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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
FIA
26
Foundations Investment Advisors
Arizona
$21M +$151K +1,266 +0.8%
Citigroup
27
Citigroup
New York
$18.8M +$270K +2,258 +2%
BCI
28
Brinker Capital Investments
Pennsylvania
$17.2M +$3.42M +28,665 +27%
GF
29
Gimbal Financial
Indiana
$15.7M +$14.6M +122,141 New
EH
30
Equitable Holdings
New York
$15.6M +$940K +7,864 +7%
FFN
31
Focus Financial Network
Minnesota
$15.4M +$239 +2 +0%
CWM
32
Congress Wealth Management
Massachusetts
$13.7M +$117K +978 +0.9%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$13.7M +$4.42M +37,017 +53%
MF
34
Manchester Financial
California
$13.4M +$3.42M +28,647 +38%
FIC
35
Family Investment Center
Missouri
$12.8M +$436K +3,648 +4%
AIA
36
AssuredPartners Investment Advisors
Florida
$12.7M +$8.31M +69,555 +238%
Qube Research & Technologies (QRT)
37
Qube Research & Technologies (QRT)
United Kingdom
$12.2M -$2.19M -18,343 -16%
IWS
38
Insight Wealth Strategies
California
$11.5M +$180K +1,504 +2%
SAF
39
Smith Anglin Financial
Texas
$11.3M +$5.03M +42,079 +92%
FTS
40
Fifth Third Securities
Ohio
$10.5M +$592K +4,951 +6%
JWCA
41
J.W. Cole Advisors
Florida
$10M +$209K +1,750 +2%
MGIA
42
Moneta Group Investment Advisors
Missouri
$9.89M +$9.68K +81 +0.1%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.82M +$6.65M +55,627 +268%
AAS
44
Avantax Advisory Services
Texas
$9.31M +$286K +2,393 +3%
FL
45
FreeGulliver LLC
Louisiana
$8.4M +$112K +938 +1%
SAM
46
Secure Asset Management
Michigan
$7.77M +$447K +3,743 +7%
LWP
47
LMG Wealth Partners
Louisiana
$7.71M -$18.6K -156 -0.3%
ALA
48
Atlas Legacy Advisors
California
$7.61M +$85.1K +712 +1%
FWA
49
Flagship Wealth Advisors
Massachusetts
$7.49M -$495K -4,140 -7%
PMG
50
ProVise Management Group
Florida
$6.73M -$56.2K -470 -0.9%

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.