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

Invesco S&P MidCap Momentum ETF logo
$109.65 +0.51 (+0.47%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$110.54 +0.89 (+0.82%)
As of 04/17/2025 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)
295
Total
Institutional Inflows
(last 12 months)
$1.58B
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$219.13M
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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
4/18/2025Tennessee Valley Asset Management Partners2,840$323K0.1%-21.7%0.009%
4/18/2025Financial Freedom LLC5,771$656K0.4%+936.1%0.019%
4/17/2025Vicus Capital30,018$3.42M0.3%+46.7%0.099%
4/17/2025Sowell Financial Services LLC12,168$1.38M0.1%-3.6%0.040%
4/17/2025Janney Montgomery Scott LLC9,331$1.06M0.0%-14.2%0.031%
4/17/2025Atlas Private Wealth Advisors2,424$276K0.0%N/A0.008%
4/17/2025Sound Income Strategies LLC7,894$898K0.1%N/A0.026%
4/17/2025Dynamic Advisor Solutions LLC5,238$596K0.0%+14.9%0.017%
4/17/2025MFA Wealth Services17,681$2.01M1.7%+70.9%0.058%
4/16/2025 Hoey Investments Inc.580$66K0.0%N/A0.002%
4/16/2025 Southland Equity Partners LLC17,064$1.94M0.5%+2.7%0.056%
4/16/2025 Wealth Enhancement Advisory Services LLC206,895$23.54M0.0%-43.3%0.679%
4/15/2025 Capital Advisory Group Advisory Services LLC9,348$1.06M0.4%-3.4%0.031%
4/15/2025 Focus Financial Network Inc.119,849$13.63M0.6%-2.4%0.393%
4/15/2025 Foresight Capital Management Advisors Inc.17,921$2.04M1.3%N/A0.059%
4/15/2025 Redhawk Wealth Advisors Inc.37,381$4.25M0.6%+325.2%0.123%
4/15/2025 Crescent Sterling Ltd.2,004$228K0.2%N/A0.007%
4/14/2025 Farther Finance Advisors LLC2,198$253K0.0%+222.3%0.007%
4/14/2025 Park Avenue Securities LLC18,702$2.13M0.0%-33.4%0.061%
4/11/2025 Fiduciary Planning LLC41,387$4.71M1.6%-2.9%0.136%
4/11/2025 SeaCrest Wealth Management LLC2,579$293K0.0%+30.8%0.008%
4/11/2025 Affinity Wealth Management LLC319,611$36.36M6.7%+26.2%1.049%
4/10/2025 Breakwater Capital Group3,174$361K0.1%N/A0.010%
4/10/2025 Fermata Advisors LLC12,744$1.45M0.3%+293.6%0.042%
4/10/2025 Secure Asset Management LLC56,626$6.44M1.3%N/A0.186%
4/10/2025 TruWealth Advisors LLC12,048$1.37M0.1%N/A0.040%
4/10/2025 Accel Wealth Management20,892$2.38M0.9%+38.3%0.069%
4/10/2025 Whipplewood Advisors LLC36,892$4.20M1.3%+980.0%0.121%
4/10/2025 Smith Anglin Financial LLC45,723$5.20M0.6%N/A0.150%
4/9/2025 Swisher Financial Concepts Inc.5,178$589K0.5%N/A0.017%
4/9/2025 HBW Advisory Services LLC10,339$1.18M0.2%+14.2%0.034%
4/9/2025 Merit Financial Group LLC74,839$8.51M0.1%+21.0%0.246%
4/8/2025 Verde Capital Management16,181$1.84M0.5%-1.8%0.053%
4/8/2025 Investors Research Corp1,756$200K0.0%+62.7%0.006%
