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

$118.27
+2.63 (+2.27%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
119
Total
Institutional Inflows
(last 12 months)
$260.55M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$73.52M
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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
7/26/2024Cambridge Investment Research Advisors Inc.143,533$16.36M0.1%+10.0%0.733%
7/26/2024First Command Advisory Services Inc.506$58K0.0%+139.8%0.003%
7/25/2024 Systelligence LLC108,122$12.33M3.3%-6.2%0.552%
7/25/2024 New Millennium Group LLC12,147$1.39M0.9%+2.5%0.062%
7/25/2024 First Heartland Consultants Inc.5,474$624K0.0%+105.8%0.028%
7/25/2024 MinichMacGregor Wealth Management LLC80,748$9.20M2.2%N/A0.413%
7/25/2024 Institute for Wealth Management LLC.48,708$5.55M0.7%-0.5%0.249%
7/24/2024 Diversified LLC19,848$2.26M0.3%-1.0%0.101%
7/23/2024 PSI Advisors LLC13,689$1.56M0.5%+18.9%0.070%
7/23/2024 Concourse Financial Group Securities Inc.242$28K0.0%+114.2%0.001%
7/22/2024 Atria Wealth Solutions Inc.15,098$1.72M0.0%-50.1%0.077%
7/22/2024 Legacy Capital Group California Inc.2,486$283K0.1%+27.2%0.013%
7/22/2024Focus Financial Network Inc.123,051$14.34M0.6%-3.2%0.629%
7/20/2024 Continuum Advisory LLC2,826$322K0.0%-8.8%0.014%
7/20/2024 Raymond James Financial Services Advisors Inc.294,088$33.52M0.0%+12.3%1.503%
7/19/2024 KFG Wealth Management LLC25,807$2.94M1.2%N/A0.132%
7/19/2024 Raymond James & Associates142,079$16.20M0.0%+7.1%0.726%
7/19/2024 Tennessee Valley Asset Management Partners3,159$360K0.1%+43.9%0.016%
7/19/2024 World Equity Group Inc.4,052$462K0.1%-14.4%0.021%
7/18/2024 OxenFree Capital LLC9,171$1.05M0.9%N/A0.047%
7/18/2024 Verde Capital Management18,596$2.12M0.7%-1.6%0.095%
7/17/2024 Redhawk Wealth Advisors Inc.2,339$267K0.0%+19.9%0.012%
7/16/2024 TRUE Private Wealth Advisors12,458$1.42M0.2%+90.2%0.064%
7/16/2024 Great Valley Advisor Group Inc.180,213$20.54M0.6%+133.4%0.921%
7/16/2024 Wealth Enhancement Advisory Services LLC391,907$44.67M0.1%-16.3%2.003%
7/16/2024 EWG Elevate Inc.14,087$1.61M0.6%N/A0.072%
7/16/2024 JBR Co Financial Management Inc2,552$291K0.2%N/A0.013%
7/16/2024 PCG Wealth Advisors LLC11,145$1.27M0.6%-1.0%0.057%
7/15/2024Dynamic Advisor Solutions LLC4,531$516K0.0%+2.5%0.023%
7/15/2024 Fifth Third Securities Inc.47,875$5.46M0.5%+36.9%0.245%
7/12/2024 Southland Equity Partners LLC20,238$2.31M0.7%-6.0%0.103%
7/12/2024Accel Wealth Management12,999$1.48M0.6%+2.8%0.066%
7/10/2024 Csenge Advisory Group2,154$245K0.0%-41.6%0.011%
7/10/2024 CWM LLC47,581$5.42M0.0%+18.6%0.243%
7/9/2024 Kingswood Wealth Advisors LLC2,949$336K0.0%N/A0.015%
7/5/2024 HBW Advisory Services LLC11,460$1.31M0.2%+61.4%0.059%
6/11/2024American Trust7,387$848K0.1%+2.7%0.038%
5/24/2024Cetera Advisors LLC13,263$1.52M0.0%N/A0.068%
5/24/2024Cetera Investment Advisers150,228$17.26M0.0%+842.6%0.768%
5/21/2024Atria Investments Inc16,786$1.93M0.0%N/A0.086%
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5/20/2024 Independent Wealth Network Inc.2,551$293K0.1%+11.3%0.013%
5/17/2024 Pineridge Advisors LLC300$34K0.0%N/A0.002%
5/17/2024Coppell Advisory Solutions Corp.15,456$1.78M0.3%N/A0.079%
5/16/2024Oxford Wealth Group LLC159,988$18.38M16.7%N/A0.818%
5/15/2024BOKF NA568$65K0.0%N/A0.003%
5/14/2024Commonwealth Financial Services LLC9,549$1.10M0.3%+5.2%0.049%
5/14/2024Sculati Wealth Management LLC14,079$1.62M0.7%-1.5%0.072%
5/11/2024 Capital Wealth Alliance LLC1,800$207K0.1%N/A0.009%
5/10/2024Osaic Holdings Inc.199,563$22.93M0.1%+25.7%1.020%
5/10/2024 Nwam LLC14,849$1.70M0.1%+57.1%0.076%
5/9/2024ProVise Management Group LLC47,131$5.41M0.5%+4.3%0.241%
5/9/2024Orion Portfolio Solutions LLC132,110$15.17M0.2%N/A0.675%
5/9/2024Kingsview Wealth Management LLC9,548$1.10M0.0%-6.0%0.049%
5/9/2024TBH Global Asset Management LLC2,388$274K0.1%N/A0.012%
5/8/2024Avantax Advisory Services Inc.49,977$5.74M0.1%+37.4%0.255%
5/8/2024Thoroughbred Financial Services LLC21,924$2.52M0.2%-13.5%0.112%
5/7/2024Anson Capital Inc.19,938$2.29M3.3%-6.4%0.102%
5/7/202449 Wealth Management LLC1,783$204K0.0%N/A0.009%
5/7/2024Oppenheimer & Co. Inc.6,966$800K0.0%+74.5%0.036%
5/7/2024PFG Advisors4,495$516K0.0%+2.6%0.023%
5/7/2024TAGStone Capital Inc.2,090$240K0.1%N/A0.011%
5/6/2024 Envestnet Portfolio Solutions Inc.36,421$4.18M0.0%N/A0.186%
