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

Invesco S&P MidCap Momentum ETF logo
$131.16 +0.41 (+0.31%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$130.72 -0.44 (-0.33%)
As of 07/18/2025 06:29 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)
308
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
108
Total
Institutional Outflows
(last 12 months)
$686.11M
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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
7/18/2025Vicus Capital33,680$4.33M0.4%+12.2%0.109%
7/18/2025Lowery Thomas LLC24,142$3.11M2.0%-9.3%0.078%
7/18/2025Institute for Wealth Management LLC.47,922$6.16M0.7%-0.9%0.156%
7/18/2025Truist Financial Corp3,028$390K0.0%-89.0%0.010%
7/17/2025 Janney Montgomery Scott LLC8,492$1.09M0.0%-9.0%0.028%
7/17/2025 Smith Anglin Financial LLC87,802$11.29M1.0%+92.0%0.285%
7/17/2025 Fifth Third Securities Inc.81,712$10.51M0.8%+6.4%0.266%
7/17/2025 Sound Income Strategies LLC22,304$2.87M0.2%+182.5%0.072%
7/17/2025 Grandview Asset Management LLC8,114$1.04M0.3%-2.3%0.026%
7/17/2025 TBH Global Asset Management LLC6,603$849K0.1%+196.4%0.021%
7/16/2025 Diversified Enterprises LLC18,286$2.35M0.2%-1.7%0.059%
7/16/2025 Independent Wealth Network Inc.8,644$1.11M0.4%+6.8%0.028%
7/16/2025 Swisher Financial Concepts Inc.5,992$771K0.5%+15.7%0.019%
7/16/2025 Maridea Wealth Management LLC4,872$627K0.2%N/A0.016%
7/15/2025 Affinity Wealth Management LLC317,585$40.85M6.5%-0.6%1.032%
7/15/2025 Main Street Group LTD2,348$302K0.1%+48.4%0.008%
7/15/2025 Unified Investment Management1,565$201K0.2%N/A0.005%
7/15/2025 Family Investment Center Inc.99,457$12.79M2.9%+3.8%0.323%
7/15/2025 Financial Partners Group Inc106,346$13.68M1.9%+53.4%0.346%
7/14/2025 MY Wealth Management Inc.3,743$481K0.5%-8.2%0.012%
7/14/2025 Southland Equity Partners LLC17,662$2.27M0.5%+3.5%0.057%
7/14/2025 Park Avenue Securities LLC20,721$2.67M0.0%+10.8%0.067%
7/14/2025 Sowell Financial Services LLC12,983$1.67M0.1%+6.7%0.042%
7/11/2025 Farther Finance Advisors LLC5,059$651K0.0%+130.2%0.016%
7/11/2025 SeaCrest Wealth Management LLC5,994$771K0.1%+132.4%0.019%
7/10/2025 Redhawk Wealth Advisors Inc.13,088$1.68M0.2%-65.0%0.043%
7/10/2025 Wealth Enhancement Advisory Services LLC163,732$21.39M0.0%-20.9%0.532%
7/10/2025 Capital Advisory Group Advisory Services LLC4,402$566K0.2%-52.9%0.014%
7/10/2025 American Financial Advisors LLC3,448$444K0.1%-10.4%0.011%
7/10/2025 Secure Asset Management LLC60,369$7.77M1.4%+6.6%0.196%
7/10/2025 Sovran Advisors LLC11,785$1.52M0.2%-19.3%0.038%
7/9/2025 Fermata Advisors LLC3,213$413K0.1%-74.8%0.010%
7/9/2025 Breakwater Capital Group6,877$885K0.1%+116.7%0.022%
7/9/2025 ACT Wealth Management LLC6,397$823K0.3%+6.2%0.021%
7/7/2025 Investors Research Corp2,734$352K0.1%+55.7%0.009%
7/7/2025 Verde Capital Management15,838$2.04M0.5%-2.1%0.051%
7/7/2025 Insight Wealth Strategies LLC89,549$11.52M1.5%+1.7%0.291%
7/7/2025 Nova Wealth Management Inc.3,548$456K0.3%+11.5%0.012%
7/7/2025 TruWealth Advisors LLC15,436$1.99M0.1%+28.1%0.050%
7/2/2025 HBW Advisory Services LLC28,278$3.64M0.4%+173.5%0.095%
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5/28/2025Vista Cima Wealth Management LLC11,703$1.33M1.0%-16.4%0.039%
5/21/2025Reliant Investment Partners LLC2,619$298K0.3%+8.5%0.009%
5/21/2025Geneos Wealth Management Inc.2,046$233K0.0%-85.4%0.007%
5/20/2025Blue Rock Wealth Management LLC2,025$230K0.2%+11.0%0.007%
5/20/2025Fortis Capital Advisors LLC21,468$2.44M0.5%N/A0.072%
5/20/2025Belpointe Asset Management LLC33,638$3.83M0.2%+315.7%0.113%
5/20/2025Integrity Alliance LLC.40,787$4.64M0.2%N/A0.137%
5/19/2025Jane Street Group LLC4,342$494K0.0%-35.5%0.015%
5/16/2025Prostatis Group LLC24,270$2.76M0.9%+27.4%0.081%
5/16/2025Faithward Advisors LLC8,579$976K0.2%-18.9%0.029%
5/16/2025Coppell Advisory Solutions LLC7,820$890K0.1%+412.8%0.026%
5/16/2025Signature Estate & Investment Advisors LLC9,748$1.11M0.0%+19.1%0.033%
