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AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.01 (+0.59%)
F   12.15 (-0.82%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.08 (+0.31%)
DIS   107.68 (-1.61%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.86 (+2.05%)

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

$101.32
-0.50 (-0.49%)
(As of 02/21/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$190.03 M
Number of
Institutional Sellers
(last 12 months)
83
Total
Institutional Outflows
(last 12 months)
$106.74 M
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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
2/21/2024American Trust7,195$0.65M0.0%-18.6%0.052%
2/20/2024Sunpointe LLC2,902$0.26M0.3%N/A0.021%
2/20/2024Voisard Asset Management Group Inc.333$30K0.0%N/A0.002%
2/15/2024Mercer Global Advisors Inc. ADV3,255$0.29M0.0%-14.3%0.024%
2/15/2024Faithward Advisors LLC16,564$1.61M0.4%N/A0.120%
2/15/2024Nwam LLC9,454$0.85M0.1%+121.7%0.068%
2/14/2024Royal Bank of Canada102,668$9.22M0.0%-1.6%0.743%
2/14/2024Kestra Advisory Services LLC33,338$2.99M0.0%-6.0%0.241%
2/13/2024Envestnet Asset Management Inc.139,490$12.53M0.0%+30.1%1.010%
2/13/2024Cetera Advisor Networks LLC74,382$6.68M0.0%+1.3%0.539%
2/13/2024Oppenheimer & Co. Inc.3,993$0.36M0.0%+7.4%0.029%
2/13/2024Anson Capital Inc.21,296$1.91M3.2%+20.3%0.154%
2/12/2024Focus Financial Network Inc. ADV128,986$11.58M0.4%N/A0.934%
2/12/2024Stifel Financial Corp201,919$18.14M0.0%+17.4%1.462%
2/12/2024Sculati Wealth Management LLC14,294$1.28M0.6%+1.3%0.104%
2/9/2024ProVise Management Group LLC45,200$4.06M0.3%+0.7%0.327%
2/9/2024US Bancorp DE307$28K0.0%-45.1%0.002%
2/9/2024Cambridge Investment Research Advisors Inc.111,338$10M0.0%+2.6%0.806%
2/9/2024Certified Advisory Corp9,709$0.87M0.1%+2.1%0.070%
2/9/2024D.A. Davidson & CO.2,399$0.22M0.0%N/A0.017%
2/9/2024Wells Fargo & Company MN384,942$34.57M0.0%-6.4%2.787%
2/9/2024Thoroughbred Financial Services LLC25,340$2.28M0.2%+9.3%0.183%
2/9/2024UBS Group AG78,974$7.09M0.0%-0.7%0.572%
2/9/2024PNC Financial Services Group Inc.1,991$0.18M0.0%-13.1%0.014%
2/8/2024MY Wealth Management Inc.3,901$0.35M0.3%-93.3%0.028%
2/8/2024Brown Advisory Inc.7,575$0.68M0.0%+7.1%0.055%
2/8/2024Level Four Advisory Services LLC54,226$4.87M0.3%-0.6%0.393%
2/8/2024Financial Advocates Investment Management44,260$3.98M0.3%+6.8%0.320%
2/8/2024Kingsview Wealth Management LLC10,157$0.91M0.0%-8.1%0.074%
2/8/2024Savvy Advisors Inc.8,300$0.75M0.7%N/A0.060%
2/8/2024Foundations Investment Advisors LLC141,792$13.57M0.4%+422.0%1.027%
2/8/2024Janney Montgomery Scott LLC5,327$0.48M0.0%-2.1%0.039%
2/7/2024Avantax Advisory Services Inc.36,370$3.27M0.0%+30.4%0.263%
2/7/2024NBC Securities Inc.296$26K0.0%-51.8%0.002%
2/7/2024Principal Securities Inc.24,810$2.23M0.1%N/A0.180%
2/6/2024Private Advisor Group LLC86,684$7.79M0.1%+1.2%0.628%
