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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
LFAS
51
Level Four Advisory Services
Texas
$6.69M -$2.03M -16,950 -25%
AWS
52
Atria Wealth Solutions
New York
$6.65M -$1.01M -8,421 -14%
SIM
53
Seaview Investment Managers
Florida
$6.56M +$5.72M +47,913 +1,550%
AFP
54
Ausdal Financial Partners
Iowa
$6.25M -$1.56M -13,052 -21%
IFWM
55
Institute for Wealth Management
Colorado
$6.16M -$51.9K -434 -0.9%
TFS
56
Thoroughbred Financial Services
Tennessee
$6.05M -$107K -896 -2%
Two Sigma Investments
57
Two Sigma Investments
New York
$5.94M +$5.52M +46,200 New
NA
58
NewEdge Advisors
Louisiana
$5.89M -$441K -3,695 -7%
TAM
59
Titleist Asset Management
Texas
$5.6M +$324K +2,713 +7%
William Blair & Company
60
William Blair & Company
Illinois
$5.38M +$4.64M +38,851 +1,319%
BRWA
61
B. Riley Wealth Advisors
Florida
$5.36M +$4.98M +41,644 New
AAS
62
Ameritas Advisory Services
Nebraska
$5.22M -$105K -879 -2%
VA
63
VestGen Advisors
Illinois
$5.21M +$836K +6,999 +21%
PCIA
64
Prime Capital Investment Advisors
Kansas
$5.12M +$216K +1,809 +5%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$5.03M +$4.67M +39,122 New
FP
66
Fiduciary Planning
Florida
$4.98M -$318K -2,661 -6%
NL
67
NWAM LLC
Washington
$4.81M +$842K +7,051 +24%
UWPG
68
Ullmann Wealth Partners Group
Florida
$4.75M +$3.58K +30 +0.1%
PS
69
Principal Securities
Iowa
$4.45M -$25.6M -214,292 -86%
KAS
70
Kestra Advisory Services
Texas
$4.43M -$773K -6,466 -16%
KWA
71
Kellett Wealth Advisors
Ohio
$4.38M +$242K +2,026 +6%
VC
72
Vicus Capital
Pennsylvania
$4.33M +$438K +3,662 +12%
SWA
73
Stratos Wealth Advisors
Ohio
$4.32M +$1.8M +15,066 +81%
BEI
74
Benjamin Edwards Inc
Missouri
$4.27M +$1.38M +11,534 +53%
SFS
75
Symphony Financial Services
Ohio
$4.18M +$149K +1,249 +4%

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.