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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
Citigroup
26
Citigroup
New York
$20.6M +$869K +6,606 +5%
BCI
27
Brinker Capital Investments
Pennsylvania
$19.8M +$1.72M +13,038 +10%
EH
28
Equitable Holdings
New York
$18.9M +$2.47M +18,802 +15%
GF
29
Gimbal Financial
Indiana
$16.9M +$326K +2,476 +2%
FFN
30
Focus Financial Network
Minnesota
$16.4M +$154K +1,172 +1%
FPGK
31
Financial Partners Group (Kansas)
Kansas
$15M +$600K +4,557 +4%
AIA
32
AssuredPartners Investment Advisors
Florida
$14.5M +$1.09M +8,262 +8%
FIC
33
Family Investment Center
Missouri
$13.9M +$410K +3,116 +3%
MF
34
Manchester Financial
California
$12.6M -$1.46M -11,111 -11%
FTS
35
Fifth Third Securities
Ohio
$12.4M +$1.32M +10,049 +12%
IWS
36
Insight Wealth Strategies
California
$12.1M +$19.5K +148 +0.2%
JWCA
37
J.W. Cole Advisors
Florida
$10.5M -$55K -418 -0.5%
MGIA
38
Moneta Group Investment Advisors
Missouri
$10.4M +$9.61K +73 +0.1%
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$9.47M +$9.21M +70,000 New
FL
40
FreeGulliver LLC
Louisiana
$9.17M +$328K +2,489 +4%
SAM
41
Secure Asset Management
Michigan
$8.78M +$595K +4,520 +7%
PS
42
Principal Securities
Iowa
$8.57M +$3.79M +28,788 +83%
FWA
43
Flagship Wealth Advisors
Massachusetts
$8.28M +$391K +2,972 +5%
Cerity Partners
44
Cerity Partners
New York
$8.28M +$4.39M +33,335 +120%
LWP
45
LMG Wealth Partners
Louisiana
$8.24M +$135K +1,027 +2%
KA
46
Kovack Advisors
Florida
$7.9M +$3.85M +29,275 +100%
PMG
47
ProVise Management Group
Florida
$7.6M +$505K +3,836 +7%
HighTower Advisors
48
HighTower Advisors
Illinois
$7.51M -$2.75M -20,889 -27%
ALA
49
Atlas Legacy Advisors
California
$7.41M -$583K -4,430 -7%
LFAS
50
Level Four Advisory Services
Texas
$7.28M +$240K +1,822 +4%

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.