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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
BCG
151
Breakwater Capital Group
New Jersey
$1.32M +$376K +2,857 +42%
GRP
152
Global Retirement Partners
California
$1.3M +$358K +2,720 +40%
CFP
153
Comprehensive Financial Planning
Pennsylvania
$1.29M +$33.3K +253 +3%
IA
154
IFG Advisory
Georgia
$1.29M +$839K +6,376 +203%
VR
155
Valued Retirements
Texas
$1.25M
AWA
156
Arkadios Wealth Advisors
Georgia
$1.25M +$790 +6 +0.1%
OC
157
OxenFree Capital
Florida
$1.23M +$47.8K +363 +4%
WEG
158
World Equity Group
Illinois
$1.2M +$172K +1,304 +17%
AI
159
Atria Investments
North Carolina
$1.17M -$2.49M -18,894 -69%
VA
160
Valmark Advisers
Ohio
$1.17M +$49K +372 +5%
SWM
161
SeaCrest Wealth Management
New York
$1.16M +$320K +2,432 +41%
AA
162
Ancora Advisors
Ohio
$1.15M -$4.08K -31 -0.4%
AT
163
American Trust
Kentucky
$1.13M +$16.5K +125 +2%
TA
164
Tactive Advisors
Florida
$1.13M +$38.6K +293 +4%
PA
165
PFG Advisors
Arizona
$1.12M +$234K +1,777 +27%
YIH
166
Y-Intercept (HK)
Hong Kong
$1.11M +$725K +5,506 +203%
KWA
167
Kingswood Wealth Advisors
California
$1.11M -$81.1K -616 -7%
CFS
168
Commonwealth Financial Services
West Virginia
$1.1M -$63K -479 -6%
MCM
169
Mainstay Capital Management
Michigan
$1.08M -$72.4M -550,014 -99%
AWA
170
Adapt Wealth Advisors
Georgia
$1.07M +$1.05M +7,947 New
GP
171
Guardian Partners
Canada
$1.07M
BTWM
172
Brass Tax Wealth Management
Ohio
$1.05M +$15.4K +117 +2%
AWM
173
Axxcess Wealth Management
California
$1,000K +$973K +7,394 New
CRI
174
Colonial River Investments
Virginia
$1,000K +$973K +7,394 New
CAG
175
Centerpoint Advisory Group
Kansas
$941K +$73K +555 +9%

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.