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

Invesco S&P MidCap Momentum ETF logo
$164.98 +1.94 (+1.19%)
As of 03:28 PM Eastern
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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)
294
Total
Institutional Inflows
(last 12 months)
$917.36M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$346.03M
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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
8/13/2026Capital Square LLC2,677$432K0.2%N/A0.006%
7/10/2026 Insight Wealth Strategies LLC93,115$15.46M1.5%+1.1%0.199%
7/10/2026 Accel Wealth Management31,416$5.35M1.2%+10.0%0.067%
7/10/2026 HRC Wealth Management LLC5,070$863K0.4%+13.4%0.011%
7/10/2026 Redhawk Wealth Advisors Inc.6,207$1.06M0.1%-48.4%0.013%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,945$331K0.0%+13.3%0.004%
7/10/2026 Wealthcare Advisory Partners LLC20,492$3.49M0.1%-0.4%0.044%
7/9/2026 World Equity Group Inc.8,486$1.45M0.3%-4.6%0.018%
7/9/2026 Focus Financial Network Inc.125,386$21.33M0.7%+1.2%0.268%
7/9/2026 Tactive Advisors LLC8,574$1.46M0.4%+1.9%0.018%
7/9/2026 OxenFree Capital LLC8,923$1.43M0.7%-7.5%0.019%
7/9/2026 Breakwater Capital Group29,037$4.94M0.6%+10.5%0.062%
7/8/2026 Foresight Capital Management Advisors Inc.8,303$1.41M0.7%-5.1%0.018%
7/8/2026 ACT Wealth Management LLC5,394$918K0.3%-3.3%0.012%
7/7/2026 Paller Financial Services Inc24,545$4.18M3.1%+0.3%0.053%
7/7/2026 Dynamic Advisor Solutions LLC9,681$1.65M0.0%-8.2%0.021%
7/7/2026 Crescent Sterling Ltd.2,663$453K0.4%+14.5%0.006%
7/7/2026 CoreCap Advisors LLC3,253$553K0.0%+5.1%0.007%
7/1/2026 Noble Wealth Management PBC19,527$3.32M1.5%+1,426.7%0.046%
6/16/2026Steelhead Wealth Management LLC6,369$923K0.5%N/A0.015%
6/8/2026 Pine Valley Investments Ltd Liability Co2,364$343K0.0%+32.0%0.006%
6/3/2026Stillwater Private Wealth LLC15,290$2.22M1.9%N/A0.036%
6/3/2026 NewEdge Advisors LLC78,283$11.35M0.0%+73.9%0.185%
6/1/2026 Flagship Wealth Advisors LLC49,970$7.25M3.0%-26.7%0.118%
6/1/2026 Dala Group LLC104,230$15.11M12.6%N/A0.247%
5/19/2026 Mascagni Wealth Management Inc.7,423$1.08M0.8%+4.1%0.018%
5/19/2026 Sonoma Allocations LLC19,230$2.84M1.0%+55.1%0.046%
5/19/2026 NewEdge Advisors LLC61,308$8.89M0.2%+36.2%0.145%
5/19/2026Bank of America Corp DE785,643$113.93M0.0%+13.4%1.860%
5/19/2026 Arkadios Wealth Advisors22,324$3.24M0.1%-38.2%0.053%
5/18/2026Sunbelt Securities Inc.2,391$347K0.0%-39.0%0.006%
5/18/2026 EverSource Wealth Advisors LLC1,087$158K0.0%N/A0.003%
5/18/2026Royal Bank of Canada372,930$54.08M0.0%+45.9%0.883%
5/15/2026 Gateway Wealth Partners LLC3,779$548K0.0%N/A0.009%
5/15/2026 Everest Financial Group LLC1,761$255K0.0%N/A0.004%
5/15/2026 FreeGulliver LLC74,628$10.82M4.6%+20.0%0.177%
5/14/2026Renaissance Technologies LLC5,200$754K0.0%-14.8%0.012%
5/14/2026Modern Wealth Management LLC111,128$16.41M0.3%-3.4%0.263%
5/14/2026 Greenline Wealth Management LLC18,153$2.63M3.0%-8.5%0.043%
5/13/2026 Cetera Investment Advisers1,367,490$198.31M0.2%+9.2%3.237%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
5/13/2026Envision Financial Transparency LLC2,226$323K0.3%N/A0.005%