5/16/2025Guardian Partners Inc.6,344$708K0.1%-79.3%0.021%
5/16/2025Jones Financial Companies Lllp357,062$40.62M0.0%+169.2%1.198%
5/16/2025NewEdge Advisors LLC49,504$5.63M0.0%-8.8%0.166%
5/16/2025AQR Capital Management LLC12,835$1.46M0.0%+17.4%0.043%
5/16/2025Ancora Advisors LLC8,697$989K0.0%-17.6%0.029%
5/15/2025EP Wealth Advisors LLC2,591$295K0.0%-6.6%0.009%
5/15/2025Royal Bank of Canada210,527$23.95M0.0%+22.6%0.706%
5/15/2025Calton & Associates Inc.2,766$315K0.1%N/A0.009%
5/15/2025Spectrum Wealth Advisory Group LLC23,326$2.65M1.3%-0.7%0.078%
5/15/2025Titleist Asset Management LLC40,819$4.64M0.5%+410.9%0.137%
5/15/2025Baird Financial Group Inc.6,213$707K0.0%+3.8%0.021%
5/15/2025Trexquant Investment LP2,508$285K0.0%N/A0.008%
5/14/2025Comerica Bank6,602$751K0.0%+1.3%0.022%
5/14/2025Northwestern Mutual Wealth Management Co.806,591$91.76M0.1%+27.4%2.707%
5/14/2025Kestra Advisory Services LLC40,871$4.65M0.0%-32.9%0.137%
5/14/2025Ameriprise Financial Inc.691,318$78.66M0.0%+36.6%2.320%
5/14/2025CW Advisors LLC105,574$12.01M0.1%N/A0.354%
5/14/2025TFB Advisors LLC6,625$754K0.2%-8.4%0.022%
5/14/2025Capital Analysts LLC742$84K0.0%+17.4%0.002%
5/14/2025Level Four Advisory Services LLC68,967$7.85M0.3%+24.3%0.231%
5/13/2025Raymond James Financial Inc.635,822$72.33M0.0%+18.3%2.134%
5/13/2025Comprehensive Wealth Management LLC14,072$1.60M1.1%+27.7%0.047%
5/13/2025Seaview Investment Managers LLC2,378$271K0.1%-95.0%0.008%
5/13/2025HRC Wealth Management LLC3,063$348K0.2%+5.5%0.010%
5/13/2025HighTower Advisors LLC20,746$2.36M0.0%-66.9%0.070%
5/13/2025Elevation Capital Advisory LLC85,870$9.77M4.3%+674.6%0.288%
5/12/2025Meridian Wealth Management LLC5,568$633K0.0%-66.9%0.019%
5/12/2025Cooper Financial Group2,540$289K0.0%-7.4%0.009%
5/12/2025Benjamin Edwards Inc.21,643$2.46M0.0%-0.6%0.073%
5/12/2025Savvy Advisors Inc.14,650$1.67M0.2%+4.8%0.049%
5/12/2025Citigroup Inc.143,678$16.35M0.0%+17.6%0.485%
5/12/2025Flagship Wealth Advisors LLC62,391$7.10M3.0%+54.2%0.210%
5/9/2025Chicago Partners Investment Group LLC5,020$600K0.0%N/A0.017%
5/9/2025Commonwealth Financial Services LLC9,264$1.05M0.2%-81.7%0.031%
5/9/2025Wealthspire Advisors LLC3,980$453K0.0%+29.1%0.013%
5/9/2025Atria Wealth Solutions Inc.59,976$6.82M0.1%-35.4%0.202%
5/9/2025Thoroughbred Financial Services LLC47,936$5.45M0.3%+17.0%0.162%
5/9/2025Commonwealth Equity Services LLC291,910$33.21M0.0%+21.0%0.985%
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5/9/2025Blair William & Co. IL2,946$335K0.0%+3.2%0.010%
5/9/2025Liberty Wealth Management LLC56,359$6.41M0.1%N/A0.190%
5/8/2025IFG Advisory LLC1,854$211K0.0%+13.3%0.006%
5/8/2025ProVise Management Group LLC52,821$6.01M0.5%+5.0%0.178%
5/8/2025Certified Advisory Corp15,730$1.79M0.2%+3.5%0.053%
5/8/2025US Bancorp DE1,387$158K0.0%-72.9%0.005%
5/8/2025Harbour Investments Inc.43,717$4.97M0.1%-1.3%0.147%
5/8/2025NorthRock Partners LLC1,322$150K0.0%-11.2%0.004%
5/8/2025Arkadios Wealth Advisors9,160$1.04M0.0%+6.5%0.031%
5/8/2025Marshall Investment Management LLC225$26K0.0%-99.5%0.001%
(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 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 340 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. ($3.32M), 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 14,167,294 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

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

Of the 108 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. ($4.53M), Wealth Enhancement Advisory Services LLC ($228.18K), Cetera Investment Advisers ($179.25K), Foundations Investment Advisors LLC ($101.56K), HighTower Advisors LLC ($86.79K), 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 5,988,605 shares in the last 24 months. This volume of shares sold represents approximately $686.11M in transactions.



This page (NYSEARCA:XMMO) was last updated on 7/19/2025 by MarketBeat.com Staff
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