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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
NWMP
301
Noble Wealth Management PBC
Colorado
$176K +$171K +1,299 New
HBW
302
Hazlett, Burt & Watson
West Virginia
$163K +$68K +517 +77%
CAL
303
Capital Analysts LLC
Pennsylvania
$154K +$4.21K +32 +3%
RMP
304
Richards, Merrill & Peterson
Washington
$147K
FCAS
305
First Command Advisory Services
Texas
$145K
CFB
306
Cullen/Frost Bankers
Texas
$126K +$132 +1 +0.1%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K
TRCT
308
Tower Research Capital (TRC)
New York
$118K -$741K -5,629 -87%
Bank of Montreal
309
Bank of Montreal
Ontario, Canada
$118K
HI
310
Hoey Investments
Pennsylvania
$78.4K
WA
311
Westfuller Advisors
New York
$77K +$75K +570 New
BF
312
BOK Financial
Oklahoma
$76.8K
AF
313
Allworth Financial
California
$71K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$65.2K +$132 +1 +0.2%
HIA
315
Harbor Investment Advisory
Maryland
$62.9K -$14.5K -110 -19%
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$59.6K +$25.9K +197 +81%
AssetMark Inc
317
AssetMark Inc
California
$56.9K +$36.3K +276 +190%
ACA
318
Aptus Capital Advisors
Alabama
$51.8K +$48.3K +367 +2,294%
CSB
319
City State Bank
Iowa
$47.3K
AAP
320
Arax Advisory Partners
Colorado
$45.7K +$44.5K +338 New
TWC
321
TD Waterhouse Canada
Ontario, Canada
$44.7K
GWS
322
Greykasell Wealth Strategies
California
$42.8K +$41.6K +316 New
GWSG
323
GPS Wealth Strategies Group
Colorado
$38.1K +$5K +38 +16%
AIC
324
Archer Investment Corporation
Indiana
$35.8K
TLA
325
Tanglewood Legacy Advisors
Texas
$33.1K

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.