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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
SEIA
76
Signature Estate & Investment Advisors
California
$4.31M +$746K +5,667 +22%
SMC
77
Smith, Moore & Co
Missouri
$4.12M +$81.3K +618 +2%
KWM
78
Kingsview Wealth Management
Oregon
$4.07M +$1.82M +13,808 +85%
MFG
79
Merit Financial Group
Georgia
$3.98M -$330K -2,511 -8%
HAS
80
HBW Advisory Services
California
$3.95M +$123K +938 +3%
RA
81
RFG Advisory
Alabama
$3.68M +$3.23M +24,528 +918%
SIM
82
Seaview Investment Managers
Florida
$3.66M -$3.15M -23,930 -47%
TA
83
TruWealth Advisors
Louisiana
$3.52M +$1.39M +10,585 +69%
CFD
84
Creative Financial Designs
Indiana
$3.45M +$792K +6,019 +31%
LTL
85
Lowery Thomas LLC
California
$3.44M +$175K +1,332 +6%
IFG
86
Independent Financial Group
California
$3.36M +$291K +2,213 +10%
EFG
87
Elm3 Financial Group
Georgia
$3.28M -$277K -2,103 -8%
AIP
88
Ameritas Investment Partners
Nebraska
$3.26M +$167K +1,271 +6%
AWA
89
Arete Wealth Advisors
Illinois
$3.2M +$535K +4,062 +21%
WAP
90
Wealthcare Advisory Partners
Pennsylvania
$3.16M +$1.38M +10,479 +81%
SWAG
91
Spectrum Wealth Advisory Group
California
$3.11M -$39.2K -298 -1%
IWC
92
Integrated Wealth Concepts
Massachusetts
$3.11M +$1.7M +12,902 +128%
PWA
93
PCG Wealth Advisors
Kansas
$3.08M +$2.99M +22,748 New
AWM
94
AE Wealth Management
Kansas
$3.06M +$188K +1,432 +7%
AWM
95
Accel Wealth Management
Iowa
$3.02M +$94.8K +720 +3%
AC
96
Anson Capital
Georgia
$2.98M +$68.4K +520 +2%
HNB
97
Huntington National Bank
Ohio
$2.89M
SWP
98
Stratos Wealth Partners
Ohio
$2.88M +$139K +1,056 +5%
IA
99
Integrity Alliance
Iowa
$2.85M +$751K +5,706 +37%
PA
100
PSI Advisors
Florida
$2.84M +$2.76M +21,001 New

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.