XMMO icon

Invesco S&P MidCap Momentum ETF
XMMO

Overview Fund Activity

330 hedge funds and large institutions have $2.08B invested in Invesco S&P MidCap Momentum ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 153 increasing their positions, 96 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
-37
Holders Change %
-10.08%
% of All Funds
4.48%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
40
Increased
153
Reduced
96
Closed
70
Calls
$284K
Puts
$1.15M
Net Calls
-$865K
Net Calls Change
-$927K

Top Buyers

1
DCM
Davidson Capital Management
Texas
+$30.9M
2
Ameriprise
Ameriprise
Minnesota
+$21.1M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$19.8M
4
CWM
Congress Wealth Management
Massachusetts
+$12M
5
Raymond James Financial
Raymond James Financial
Florida
+$11.2M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$398M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$131M
3
BCI
Brinker Capital Investments
Pennsylvania
-$44M
4
OPS
Orion Portfolio Solutions
Nebraska
-$44M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$305M +$635K +5,585 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$199M +$6.4M +56,281 +3%
Wells Fargo
3
Wells Fargo
California
$99.7M +$4.44M +39,043 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$91.8M +$19.8M +173,649 +27%
Ameriprise
5
Ameriprise
Minnesota
$78.7M +$21.1M +185,360 +37%
Raymond James Financial
6
Raymond James Financial
Florida
$72.3M +$11.2M +98,438 +18%
Bank of America
7
Bank of America
North Carolina
$63.2M +$6.21M +54,603 +11%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$55.8M -$14.3M -125,709 -20%
MCC
9
Money Concepts Capital
Florida
$52.6M +$2.97M +26,095 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$42.8M -$8.53M -74,957 -17%
AWM
11
Affinity Wealth Management
Delaware
$36.4M +$7.56M +66,432 +26%
Stifel Financial
12
Stifel Financial
Missouri
$34.5M +$8M +70,317 +30%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$33.2M +$5.75M +50,578 +21%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$32.4M +$4.32M +37,996 +15%
MCM
15
Mainstay Capital Management
Michigan
$31.4M -$1.22M -10,709 -4%
DCM
16
Davidson Capital Management
Texas
$30.9M +$30.9M +271,956 New
PS
17
Principal Securities
Iowa
$30.7M – – –
UBS Group
18
UBS Group
Switzerland
$28.2M +$6.12M +53,774 +28%
MML Investors Services
19
MML Investors Services
Massachusetts
$25.6M -$3.32M -29,188 -11%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$25.5M -$398M -3,494,605 -94%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$24.5M +$9.03M +79,373 +58%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$23.9M +$4.42M +38,871 +23%
GVAG
23
Great Valley Advisor Group
Delaware
$23.8M +$1.09M +9,603 +5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$23.5M -$18M -157,957 -43%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$23.1M +$8.1M +71,599 +54%
1
2 3 4 5