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Invesco S&P MidCap Momentum ETF

351 hedge funds and large institutions have $2.44B invested in Invesco S&P MidCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 133 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

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

66% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 35

17% more capital invested

Capital invested by funds: $2.09B → $2.44B (+$357M)

17% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 114

5% more funds holding

Funds holding: 333351 (+18)

1.69% more ownership

Funds ownership: 60.14%61.83% (+1.7%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
351
Holders Change
+18
Holders Change %
+5.41%
% of All Funds
4.62%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
58
Increased
133
Reduced
114
Closed
35
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
PPW
226
Parcion Private Wealth
Washington
$413K +$45.4K +380 +13%
MF
227
Meridian Financial
Massachusetts
$405K
IA
228
IFG Advisory
Georgia
$404K +$154K +1,287 +69%
PTC
229
Private Trust Company
Ohio
$397K -$81.7K -684 -18%
IAA
230
Independent Advisor Alliance
North Carolina
$394K +$366K +3,062 New
Truist Financial
231
Truist Financial
North Carolina
$390K -$2.92M -24,477 -89%
APWA
232
Atlas Private Wealth Advisors
New Jersey
$381K +$64.3K +538 +22%
CAG
233
Csenge Advisory Group
Florida
$376K +$31.5K +264 +10%
Northern Trust
234
Northern Trust
Illinois
$374K -$173K -1,447 -33%
CA
235
Continuum Advisory
Idaho
$373K +$1.91K +16 +0.6%
WS
236
Wedbush Securities
California
$364K +$28.1K +235 +9%
SWM
237
Silverlake Wealth Management
Vermont
$360K
CA
238
Calton & Associates
Florida
$356K -$239 -2 -0.1%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$355K -$1.79K -15 -0.5%
IRC
240
Investors Research Corp
Georgia
$352K +$117K +978 +56%
YIH
241
Y-Intercept (HK)
Hong Kong
$349K -$286K -2,397 -47%
MA
242
Mutual Advisors
Nebraska
$345K +$5.86K +49 +2%
RA
243
RFG Advisory
Alabama
$344K +$319K +2,671 New
HWM
244
HRC Wealth Management
Idaho
$343K -$47.1K -394 -13%
BPA
245
Beacon Pointe Advisors
California
$343K +$36.2K +303 +13%
RIP
246
Reliant Investment Partners
North Carolina
$337K
Creative Planning
247
Creative Planning
Kansas
$336K -$63.7K -533 -17%
EWA
248
EP Wealth Advisors
California
$333K
RAM
249
Riggs Asset Management
Pennsylvania
$332K -$22.5K -188 -7%
NF
250
Nikulski Financial
Iowa
$328K +$305K +2,551 New

XMMO Hedge Fund Activity: Q2 2025 in Review

351 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q2 2025, worth a combined $2.44B — up 17% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XMMO positions and 35 closed out — a net gain of 23 holders — while 133 added to existing stakes and 114 trimmed.

The largest buyer was Mainstay Capital Management, adding an estimated $33.7M. The largest seller was Principal Securities, cutting an estimated $25.6M.

  • 351 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q2 2025, up from 333 in Q1 2025.
  • Funds reported $2.44B of Invesco S&P MidCap Momentum ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 58 funds opened new Invesco S&P MidCap Momentum ETF positions in Q2 2025 and 35 closed out, a net change of +23 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q2 2025 was Mainstay Capital Management, an estimated $33.7M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q2 2025 was Principal Securities, an estimated $25.6M sold.

Based on aggregated 13F filings for Q2 2025.