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

Invesco S&P MidCap Momentum ETF logo
$163.14 0.00 (0.00%)
As of 07/2/2026 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)
322
Total
Institutional Inflows
(last 12 months)
$1.08B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$427.35M
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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
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%
6/8/2026Pine 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%
6/3/2026NewEdge Advisors LLC78,283$11.35M0.0%+73.9%0.185%
6/1/2026Flagship Wealth Advisors LLC49,970$7.25M3.0%-26.7%0.118%
6/1/2026Dala Group LLC104,230$15.11M12.6%N/A0.247%
5/19/2026Mascagni Wealth Management Inc.7,423$1.08M0.8%+4.1%0.018%
5/19/2026Sonoma Allocations LLC19,230$2.84M1.0%+55.1%0.046%
5/19/2026NewEdge 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%
5/19/2026Arkadios Wealth Advisors22,324$3.24M0.1%-38.2%0.053%
5/18/2026Sunbelt Securities Inc.2,391$347K0.0%-39.0%0.006%
5/18/2026EverSource Wealth Advisors LLC1,087$158K0.0%N/A0.003%
5/18/2026Royal Bank of Canada372,930$54.08M0.0%+45.9%0.883%
5/15/2026Gateway Wealth Partners LLC3,779$548K0.0%N/A0.009%
5/15/2026Everest Financial Group LLC1,761$255K0.0%N/A0.004%
5/15/2026FreeGulliver 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%
5/14/2026Greenline Wealth Management LLC18,153$2.63M3.0%-8.5%0.043%
5/13/2026Cetera Investment Advisers1,367,490$198.31M0.2%+9.2%3.237%
5/13/2026Envision Financial Transparency LLC2,226$323K0.3%N/A0.005%
5/13/2026Signature Equity Partners LLC317$46K0.0%N/A0.001%
5/12/2026Barometer Capital Management Inc.2,400$348K0.1%N/A0.006%
5/8/2026Pacific Sun Financial Corp5,163$749K0.4%+1.6%0.012%
5/8/2026PNC Financial Services Group Inc.2,174$315K0.0%-6.0%0.005%
5/7/2026Symphony Financial Services Inc.32,877$4.77M2.4%-7.8%0.078%
5/7/2026Scarborough Advisors LLC1,473$214K0.0%-8.1%0.003%
5/7/2026World Equity Group Inc.8,894$1.29M0.3%-1.4%0.021%
5/7/2026Hershey Financial Advisers LLC3,215$466K0.4%N/A0.008%
5/6/2026Main Street Group LTD3,691$535K0.2%+64.5%0.009%
5/6/2026Bessemer Group Inc.4,883$708K0.0%+272.2%0.012%
5/6/2026Independent Financial Group LLC18,232$2.64M0.1%N/A0.043%
5/5/2026D.A. Davidson & CO.2,874$417K0.0%+25.3%0.007%
5/5/2026Bank of New York Mellon Corp1,424$206K0.0%-7.1%0.003%
5/5/2026Journey Advisory Group LLC6,464$937K0.1%-43.0%0.015%
5/5/2026Geneos Wealth Management Inc.23,671$3.43M0.1%+41.6%0.056%
5/5/2026Ethos Financial Group LLC11,408$1.65M0.1%-79.1%0.027%
5/5/2026Sigma Planning Corp20,465$2.97M0.1%-4.8%0.048%
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5/5/2026Nwam LLC43,626$6.33M0.4%+8.6%0.103%
5/4/2026Retirement Planning Group LLC3,027$439K0.0%N/A0.007%
5/4/2026HBW Advisory Services LLC30,176$4.38M0.5%+0.5%0.071%
5/4/2026Chicago Partners Investment Group LLC29,232$4.62M0.1%+28.1%0.069%
5/4/2026Kellett Wealth Advisors LLC37,215$5.40M2.9%+4.8%0.088%
5/4/2026Parr Mcknight Wealth Management Group LLC23,159$3.36M0.4%N/A0.055%
5/2/2026CAP Partners LLC3,989$578K0.3%N/A0.009%
5/2/2026International Assets Investment Management LLC3,716$549K0.0%+4.0%0.009%
5/1/2026Fifth Third Bancorp16,274$2.36M0.0%+984.9%0.039%
5/1/2026Sovran Advisors LLC18,192$2.91M0.2%+2.9%0.043%
5/1/2026American Trust8,491$1.23M0.1%+7.9%0.020%
5/1/2026Walled Lake Planning & Wealth Management LLC4,535$658K0.2%-24.6%0.011%
4/30/2026Whipplewood Advisors LLC3,601$522K0.3%+3.0%0.009%
4/30/2026Financial Freedom LLC7,673$1.11M0.6%+13.8%0.018%
4/30/2026ATX Financial Planning LLC25,443$3.69M2.8%-4.1%0.060%