5/13/2026 Signature Equity Partners LLC317$46K0.0%N/A0.001%
5/12/2026 Barometer Capital Management Inc.2,400$348K0.1%N/A0.006%
5/8/2026 Pacific Sun Financial Corp5,163$749K0.4%+1.6%0.012%
5/8/2026 PNC Financial Services Group Inc.2,174$315K0.0%-6.0%0.005%
5/7/2026 Symphony Financial Services Inc.32,877$4.77M2.4%-7.8%0.078%
5/7/2026 Scarborough Advisors LLC1,473$214K0.0%-8.1%0.003%
5/7/2026 World Equity Group Inc.8,894$1.29M0.3%-1.4%0.021%
5/7/2026 Hershey Financial Advisers LLC3,215$466K0.4%N/A0.008%
5/6/2026 Main Street Group LTD3,691$535K0.2%+64.5%0.009%
5/6/2026 Bessemer Group Inc.4,883$708K0.0%+272.2%0.012%
5/6/2026 Independent Financial Group LLC18,232$2.64M0.1%N/A0.043%
5/5/2026 D.A. Davidson & CO.2,874$417K0.0%+25.3%0.007%
5/5/2026 Bank of New York Mellon Corp1,424$206K0.0%-7.1%0.003%
5/5/2026 Journey Advisory Group LLC6,464$937K0.1%-43.0%0.015%
5/5/2026 Geneos Wealth Management Inc.23,671$3.43M0.1%+41.6%0.056%
5/5/2026 Ethos Financial Group LLC11,408$1.65M0.1%-79.1%0.027%
5/5/2026 Sigma Planning Corp20,465$2.97M0.1%-4.8%0.048%
5/5/2026 Nwam LLC43,626$6.33M0.4%+8.6%0.103%
5/4/2026 Retirement Planning Group LLC3,027$439K0.0%N/A0.007%
5/4/2026 HBW Advisory Services LLC30,176$4.38M0.5%+0.5%0.071%
5/4/2026 Chicago Partners Investment Group LLC29,232$4.62M0.1%+28.1%0.069%
5/4/2026 Kellett Wealth Advisors LLC37,215$5.40M2.9%+4.8%0.088%
5/4/2026 Parr Mcknight Wealth Management Group LLC23,159$3.36M0.4%N/A0.055%
5/2/2026 CAP Partners LLC3,989$578K0.3%N/A0.009%
5/2/2026 International Assets Investment Management LLC3,716$549K0.0%+4.0%0.009%
5/1/2026 Fifth Third Bancorp16,274$2.36M0.0%+984.9%0.039%
5/1/2026 Sovran Advisors LLC18,192$2.91M0.2%+2.9%0.043%
5/1/2026American Trust8,491$1.23M0.1%+7.9%0.020%
5/1/2026 Walled Lake Planning & Wealth Management LLC4,535$658K0.2%-24.6%0.011%
4/30/2026 Whipplewood Advisors LLC3,601$522K0.3%+3.0%0.009%
4/30/2026 Financial Freedom LLC7,673$1.11M0.6%+13.8%0.018%
4/30/2026ATX Financial Planning LLC25,443$3.69M2.8%-4.1%0.060%
4/30/2026 Kestra Advisory Services LLC50,955$7.39M0.0%+29.2%0.121%
4/30/2026 Money Concepts Capital Corp11,514$1.67M0.1%-97.6%0.027%
4/30/2026 Stenger Family Office LLC1,811$263K0.0%N/A0.004%
4/29/2026 Capstone Wealth Management Group LLC12,782$1.85M0.8%+7.9%0.030%
4/29/2026 Addison Capital Co6,359$922K0.2%N/A0.015%
4/29/2026Advance Capital Management Inc.187,256$27.16M1.0%-5.2%0.445%
4/28/2026 Astoria Portfolio Advisors LLC.3,080$493K0.1%N/A0.007%
4/28/2026 Paller Financial Services Inc24,471$3.55M2.9%-2.1%0.059%
4/28/2026 Koshinski Asset Management Inc.50,701$7.35M0.5%+3.7%0.122%
4/27/2026 HB Wealth Management LLC1,625$236K0.0%N/A0.004%
4/27/2026World Investment Advisors67,490$9.79M0.2%+919.2%0.162%
4/27/2026 Private Advisor Group LLC170,297$24.70M0.1%+6.6%0.409%
4/27/2026 MOR Wealth Management LLC1,386$201K0.1%-15.3%0.003%
4/27/2026 Sound Income Strategies LLC80,255$11.85M0.6%+19.9%0.193%
4/25/2026 Patten Group Inc.6,949$1.01M0.2%+2.6%0.017%
4/25/2026 GPM Growth Investors Inc.9,694$1.41M0.6%+1.1%0.023%
4/24/2026 Essex Financial Services Inc.1,604$233K0.0%+7.4%0.004%
Barricks gold output fell from 2 million ounces to 719000 (Ad)

