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

Invesco S&P MidCap Momentum ETF logo
$122.97 +0.60 (+0.49%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$122.96 0.00 (0.00%)
As of 05/23/2025 05:51 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)
306
Total
Institutional Inflows
(last 12 months)
$1.74B
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$680.01M
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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
5/21/2025 Reliant Investment Partners LLC2,619$298K0.3%+8.5%0.009%
5/21/2025 Geneos Wealth Management Inc.2,046$233K0.0%-85.4%0.007%
5/20/2025 Blue Rock Wealth Management LLC2,025$230K0.2%+11.0%0.007%
5/20/2025 Fortis Capital Advisors LLC21,468$2.44M0.5%N/A0.072%
5/20/2025 Belpointe Asset Management LLC33,638$3.83M0.2%+315.7%0.113%
5/20/2025 Integrity Alliance LLC.40,787$4.64M0.2%N/A0.137%
5/19/2025 Jane Street Group LLC4,342$494K0.0%-35.5%0.015%
5/16/2025 Prostatis Group LLC24,270$2.76M0.9%+27.4%0.081%
5/16/2025 Faithward Advisors LLC8,579$976K0.2%-18.9%0.029%
5/16/2025 Coppell Advisory Solutions LLC7,820$890K0.1%+412.8%0.026%
5/16/2025 Signature Estate & Investment Advisors LLC9,748$1.11M0.0%+19.1%0.033%
5/16/2025 Guardian Partners Inc.6,344$708K0.1%-79.3%0.021%
5/16/2025 Jones Financial Companies Lllp357,062$40.62M0.0%+169.2%1.198%
5/16/2025 NewEdge Advisors LLC49,504$5.63M0.0%-8.8%0.166%
5/16/2025 AQR Capital Management LLC12,835$1.46M0.0%+17.4%0.043%
5/16/2025 Ancora Advisors LLC8,697$989K0.0%-17.6%0.029%
5/15/2025 EP Wealth Advisors LLC2,591$295K0.0%-6.6%0.009%
5/15/2025 Royal Bank of Canada210,527$23.95M0.0%+22.6%0.706%
5/15/2025 Calton & Associates Inc.2,766$315K0.1%N/A0.009%
5/15/2025 Spectrum Wealth Advisory Group LLC23,326$2.65M1.3%-0.7%0.078%
5/15/2025 Titleist Asset Management LLC40,819$4.64M0.5%+410.9%0.137%
5/15/2025 Baird Financial Group Inc.6,213$707K0.0%+3.8%0.021%
5/15/2025 Trexquant Investment LP2,508$285K0.0%N/A0.008%
5/14/2025 Comerica Bank6,602$751K0.0%+1.3%0.022%
5/14/2025 Northwestern Mutual Wealth Management Co.806,591$91.76M0.1%+27.4%2.707%
5/14/2025 Kestra Advisory Services LLC40,871$4.65M0.0%-32.9%0.137%
5/14/2025 Ameriprise Financial Inc.691,318$78.66M0.0%+36.6%2.320%
5/14/2025 CW Advisors LLC105,574$12.01M0.1%N/A0.354%
5/14/2025 TFB Advisors LLC6,625$754K0.2%-8.4%0.022%
5/14/2025 Capital Analysts LLC742$84K0.0%+17.4%0.002%
5/14/2025 Level Four Advisory Services LLC68,967$7.85M0.3%+24.3%0.231%
5/13/2025 Raymond James Financial Inc.635,822$72.33M0.0%+18.3%2.134%
5/13/2025 Comprehensive Wealth Management LLC14,072$1.60M1.1%+27.7%0.047%
5/13/2025 Seaview Investment Managers LLC2,378$271K0.1%-95.0%0.008%
5/13/2025 HRC Wealth Management LLC3,063$348K0.2%+5.5%0.010%
5/13/2025 HighTower Advisors LLC20,746$2.36M0.0%-66.9%0.070%
5/13/2025 Elevation Capital Advisory LLC85,870$9.77M4.3%+674.6%0.288%
5/12/2025 Meridian Wealth Management LLC5,568$633K0.0%-66.9%0.019%
5/12/2025 Cooper Financial Group2,540$289K0.0%-7.4%0.009%
5/12/2025 Benjamin Edwards Inc.21,643$2.46M0.0%-0.6%0.073%
A grave, grave error. (Ad)

