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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
ACM
176
Armbruster Capital Management
New York
$941K
CIBC World Market
177
CIBC World Market
Ontario, Canada
$895K -$262K -1,988 -23%
JP Morgan Chase
178
JP Morgan Chase
New York
$885K +$128K +971 +17%
WIA
179
World Investment Advisors
California
$880K +$248K +1,882 +41%
JWM
180
Jackson Wealth Management
Florida
$861K +$34.6K +263 +4%
FFL
181
Financial Freedom LLC
Ohio
$860K +$790 +6 +0.1%
GAM
182
Grandview Asset Management
Pennsylvania
$854K -$237K -1,797 -22%
PG
183
Patten Group
Tennessee
$854K -$13.6K -103 -2%
Comerica Bank
184
Comerica Bank
Texas
$851K -$109K -830 -12%
BPA
185
Beacon Pointe Advisors
California
$847K +$474K +3,600 +135%
AWM
186
Act Wealth Management
Texas
$846K -$19K -144 -2%
MWM
187
Mascagni Wealth Management
Mississippi
$836K +$173K +1,315 +27%
TA
188
TFB Advisors
Kansas
$834K -$48.8K -371 -6%
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$834K +$812K +6,167 New
WLPWM
190
Walled Lake Planning & Wealth Management
Illinois
$812K +$790K +6,005 New
CWMGP
191
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$812K +$790K +6,005 New
FIS
192
Fischer Investment Strategies
California
$803K -$191K -1,453 -20%
WSFG
193
Wall Street Financial Group
Illinois
$793K +$772K +5,867 New
FA
194
Faithward Advisors
Pennsylvania
$789K -$365K -2,775 -32%
GIA
195
Gladstone Institutional Advisory
Florida
$725K -$29.6K -225 -4%
FIA
196
Foundations Investment Advisors
Arizona
$724K -$20.8M -158,231 -97%
SWM
197
Spire Wealth Management
Virginia
$721K +$36.9K +280 +6%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$715K +$170K +1,290 +32%
NF
199
Nikulski Financial
Iowa
$703K +$348K +2,645 +104%
AAS
200
Ameritas Advisory Services
Nebraska
$701K -$4.66M -35,397 -87%

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.