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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
FCAS
301
First Command Advisory Services
Texas
$138K
CFB
302
Cullen/Frost Bankers
Texas
$119K +$239 +2 +0.2%
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K +$108K +905 New
WTFG
304
Wood Tarver Financial Group
Idaho
$116K -$1.91K -16 -2%
Bank of Montreal
305
Bank of Montreal
Ontario, Canada
$113K -$53.8K -450 -34%
IA
306
IFP Advisors
Florida
$92.1K -$101K -849 -54%
HBW
307
Hazlett, Burt & Watson
West Virginia
$87K +$15.8K +132 +24%
HI
308
Hoey Investments
Pennsylvania
$74.6K
HIA
309
Harbor Investment Advisory
Maryland
$74K
BF
310
BOK Financial
Oklahoma
$73.1K
AF
311
Allworth Financial
California
$67.5K +$62.7K +525 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$61.9K +$57.5K +481 New
PC
313
Promus Capital
Illinois
$58.3K +$54.1K +453 New
BCMIO
314
Beacon Capital Management Inc (Ohio)
Ohio
$49.9K +$46.4K +388 New
CSB
315
City State Bank
Iowa
$45K
EWA
316
EverSource Wealth Advisors
Alabama
$42.8K -$125K -1,046 -76%
TWC
317
TD Waterhouse Canada
Ontario, Canada
$42.5K
CIAS
318
Capital Investment Advisory Services
North Carolina
$37.3K +$119 +1 +0.3%
AIC
319
Archer Investment Corporation
Indiana
$34.1K
AG
320
AmeriFlex Group
Nevada
$32.8K -$3.35K -28 -10%
TLA
321
Tanglewood Legacy Advisors
Texas
$31.5K
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$31.4K -$12.1K -101 -29%
GWSG
323
GPS Wealth Strategies Group
Colorado
$31.4K
BFP
324
Briaud Financial Planning
Texas
$29K +$27K +226 New
GSWM
325
Golden State Wealth Management
California
$27.8K +$25.8K +216 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.