Barrick's gold production has plunged from 2 million ounces to just 719,000, leaving the world's second-largest miner running on fumes. Newmont's $15 billion purchase of Newcrest, the largest mining deal in history, still couldn't keep output growing, proof that majors must keep buying to survive. With record cash flows and shrinking mines, gold majors are positioned to launch a wave of acquisitions targeting the best junior assets.tc pixel

See the top three gold buyout targets to watch now
4/24/2026 Family Investment Center Inc.97,708$14.17M2.7%-5.1%0.235%
4/24/2026 Columbia Advisory Partners LLC31,616$4.59M2.9%N/A0.076%
4/24/2026 Impact Partnership Wealth LLC1,749$254K0.0%N/A0.004%
4/23/2026 Manchester Financial Inc.94,402$13.69M2.6%-1.0%0.227%
4/23/2026 Vicus Capital24,850$3.60M0.3%-10.5%0.060%
4/22/2026 Patriot Financial Group Insurance Agency LLC1,894$275K0.0%N/A0.005%
4/22/2026 Janney Montgomery Scott LLC21,974$3.19M0.0%-45.5%0.053%
4/22/2026 MFA Wealth Services9,165$1.33M0.9%-15.9%0.022%
4/22/2026 Harbor Asset Planning Inc.2,705$392K0.3%+63.4%0.007%
4/22/2026 Meridian Financial Advisors LLC3,875$562K0.3%+2.6%0.009%


XMMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 465 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($480.83M), Morgan Stanley ($255.52M), Cetera Investment Advisers ($198.31M), Vantagepoint Investment Advisers LLC ($150.66M), Wells Fargo & Company MN ($146.59M), Clark Capital Management Group Inc. ($131.27M), and Northwestern Mutual Wealth Management Co. ($128.44M).Learn more on Invesco S&P MidCap Momentum ETF's institutional investors.

Of the 439 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. ($3.44M), LPL Financial LLC ($1.58M), Vantagepoint Investment Advisers LLC ($1.20M), Clark Capital Management Group Inc. ($1.06M), Raymond James Financial Inc. ($837.05K), Cetera Investment Advisers ($799.58K), and Mainstay Capital Management LLC ADV ($568.72K).

Institutional investors have bought a total of 6,648,881 shares in the last 24 months. This purchase volume represents approximately $917.36M in transactions.

Of the 143 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: Mainstay Capital Management LLC ADV ($551.22K), Northwestern Mutual Wealth Management Co. ($502.57K), Money Concepts Capital Corp ($470.17K), Foundations Investment Advisors LLC ($158.23K), Vantagepoint Investment Advisers LLC ($109.78K), Private Advisor Group LLC ($71.50K), and Seaview Investment Managers LLC ($48.94K).

Institutional investors have sold a total of 2,495,437 shares in the last 24 months. This volume of shares sold represents approximately $346.03M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:XMMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
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