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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
UWP
51
Uniting Wealth Partners
Kansas
$7.05M +$6.86M +52,117 New
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$6.96M -$5.71M -43,411 -46%
VA
53
VestGen Advisors
Illinois
$6.95M +$1.44M +10,925 +27%
TFS
54
Thoroughbred Financial Services
Tennessee
$6.74M +$370K +2,809 +6%
AFP
55
Ausdal Financial Partners
Iowa
$6.74M +$166K +1,258 +3%
IFWM
56
Institute for Wealth Management
Colorado
$6.48M -$2.37K -18 -0%
William Blair & Company
57
William Blair & Company
Illinois
$6.26M +$589K +4,472 +11%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$5.96M +$1.9M +14,443 +49%
NA
59
NewEdge Advisors
Louisiana
$5.94M -$247K -1,876 -4%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$5.79M +$4.52M +34,308 +404%
GAA
61
Guardian Asset Advisors
Pennsylvania
$5.76M +$5.6M +42,558 New
FP
62
Fiduciary Planning
Florida
$5.69M +$436K +3,316 +9%
SIS
63
Sound Income Strategies
Florida
$5.43M +$2.31M +17,588 +79%
TAM
64
Titleist Asset Management
Texas
$5.31M -$559K -4,250 -10%
PCIA
65
Prime Capital Investment Advisors
Kansas
$5.28M -$103K -779 -2%
KAS
66
Kestra Advisory Services
Texas
$5.2M +$537K +4,081 +12%
NL
67
NWAM LLC
Washington
$5.04M +$49.5K +376 +1%
UWPG
68
Ullmann Wealth Partners Group
Florida
$4.99M +$2.76K +21 +0.1%
SFS
69
Symphony Financial Services
Ohio
$4.83M +$416K +3,162 +10%
KWA
70
Kellett Wealth Advisors
Ohio
$4.68M +$81.2K +617 +2%
BEI
71
Benjamin Edwards Inc
Missouri
$4.59M +$100K +760 +2%
SWA
72
Stratos Wealth Advisors
Ohio
$4.57M +$26.3K +200 +0.6%
FHA
73
Flagship Harbor Advisors
Massachusetts
$4.46M +$304K +2,306 +8%
VC
74
Vicus Capital
Pennsylvania
$4.45M -$102K -775 -2%
PFS
75
Prospera Financial Services
Texas
$4.34M +$410K +3,112 +11%

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.