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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

348 hedge funds and large institutions have $2.41B invested in Invesco S&P MidCap Momentum ETF in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+18
Holders Change %
+5.45%
% of All Funds
4.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
57
Increased
132
Reduced
114
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$36.3M
2
LPL Financial
LPL Financial
California
+$15.9M
3
GF
Gimbal Financial
Indiana
+$15.7M
4
DCM
Davidson Capital Management
Texas
+$15.1M
5
PAG
Private Advisor Group
New Jersey
+$11.4M

Top Sellers

1
PS
Principal Securities
Iowa
-$27.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$12.8M
4
SL
Systelligence LLC
Minnesota
-$10.9M
5
ECA
Elevation Capital Advisory
Oregon
-$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$6.69M -$2.18M -16,950 -25%
AWS
52
Atria Wealth Solutions
New York
$6.65M -$1.09M -8,421 -14%
SIM
53
Seaview Investment Managers
Florida
$6.56M +$6.16M +47,913 +1,550%
AFP
54
Ausdal Financial Partners
Iowa
$6.25M -$1.68M -13,052 -21%
IFWM
55
Institute for Wealth Management
Colorado
$6.16M -$55.8K -434 -0.9%
TFS
56
Thoroughbred Financial Services
Tennessee
$6.05M -$115K -896 -2%
Two Sigma Investments
57
Two Sigma Investments
New York
$5.94M +$5.94M +46,200 New
NA
58
NewEdge Advisors
Louisiana
$5.89M -$475K -3,695 -7%
TAM
59
Titleist Asset Management
Texas
$5.6M +$349K +2,713 +7%
William Blair & Company
60
William Blair & Company
Illinois
$5.38M +$5M +38,851 +1,319%
BRWA
61
B. Riley Wealth Advisors
Florida
$5.36M +$5.36M +41,644 New
AAS
62
Ameritas Advisory Services
Nebraska
$5.22M -$113K -879 -2%
VA
63
VestGen Advisors
Illinois
$5.21M +$900K +6,999 +21%
PCIA
64
Prime Capital Investment Advisors
Kansas
$5.12M +$233K +1,809 +5%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$5.03M +$5.03M +39,122 New
FP
66
Fiduciary Planning
Florida
$4.98M -$342K -2,661 -6%
UWPG
67
Ullmann Wealth Partners Group
Florida
$4.75M +$3.86K +30 +0.1%
NL
68
NWAM LLC
Washington
$4.72M +$797K +6,056 +20%
PS
69
Principal Securities
Iowa
$4.45M -$27.6M -214,292 -86%
KAS
70
Kestra Advisory Services
Texas
$4.43M -$832K -6,466 -16%
KWA
71
Kellett Wealth Advisors
Ohio
$4.38M +$261K +2,026 +6%
VC
72
Vicus Capital
Pennsylvania
$4.33M +$471K +3,662 +12%
SWA
73
Stratos Wealth Advisors
Ohio
$4.32M +$1.94M +15,066 +81%
BEI
74
Benjamin Edwards Inc
Missouri
$4.27M +$1.48M +11,534 +53%
SFS
75
Symphony Financial Services
Ohio
$4.18M +$161K +1,249 +4%
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