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
LPL Financial
1
LPL Financial
California
$422M +$40.6M +308,266 +11%
Morgan Stanley
2
Morgan Stanley
New York
$251M +$24.4M +185,178 +11%
VIA
3
Vantagepoint Investment Advisers
District of Columbia
$162M +$158M +1,197,916 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$152M +$76.1M +577,872 +106%
Wells Fargo
5
Wells Fargo
California
$126M +$7.1M +53,929 +6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$115M +$18.9M +143,657 +20%
Raymond James Financial
7
Raymond James Financial
Florida
$99.2M +$8.61M +65,436 +10%
Ameriprise
8
Ameriprise
Minnesota
$91.1M +$2.99M +22,735 +3%
Bank of America
9
Bank of America
North Carolina
$86.9M +$5.93M +45,085 +8%
Osaic Holdings
10
Osaic Holdings
Arizona
$72.4M +$12M +91,433 +20%
MCC
11
Money Concepts Capital
Florida
$63.6M +$628K +4,774 +1%
DCM
12
Davidson Capital Management
Texas
$52.6M -$49K -372 -0.1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$50.4M +$10.2M +77,853 +26%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$48.2M +$12.7M +96,163 +37%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$47.5M +$5.74M +43,620 +14%
MML Investors Services
16
MML Investors Services
Massachusetts
$45.9M +$15M +113,933 +50%
Stifel Financial
17
Stifel Financial
Missouri
$44.4M +$1.65M +12,519 +4%
AWM
18
Affinity Wealth Management
Delaware
$43.2M +$269K +2,043 +0.6%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$37.3M +$334K +2,537 +0.9%
UBS Group
20
UBS Group
Switzerland
$35.1M +$1.98M +15,023 +6%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$31M +$1.99M +15,095 +7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.3M -$2.65M -20,170 -8%
GVAG
23
Great Valley Advisor Group
Delaware
$28.6M +$684K +5,198 +3%
PAG
24
Private Advisor Group
New Jersey
$24.2M -$6.88M -52,305 -23%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$20.8M -$1.28M -9,733 -6%

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.