Invesco S&P MidCap Momentum ETF
XMMO
333 hedge funds and large institutions have $2.09B invested in Invesco S&P MidCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 153 increasing their positions, 97 reducing their positions, and 74 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 97
9.25% less ownership
Funds ownership: 69.39% → 60.14% (-9.3%)
10% less funds holding
Funds holding: 371 → 333 (-38)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
35% less capital invested
Capital invested by funds: $3.22B → $2.09B (-$1.13B)
45% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 74
75% less call options, than puts
Call options by funds: $284K | Put options by funds: $1.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Davidson Capital Management
Corpus Christi,
Texas
|
+$33.5M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.8M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$21.4M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$13M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$431M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$131M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$47.6M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$47.6M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$19.5M |
XMMO Hedge Fund Activity: Q1 2025 in Review
333 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P MidCap Momentum ETF (XMMO) for Q1 2025, worth a combined $2.09B — down 35% from $3.22B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of XMMO and 41 opened new positions — a net loss of 33 holders — while 97 trimmed existing stakes and 153 added.
The largest buyer was Davidson Capital Management, opening a new position worth an estimated $33.5M. The largest seller was Envestnet Asset Management, cutting an estimated $431M.
- 333 institutional investors held Invesco S&P MidCap Momentum ETF (XMMO) as of Q1 2025, down from 371 in Q4 2024.
- Funds reported $2.09B of Invesco S&P MidCap Momentum ETF stock for Q1 2025, down 35% quarter-over-quarter.
- 41 funds opened new Invesco S&P MidCap Momentum ETF positions in Q1 2025 and 74 closed out, a net change of -33 holders.
- The largest Invesco S&P MidCap Momentum ETF buyer in Q1 2025 was Davidson Capital Management, an estimated $33.5M added.
- The largest Invesco S&P MidCap Momentum ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $431M sold.
Based on aggregated 13F filings for Q1 2025.