2/6/2024National Bank of Canada FI773$69K0.0%-15.1%0.006%
2/6/2024Benjamin F. Edwards & Company Inc.18,852$1.69M0.0%+2.5%0.137%
2/6/2024Great Valley Advisor Group Inc.88,494$7.95M0.3%+0.9%0.641%
2/5/2024Silver Oak Securities Incorporated9,930$0.89M0.1%+59.2%0.072%
2/5/2024Lowery Thomas LLC20,408$1.83M1.6%+18.1%0.148%
2/2/2024Kovack Advisors Inc.5,161$0.46M0.1%+9.3%0.037%
2/2/2024Evolution Advisers Inc.569$50K0.0%N/A0.004%
2/2/2024Atria Wealth Solutions Inc.13,050$1.17M0.0%+12.9%0.094%
2/1/2024Diversified LLC20,887$1.88M0.4%-4.4%0.151%
2/1/2024CWM LLC22,410$2.01M0.0%+40.0%0.162%
1/31/2024American Financial Advisors LLC6,348$0.57M0.1%-4.0%0.046%
1/31/2024Institute for Wealth Management LLC.48,932$4.40M0.7%-0.2%0.354%
1/30/2024PCG Wealth Advisors LLC11,481$1.03M0.6%-2.2%0.083%
1/29/2024Tennessee Valley Asset Management Partners2,442$0.22M0.1%N/A0.018%
1/29/2024Signature Estate & Investment Advisors LLC12,121$1.09M0.0%+4.4%0.088%
1/26/2024Geneos Wealth Management Inc.1,917$0.17M0.0%-16.9%0.014%
1/25/2024Spectrum Wealth Advisory Group LLC24,277$2.18M2.7%-2.1%0.176%
1/25/2024International Assets Investment Management LLC4,046$0.36M0.0%N/A0.029%
1/24/2024Stratos Wealth Partners LTD.17,985$1.62M0.0%-1.0%0.130%
1/24/2024International Assets Investment Management LLC363,371$32.63M0.0%N/A2.631%
1/24/2024Private Trust Co. NA2,852$0.26M0.0%+8.4%0.021%
1/23/2024Capital Planning LLC3,629$0.33M0.1%-31.8%0.026%
1/22/2024Aspire Wealth Management Corp100,642$9.04M6.1%+2.9%0.729%
1/19/2024PFG Advisors4,381$0.39M0.0%-13.3%0.032%
1/18/2024TFB Advisors LLC7,489$0.67M0.3%-19.2%0.054%
1/18/2024Blue Trust Inc.300$27K0.0%N/A0.002%
1/18/2024Accel Wealth Management11,164$1M0.5%+6.9%0.081%
1/18/2024ACT Wealth Management LLC6,730$0.60M0.3%+6.8%0.049%
1/17/2024New Millennium Group LLC11,685$1.05M0.9%+676.4%0.085%
1/16/2024HBW Advisory Services LLC7,101$0.64M0.1%-10.0%0.051%
1/16/2024Raymond James Financial Services Advisors Inc.388,880$34.93M0.1%+45.8%2.816%
1/16/2024Raymond James & Associates125,741$11.29M0.0%+5.7%0.911%
1/12/2024Mutual Advisors LLC2,346$0.21M0.0%N/A0.017%
1/12/2024Comprehensive Wealth Management LLC14,429$1.30M1.2%-7.7%0.104%
1/12/2024Verde Capital Management22,025$1.98M0.7%-15.0%0.159%
1/12/2024Independent Wealth Network Inc.2,292$0.21M0.1%-12.7%0.017%
1/11/2024AFG Fiduciary Services Limited Partnership3,513$0.31M0.3%-24.9%0.025%
1/11/2024Moody National Bank Trust Division24,340$2.19M0.2%N/A0.176%
1/11/2024Ullmann Wealth Partners Group LLC37,221$3.34M0.5%-1.5%0.270%
1/11/2024Ausdal Financial Partners Inc.4,020$0.36M0.0%N/A0.029%
1/11/2024Patten Group Inc.4,620$0.42M0.1%+20.3%0.033%
1/9/2024Southland Equity Partners LLC21,659$1.95M0.6%+2.5%0.157%
1/9/2024DB Wealth Management Group LLC623$56K0.0%-59.2%0.005%
1/8/2024Systelligence LLC141,995$12.75M3.5%-5.6%1.028%
