Go Pro
→ SPCX Warning - and Worst News for Stocks in 50 Years (From TradeSmith) (Ad)tc pixel Free XMMO Stock Alerts

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

Invesco S&P MidCap Momentum ETF logo
$160.27 -2.13 (-1.31%)
As of 07/24/2026 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)
312
Total
Institutional Inflows
(last 12 months)
$1.02B
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$398.75M
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
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%
6/16/2026Steelhead 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%
5/19/2026 Sonoma 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%
5/14/2026 Greenline 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
5/7/2026 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%
5/7/2026Hershey Financial Advisers LLC3,215$466K0.4%N/A0.008%
5/6/2026 Main Street Group LTD3,691$535K0.2%+64.5%0.009%
5/6/2026Bessemer Group Inc.4,883$708K0.0%+272.2%0.012%
5/6/2026 Independent Financial Group LLC18,232$2.64M0.1%N/A0.043%
5/5/2026D.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%
5/5/2026 Nwam LLC43,626$6.33M0.4%+8.6%0.103%
5/4/2026Retirement Planning Group LLC3,027$439K0.0%N/A0.007%
5/4/2026 HBW Advisory Services LLC30,176$4.38M0.5%+0.5%0.071%
5/4/2026Chicago 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%
5/4/2026Parr Mcknight Wealth Management Group LLC23,159$3.36M0.4%N/A0.055%
5/2/2026CAP Partners LLC3,989$578K0.3%N/A0.009%
5/2/2026 International 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%
5/1/2026 Walled 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%
4/30/2026 Stenger 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%
4/28/2026 Paller 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%
4/27/2026 Sound 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%
4/24/2026 Family Investment Center Inc.97,708$14.17M2.7%-5.1%0.235%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

4/24/2026 Columbia Advisory Partners LLC31,616$4.59M2.9%N/A0.076%
4/24/2026Impact Partnership Wealth LLC1,749$254K0.0%N/A0.004%
4/23/2026 Manchester Financial Inc.94,402$13.69M2.6%-1.0%0.227%
4/23/2026Vicus Capital24,850$3.60M0.3%-10.5%0.060%
4/22/2026 Patriot Financial Group Insurance Agency LLC1,894$275K0.0%N/A0.005%
4/22/2026Janney 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%
4/21/2026Maridea Wealth Management LLC5,598$812K0.1%-13.0%0.014%


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 7,426,076 shares in the last 24 months. This purchase volume represents approximately $1.02B in transactions.

Of the 163 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 2,905,253 shares in the last 24 months. This volume of shares sold represents approximately $398.75M in transactions.


Related Companies

This page (NYSEARCA:XMMO) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Hidden on Tesla's filing: A $12 billion "super startup"
Tesla's most recent SEC filing contains a single line showing $12 billion in revenue from a new venture Elon M...
Banyan Hill Publishing | Sponsoredtc pixel
Where to Put $100 Before Trump's New Tech Law Rolls Out
The Financial Times says a new tech law puts America 'on the verge of a financial revolution.' Yahoo Finance e...
Brownstone Research | Sponsoredtc pixel
“The unseen winner of the AI race” is not SpaceX
Marc Chaikin - the analyst who called Nvidia before its historic run - says a tech firm labeled 'the unseen wi...
Chaikin Analytics | Sponsoredtc pixel
BlackRock, JPMorgan, and Goldman are all stock piling the same asset… are you?
BlackRock, JPMorgan, Goldman Sachs, Fidelity, ARK Invest and Andreessen Horowitz are all buying the same asset...
Awesomely | Sponsoredtc pixel