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

Invesco S&P MidCap Momentum ETF logo
$128.83 -1.59 (-1.22%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$129.00 +0.17 (+0.13%)
As of 08/1/2025 06:03 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
314
Total
Institutional Inflows
(last 12 months)
$1.79B
Number of
Institutional Sellers
(last 12 months)
124
Total
Institutional Outflows
(last 12 months)
$715.77M
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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
8/1/2025Ferguson Shapiro LLC3,450$444K0.1%-19.4%0.011%
8/1/2025Anson Capital Inc.21,522$2.77M2.2%-2.9%0.070%
8/1/2025GWN Securities Inc.2,155$277K0.1%-70.9%0.007%
8/1/2025Y Intercept Hong Kong Ltd2,717$349K0.0%-46.9%0.009%
8/1/2025Brookwood Investment Group LLC12,739$1.64M0.3%+336.4%0.041%
8/1/2025Envestnet Asset Management Inc.294,732$37.91M0.0%+31.6%0.958%
7/31/2025 Whipplewood Advisors LLC3,490$449K0.2%-90.5%0.011%
7/31/2025 Cornerstone Management Inc.12,091$1.56M0.3%N/A0.039%
7/31/2025 Briaud Financial Planning Inc226$29K0.0%N/A0.001%
7/31/2025 Longview Financial Advisors Inc.2,252$290K0.2%-43.4%0.007%
7/30/2025 Principle Wealth Partners LLC1,739$224K0.0%N/A0.006%
7/30/2025 Parcion Private Wealth LLC3,212$413K0.0%+13.4%0.010%
7/30/2025 TFB Advisors LLC6,523$839K0.2%-1.5%0.021%
7/30/2025 Patten Group Inc.6,418$826K0.2%-4.1%0.021%
7/30/2025 Brookstone Capital Management3,516$452K0.0%+31.1%0.011%
7/30/2025 D.A. Davidson & CO.2,393$308K0.0%+28.2%0.008%
7/30/2025 Gimbal Financial122,141$15.71M9.7%N/A0.397%
7/30/2025 Journey Advisory Group LLC9,204$1.18M0.1%+331.3%0.030%
7/30/2025 Fiduciary Planning LLC38,726$4.98M1.6%-6.4%0.126%
7/29/2025 Elevation Capital Advisory LLC12,746$1.64M0.7%-85.2%0.041%
7/29/2025 LMG Wealth Partners LLC59,927$7.71M1.6%-0.3%0.195%
7/29/2025 Chicago Partners Investment Group LLC6,542$857K0.0%+30.3%0.021%
7/29/2025 International Assets Investment Management LLC3,276$421K0.0%-4.1%0.011%
7/29/2025 Signature Estate & Investment Advisors LLC26,228$3.37M0.1%+169.1%0.085%
7/29/2025 Manchester Financial Inc.103,962$13.37M2.8%+38.0%0.338%
7/29/2025 Koshinski Asset Management Inc.29,653$3.81M0.3%+10.2%0.096%
7/29/2025 Stratos Wealth Partners LTD.20,252$2.61M0.0%+4.7%0.066%
7/29/2025 AssuredPartners Investment Advisors LLC98,815$12.71M3.1%+237.7%0.321%
7/29/2025 Stratos Wealth Advisors LLC33,610$4.32M0.2%+81.2%0.109%
7/29/2025 Private Trust Co. NA3,087$397K0.0%-18.1%0.010%
7/29/2025 Harbor Asset Planning Inc.1,649$212K0.2%N/A0.005%
7/28/2025 Harbour Investments Inc.17,753$2.28M0.1%-59.4%0.058%
7/28/2025 RFG Advisory LLC2,671$344K0.0%N/A0.009%
7/25/2025 Kellett Wealth Advisors LLC34,019$4.38M2.9%+6.3%0.111%
7/25/2025 Atria Wealth Solutions Inc.51,555$6.65M0.2%-14.0%0.168%
7/25/2025 Envestnet Portfolio Solutions Inc.3,994$514K0.0%-26.1%0.013%
7/25/2025 Lion Street Advisors LLC4,268$549K0.2%-30.3%0.014%
7/25/2025 MGO One Seven LLC7,512$966K0.0%-5.1%0.024%
7/25/2025 Hazlett Burt & Watson Inc.671$87K0.0%+24.5%0.002%
7/25/2025 Prostatis Group LLC19,566$2.52M0.7%-19.4%0.064%
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7/25/2025 Commonwealth Financial Services LLC8,605$1.11M0.2%-7.1%0.028%
7/25/2025 CWM LLC273,609$35.19M0.1%-3.9%0.889%