11/24/2023EP Wealth Advisors LLC2,575$0.21M0.0%+437.6%0.019%
11/21/2023Comerica Bank1,050$85K0.0%N/A0.008%
11/20/2023Silver Oak Securities Incorporated6,239$0.50M0.1%N/A0.045%
11/16/2023American Trust8,840$0.71M0.1%+5.4%0.064%
11/16/2023Morgan Stanley832,944$67.06M0.0%+0.2%6.031%
11/15/2023Integrated Wealth Concepts LLC11,594$0.93M0.0%N/A0.084%
11/15/2023Mercer Global Advisors Inc. ADV3,798$0.31M0.0%+30.7%0.028%
11/15/2023Royal Bank of Canada104,328$8.40M0.0%+4.9%0.755%
11/15/2023Ameriprise Financial Inc.239,481$19.28M0.0%-5.8%1.734%
11/14/2023Verde Capital Management25,907$2.09M0.8%-2.8%0.188%
11/14/2023Qube Research & Technologies Ltd342$28K0.0%N/A0.002%
11/13/2023Stifel Financial Corp172,049$13.85M0.0%+2.9%1.246%
11/13/2023Mariner LLC12,514$1.01M0.0%+2.1%0.091%
11/13/2023LPL Financial LLC1,213,229$97.68M0.1%+7.7%8.785%
11/13/2023TFB Advisors LLC9,264$0.75M0.9%-2.1%0.067%
11/13/2023Envestnet Asset Management Inc.107,216$8.63M0.0%-38.8%0.776%
11/13/2023Kestra Advisory Services LLC35,451$2.85M0.0%+15.4%0.257%
11/13/2023PNC Financial Services Group Inc.2,292$0.19M0.0%+38.4%0.017%
11/9/2023Citigroup Inc.79,429$6.40M0.0%+0.7%0.575%
11/9/2023Prime Capital Investment Advisors LLC38,911$3.13M0.1%-2.0%0.282%
(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), Morgan Stanley ($67.06M), JPMorgan Chase & Co. ($39.71M), Raymond James Financial Services Advisors Inc. ($34.93M), Wells Fargo & Company MN ($34.57M), Northwestern Mutual Wealth Management Co. ($22.01M), and Ameriprise Financial Inc. ($19.28M).Learn more on XMMO's institutional investors.

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

Of the 155 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 ($0.55M), JPMorgan Chase & Co. ($0.46M), International Assets Investment Management LLC ($0.37M), Wells Fargo & Company MN ($0.31M), Goldman Sachs Group Inc. ($0.27M), Northwestern Mutual Wealth Management Co. ($0.24M), and Raymond James Financial Services Advisors Inc. ($0.22M).

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

Institutional investors have bought a total of 5,618,761 shares in the last 24 months. This purchase volume represents approximately $446.57M in transactions.

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

Of the 107 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: Wells Fargo & Company MN ($0.38M), CWM LLC ($0.20M), Verde Capital Management ($0.19M), LPL Financial LLC ($0.18M), Commonwealth Equity Services LLC ($0.15M), MY Wealth Management Inc. ($0.11M), and Atlas Private Wealth Advisors ($0.11M).

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

Institutional investors have sold a total of 2,384,011 shares in the last 24 months. This volume of shares sold represents approximately $188.24M in transactions.


This page (NYSEARCA:XMMO) was last updated on 2/21/2024 by MarketBeat.com Staff