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Invesco S&P MidCap Momentum ETF

354 hedge funds and large institutions have $2.88B invested in Invesco S&P MidCap Momentum ETF in 2025 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 169 increasing their positions, 86 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 86

31% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 32

18% more capital invested

Capital invested by funds: $2.44B → $2.88B (+$439M)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

1% more funds holding

Funds holding: 351354 (+3)

13.13% less ownership

Funds ownership: 61.83%48.7% (-13%)

Holders
354
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
4.65%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
42
Increased
169
Reduced
86
Closed
32
Calls
$257K
Puts
Net Calls
+$257K
Net Calls Change
-$656K
Name Holding Trade Value Shares
Change
Change in
Stake
CWMS
276
Cannon Wealth Management Services
North Carolina
$262K +$255K +1,935 New
OFS
277
OneAscent Financial Services
Alabama
$261K -$2.36M -17,919 -90%
PCA
278
Prosperity Capital Advisors
Ohio
$260K
AA
279
Advisory Alpha
Michigan
$256K -$921 -7 -0.4%
SF
280
Summit Financial
New Jersey
$249K +$16.8K +128 +7%
FA
281
Fermata Advisors
California
$248K -$182K -1,381 -43%
CWA
282
Capital Wealth Alliance
Arizona
$243K
TA
283
Tectonic Advisors
Texas
$238K +$231K +1,758 New
WMN
284
Wealth Management Nebraska
Nebraska
$234K +$6.98K +53 +3%
IA
285
IFP Advisors
Florida
$228K +$128K +969 +135%
BCA
286
Bay Colony Advisors
Massachusetts
$227K -$49.8K -378 -18%
NA
287
Nottingham Advisors
New York
$224K
HAP
288
Harbor Asset Planning
Massachusetts
$223K +$395 +3 +0.2%
CAS
289
Coppell Advisory Solutions
Texas
$222K
GPW
290
Gentry Private Wealth
Kansas
$220K -$110K -833 -34%
SA
291
Scarborough Advisors
Maryland
$216K -$89.1K -677 -30%
Bank of New York Mellon
292
Bank of New York Mellon
New York
$216K -$263 -2 -0.1%
SWM
293
Stark Wealth Management
Pennsylvania
$214K -$790 -6 -0.4%
CCC
294
Compass Capital Corp
Massachusetts
$214K +$204K +1,551 New
UIM
295
Unified Investment Management
Georgia
$212K
MSAM
296
Moloney Securities Asset Management
Missouri
$201K +$196K +1,488 New
NWM
297
Nova Wealth Management
Florida
$193K -$279K -2,122 -60%
GIM
298
Glenmede Investment Management
Pennsylvania
$192K
CA
299
Clearstead Advisors
Ohio
$189K
Bessemer Group
300
Bessemer Group
New Jersey
$177K

XMMO Hedge Fund Activity: Q3 2025 in Review

354 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q3 2025, worth a combined $2.88B — up 18% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new XMMO positions and 32 closed out — a net gain of 10 holders — while 169 added to existing stakes and 86 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $158M. The largest seller was Mainstay Capital Management, cutting an estimated $72.4M.

  • 354 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q3 2025, up from 351 in Q2 2025.
  • Funds reported $2.88B of Invesco S&P MidCap Momentum ETF stock for Q3 2025, up 18% quarter-over-quarter.
  • 42 funds opened new Invesco S&P MidCap Momentum ETF positions in Q3 2025 and 32 closed out, a net change of +10 holders.
  • The largest Invesco S&P MidCap Momentum ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $158M added.
  • The largest Invesco S&P MidCap Momentum ETF seller in Q3 2025 was Mainstay Capital Management, an estimated $72.4M sold.

Based on aggregated 13F filings for Q3 2025.