7/24/2025 Fischer Investment Strategies LLC7,388$950K0.6%N/A0.024%
7/24/2025 Trust Co. of Toledo NA OH9,116$1.17M0.1%N/A0.030%
7/24/2025 IFP Advisors Inc716$92K0.0%-54.2%0.002%
7/24/2025 Blair William & Co. IL41,797$5.38M0.0%+1,318.8%0.136%
7/24/2025 Mainstay Capital Management LLC ADV558,008$71.78M3.5%+102.3%1.813%
7/24/2025 MFA Wealth Services18,716$2.41M1.8%+5.9%0.061%
7/23/2025 Clear Creek Financial Management LLC6,396$823K0.1%N/A0.021%
7/23/2025 Kingswood Wealth Advisors LLC8,788$1.13M0.1%-16.1%0.029%
7/23/2025 Wealth Management Nebraska1,681$216K0.0%N/A0.005%
7/23/2025 Foresight Capital Management Advisors Inc.15,339$1.97M1.1%-14.4%0.050%
7/23/2025 Elm3 Financial Group LLC26,394$3.40M2.8%-9.2%0.086%
7/23/2025 Prime Capital Investment Advisors LLC39,809$5.12M0.1%+4.8%0.129%
7/22/2025 HRC Wealth Management LLC2,669$343K0.2%-12.9%0.009%
7/22/2025 Belpointe Asset Management LLC14,991$1.93M0.1%-55.4%0.049%
7/22/2025 Merit Financial Group LLC31,941$4.11M0.0%-57.3%0.104%
7/22/2025 Wealthcare Advisory Partners LLC12,899$1.66M0.0%N/A0.042%
7/22/2025 Accel Wealth Management21,579$2.78M0.9%+3.3%0.070%
7/21/2025 Fortis Capital Advisors LLC3,574$460K0.1%-83.4%0.012%
7/21/2025 Jackson Wealth Management LLC6,107$786K0.1%+2.6%0.020%
7/21/2025 Ameritas Advisory Services LLC40,580$5.22M0.3%-2.1%0.132%
7/18/2025 Vicus Capital33,680$4.33M0.4%+12.2%0.109%
7/18/2025 Lowery Thomas LLC24,142$3.11M2.0%-9.3%0.078%
7/18/2025 Institute for Wealth Management LLC.47,922$6.16M0.7%-0.9%0.156%
7/18/2025 Truist Financial Corp3,028$390K0.0%-89.0%0.010%
7/17/2025 Janney Montgomery Scott LLC8,492$1.09M0.0%-9.0%0.028%
7/17/2025 Smith Anglin Financial LLC87,802$11.29M1.0%+92.0%0.285%
7/17/2025 Fifth Third Securities Inc.81,712$10.51M0.8%+6.4%0.266%
7/17/2025 Sound Income Strategies LLC22,304$2.87M0.2%+182.5%0.072%
7/17/2025 Grandview Asset Management LLC8,114$1.04M0.3%-2.3%0.026%
7/17/2025 TBH Global Asset Management LLC6,603$849K0.1%+196.4%0.021%
7/16/2025 Diversified Enterprises LLC18,286$2.35M0.2%-1.7%0.059%
7/16/2025 Independent Wealth Network Inc.8,644$1.11M0.4%+6.8%0.028%
7/16/2025 Swisher Financial Concepts Inc.5,992$771K0.5%+15.7%0.019%
7/16/2025 Maridea Wealth Management LLC4,872$627K0.2%N/A0.016%
7/15/2025 Affinity Wealth Management LLC317,585$40.85M6.5%-0.6%1.032%
7/15/2025 Main Street Group LTD2,348$302K0.1%+48.4%0.008%
7/15/2025 Unified Investment Management1,565$201K0.2%N/A0.005%
7/15/2025 Family Investment Center Inc.99,457$12.79M2.9%+3.8%0.323%
7/15/2025 Financial Partners Group Inc106,346$13.68M1.9%+53.4%0.346%
7/14/2025 MY Wealth Management Inc.3,743$481K0.5%-8.2%0.012%
7/14/2025 Southland Equity Partners LLC17,662$2.27M0.5%+3.5%0.057%
7/14/2025 Park Avenue Securities LLC20,721$2.67M0.0%+10.8%0.067%
7/14/2025 Sowell Financial Services LLC12,983$1.67M0.1%+6.7%0.042%
7/11/2025 Farther Finance Advisors LLC5,059$651K0.0%+130.2%0.016%
7/11/2025 SeaCrest Wealth Management LLC5,994$771K0.1%+132.4%0.019%
7/10/2025 Redhawk Wealth Advisors Inc.13,088$1.68M0.2%-65.0%0.043%
7/10/2025 Wealth Enhancement Advisory Services LLC163,732$21.39M0.0%-20.9%0.532%
7/10/2025 Capital Advisory Group Advisory Services LLC4,402$566K0.2%-52.9%0.014%
This Social Security Shift Could Boost Benefits by 400% (Ad)

