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Invesco S&P MidCap Momentum ETF (XMMO) Institutional Ownership

Invesco S&P MidCap Momentum ETF logo
$121.33
+0.05 (+0.04%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO)

Number of
Institutional Buyers
(last 12 months)
135
Total
Institutional Inflows
(last 12 months)
$274.46M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$182.57M
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XMMO Institutional Buying and Selling by Quarter

Invesco S&P MidCap Momentum ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc13,115$1.58M0.0%+0.9%0.067%
11/1/2024 Aspire Wealth Management Corp105,435$12.69M6.8%+1.2%0.539%
10/31/2024 Advisor Resource Council3,062$368K0.2%N/A0.016%
10/30/2024 Ameritas Advisory Services LLC43,943$5.29M0.2%+26.9%0.225%
10/30/2024 World Equity Group Inc.4,493$541K0.2%+10.9%0.023%
10/29/2024 Janney Montgomery Scott LLC13,008$1.57M0.0%+5.5%0.066%
10/29/2024 Farther Finance Advisors LLC759$91K0.0%-46.4%0.004%
10/28/2024 Creative Financial Designs Inc. ADV9,060$1.09M0.1%+269.2%0.046%
10/28/2024 Focus Financial Network Inc.123,985$14.92M0.6%+0.8%0.634%
10/28/2024 Principal Securities Inc.24,439$2.94M0.1%-3.8%0.125%
10/28/2024 US Bancorp DE2,002$241K0.0%+81.0%0.010%
10/28/2024 Goldstone Financial Group LLC2,418$291K0.1%N/A0.012%
10/25/2024 Financial Advocates Investment Management67,624$7.49M0.4%+30.2%0.346%
10/24/2024 TCP Asset Management LLC2,957$356K0.1%N/A0.015%
10/24/2024 Anson Capital Inc.20,899$2.52M2.2%-1.9%0.107%
10/24/2024 J.W. Cole Advisors Inc.21,960$2.64M0.1%+1.4%0.112%
10/24/2024 Manchester Financial Inc.2,378$286K0.1%N/A0.012%
10/24/2024 Wealth Enhancement Advisory Services LLC381,644$45.92M0.1%-2.6%1.950%
10/24/2024 Arkadios Wealth Advisors8,235$991K0.1%+124.0%0.042%
10/23/2024 Fiduciary Planning LLC45,886$5.52M1.9%+6.5%0.234%
10/23/2024 Commonwealth Financial Services LLC31,262$3.75M0.7%+218.6%0.160%
10/23/2024 PSI Advisors LLC16,858$2.03M0.6%+23.1%0.086%
10/22/2024 Private Advisor Group LLC127,456$15.34M0.1%+27.1%0.651%
10/21/2024 Calton & Associates Inc.2,839$342K0.1%N/A0.015%
10/21/2024 Foundations Investment Advisors LLC168,436$20.27M0.4%-22.0%0.861%
10/21/2024 AIFG Consultants Ltd.3,773$454K0.3%N/A0.019%
10/19/2024DMC Group LLC2,058$248K0.2%N/A0.011%
10/18/2024Verde Capital Management17,830$2.15M0.6%-4.1%0.091%
10/18/2024Raymond James & Associates147,166$17.71M0.0%+3.6%0.752%
10/18/2024Stratos Wealth Advisors LLC13,575$1.63M0.1%+54.3%0.069%
10/16/2024 Good Life Advisors LLC3,634$437K0.0%N/A0.019%
10/15/2024 NBC Securities Inc.461$55K0.0%+83.7%0.002%
10/11/2024 Creative Planning1,677$202K0.0%-79.2%0.009%
10/11/2024 Affinity Wealth Management LLC253,773$30.54M5.4%+1.5%1.297%
10/11/2024 Redhawk Wealth Advisors Inc.7,444$896K0.1%+218.3%0.038%
10/10/2024 JBR Co Financial Management Inc3,177$382K0.2%+24.5%0.016%
10/10/2024 OxenFree Capital LLC8,911$1.07M0.8%-2.8%0.046%
10/10/2024 Lion Street Advisors LLC1,664$200K0.1%N/A0.009%
10/9/2024 Patten Group Inc.6,379$768K0.2%+39.6%0.033%
10/8/2024 CWM LLC103,024$12.40M0.1%+116.5%0.526%
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10/8/2024 ACT Wealth Management LLC5,999$722K0.3%-11.0%0.031%
10/8/2024 Brookstone Capital Management2,266$273K0.0%N/A0.012%
10/8/2024 Dynamic Advisor Solutions LLC4,392$528K0.0%-3.1%0.022%
10/4/2024 HBW Advisory Services LLC12,305$1.48M0.2%+7.4%0.063%
10/3/2024 Park Avenue Securities LLC4,111$495K0.0%+2.6%0.021%
9/12/2024American Trust7,751$884K0.1%+4.9%0.040%
9/11/2024Newbridge Financial Services Group Inc.225$26K0.0%N/A0.001%
