We are live on ! Find out more
XMMO icon

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
CFD
101
Creative Financial Designs
Indiana
$2.51M +$1M +8,405 +76%
SPC
102
Sigma Planning Corp
Michigan
$2.5M +$188K +1,572 +9%
MWS
103
MFA Wealth Services
California
$2.41M +$124K +1,035 +6%
TPWA
104
TRUE Private Wealth Advisors
Oregon
$2.39M +$2.22M +18,571 New
DE
105
Diversified Enterprises
Delaware
$2.35M -$38.4K -321 -2%
HNB
106
Huntington National Bank
Ohio
$2.33M
HI
107
Harbour Investments
Wisconsin
$2.28M -$3.1M -25,964 -59%
SEP
108
Southland Equity Partners
Missouri
$2.27M +$71.4K +598 +4%
AA
109
Armis Advisers
Georgia
$2.2M +$695K +5,818 +52%
VFPW
110
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.19M +$171K +1,432 +9%
JWM
111
Jupiter Wealth Management
Colorado
$2.12M +$1.92M +16,050 New
KWM
112
Kingsview Wealth Management
Oregon
$2.1M +$328K +2,742 +20%
CTC
113
Central Trust Company
Missouri
$2.06M +$1.91M +16,000 New
CAC
114
Certified Advisory Corp
Florida
$2.04M +$18K +151 +1%
VCM
115
Verde Capital Management
Michigan
$2.04M -$41K -343 -2%
TA
116
TruWealth Advisors
Louisiana
$1.99M +$405K +3,388 +28%
IA
117
Integrity Alliance
Iowa
$1.98M -$3.03M -25,395 -62%
SPIA
118
Steward Partners Investment Advisory
New York
$1.97M +$114K +950 +7%
FCMA
119
Foresight Capital Management Advisors
Michigan
$1.97M -$308K -2,582 -14%
BAM
120
Belpointe Asset Management
Nevada
$1.93M -$2.23M -18,647 -55%
WA
121
Win Advisors
Florida
$1.91M +$1.78M +14,874 New
SAI
122
Savvy Advisors Inc
New York
$1.91M +$19.6K +164 +1%
AQR Capital Management
123
AQR Capital Management
Connecticut
$1.81M +$143K +1,201 +9%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$1.8M -$95.9K -803 -5%
FAIM
125
Financial Advocates Investment Management
Washington
$1.72M -$6.15M -51,440 -79%

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.