If you currently collect Social Security—or plan to in the future—this may be one of the most important updates you'll ever see. A new initiative, linked to President Trump's Executive Order #14196, has the potential to do more than just protect Social Security from collapse... According to renowned investor Louis Navellier, it could increase benefits by as much as 400%.

Click here to watch the urgent briefing now — before this opportunity disappears.
7/10/2025 American Financial Advisors LLC3,448$444K0.1%-10.4%0.011%
7/10/2025 Secure Asset Management LLC60,369$7.77M1.4%+6.6%0.196%
7/10/2025 Sovran Advisors LLC11,785$1.52M0.2%-19.3%0.038%
7/9/2025 Fermata Advisors LLC3,213$413K0.1%-74.8%0.010%
7/9/2025 Breakwater Capital Group6,877$885K0.1%+116.7%0.022%
7/9/2025 ACT Wealth Management LLC6,397$823K0.3%+6.2%0.021%
7/7/2025 Investors Research Corp2,734$352K0.1%+55.7%0.009%
7/7/2025 Verde Capital Management15,838$2.04M0.5%-2.1%0.051%
7/7/2025 Insight Wealth Strategies LLC89,549$11.52M1.5%+1.7%0.291%
7/7/2025 Nova Wealth Management Inc.3,548$456K0.3%+11.5%0.012%
(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, 371 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($305.46M), Clark Capital Management Group Inc. ($131.27M), Wells Fargo & Company MN ($103.39M), Northwestern Mutual Wealth Management Co. ($91.76M), Ameriprise Financial Inc. ($78.66M), Raymond James Financial Inc. ($72.33M), and Mainstay Capital Management LLC ADV ($71.78M).Learn more on Invesco S&P MidCap Momentum ETF's institutional investors.

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

Of the 347 institutional investors that purchased Invesco S&P MidCap Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($3.40M), LPL Financial LLC ($1.33M), Clark Capital Management Group Inc. ($1.06M), Raymond James Financial Inc. ($635.82K), Cetera Investment Advisers ($634.98K), Orion Portfolio Solutions LLC ($621.15K), and Mainstay Capital Management LLC ADV ($568.72K).

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

Institutional investors have bought a total of 14,678,059 shares in the last 24 months. This purchase volume represents approximately $1.79B in transactions.

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

Of the 124 institutional investors that sold Invesco S&P MidCap Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.53M), Wealth Enhancement Advisory Services LLC ($228.18K), Cetera Investment Advisers ($179.25K), Foundations Investment Advisors LLC ($101.56K), Envestnet Portfolio Solutions Inc. ($87.67K), HighTower Advisors LLC ($86.79K), and Elevation Capital Advisory LLC ($73.12K).

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

Institutional investors have sold a total of 6,214,852 shares in the last 24 months. This volume of shares sold represents approximately $715.77M in transactions.



This page (NYSEARCA:XMMO) was last updated on 8/2/2025 by MarketBeat.com Staff
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