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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
LPL Financial
1
LPL Financial
California
$361M +$14.8M +123,689 +5%
Morgan Stanley
2
Morgan Stanley
New York
$215M -$8.64M -72,308 -4%
Wells Fargo
3
Wells Fargo
California
$113M +$349K +2,924 +0.3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$91M -$11.8M -99,151 -12%
Raymond James Financial
5
Raymond James Financial
Florida
$85.9M +$3.82M +31,948 +5%
Ameriprise
6
Ameriprise
Minnesota
$83.7M -$4.91M -41,086 -6%
Bank of America
7
Bank of America
North Carolina
$76.9M +$5.02M +42,015 +8%
MCM
8
Mainstay Capital Management
Michigan
$71.8M +$33.7M +282,194 +102%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$70.3M +$6.71M +56,147 +11%
MCC
10
Money Concepts Capital
Florida
$59.9M +$313K +2,622 +0.6%
Osaic Holdings
11
Osaic Holdings
Arizona
$58.4M +$9.23M +77,285 +21%
DCM
12
Davidson Capital Management
Texas
$50.1M +$14M +117,506 +43%
AWM
13
Affinity Wealth Management
Delaware
$40.9M -$242K -2,026 -0.6%
Stifel Financial
14
Stifel Financial
Missouri
$40.7M +$1.54M +12,861 +4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$39.6M +$1.89M +15,823 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$37.9M +$8.45M +70,731 +32%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$35.2M -$1.32M -11,085 -4%
Jones Financial Companies
18
Jones Financial Companies
Missouri
$33.6M +$6.85M +57,300 +28%
UBS Group
19
UBS Group
Switzerland
$31.5M -$442K -3,699 -1%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$31.4M +$4.04M +33,836 +16%
PAG
21
Private Advisor Group
New Jersey
$29.7M +$10.6M +88,745 +62%
MML Investors Services
22
MML Investors Services
Massachusetts
$29M +$92.8K +777 +0.3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$27.6M -$126K -1,056 -0.5%
GVAG
24
Great Valley Advisor Group
Delaware
$26.5M -$369K -3,092 -1%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$21.4M -$5.16M -43,163 -21%

XMMO Hedge Fund Activity: Q2 2025 in Review

351 of the 7,595 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.