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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
DIA
276
Dana Investment Advisors
Wisconsin
$252K +$234K +1,959 New
GWM
277
Geneos Wealth Management
Colorado
$250K -$262K -2,196 -53%
Belvedere Trading
278
Belvedere Trading
Illinois
$250K -$689K -5,765 -75%
PCA
279
Prosperity Capital Advisors
Ohio
$247K +$230K +1,924 New
AA
280
Advisory Alpha
Michigan
$243K +$597 +5 +0.3%
AF
281
Apexium Financial
Texas
$238K
CWA
282
Capital Wealth Alliance
Arizona
$232K
CAPTRUST Financial Advisors
283
CAPTRUST Financial Advisors
North Carolina
$226K +$210K +1,754 New
PWP
284
Principle Wealth Partners
Connecticut
$224K +$208K +1,739 New
VWA
285
Visionary Wealth Advisors
Illinois
$223K +$208K +1,737 New
SF
286
Summit Financial
New Jersey
$221K +$205K +1,715 New
WMN
287
Wealth Management Nebraska
Nebraska
$216K +$201K +1,681 New
NA
288
Nottingham Advisors
New York
$214K +$198K +1,660 New
HAP
289
Harbor Asset Planning
Massachusetts
$212K +$197K +1,649 New
CAS
290
Coppell Advisory Solutions
Texas
$212K -$737K -6,171 -79%
Bank of New York Mellon
291
Bank of New York Mellon
New York
$206K +$191K +1,602 New
SWM
292
Stark Wealth Management
Pennsylvania
$204K +$190K +1,589 New
UIM
293
Unified Investment Management
Georgia
$201K +$187K +1,565 New
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$193K
GIM
295
Glenmede Investment Management
Pennsylvania
$183K +$170K +1,420 New
CA
296
Clearstead Advisors
Ohio
$180K
Bessemer Group
297
Bessemer Group
New Jersey
$169K
CAL
298
Capital Analysts LLC
Pennsylvania
$143K +$44.2K +370 +50%
US Bancorp
299
US Bancorp
Minnesota
$141K -$35.1K -294 -21%
RMP
300
Richards, Merrill & Peterson
Washington
$140K

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.