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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
MFG
76
Merit Financial Group
Georgia
$4.11M -$5.13M -42,898 -57%
FHA
77
Flagship Harbor Advisors
Massachusetts
$3.95M +$104K +870 +3%
SMC
78
Smith, Moore & Co
Missouri
$3.84M -$142K -1,185 -4%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$3.81M +$327K +2,733 +10%
KA
80
Kovack Advisors
Florida
$3.75M -$517K -4,326 -13%
PFS
81
Prospera Financial Services
Texas
$3.73M +$346K +2,896 +11%
HAS
82
HBW Advisory Services
California
$3.64M +$2.14M +17,939 +174%
Cerity Partners
83
Cerity Partners
New York
$3.59M +$3.33M +27,884 New
AI
84
Atria Investments
North Carolina
$3.55M +$1.37M +11,495 +71%
EFG
85
Elm3 Financial Group
Georgia
$3.4M -$319K -2,674 -9%
SEIA
86
Signature Estate & Investment Advisors
California
$3.37M +$1.97M +16,480 +169%
NMG
87
New Millennium Group
Utah
$3.14M -$6.57K -55 -0.2%
LTL
88
Lowery Thomas LLC
California
$3.11M -$295K -2,471 -9%
SWAG
89
Spectrum Wealth Advisory Group
California
$3M -$5.02K -42 -0.2%
AIP
90
Ameritas Investment Partners
Nebraska
$2.94M +$301K +2,522 +12%
IFG
91
Independent Financial Group
California
$2.92M +$1.15M +9,656 +74%
SIS
92
Sound Income Strategies
Florida
$2.87M +$1.72M +14,410 +183%
AWM
93
Accel Wealth Management
Iowa
$2.78M +$82.1K +687 +3%
AC
94
Anson Capital
Georgia
$2.77M -$78K -653 -3%
AWM
95
AE Wealth Management
Kansas
$2.73M +$201K +1,682 +9%
PAS
96
Park Avenue Securities
New York
$2.67M +$241K +2,019 +11%
SWP
97
Stratos Wealth Partners
Ohio
$2.61M +$109K +912 +5%
OFS
98
OneAscent Financial Services
Alabama
$2.55M -$909K -7,610 -28%
AWA
99
Arete Wealth Advisors
Illinois
$2.52M +$1.57M +13,140 +204%
PG
100
Prostatis Group
Maryland
$2.52M -$562K -4,704 -19%

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.