4/30/2026Kestra Advisory Services LLC50,955$7.39M0.0%+29.2%0.121%
4/30/2026Money Concepts Capital Corp11,514$1.67M0.1%-97.6%0.027%
4/30/2026Stenger Family Office LLC1,811$263K0.0%N/A0.004%
4/29/2026Capstone Wealth Management Group LLC12,782$1.85M0.8%+7.9%0.030%
4/29/2026Addison Capital Co6,359$922K0.2%N/A0.015%
4/29/2026Advance Capital Management Inc.187,256$27.16M1.0%-5.2%0.445%
4/28/2026Astoria Portfolio Advisors LLC.3,080$493K0.1%N/A0.007%
4/28/2026Paller Financial Services Inc24,471$3.55M2.9%-2.1%0.059%
4/28/2026Koshinski Asset Management Inc.50,701$7.35M0.5%+3.7%0.122%
4/27/2026HB Wealth Management LLC1,625$236K0.0%N/A0.004%
4/27/2026World Investment Advisors67,490$9.79M0.2%+919.2%0.162%
4/27/2026Private Advisor Group LLC170,297$24.70M0.1%+6.6%0.409%
4/27/2026MOR Wealth Management LLC1,386$201K0.1%-15.3%0.003%
4/27/2026Sound Income Strategies LLC80,255$11.85M0.6%+19.9%0.193%
4/25/2026Patten Group Inc.6,949$1.01M0.2%+2.6%0.017%
4/25/2026GPM Growth Investors Inc.9,694$1.41M0.6%+1.1%0.023%
4/24/2026Essex Financial Services Inc.1,604$233K0.0%+7.4%0.004%
4/24/2026Family Investment Center Inc.97,708$14.17M2.7%-5.1%0.235%
4/24/2026Columbia Advisory Partners LLC31,616$4.59M2.9%N/A0.076%
4/24/2026Impact Partnership Wealth LLC1,749$254K0.0%N/A0.004%
4/23/2026Manchester Financial Inc.94,402$13.69M2.6%-1.0%0.227%
4/23/2026Vicus Capital24,850$3.60M0.3%-10.5%0.060%
4/22/2026Patriot Financial Group Insurance Agency LLC1,894$275K0.0%N/A0.005%
4/22/2026Janney Montgomery Scott LLC21,974$3.19M0.0%-45.5%0.053%
4/22/2026MFA Wealth Services9,165$1.33M0.9%-15.9%0.022%
4/22/2026Harbor Asset Planning Inc.2,705$392K0.3%+63.4%0.007%
4/22/2026Meridian Financial Advisors LLC3,875$562K0.3%+2.6%0.009%
4/21/2026Maridea Wealth Management LLC5,598$812K0.1%-13.0%0.014%
4/21/2026Unique Wealth LLC10,233$1.48M0.2%+406.3%0.025%
4/21/2026Independent Wealth Network Inc.17,597$2.55M0.8%+52.5%0.043%
4/21/2026OLD National Bancorp IN181,804$26.37M0.4%N/A0.443%
4/21/2026KFG Wealth Management LLC2,159$313K0.0%N/A0.005%
4/21/2026Silver Oak Securities Incorporated6,156$893K0.1%+15.2%0.015%
4/20/2026Kestra Private Wealth Services LLC13,113$1.90M0.0%+694.2%0.032%
4/20/2026Breakwater Capital Group26,284$3.81M0.5%+14.9%0.064%
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4/20/2026RFG Advisory LLC42,702$6.19M0.1%+44.4%0.104%
4/18/2026Faithward Advisors LLC3,516$510K0.1%-31.6%0.009%
4/17/2026Certified Advisory Corp15,150$2.20M0.2%-3.8%0.037%
4/17/2026Total Clarity Wealth Management Inc.6,317$916K0.2%N/A0.015%
4/17/2026Signal Advisors Wealth LLC2,140$310K0.0%-12.9%0.005%
4/17/2026Verde Capital Management14,663$2.13M0.5%-0.9%0.036%
4/17/2026LMG Wealth Partners LLC59,631$8.65M1.6%+1.1%0.146%
4/17/2026Brookstone Capital Management4,876$707K0.0%+19.0%0.012%
4/17/2026OxenFree Capital LLC9,644$1.51M0.7%-10.3%0.024%
4/16/2026Capstone Wealth Management Group LLC11,846$1.64M1.0%+97.3%0.029%


XMMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 469 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 443 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 7,923,269 shares in the last 24 months. This purchase volume represents approximately $1.08B 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 3,130,376 shares in the last 24 months. This volume of shares sold represents approximately $427.35M in transactions.


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This page (NYSEARCA:XMMO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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