Invesco S&P MidCap Momentum ETFXMMO
XMMO
0
Funds holding %
of 7,323 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
60% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 95
8.11% less ownership
Funds ownership: 67.83% [Q4 2024] → 59.72% (-8.11%) [Q1 2025]
10% less funds holding
Funds holding: 365 [Q4 2024] → 328 (-37) [Q1 2025]
23% less funds holding in top 10
Funds holding in top 10: 13 [Q4 2024] → 10 (-3) [Q1 2025]
34% less capital invested
Capital invested by funds: $3.15B [Q4 2024] → $2.07B (-$1.08B) [Q1 2025]
43% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 70
75% less call options, than puts
Call options by funds: $284K | Put options by funds: $1.15M
Research analyst outlook
We haven’t received any recent analyst ratings for XMMO.
Financial journalist opinion
Based on 4 articles about XMMO published over the past 30 days
Positive
ETF Trends
2 days ago
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.
Positive
Seeking Alpha
1 week ago
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.
Negative
Seeking Alpha
1 week ago
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.
Positive
ETF Trends
1 week ago
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.
Positive
Zacks Investment Research
1 month ago
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.
Positive
Zacks Investment Research
2 months ago
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.
Positive
Seeking Alpha
2 months ago
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.
Positive
Zacks Investment Research
3 months ago
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.
Positive
Zacks Investment Research
3 months ago
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.
Positive
Zacks Investment Research
3 months ago
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 03/03/2005.
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