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Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

348 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 57 funds opening new positions, 132 increasing their positions, 114 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+18
Holders Change %
+5.45%
% of All Funds
4.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.12%
New
57
Increased
132
Reduced
114
Closed
33
Calls
$2.21M
Puts
$1.3M
Net Calls
+$913K
Net Calls Change
+$1.78M

Top Buyers

1
MCM
Mainstay Capital Management
Michigan
+$36.3M
2
LPL Financial
LPL Financial
California
+$15.9M
3
GF
Gimbal Financial
Indiana
+$15.7M
4
DCM
Davidson Capital Management
Texas
+$15.1M
5
PAG
Private Advisor Group
New Jersey
+$11.4M

Top Sellers

1
PS
Principal Securities
Iowa
-$27.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$15M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$12.8M
4
SL
Systelligence LLC
Minnesota
-$10.9M
5
ECA
Elevation Capital Advisory
Oregon
-$9.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
101
Sigma Planning Corp
Michigan
$2.5M +$202K +1,572 +9%
MWS
102
MFA Wealth Services
California
$2.41M +$133K +1,035 +6%
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.39M +$2.39M +18,571 New
DE
104
Diversified Enterprises
Delaware
$2.35M -$41.3K -321 -2%
HNB
105
Huntington National Bank
Ohio
$2.33M -$2.11M – –
HI
106
Harbour Investments
Wisconsin
$2.28M -$3.34M -25,964 -59%
SEP
107
Southland Equity Partners
Missouri
$2.27M +$76.9K +598 +4%
AA
108
Armis Advisers
Georgia
$2.2M +$752K +5,818 +52%
VFPW
109
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.19M +$184K +1,432 +9%
JWM
110
Jupiter Wealth Management
Colorado
$2.12M +$2.12M +16,050 New
KWM
111
Kingsview Wealth Management
Oregon
$2.1M +$353K +2,742 +20%
CTC
112
Central Trust Company
Missouri
$2.06M +$2.06M +16,000 New
CAC
113
Certified Advisory Corp
Florida
$2.04M +$19.4K +151 +1%
VCM
114
Verde Capital Management
Michigan
$2.04M -$44.1K -343 -2%
TA
115
TruWealth Advisors
Louisiana
$1.99M +$436K +3,388 +28%
IA
116
Integrity Alliance
Iowa
$1.98M -$3.27M -25,395 -62%
SPIA
117
Steward Partners Investment Advisory
New York
$1.97M +$122K +950 +7%
FCMA
118
Foresight Capital Management Advisors
Michigan
$1.97M -$332K -2,582 -14%
BAM
119
Belpointe Asset Management
Nevada
$1.93M -$2.4M -18,647 -55%
WA
120
Win Advisors
Florida
$1.91M +$1.91M +14,874 New
SAI
121
Savvy Advisors Inc
New York
$1.91M +$21.1K +164 +1%
AQR Capital Management
122
AQR Capital Management
Connecticut
$1.81M +$154K +1,201 +9%
Fidelity Investments
123
Fidelity Investments
Massachusetts
$1.8M -$103K -803 -5%
FAIM
124
Financial Advocates Investment Management
Washington
$1.72M -$6.62M -51,440 -79%
RWA
125
Redhawk Wealth Advisors
Minnesota
$1.68M -$3.12M -24,293 -65%
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