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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
SPC
101
Sigma Planning Corp
Michigan
$2.73M +$98.1K +745 +4%
BIG
102
Brookwood Investment Group
Arizona
$2.68M +$934K +7,098 +56%
NMG
103
New Millennium Group
Utah
$2.61M -$674K -5,124 -21%
SEP
104
Southland Equity Partners
Missouri
$2.55M +$160K +1,219 +7%
PAS
105
Park Avenue Securities
New York
$2.54M -$259K -1,970 -10%
HI
106
Harbour Investments
Wisconsin
$2.51M +$104K +792 +4%
DE
107
Diversified Enterprises
Delaware
$2.44M -$30.3K -230 -1%
IWM
108
IHT Wealth Management
Illinois
$2.31M +$573K +4,356 +34%
JWM
109
Jupiter Wealth Management
Colorado
$2.27M +$98.7K +750 +5%
MWM
110
Meridian Wealth Management
Kentucky
$2.25M +$2.19M +16,648 New
FCMA
111
Foresight Capital Management Advisors
Michigan
$2.24M +$166K +1,260 +8%
VFPW
112
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.24M -$65.4K -497 -3%
VWA
113
Visionary Wealth Advisors
Illinois
$2.17M +$1.89M +14,334 +825%
CTC
114
Central Trust Company
Missouri
$2.16M
JCFM
115
JBR Co Financial Management
Oklahoma
$2.15M +$725K +5,507 +53%
CAC
116
Certified Advisory Corp
Florida
$2.15M +$1.45K +11 +0.1%
SAI
117
Savvy Advisors Inc
New York
$2.13M +$123K +932 +6%
FFA
118
Farther Finance Advisors
California
$2.09M +$1.37M +10,419 +206%
VCM
119
Verde Capital Management
Michigan
$2.04M -$98.7K -750 -5%
BAM
120
Belpointe Asset Management
Nevada
$2M -$26.1K -198 -1%
AQR Capital Management
121
AQR Capital Management
Connecticut
$1.96M +$55.5K +422 +3%
PWP
122
Principle Wealth Partners
Connecticut
$1.93M +$1.65M +12,530 +721%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$1.9M +$839K +6,375 +83%
CPIG
124
Chicago Partners Investment Group
Illinois
$1.89M +$950K +7,221 +110%
TCOT
125
Trust Company of Toledo
Ohio
$1.8M +$550K +4,178 +46%

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.