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5/12/2025 Savvy Advisors Inc.14,650$1.67M0.2%+4.8%0.049%
5/12/2025 Citigroup Inc.143,678$16.35M0.0%+17.6%0.485%
5/12/2025 Flagship Wealth Advisors LLC62,391$7.10M3.0%+54.2%0.210%
5/9/2025 Chicago Partners Investment Group LLC5,020$600K0.0%N/A0.017%
5/9/2025 Commonwealth Financial Services LLC9,264$1.05M0.2%-81.7%0.031%
5/9/2025 Wealthspire Advisors LLC3,980$453K0.0%+29.1%0.013%
5/9/2025 Atria Wealth Solutions Inc.59,976$6.82M0.1%-35.4%0.202%
5/9/2025 Thoroughbred Financial Services LLC47,936$5.45M0.3%+17.0%0.162%
5/9/2025 Commonwealth Equity Services LLC291,910$33.21M0.0%+21.0%0.985%
5/9/2025 Blair William & Co. IL2,946$335K0.0%+3.2%0.010%
5/9/2025 Liberty Wealth Management LLC56,359$6.41M0.1%N/A0.190%
5/8/2025 IFG Advisory LLC1,854$211K0.0%+13.3%0.006%
5/8/2025 ProVise Management Group LLC52,821$6.01M0.5%+5.0%0.178%
5/8/2025 Certified Advisory Corp15,730$1.79M0.2%+3.5%0.053%
5/8/2025 US Bancorp DE1,387$158K0.0%-72.9%0.005%
5/8/2025 Harbour Investments Inc.43,717$4.97M0.1%-1.3%0.147%
5/8/2025 NorthRock Partners LLC1,322$150K0.0%-11.2%0.004%
5/8/2025 Arkadios Wealth Advisors9,160$1.04M0.0%+6.5%0.031%
5/8/2025 Marshall Investment Management LLC225$26K0.0%-99.5%0.001%
5/7/2025 Foundations Investment Advisors LLC162,319$18.47M0.3%-25.0%0.547%
5/7/2025 Atlas Legacy Advisors LLC58,481$6.91M1.8%-0.5%0.197%
5/7/2025 Vantage Financial Partners LLC15,614$1.78M0.4%+5.2%0.053%
5/7/2025 LPL Financial LLC2,685,101$305.46M0.1%+0.2%9.056%
5/7/2025 Anson Capital Inc.22,175$2.52M2.2%+10.2%0.075%
5/6/2025 MY Wealth Management Inc.4,077$464K0.4%+8.7%0.014%
5/6/2025 Assetmark Inc.4,827$549K0.0%+548.8%0.016%
5/6/2025 Cetera Investment Advisers490,726$55.83M0.1%-20.4%1.655%
5/6/2025 Avantax Advisory Services Inc.70,011$7.96M0.0%+4.0%0.236%
5/6/2025 FreeGulliver LLC64,369$7.32M3.6%+118.4%0.217%
5/6/2025 Brookwood Investment Group LLC2,919$332K0.1%N/A0.010%
5/6/2025 Lifeworks Advisors LLC1,841$209K0.0%N/A0.006%
5/6/2025 Kovack Advisors Inc.33,507$3.81M0.4%+0.3%0.113%
5/6/2025 Elm3 Financial Group LLC29,068$3.31M2.9%+13.8%0.098%
5/6/2025 AE Wealth Management LLC19,507$2.22M0.0%+120.6%0.066%
5/6/2025 Financial Partners Group Inc69,329$7.89M1.2%+2,069.2%0.234%
5/6/2025 Y Intercept Hong Kong Ltd5,114$582K0.0%+46.2%0.017%
5/6/2025 PFG Advisors7,406$843K0.0%+2.0%0.025%
5/5/2025 Hazlett Burt & Watson Inc.539$60K0.0%+41.5%0.002%
5/5/2025 Lowery Thomas LLC26,613$3.03M2.1%-5.6%0.090%
5/5/2025 J.W. Cole Advisors Inc.76,231$8.67M0.3%+212.3%0.257%
5/5/2025 IFP Advisors Inc1,565$178K0.0%-6.5%0.005%
5/5/2025 OneAscent Financial Services LLC27,461$3.12M0.2%+32.6%0.093%
5/5/2025 Calton & Associates Inc.239$27K0.0%N/A0.001%
5/5/2025 PCG Wealth Advisors LLC21,549$2.45M0.9%+92.3%0.073%
5/5/2025 Mainstay Capital Management LLC ADV275,814$31.38M4.3%-3.7%0.930%
5/5/2025 Csenge Advisory Group2,761$303K0.0%-54.8%0.009%
5/5/2025 Private Advisor Group LLC142,514$16.21M0.1%+8.7%0.481%
5/5/2025 Nwam LLC29,806$3.39M0.3%+4.2%0.101%
5/2/2025 Independent Wealth Network Inc.8,095$921K0.4%+12.4%0.027%
5/2/2025 Kingsview Wealth Management LLC13,560$1.54M0.0%+74.1%0.046%
A grave, grave error. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

5/2/2025 LMG Wealth Partners LLC60,083$6.84M1.5%+17.6%0.203%
5/2/2025 Parcion Private Wealth LLC2,832$322K0.0%+18.4%0.010%
5/2/2025 GPM Growth Investors Inc.11,635$1.32M0.6%N/A0.039%
5/2/2025 First Command Advisory Services Inc.1,074$122K0.0%+63.2%0.004%
5/2/2025 Sigma 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%
(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, 363 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. ($91.76M), Ameriprise Financial Inc. ($78.66M), Raymond James Financial Inc. ($72.33M), 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 338 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 ($1.33M), Clark Capital Management Group Inc. ($1.06M), Raymond James Financial Inc. ($635.82K), Cetera Investment Advisers ($634.98K), Orion Portfolio Solutions LLC ($621.15K), 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 16,588,750 shares in the last 24 months. This purchase volume represents approximately $1.95B in transactions.

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

Of the 140 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. ($4.60M), Wealth Enhancement Advisory Services LLC ($265.43K), Cetera Investment Advisers ($182.37K), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Foundations Investment Advisors LLC ($101.56K), 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 6,687,642 shares in the last 24 months. This volume of shares sold represents approximately $745.90M in transactions.



This page (NYSEARCA:XMMO) was last updated on 5/24/2025 by MarketBeat.com Staff
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