8/22/2024Cetera Investment Advisers96,691$11.02M0.0%-35.6%0.494%
8/19/2024B. Riley Wealth Advisors Inc.5,325$607K0.0%N/A0.027%
8/16/2024NewEdge Advisors LLC42,176$4.81M0.0%+11.6%0.216%
8/16/2024Northwestern Mutual Wealth Management Co.321,240$36.62M0.0%+2.5%1.641%
8/16/2024 Creative Planning8,077$921K0.0%+7.4%0.041%
8/15/2024AQR Capital Management LLC10,930$1.25M0.0%N/A0.056%
8/14/2024Certified Advisory Corp11,953$1.36M0.2%+13.2%0.061%
8/14/2024 Commonwealth Financial Services LLC9,813$1.11M0.2%+2.8%0.050%
8/13/2024Thrivent Financial for Lutherans6,398$729K0.0%-44.6%0.033%
8/13/2024AE Wealth Management LLC8,130$927K0.0%-25.9%0.042%
8/13/2024Benjamin F. Edwards & Company Inc.18,263$2.08M0.0%-4.7%0.093%
8/12/2024ProVise Management Group LLC47,862$5.46M0.5%+1.6%0.245%
8/12/2024Glass Jacobson Investment Advisors llc229$26K0.0%N/A0.001%
8/12/2024Mercer Global Advisors Inc. ADV2,813$321K0.0%-34.9%0.014%
8/9/2024Tennessee Valley Asset Management Partners3,159$360K0.1%+43.9%0.016%
8/9/2024Prime Capital Investment Advisors LLC35,411$4.04M0.1%-7.2%0.181%
8/8/2024 J.W. Cole Advisors Inc.21,661$2.47M0.1%+7.3%0.111%
8/8/2024Envestnet Asset Management Inc.241,183$27.49M0.0%-81.1%1.232%
8/8/2024Thoroughbred Financial Services LLC30,036$3.42M0.2%+37.0%0.153%
8/8/2024MY Wealth Management Inc.3,541$404K0.5%-5.2%0.018%
8/8/2024LPL Financial LLC1,462,834$166.75M0.1%+1.6%7.475%
8/7/2024Spectrum Wealth Advisory Group LLC24,562$2.80M3.0%+1.3%0.126%
8/7/2024 Anson Capital Inc.21,295$2.43M2.4%+6.8%0.109%
8/7/2024Vantage Financial Partners LLC6,290$717K0.2%N/A0.032%
8/7/2024 Fiduciary Planning LLC43,093$4.91M1.8%N/A0.220%
8/6/2024 Ausdal Financial Partners Inc.7,676$875K0.1%+6.1%0.039%
8/5/2024 Private Advisor Group LLC100,272$11.43M0.1%+16.9%0.512%
8/3/2024Lowery Thomas LLC25,520$2.91M2.1%+3.8%0.130%
8/2/2024Belpointe Asset Management LLC5,807$662K0.0%+24.7%0.030%
8/2/2024Larson Financial Group LLC464$53K0.0%N/A0.002%
8/2/2024 Foundations Investment Advisors LLC215,906$24.61M0.6%+34.7%1.103%
8/2/2024Founders Financial Securities LLC7,368$840K0.1%N/A0.038%
7/31/2024 Spire Wealth Management3,222$367K0.0%-24.0%0.016%
7/31/2024Commonwealth Equity Services LLC141,785$16.16M0.0%+14.4%0.725%
7/30/2024 TFB Advisors LLC7,155$816K0.3%-7.3%0.037%
7/29/2024 Ameritas Advisory Services LLC34,639$3.95M0.1%-0.8%0.177%
7/29/2024 Arkadios Wealth Advisors3,676$419K0.0%N/A0.019%
7/29/2024 Financial Advocates Investment Management51,928$5.92M0.4%-15.2%0.265%
7/26/2024 Cambridge Investment Research Advisors Inc.143,533$16.36M0.1%+10.0%0.733%
7/26/2024 First Command Advisory Services Inc.506$58K0.0%+139.8%0.003%
7/25/2024Systelligence LLC108,122$12.33M3.3%-6.2%0.552%
7/25/2024New Millennium Group LLC12,147$1.39M0.9%+2.5%0.062%
7/25/2024First Heartland Consultants Inc.5,474$624K0.0%+105.8%0.028%
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7/25/2024 MinichMacGregor Wealth Management LLC80,748$9.20M2.2%N/A0.413%
7/25/2024Institute for Wealth Management LLC.48,708$5.55M0.7%-0.5%0.249%
7/24/2024Diversified LLC19,848$2.26M0.3%-1.0%0.101%
7/23/2024 PSI Advisors LLC13,689$1.56M0.5%+18.9%0.070%
7/23/2024 Concourse Financial Group Securities Inc.242$28K0.0%+114.2%0.001%
7/22/2024Atria Wealth Solutions Inc.15,098$1.72M0.0%-50.1%0.077%
7/22/2024 Legacy Capital Group California Inc.2,486$283K0.1%+27.2%0.013%
7/22/2024 Focus Financial Network Inc.123,051$14.34M0.6%-3.2%0.629%
7/20/2024Continuum Advisory LLC2,826$322K0.0%-8.8%0.014%
7/20/2024Raymond James Financial Services Advisors Inc.294,088$33.52M0.0%+12.3%1.503%
(Data available from 1/1/2016 forward)

XMMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XMMO shares?

During the previous two years, 202 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($166.75M), Wealth Enhancement Advisory Services LLC ($45.92M), Northwestern Mutual Wealth Management Co. ($36.62M), Wells Fargo & Company MN ($34.57M), Raymond James Financial Services Advisors Inc. ($33.52M), Affinity Wealth Management LLC ($30.54M), and Envestnet Asset Management Inc. ($27.49M).Learn more on XMMO's institutional investors.

Which institutional investors have been buying Invesco S&P MidCap Momentum ETF stock?

Of the 177 institutional investors that purchased Invesco S&P MidCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($525.71K), International Assets Investment Management LLC ($367.42K), Raymond James Financial Services Advisors Inc. ($250.22K), Foundations Investment Advisors LLC ($197.44K), Northwestern Mutual Wealth Management Co. ($161.74K), Oxford Wealth Group LLC ($159.99K), and Systelligence LLC ($151.12K).

How much institutional buying is happening at Invesco S&P MidCap Momentum ETF?

Institutional investors have bought a total of 4,540,304 shares in the last 24 months. This purchase volume represents approximately $421.44M in transactions.

Which Invesco S&P MidCap Momentum ETF major shareholders have been selling company stock?

Of the 96 institutional investors that sold Invesco S&P MidCap Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.13M), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), Wealth Enhancement Advisory Services LLC ($90.69K), IFP Advisors Inc ($64.57K), and Cetera Investment Advisers ($56.66K).

How much institutional selling is happening at Invesco S&P MidCap Momentum ETF?

Institutional investors have sold a total of 2,328,260 shares in the last 24 months. This volume of shares sold represents approximately $235.90M in transactions.



This page (NYSEARCA:XMMO) was last updated on 11/2/2024 by MarketBeat.com Staff
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