We are live on ! Find out more
XMMO icon

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
FAIM
201
Financial Advocates Investment Management
Washington
$688K -$1.09M -8,302 -62%
RIA
202
Regal Investment Advisors
Michigan
$665K +$647K +4,917 New
TC
203
TAGStone Capital
North Carolina
$661K +$71.1K +540 +12%
Baird Financial Group
204
Baird Financial Group
Wisconsin
$656K -$103K -779 -14%
SG
205
StoneX Group
New York
$639K -$56.6K -430 -8%
SWM
206
Sculati Wealth Management
Michigan
$629K -$778K -5,910 -56%
CAGAS
207
Capital Advisory Group Advisory Services
Minnesota
$595K
AF
208
Apexium Financial
Texas
$564K +$306K +2,324 +126%
SFS
209
Sowell Financial Services
Arkansas
$552K -$1.17M -8,901 -69%
ASN
210
Advisory Services Network
Georgia
$541K +$12.5K +95 +2%
Creative Planning
211
Creative Planning
Kansas
$540K +$182K +1,384 +53%
SS
212
Sunbelt Securities
Texas
$534K +$519K +3,946 New
MPIA
213
Milestones Private Investment Advisors
New York
$533K
WANY
214
Wealthspire Advisors (New York)
New York
$530K
PHWM
215
Pine Harbor Wealth Management
Maryland
$521K
BCM
216
Brookstone Capital Management
Illinois
$518K +$40.9K +311 +9%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$512K -$55.7K -423 -10%
PPW
218
Parcion Private Wealth
Washington
$507K +$71.1K +540 +17%
MWM
219
MY Wealth Management
Maryland
$505K -$658 -5 -0.1%
DIA
220
Dana Investment Advisors
Wisconsin
$502K +$231K +1,756 +90%
EGA
221
E&G Advisors
Texas
$496K +$483K +3,670 New
SFC
222
Swisher Financial Concepts
Ohio
$481K -$320K -2,432 -41%
AFS
223
AFG Fiduciary Services
Massachusetts
$475K
WA
224
Whipplewood Advisors
Colorado
$474K +$2.24K +17 +0.5%
MF
225
Meridian Financial
Massachusetts
$473K +$46.1K +350 +11%

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.