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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
RWA
126
Redhawk Wealth Advisors
Minnesota
$1.68M -$2.9M -24,293 -65%
SFS
127
Sowell Financial Services
Arkansas
$1.67M +$97.4K +815 +7%
WAP
128
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$1.54M +12,899 New
ECA
129
Elevation Capital Advisory
Oregon
$1.64M -$8.74M -73,124 -85%
BIG
130
Brookwood Investment Group
Arizona
$1.64M +$1.17M +9,820 +336%
IWM
131
IHT Wealth Management
Illinois
$1.64M -$96.8K -810 -6%
FFO
132
Fortitude Family Office
Arizona
$1.58M
FFS
133
Founders Financial Securities
Maryland
$1.56M +$1.45M +12,155 New
CM
134
Cornerstone Management
Georgia
$1.56M +$1.44M +12,091 New
VCWM
135
Vista Cima Wealth Management
Arizona
$1.52M +$17.7K +148 +1%
SA
136
Sovran Advisors
California
$1.52M -$338K -2,826 -19%
GGI
137
GPM Growth Investors
Michigan
$1.5M +$6.93K +58 +0.5%
WWM
138
Western Wealth Management
Colorado
$1.42M +$1.2K +10 +0.1%
Brown Advisory
139
Brown Advisory
Maryland
$1.36M
SWM
140
Sculati Wealth Management
Michigan
$1.36M -$1.7M -14,218 -57%
JCFM
141
JBR Co Financial Management
Oklahoma
$1.34M +$109K +914 +10%
OC
142
Oppenheimer & Co
New York
$1.32M -$63.2K -529 -5%
IWC
143
Integrated Wealth Concepts
Massachusetts
$1.3M +$1.2M +10,084 New
Mariner
144
Mariner
Kansas
$1.27M -$191K -1,600 -14%
VR
145
Valued Retirements
Texas
$1.25M -$30.1K -252 -3%
CFP
146
Comprehensive Financial Planning
Pennsylvania
$1.2M +$233K +1,953 +27%
AWA
147
Arkadios Wealth Advisors
Georgia
$1.19M +$7.29K +61 +0.7%
JAG
148
Journey Advisory Group
Kentucky
$1.18M +$845K +7,070 +331%
TCOT
149
Trust Company of Toledo
Ohio
$1.17M +$1.09M +9,116 New
KWA
150
Kingswood Wealth Advisors
California
$1.13M -$202K -1,689 -16%

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.