Free Trial
→ Trump's New Dollar (From Porter & Company) (Ad)tc pixel Free XMMO Stock Alerts

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

Invesco S&P MidCap Momentum ETF logo
$164.80 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
317
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$424.97M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/19/2026 Bank 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%
5/18/2026 Sunbelt Securities Inc.2,391$347K0.0%-39.0%0.006%
5/18/2026 EverSource Wealth Advisors LLC1,087$158K0.0%N/A0.003%
5/18/2026 Royal 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%
5/14/2026 Renaissance Technologies LLC5,200$754K0.0%-14.8%0.012%
5/14/2026 Modern 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%
5/13/2026 Envision 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%
You cannot escape this reality (Ad)

The last time something like this happened was 1974 - a secret deal that quietly determined the financial fate of an entire generation. According to Porter Stansberry, founder of one of the largest independent financial research firms in the world, it is happening again. Fortune calls it 'the biggest change to the world's relationship with the dollar' in a generation. Stansberry says Trump's money reset - enacted through executive orders and a treaty signed by 13 nations in December 2025 called Pax Silica - could determine whether you are enriched or quietly impoverished by the shift already underway.tc pixel

Read Porter Stansberry's full briefing and find out which moves to make now
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%
5/1/2026 American 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%
4/30/2026 ATX 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%
4/29/2026 Advance 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%
4/27/2026 World 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%
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%
4/21/2026 Maridea Wealth Management LLC5,598$812K0.1%-13.0%0.014%
4/21/2026 Unique Wealth LLC10,233$1.48M0.2%+406.3%0.025%
4/21/2026 Independent Wealth Network Inc.17,597$2.55M0.8%+52.5%0.043%
4/21/2026 OLD National Bancorp IN181,804$26.37M0.4%N/A0.443%
4/21/2026 KFG Wealth Management LLC2,159$313K0.0%N/A0.005%
4/21/2026 Silver Oak Securities Incorporated6,156$893K0.1%+15.2%0.015%
4/20/2026 Kestra Private Wealth Services LLC13,113$1.90M0.0%+694.2%0.032%
4/20/2026 Breakwater Capital Group26,284$3.81M0.5%+14.9%0.064%
4/20/2026 RFG Advisory LLC42,702$6.19M0.1%+44.4%0.104%
4/18/2026 Faithward Advisors LLC3,516$510K0.1%-31.6%0.009%
4/17/2026 Certified Advisory Corp15,150$2.20M0.2%-3.8%0.037%
4/17/2026 Total Clarity Wealth Management Inc.6,317$916K0.2%N/A0.015%
4/17/2026 Signal Advisors Wealth LLC2,140$310K0.0%-12.9%0.005%
4/17/2026 Verde Capital Management14,663$2.13M0.5%-0.9%0.036%
4/17/2026 LMG Wealth Partners LLC59,631$8.65M1.6%+1.1%0.146%
Read this warning immediately (Ad)

Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.tc pixel

Read Porter Stansberry's full breakdown and protect your wealth now
4/17/2026 Brookstone Capital Management4,876$707K0.0%+19.0%0.012%
4/17/2026 OxenFree Capital LLC9,644$1.51M0.7%-10.3%0.024%
4/16/2026 Capstone Wealth Management Group LLC11,846$1.64M1.0%+97.3%0.029%
4/16/2026 Swisher Financial Concepts Inc.3,901$566K0.3%+5.9%0.010%
4/16/2026 Founders Financial Securities LLC14,508$2.24M0.1%+8.0%0.036%
3/17/2026 Rockefeller Capital Management L.P.6,029$835K0.0%-2.2%0.016%
3/13/2026 World Investment Advisors6,622$917K0.0%+1.7%0.018%
2/24/2026 Lynch Investment Planning LLC22,003$3.05M2.9%N/A0.059%
2/23/2026 Sonoma Allocations LLC12,398$1.76M0.6%+3.5%0.033%
2/23/2026 Monetary Solutions Ltd14,934$2.07M2.0%N/A0.040%


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 ($1.60M), 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 7,763,242 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 173 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: Northwestern Mutual Wealth Management Co. ($601.72K), Mainstay Capital Management LLC ADV ($551.22K), Money Concepts Capital Corp ($470.17K), Foundations Investment Advisors LLC ($158.23K), Vantagepoint Investment Advisers LLC ($109.78K), Elevation Capital Advisory LLC ($74.58K), and Private Advisor Group LLC ($71.50K).

Institutional investors have sold a total of 3,114,437 shares in the last 24 months. This volume of shares sold represents approximately $424.97M in transactions.


Related Companies

This page (NYSEARCA:XMMO) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
The SpaceX supplier that shipped 5 billion chips to Starlink
When Nvidia surged 770%, its data center cooling supplier Vertiv climbed 1,700%. When Apple ran 2,000%, suppli...
Weiss Ratings | Sponsoredtc pixel
Trump Admin to Pump $1 Billion into this “Off-the-Radar” AI Stock
The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into...
InvestorPlace | Sponsoredtc pixel
The S-1 just dropped. 22 days left.
The SpaceX S-1 is now public - $18.7 billion in revenue, a $75 billion raise, and a June 12 Nasdaq listing con...
Behind the Markets | Sponsoredtc pixel
Better than SpaceX? Grab this ticker instead.
Larry Benedict generated $274 million for his clients by finding the trades most investors missed. Now he says...
Brownstone Research | Sponsoredtc pixel
Your book attached
Bill Poulos is offering his 'Simple Options Trading For Beginners' guide at no cost - normally priced at $29.9...
Profits Run | Sponsoredtc pixel
Gold surged 600 dollars last time this indicator peaked
The Buffett Indicator has predicted every major gold bull run this century - 2000, 2008, and 2020, when gold s...
Porter & Company | Sponsoredtc pixel
Opportunity Forming in a U.S. Supply-Chain Weak Spot?
America has a supply-chain problem with graphite - demand is climbing while dependence on foreign sources rema...
i2i Marketing Group, LLC | Sponsoredtc pixel