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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

345 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 55 funds opening new positions, 132 increasing their positions, 113 reducing their positions, and 33 closing their positions.

Holders
345
Holders Change
+15
Holders Change %
+4.55%
% of All Funds
4.63%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
55
Increased
132
Reduced
113
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M

Top Buyers

1
MCM
1
Mainstay Capital Management
Michigan
$71.8M
2
LPL Financial
2
LPL Financial
California
$361M
3
GF
3
Gimbal Financial
Indiana
$15.7M
4
DCM
4
Davidson Capital Management
Texas
$50.1M
5
PAG
5
Private Advisor Group
New Jersey
$29.7M

Top Sellers

1
PS
1
Principal Securities
Iowa
$4.45M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.6M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$91M
4
SL
4
Systelligence LLC
Minnesota
$0
5
ECA
5
Elevation Capital Advisory
Oregon
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$2.5M 19,466 +1,572 +9%
MWS
102
MFA Wealth Services
California
$2.41M 18,716 +1,035 +6%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.39M 18,571 +18,571 New
DE
104
Diversified Enterprises
Delaware
$2.35M 18,286 -321 -2%
HNB
105
Huntington National Bank
Ohio
– – – –
HI
106
Harbour Investments
Wisconsin
$2.28M 17,753 -25,964 -59%
SEP
107
Southland Equity Partners
Missouri
$2.27M 17,662 +598 +4%
AA
108
Armis Advisers
Georgia
$2.2M 17,033 +5,818 +52%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.19M 17,046 +1,432 +9%
JWM
110
Jupiter Wealth Management
Colorado
$2.12M 16,050 +16,050 New
KWM
111
Kingsview Wealth Management
Oregon
$2.1M 16,302 +2,742 +20%
CTC
112
Central Trust Company
Missouri
$2.06M 16,000 +16,000 New
CAC
113
Certified Advisory Corp
Florida
$2.04M 15,881 +151 +1%
VCM
114
Verde Capital Management
Michigan
$2.04M 15,838 -343 -2%
TA
115
TruWealth Advisors
Louisiana
$1.99M 15,436 +3,388 +28%
IA
116
Integrity Alliance
Iowa
$1.98M 15,392 -25,395 -62%
SPIA
117
Steward Partners Investment Advisory
New York
$1.97M 15,352 +950 +7%
FCMA
118
Foresight Capital Management Advisors
Michigan
$1.97M 15,339 -2,582 -14%
BAM
119
Belpointe Asset Management
Nevada
$1.93M 14,991 -18,647 -55%
WA
120
Win Advisors
Florida
$1.91M 14,874 +14,874 New
SAI
121
Savvy Advisors Inc
New York
$1.91M 14,814 +164 +1%
AQR Capital Management
122
AQR Capital Management
Connecticut
$1.81M 14,036 +1,201 +9%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.8M 14,019 -803 -5%
FAIM
124
Financial Advocates Investment Management
Washington
$1.72M 13,392 -51,440 -79%
RWA
125
Redhawk Wealth Advisors
Minnesota
$1.68M 13,088 -24,293 -65%
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5
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