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

Invesco S&P MidCap Momentum ETF logo
$162.72 +2.70 (+1.69%)
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)
326
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$474.87M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/5/2026 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%
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%
4/24/2026 Essex 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%
4/24/2026 Columbia Advisory Partners LLC31,616$4.59M2.9%N/A0.076%
4/24/2026 Impact Partnership Wealth LLC1,749$254K0.0%N/A0.004%
4/23/2026 Manchester Financial Inc.94,402$13.69M2.6%-1.0%0.227%
4/23/2026 Vicus Capital24,850$3.60M0.3%-10.5%0.060%
4/22/2026 Patriot Financial Group Insurance Agency LLC1,894$275K0.0%N/A0.005%
4/22/2026 Janney 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%
4/21/2026 Maridea Wealth Management LLC5,598$812K0.1%-13.0%0.014%
4/21/2026 Unique Wealth LLC10,233$1.48M0.2%+406.3%0.025%
4/21/2026 Independent Wealth Network Inc.17,597$2.55M0.8%+52.5%0.043%
4/21/2026 OLD National Bancorp IN181,804$26.37M0.4%N/A0.443%
4/21/2026 KFG Wealth Management LLC2,159$313K0.0%N/A0.005%
4/21/2026 Silver Oak Securities Incorporated6,156$893K0.1%+15.2%0.015%
4/20/2026 Kestra Private Wealth Services LLC13,113$1.90M0.0%+694.2%0.032%
4/20/2026 Breakwater Capital Group26,284$3.81M0.5%+14.9%0.064%
4/20/2026 RFG Advisory LLC42,702$6.19M0.1%+44.4%0.104%
4/18/2026 Faithward Advisors LLC3,516$510K0.1%-31.6%0.009%
4/17/2026 Certified Advisory Corp15,150$2.20M0.2%-3.8%0.037%
4/17/2026 Total Clarity Wealth Management Inc.6,317$916K0.2%N/A0.015%
4/17/2026 Signal Advisors Wealth LLC2,140$310K0.0%-12.9%0.005%
4/17/2026 Verde Capital Management14,663$2.13M0.5%-0.9%0.036%
4/17/2026 LMG Wealth Partners LLC59,631$8.65M1.6%+1.1%0.146%
4/17/2026 Brookstone Capital Management4,876$707K0.0%+19.0%0.012%
4/17/2026 OxenFree Capital LLC9,644$1.51M0.7%-10.3%0.024%
4/16/2026 Capstone Wealth Management Group LLC11,846$1.64M1.0%+97.3%0.029%
4/16/2026 Swisher Financial Concepts Inc.3,901$566K0.3%+5.9%0.010%
4/16/2026 Founders Financial Securities LLC14,508$2.24M0.1%+8.0%0.036%
3/17/2026Rockefeller Capital Management L.P.6,029$835K0.0%-2.2%0.016%
3/13/2026 World Investment Advisors6,622$917K0.0%+1.7%0.018%
2/24/2026Lynch Investment Planning LLC22,003$3.05M2.9%N/A0.059%
2/23/2026Sonoma Allocations LLC12,398$1.76M0.6%+3.5%0.033%
2/23/2026 Monetary Solutions Ltd14,934$2.07M2.0%N/A0.040%
2/19/2026 ATX Financial Planning LLC26,544$3.68M2.8%N/A0.071%
2/19/2026 Axxcess Wealth Management LLC61,102$8.46M0.1%+726.4%0.164%
2/18/2026Strive Financial Group LLC475$66K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV3,498$484K0.0%-7.7%0.009%
2/18/2026Raymond James Financial Inc.837,045$115.90M0.0%+14.2%2.247%
2/18/2026EP Wealth Advisors LLC2,591$359K0.0%N/A0.007%
2/18/2026NewEdge Advisors LLC45,027$6.23M0.0%+2.5%0.121%
2/18/2026Alpha Capital Advisors Inc. ADV2,206$314K0.3%N/A0.006%
2/18/2026VestGen Advisors LLC26,345$3.65M0.2%-48.8%0.071%
2/18/2026IHT Wealth Management LLC15,600$2.16M0.1%-8.7%0.042%
2/18/2026BNB Wealth Management LLC17,438$2.41M1.6%N/A0.047%
2/18/2026 American Trust7,867$1.09M0.1%-6.1%0.021%
2/17/2026AQR Capital Management LLC15,992$2.21M0.0%+10.6%0.043%
2/17/2026Cetera Investment Advisers1,251,835$173.33M0.2%+11.3%3.361%
2/17/2026Equitable Holdings Inc.148,320$20.54M0.1%+5.9%0.398%
2/17/2026Kovack Advisors Inc.62,045$8.59M0.4%+6.1%0.167%
2/17/2026Osaic Holdings Inc.593,664$82.25M0.1%+8.9%1.594%
2/17/2026 Private Advisor Group LLC159,763$22.12M0.1%-10.7%0.429%
2/17/2026&PARTNERS3,501$485K0.0%+2.0%0.009%
2/17/2026 Financial Freedom LLC6,743$934K0.5%+6.1%0.018%
2/17/2026Royal Bank of Canada255,614$35.39M0.0%+14.0%0.686%
2/17/2026 Faithward Advisors LLC5,137$711K0.1%-12.0%0.014%
2/17/2026Stark Wealth Management LLC1,513$209K0.7%N/A0.004%
2/16/2026 MML Investors Services LLC383,350$53.08M0.1%+12.9%1.029%
2/16/2026Mariner LLC10,903$1.51M0.0%+3.4%0.029%
2/16/2026Aptus Capital Advisors LLC868$120K0.0%+126.6%0.002%
2/13/2026Arete Wealth Advisors LLC26,942$3.73M0.2%+14.0%0.072%
2/13/2026 Kestra Advisory Services LLC39,424$5.46M0.0%+2.4%0.106%


XMMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMMO shares?

During the previous two years, 462 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 ($173.33M), 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.

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

Of the 436 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 ($818.21K), and Orion Portfolio Solutions LLC ($621.15K).

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

Institutional investors have bought a total of 8,727,610 shares in the last 24 months. This purchase volume represents approximately $1.15B in transactions.

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

Of the 176 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 ($212.32K), Cetera Investment Advisers ($125.71K), Vantagepoint Investment Advisers LLC ($109.78K), and Seaview Investment Managers LLC ($94.21K).

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

Institutional investors have sold a total of 3,559,985 shares in the last 24 months. This volume of shares sold represents approximately $474.87M in transactions.


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