D.E. Shaw & Co
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D.E. Shaw & Co’s Invesco S&P MidCap Momentum ETF XMMO Stock Holding History

D.E. Shaw & Co’s Portfolio XMMO Stock Details XMMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,700
Closed -$537K – 5277
2026
Q1 		$537K Buy
+3,700
New +$535K ﹤0.01% 3820
2025
Q3 		– Sell
-2,113
Closed -$272K – 4979
2025
Q2 		$272K Buy
+2,113
New +$252K ﹤0.01% 3925
2025
Q1 		– Sell
-4,121
Closed -$509K – 4816
2024
Q4 		$509K Buy
+4,121
New +$523K ﹤0.01% 3608
2024
Q3 		– Sell
-13,437
Closed -$1.53M – 4944
2024
Q2 		$1.53M Buy
+13,437
New +$1.52M ﹤0.01% 2893

Other funds holding XMMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

D.E. Shaw & Co's XMMO Position: Q2 2026 in Review

D.E. Shaw & Co sold out of Invesco S&P MidCap Momentum ETF (XMMO) in Q2 2026, closing a stake of 3,700 shares — an estimated $537K sold.

D.E. Shaw & Co first reported a position in XMMO in Q2 2024 and held it in 4 quarters. The position peaked at $1.53M in Q2 2024. 482 funds tracked by Wall St. Rank hold XMMO as of Q2 2026.

  • D.E. Shaw & Co reported no remaining Invesco S&P MidCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 3,700 Invesco S&P MidCap Momentum ETF shares in Q2 2026, an estimated $537K.
  • D.E. Shaw & Co first reported a position in Invesco S&P MidCap Momentum ETF in Q2 2024 and held it in 4 quarters.
  • D.E. Shaw & Co's Invesco S&P MidCap Momentum ETF position peaked at $1.53M in Q2 2024.
  • 482 funds tracked by Wall St. Rank held Invesco S&P MidCap Momentum ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.