Invesco S&P MidCap Momentum ETF

XMMO

Market cap $4.57B

Overview Fund Activity

133.76 USD

-0.91

0.68%

At close Updated Sep 16, 4:00 PM EDT

1 day

-0.68%

5 days

0.17%

1 month

2.59%

3 months

6.88%

6 months

15.67%

Year to date

8.03%

1 year

13.62%

5 years

105.78%

10 years

332.32%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

70% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $1.3M

16% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 114

16% more capital invested

Capital invested by funds: $2.08B [Q1] → $2.41B (+$328M) [Q2]

6% more funds holding

Funds holding: 330 [Q1] → 349 (+19) [Q2]

1.01% more ownership

Funds ownership: 60.08% [Q1] → 61.09% (+1.01%) [Q2]

10% less funds holding in top 10

Funds holding in top 10: 10 [Q1] → 9 (-1) [Q2]

See Fund Rankings

Financial journalist opinion

Zacks Investment Research

Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?

Looking for broad exposure to the Mid Cap Growth segment of the US equity market? You should consider the Invesco S&P MidCap Momentum ETF (XMMO), a passively managed exchange traded fund launched on March 3, 2005.

Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?

Momentum ETFs Climb Higher in 2025

In the one-year period ended June 2025, the S&P 500 Momentum Index rose 30%, essentially double the gain of the S&P 500. Momentum was the best-performing factor of the widely tracked benchmark, ahead of growth, free cash flow, and even high beta slices.

Momentum ETFs Climb Higher in 2025

XMMO: Impressive Returns And Fundamentals For This Mid-Cap Momentum ETF

XMMO's strategy changed six years ago, and it has paid dividends for investors, delivering an impressive 132% return that trounced the S&P MidCap 400 Index. The strategy is straightforward in that it only uses one-year price returns to select 80 S&P MidCap 400 Index stocks, repeating the process twice annually in March and September. While XMMO guarantees strong exposure to momentum stocks, my analysis also revealed excellent GARP features. Notably, its estimated earnings growth rate is better than the S&P MidCap 400 Growth Index.

XMMO: Impressive Returns And Fundamentals For This Mid-Cap Momentum ETF

XMMO: Holding Out For More Data

I assign XMMO a Hold rating due to limited transparency and frequent methodology changes that hurt long-term performance analysis. XMMO's current momentum index underperforms its previous strategies, with negative alpha and risk-adjusted returns lagging the S&P 500. The ETF's risk metrics are reasonable, but it fails to deliver meaningful outperformance, making it less compelling for aggressive investors.

XMMO: Holding Out For More Data

U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity

We've been marveling at the performance of U.S. large-cap stocks since that early April low. We've also been tracking whether small-caps are finally going to keep up pace with their larger counterparts.

U.S. Midcap ETFs: ‘Sweet Spot' of Opportunity

Zacks Investment Research

Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?

Designed to provide broad exposure to the Mid Cap Growth segment of the US equity market, the Invesco S&P MidCap Momentum ETF (XMMO) is a passively managed exchange traded fund launched on 03/03/2005.

Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?

Zacks Investment Research

Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

Court ruling halts Trump-era tariffs, boosting stocks and spotlighting high-beta, momentum ETFs like SPHB, MTUM, XMMO, SPMO and XSMO.

Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

XMMO: A Huge Rally, The Valuation Now In Question Amid Technical Resistance

Momentum factor is currently leading US factor performance, but XMMO has underperformed, prompting a downgrade from buy to hold. XMMO's assets have grown, despite a negative return, reflecting net inflows; its expense ratio is moderate, and the ETF is diversified. Financials, the largest sector weight in XMMO, have underperformed, posing a risk to the ETF's rebound.

XMMO: A Huge Rally, The Valuation Now In Question Amid Technical Resistance

Zacks Investment Research

High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?

Trump signals steep China tariffs may drop, boosting hopes for trade de-escalation.

High-Beta & Momentum ETFs to Play on Hints of Easing Trade Tensions?

Zacks Investment Research

Buy High Beta & High Momentum ETFs for Near-Term Gains

In a surprising development in the tariff saga, Trump announced a temporary drop in tariff rates for most countries to 10% for 90 days, triggering a historic stock market surge.

Buy High Beta & High Momentum ETFs for Near-Term Gains

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