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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
ACA
351
Aptus Capital Advisors
Alabama
$2.06K
SFC
352
SYM Financial Corp
Indiana
$520 +$478 +4 New
SL
353
Systelligence LLC
Minnesota
-$10.9M -96,174 Closed
MWM
354
MinichMacGregor Wealth Management
New York
-$5.59M -49,161 Closed
CWMGP
355
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$3.21M -28,228 Closed
F4L
356
Fortune 45 LLC
Louisiana
-$2.65M -23,250 Closed
PWA
357
PCG Wealth Advisors
Kansas
-$2.45M -21,549 Closed
PA
358
PSI Advisors
Florida
-$2.25M -19,796 Closed
GM
359
GeoWealth Management
Illinois
-$1.02M -8,923 Closed
SW
360
SteelPeak Wealth
California
-$949K -8,338 Closed
MWM
361
Meridian Wealth Management
Kentucky
-$633K -5,568 Closed
NRG
362
Nemes Rush Group
Michigan
-$558K -4,904 Closed
EWM
363
EPG Wealth Management
Georgia
-$496K -4,363 Closed
Jane Street
364
Jane Street
New York
-$519K -4,342 Closed
Fisher Asset Management
365
Fisher Asset Management
Washington
-$402K -3,532 Closed
SS
366
Sunbelt Securities
Texas
-$356K -3,126 Closed
TVAMP
367
Tennessee Valley Asset Management Partners
Tennessee
-$323K -2,840 Closed
CFG
368
Cooper Financial Group
California
-$289K -2,540 Closed
MA
369
MONECO Advisors
Connecticut
-$266K -2,334 Closed
BRWM
370
Blue Rock Wealth Management
North Carolina
-$230K -2,025 Closed
TC
371
TownSquare Capital
Utah
-$227K -1,994 Closed
LA
372
Lifeworks Advisors
Michigan
-$209K -1,841 Closed
Betterment LLC
373
Betterment LLC
New York
-$204K -1,789 Closed
NP
374
NorthRock Partners
Minnesota
-$150K -1,322 Closed
RIA
375
Realta Investment Advisors
Delaware
-$131K -1,150 Closed

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.