5/4/2024 Geneos Wealth Management Inc.5,098$586K0.0%+165.9%0.026%
5/4/2024 Csenge Advisory Group3,689$424K0.0%N/A0.019%
5/3/2024TFB Advisors LLC7,722$840K0.3%+3.1%0.039%
5/2/2024 Diversified LLC20,039$2.30M0.3%-4.1%0.102%
5/2/2024Comprehensive Wealth Management LLC12,132$1.39M1.1%-15.9%0.062%
5/1/2024 Janney Montgomery Scott LLC7,416$852K0.0%+39.2%0.038%
4/30/2024Private Advisor Group LLC85,766$9.85M0.1%-1.1%0.439%
4/30/2024J.W. Cole Advisors Inc.20,191$2.32M0.1%+9.6%0.103%
4/29/2024Commonwealth Equity Services LLC123,989$14.24M0.0%-0.1%0.635%
4/29/2024Benjamin F. Edwards & Company Inc.19,160$2.20M0.0%+1.6%0.098%
4/29/2024Aspire Wealth Management Corp100,919$11.59M7.0%+0.3%0.517%
4/25/2024 TRUE Private Wealth Advisors6,551$753K0.1%N/A0.034%
4/25/2024Cambridge Investment Research Advisors Inc.130,503$14.99M0.1%+17.2%0.669%
4/24/2024 PSI Advisors LLC11,514$1.32M0.5%+2.7%0.059%
4/24/2024Win Advisors Inc.133,328$15.31M6.7%N/A0.683%
4/24/2024 Fulcrum Equity Management12,161$1.40M1.6%N/A0.062%
4/24/2024Spire Wealth Management4,242$487K0.0%+26.4%0.022%
4/24/2024Essex Financial Services Inc.2,842$326K0.0%N/A0.015%
4/23/2024 Global Retirement Partners LLC565$65K0.0%+202.1%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.261,817$30.07M0.0%-32.7%1.341%
4/22/2024 Centennial Wealth Advisory LLC11,921$1.37M0.6%N/A0.061%
4/22/2024 Raymond James & Associates132,630$15.23M0.0%+5.5%0.679%
4/19/2024Accel Wealth Management12,646$1.45M0.6%+13.3%0.065%
4/19/2024Advisor Resource Council3,062$352K0.1%N/A0.016%
4/19/2024 PCG Wealth Advisors LLC11,256$1.29M0.6%-2.0%0.058%
4/18/2024Synergy Asset Management LLC40,821$4.69M0.8%N/A0.209%
4/18/2024Iams Wealth Management LLC3,673$387K0.2%N/A0.019%
4/18/2024 Fifth Third Securities Inc.34,960$4.02M0.4%+16.5%0.179%
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4/16/2024 Wealth Enhancement Advisory Services LLC468,358$53.80M0.1%-0.8%2.399%
4/12/2024 Capital Planning LLC2,007$231K0.1%-44.7%0.015%
4/12/2024 Southland Equity Partners LLC21,525$2.47M0.7%-0.6%0.156%
4/12/2024 Systelligence LLC115,254$13.24M3.5%-18.8%0.835%
4/11/2024International Assets Investment Management LLC3,363$386K0.0%-16.9%0.024%
4/10/2024 Park Avenue Securities LLC11,485$1.32M0.0%+194.0%0.083%
3/22/2024PNC Financial Services Group Inc.1,991$179K0.0%-13.1%0.014%
2/21/2024American Trust7,195$646K0.0%-18.6%0.052%
2/20/2024 Sunpointe LLC2,902$261K0.3%N/A0.021%
2/20/2024 Voisard Asset Management Group Inc.333$30K0.0%N/A0.002%
(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, 184 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($97.68M), Wealth Enhancement Advisory Services LLC ($44.67M), Wells Fargo & Company MN ($34.57M), Raymond James Financial Services Advisors Inc. ($33.52M), Osaic Holdings Inc. ($22.93M), Northwestern Mutual Wealth Management Co. ($22.01M), and Great Valley Advisor Group Inc. ($20.54M).Learn more on XMMO's institutional investors.

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

Of the 159 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: LPL Financial LLC ($551.31K), International Assets Investment Management LLC ($367.42K), Wells Fargo & Company MN ($309.60K), Raymond James Financial Services Advisors Inc. ($255.34K), Northwestern Mutual Wealth Management Co. ($235.47K), Great Valley Advisor Group Inc. ($189.10K), and Cetera Investment Advisers ($167.19K).

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

Institutional investors have bought a total of 4,697,295 shares in the last 24 months. This purchase volume represents approximately $413.16M in transactions.

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

Of the 95 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: Verde Capital Management ($182.00K), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), Atlas Private Wealth Advisors ($107.18K), Envestnet Asset Management Inc. ($90.40K), and AE Wealth Management LLC ($90.34K).

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

Institutional investors have sold a total of 1,588,136 shares in the last 24 months. This volume of shares sold represents approximately $132.16M in transactions.


This page (NYSEARCA:XMMO) was last updated on 7/27/2024 by MarketBeat.com Staff

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