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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
RWA
126
Redhawk Wealth Advisors
Minnesota
$1.74M -$30.1K -229 -2%
TCM
127
Traynor Capital Management
Pennsylvania
$1.71M +$1.66M +12,642 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$1.71M -$183K -1,392 -10%
VCWM
129
Vista Cima Wealth Management
Arizona
$1.71M +$100K +763 +6%
FFO
130
Fortitude Family Office
Arizona
$1.66M
FFS
131
Founders Financial Securities
Maryland
$1.66M +$18K +137 +1%
CM
132
Cornerstone Management
Georgia
$1.64M +$395 +3 +0%
SPIA
133
Steward Partners Investment Advisory
New York
$1.63M -$437K -3,319 -22%
DAS
134
Dynamic Advisor Solutions
Arizona
$1.62M +$509K +3,866 +48%
SA
135
Sonoma Allocations
California
$1.62M +$1.58M +11,982 New
OC
136
Oppenheimer & Co
New York
$1.59M +$197K +1,494 +15%
GGI
137
GPM Growth Investors
Michigan
$1.58M -$6.05K -46 -0.4%
SA
138
Sovran Advisors
California
$1.54M -$52K -395 -3%
ECA
139
Elevation Capital Advisory
Oregon
$1.53M -$191K -1,453 -11%
GA
140
Guerra Advisors
Florida
$1.51M +$1.14M +8,693 +352%
MOS
141
MGO One Seven
Ohio
$1.51M +$480K +3,644 +49%
WWM
142
Western Wealth Management
Colorado
$1.5M +$7.5K +57 +0.5%
MWS
143
MFA Wealth Services
California
$1.49M -$1.02M -7,722 -41%
CWM
144
Comprehensive Wealth Management
Washington
$1.47M +$321K +2,441 +29%
Brown Advisory
145
Brown Advisory
Maryland
$1.43M
CCFM
146
Clear Creek Financial Management
Washington
$1.43M +$550K +4,178 +65%
Mariner
147
Mariner
Kansas
$1.43M +$82.7K +628 +6%
MWM
148
Maridea Wealth Management
New York
$1.36M +$679K +5,161 +106%
JAG
149
Journey Advisory Group
Kentucky
$1.35M +$107K +812 +9%
IWN
150
Independent Wealth Network
Iowa
$1.33M +$154K +1,173 +14%

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.