%+2.7%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC206,895$23.54M0.0%-43.3%0.679%
4/15/2025 Capital Advisory Group Advisory Services LLC9,348$1.06M0.4%-3.4%0.031%
4/15/2025 Focus Financial Network Inc.119,849$13.63M0.6%-2.4%0.393%
4/15/2025 Foresight Capital Management Advisors Inc.17,921$2.04M1.3%N/A0.059%
4/15/2025 Redhawk Wealth Advisors Inc.37,381$4.25M0.6%+325.2%0.123%
4/15/2025 Crescent Sterling Ltd.2,004$228K0.2%N/A0.007%
4/14/2025 Farther Finance Advisors LLC2,198$253K0.0%+222.3%0.007%
4/14/2025 Park Avenue Securities LLC18,702$2.13M0.0%-33.4%0.061%
4/11/2025 Fiduciary Planning LLC41,387$4.71M1.6%-2.9%0.136%
4/11/2025 SeaCrest Wealth Management LLC2,579$293K0.0%+30.8%0.008%
4/11/2025 Affinity Wealth Management LLC319,611$36.36M6.7%+26.2%1.049%
4/10/2025 Breakwater Capital Group3,174$361K0.1%N/A0.010%
4/10/2025 Fermata Advisors LLC12,744$1.45M0.3%+293.6%0.042%
4/10/2025 Secure Asset Management LLC56,626$6.44M1.3%N/A0.186%
4/10/2025 TruWealth Advisors LLC12,048$1.37M0.1%N/A0.040%
4/10/2025 Accel Wealth Management20,892$2.38M0.9%+38.3%0.069%
4/10/2025 Whipplewood Advisors LLC36,892$4.20M1.3%+980.0%0.121%
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4/10/2025 Smith Anglin Financial LLC45,723$5.20M0.6%N/A0.150%
4/9/2025 Swisher Financial Concepts Inc.5,178$589K0.5%N/A0.017%
4/9/2025 HBW Advisory Services LLC10,339$1.18M0.2%+14.2%0.034%
4/9/2025 Merit Financial Group LLC74,839$8.51M0.1%+21.0%0.246%
4/8/2025 Verde Capital Management16,181$1.84M0.5%-1.8%0.053%
4/8/2025 Investors Research Corp1,756$200K0.0%+62.7%0.006%
4/3/2025 Insight Wealth Strategies LLC88,045$10.02M1.3%N/A0.289%
3/24/2025 Mascagni Wealth Management Inc.2,251$278K0.2%N/A0.007%
3/21/2025Prostatis Group LLC19,053$2.35M0.7%N/A0.063%
3/17/2025 Wealth Enhancement Advisory Services LLC364,852$45.07M0.1%-4.4%1.201%
(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, 350 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($331.00M), Clark Capital Management Group Inc. ($131.27M), Wells Fargo & Company MN ($103.39M), Cetera Investment Advisers ($76.15M), Raymond James Financial Inc. ($66.38M), Ameriprise Financial Inc. ($62.51M), and Bank of America Corp DE ($61.89M).Learn more on XMMO's institutional investors.

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

Of the 328 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: Envestnet Asset Management Inc. ($3.32M), LPL Financial LLC ($1.44M), Clark Capital Management Group Inc. ($1.06M), Cetera Investment Advisers ($634.98K), Orion Portfolio Solutions LLC ($621.15K), Raymond James Financial Inc. ($537.39K), and International Assets Investment Management LLC ($370.83K).

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

Institutional investors have bought a total of 15,410,740 shares in the last 24 months. This purchase volume represents approximately $1.81B in transactions.

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

Of the 122 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. ($4.62M), Wealth Enhancement Advisory Services LLC ($265.43K), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), Envestnet Portfolio Solutions Inc. ($86.25K), and Stifel Financial Corp ($58.65K).

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

Institutional investors have sold a total of 6,315,131 shares in the last 24 months. This volume of shares sold represents approximately $699.17M in transactions.



This page (NYSEARCA:XMMO) was last updated on 5/3/2025 by MarketBeat.com Staff
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