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

Invesco S&P MidCap Momentum ETF logo
$146.72 +0.22 (+0.15%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$146.54 -0.18 (-0.12%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
293
Total
Institutional Inflows
(last 12 months)
$952.40M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$364.61M
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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
10/14/2026Signal Advisors Wealth LLC6,889$1.01M0.0%+77.0%0.014%
10/14/2026B. Riley Wealth Advisors Inc.50,685$7.44M0.3%N/A0.106%
10/13/2026Accel Wealth Management36,934$5.42M1.2%+17.6%0.077%
10/13/2026Refined Wealth Management17,514$2.57M1.4%+6.9%0.037%
10/13/2026Paller Financial Services Inc25,647$3.76M2.9%+4.5%0.054%
10/9/2026Sound Income Strategies LLC103,673$15.28M0.4%+11.9%0.217%
10/9/2026Avaii Wealth Management LLC66,099$10.01M2.8%+3.6%0.138%
10/9/2026Insight Wealth Strategies LLC5,619$825K0.1%-94.0%0.012%
10/9/2026Breakwater Capital Group33,316$4.89M0.6%+14.7%0.070%
10/9/2026ACT Wealth Management LLC4,325$635K0.2%-19.8%0.009%
10/9/2026Longview Financial Advisors Inc.1,891$278K0.2%-14.7%0.004%
10/8/2026Farther Finance Advisors LLC32,558$4.78M0.0%+7.0%0.068%
10/8/2026CoreCap Advisors LLC3,518$516K0.0%+8.1%0.007%
10/8/2026Titleist Asset Management LLC50,026$7.34M0.5%+2.6%0.105%
10/8/2026Tactive Advisors LLC8,438$1.24M0.3%-1.6%0.018%
10/7/2026Elm3 Financial Group LLC21,071$3.09M2.1%-3.2%0.044%
10/7/2026OxenFree Capital LLC9,288$1.41M0.6%+4.1%0.019%
10/7/2026Investors Research Corp4,527$664K0.1%+7.1%0.009%
10/2/2026 Polaris Financial Partners779$114K0.1%N/A0.002%
10/1/2026 Noble Wealth Management PBC19,971$2.93M1.3%+2.3%0.042%
9/23/2026Envestnet Asset Management Inc.1,295,928$220.49M0.0%+22.0%2.718%
9/17/2026Wellington Altus USA Inc.205$35K0.0%N/A0.000%
9/9/2026Tidal Investments LLC8,726$1.49M0.0%N/A0.019%
9/9/2026Integrated Wealth Concepts LLC46,563$7.92M0.0%-44.2%0.100%
9/9/2026RFG Advisory LLC14,465$2.46M0.0%-66.1%0.031%
9/9/2026NewEdge Advisors LLC155,686$26.49M0.1%+98.9%0.335%
9/9/2026IFP Advisors Inc3,244$552K0.0%+61.6%0.007%
9/9/2026Baird Financial Group Inc.2,874$489K0.0%-19.9%0.006%
9/9/2026One Charles Private Wealth Services LLC1,504$256K0.1%N/A0.003%
9/9/2026XY Planning Network Inc.1,212$206K0.0%N/A0.003%
9/8/2026Waverly Advisors LLC29,577$5.03M0.0%N/A0.064%
8/26/2026Affinity Wealth LLC124,759$21.23M11.4%+4.0%0.268%
8/23/2026Ameritas Advisory Services LLC83,256$14.17M0.3%+520.6%0.179%
8/23/2026Anson Capital Inc.19,395$3.30M2.2%-7.4%0.042%
8/23/2026Unique Wealth LLC11,729$2.00M0.2%+14.6%0.025%
8/22/2026Comprehensive Financial Planning Inc. PA10,968$1.87M1.0%+3.9%0.024%
8/22/2026Valued Retirements Inc.9,221$1.57M1.4%+6.7%0.020%
8/21/2026Lowery Thomas LLC27,017$4.60M2.2%+1.9%0.058%
8/21/2026Continuum Advisory LLC3,395$578K0.0%+7.0%0.007%
8/21/2026Secure Asset Management LLC8,170$1.39M0.2%+2.9%0.018%
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8/20/2026Nwam LLC44,308$7.54M0.4%+1.6%0.095%
8/20/2026Jackson Wealth Management LLC1,221$208K0.1%-84.9%0.003%
8/13/2026Capital Square LLC2,677$432K0.2%N/A0.006%
7/10/2026Insight Wealth Strategies LLC93,115$15.46M1.5%+1.1%0.199%
7/10/2026Accel Wealth Management31,416$5.35M1.2%+10.0%0.067%
7/10/2026HRC Wealth Management LLC5,070$863K0.4%+13.4%0.011%
7/10/2026Redhawk Wealth Advisors Inc.6,207$1.06M0.1%-48.4%0.013%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,945$331K0.0%+13.3%0.004%
7/10/2026Wealthcare Advisory Partners LLC20,492$3.49M0.1%-0.4%0.044%
7/9/2026World Equity Group Inc.8,486$1.45M0.3%-4.6%0.018%
7/9/2026Focus Financial Network Inc.125,386$21.33M0.7%+1.2%0.268%
7/9/2026Tactive Advisors LLC8,574$1.46M0.4%+1.9%0.018%
7/9/2026OxenFree Capital LLC8,923$1.43M0.7%-7.5%0.019%
7/9/2026Breakwater Capital Group29,037$4.94M0.6%+10.5%0.062%
7/8/2026Foresight Capital Management Advisors Inc.8,303$1.41M0.7%-5.1%0.018%
7/8/2026ACT Wealth Management LLC5,394$918K0.3%-3.3%0.012%
7/7/2026Paller Financial Services Inc24,545$4.18M3.1%+0.3%0.053%
7/7/2026Dynamic Advisor Solutions LLC9,681$1.65M0.0%-8.2%0.021%
7/7/2026Crescent Sterling Ltd.2,663$453K0.4%+14.5%0.006%
7/7/2026CoreCap 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%
6/8/2026Pine 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%
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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%


XMMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 472 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), Envestnet Asset Management Inc. ($220.49M), Cetera Investment Advisers ($198.31M), Vantagepoint Investment Advisers LLC ($150.66M), Wells Fargo & Company MN ($146.59M), and Clark Capital Management Group Inc. ($131.27M).Learn more on Invesco S&P MidCap Momentum ETF's institutional investors.

Of the 446 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. ($3.67M), 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 6,736,818 shares in the last 24 months. This purchase volume represents approximately $946.79M in transactions.

Of the 141 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), Insight Wealth Strategies LLC ($87.50K), and Private Advisor Group LLC ($71.50K).

Institutional investors have sold a total of 2,603,503 shares in the last 24 months. This volume of shares sold represents approximately $364.61M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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