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

Invesco S&P MidCap Momentum ETF logo
$152.76 +1.18 (+0.78%)
As of 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)
289
Total
Institutional Inflows
(last 12 months)
$900.72M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$340.80M
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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
8/26/2026 Affinity Wealth LLC124,759$21.23M11.4%+4.0%0.268%
8/23/2026 Ameritas Advisory Services LLC83,256$14.17M0.3%+520.6%0.179%
8/23/2026 Anson Capital Inc.19,395$3.30M2.2%-7.4%0.042%
8/23/2026 Unique Wealth LLC11,729$2.00M0.2%+14.6%0.025%
8/22/2026 Comprehensive Financial Planning Inc. PA10,968$1.87M1.0%+3.9%0.024%
8/22/2026 Valued Retirements Inc.9,221$1.57M1.4%+6.7%0.020%
8/21/2026 Lowery Thomas LLC27,017$4.60M2.2%+1.9%0.058%
8/21/2026 Continuum Advisory LLC3,395$578K0.0%+7.0%0.007%
8/21/2026 Secure Asset Management LLC8,170$1.39M0.2%+2.9%0.018%
8/20/2026 Nwam LLC44,308$7.54M0.4%+1.6%0.095%
8/20/2026 Jackson Wealth Management LLC1,221$208K0.1%-84.9%0.003%
8/13/2026 Capital 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%
6/16/2026 Steelhead 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%
6/3/2026 Stillwater 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%
5/19/2026 Bank of America Corp DE785,643$113.93M0.0%+13.4%1.860%
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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%
5/18/2026 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%
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%
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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%


XMMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 466 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 440 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 6,494,107 shares in the last 24 months. This purchase volume represents approximately $900.72M in transactions.

Of the 138 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 2,452,063 shares in the last 24 months. This volume of shares sold represents approximately $340.80M in transactions.


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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 8/26/2026. New 13F filings are added each quarter as they're published.
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