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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
TC
201
TAGStone Capital
North Carolina
$566K +$268K +2,245 +107%
CAGAS
202
Capital Advisory Group Advisory Services
Minnesota
$566K -$591K -4,946 -53%
LSA
203
Lion Street Advisors
Texas
$549K -$222K -1,856 -30%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$542K +$24.3K +203 +5%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$514K -$169K -1,414 -26%
ASN
206
Advisory Services Network
Georgia
$510K -$40.1K -336 -8%
MPIA
207
Milestones Private Investment Advisors
New York
$507K +$471K +3,944 New
WANY
208
Wealthspire Advisors (New York)
New York
$504K -$7.17K -60 -2%
PHWM
209
Pine Harbor Wealth Management
Maryland
$496K
FWM
210
FLP Wealth Management
Arkansas
$492K -$732K -6,130 -62%
MWM
211
MY Wealth Management
Maryland
$481K -$39.9K -334 -8%
FCA
212
Fortis Capital Advisors
Kansas
$460K -$2.14M -17,894 -83%
NWM
213
Nova Wealth Management
Florida
$456K +$43.6K +365 +11%
Citadel Advisors
214
Citadel Advisors
Florida
$454K -$2.8M -23,434 -87%
SOS
215
Silver Oak Securities
Tennessee
$453K -$3.7K -31 -0.9%
BCM
216
Brookstone Capital Management
Illinois
$452K +$99.6K +834 +31%
AFS
217
AFG Fiduciary Services
Massachusetts
$452K
HP
218
Holistic Planning
Texas
$450K
WA
219
Whipplewood Advisors
Colorado
$449K -$3.99M -33,402 -91%
FS
220
Ferguson Shapiro
Georgia
$444K -$99K -829 -19%
AFA
221
American Financial Advisors
Georgia
$444K -$47.8K -400 -10%
P
222
&Partners
Tennessee
$438K -$64.8K -542 -14%
IAIM
223
International Assets Investment Management
Florida
$421K -$16.8K -141 -4%
ARC
224
Advisor Resource Council
Texas
$418K +$388K +3,247 New
FA
225
Fermata Advisors
California
$413K -$1.14M -9,531 -75%

XMMO Hedge Fund Activity: Q2 2025 in Review

351 of the 7,596 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.