4/3/2025 Insight Wealth Strategies LLC88,045$10.02M1.3%N/A0.289%
3/24/2025Mascagni Wealth Management Inc.2,251$278K0.2%N/A0.007%
3/21/2025Prostatis Group LLC19,053$2.35M0.7%N/A0.063%
3/17/2025 Wealth Enhancement Advisory Services LLC364,852$45.07M0.1%-4.4%1.201%
3/6/2025Wood Tarver Financial Group LLC776$95K0.0%N/A0.002%
2/28/2025Park Square Financial Group LLC649$80K0.1%N/A0.002%
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2/26/2025Virtue Capital Management LLC2,733$338K0.1%N/A0.009%
2/26/2025Sculati Wealth Management LLC24,002$2.97M1.2%+0.4%0.077%
2/25/2025B. Riley Wealth Advisors Inc.96,015$11.86M0.4%+78.5%0.308%
2/25/2025Armis Advisers LLC2,056$254K0.0%N/A0.007%
2/24/2025Great Valley Advisor Group Inc.199,456$24.64M0.6%+7.0%1.019%
2/24/2025Ameriflex Group Inc.393$51K0.0%N/A0.002%
2/24/2025United Advisor Group LLC2,646$327K0.1%N/A0.014%
2/22/2025American Trust8,094$1M0.1%+3.3%0.041%
2/20/2025Jupiter Wealth Management LLC18,980$2.35M1.2%N/A0.097%
2/18/202549 Wealth Management LLC2,645$327K0.0%+40.8%0.014%
2/18/2025Continuum Advisory LLC3,159$390K0.1%+12.1%0.016%
2/17/2025Vista Cima Wealth Management LLC14,001$1.73M1.8%N/A0.072%
2/17/2025Royal Bank of Canada171,656$21.21M0.0%+110.2%0.877%
2/17/2025Millennium Management LLC9,475$1.17M0.0%-53.0%0.048%
2/17/2025Clark Capital Management Group Inc.1,062,687$131.27M0.9%N/A5.430%
2/17/2025Deutsche Bank AG3,275$405K0.0%+45.0%0.017%
2/17/2025D. E. Shaw & Co. Inc.4,121$509K0.0%N/A0.021%
2/17/2025EP Wealth Advisors LLC2,775$343K0.0%+7.8%0.014%
2/17/2025Cetera Investment Advisers616,435$76.15M0.2%+432.6%3.150%
2/17/2025Blue Capital Inc.6,546$809K0.6%N/A0.033%
2/17/2025Citadel Advisors LLC3,809$471K0.0%-40.8%0.019%
2/17/2025Baird Financial Group Inc.5,983$739K0.0%N/A0.031%
2/17/2025Bank of America Corp DE501,038$61.89M0.0%+28.6%2.560%
2/17/2025Benjamin Edwards Inc.21,766$2.69M0.0%+15.0%0.111%
2/17/2025Ameriprise Financial Inc.505,958$62.51M0.0%+25.7%2.585%
2/17/2025Aptus Capital Advisors LLC235$29K0.0%+571.4%0.001%
2/17/2025Ancora Advisors LLC10,561$1.31M0.0%+133.8%0.054%
2/14/2025Blue Rock Wealth Management LLC1,825$225K0.2%N/A0.009%
2/14/2025Mercer Global Advisors Inc. ADV3,592$444K0.0%+32.6%0.018%
2/14/2025Jane Street Group LLC6,732$832K0.0%N/A0.034%
2/14/2025Comerica Bank6,517$805K0.0%+125.9%0.033%
2/14/2025Beacon Pointe Advisors LLC2,361$292K0.0%N/A0.012%
2/14/2025Capital Analysts LLC632$78K0.0%+137.6%0.003%
2/14/2025Integrated Wealth Concepts LLC13,451$1.66M0.0%+27.5%0.069%
2/14/2025Oxford Wealth Group LLC214,884$26.55M17.2%+28.8%1.098%
2/14/2025MGO One Seven LLC3,023$373K0.0%+37.3%0.015%
2/14/2025Susquehanna International Group LLP12,606$1.56M0.0%N/A0.064%
2/14/2025IHT Wealth Management LLC13,363$1.65M0.1%+9.9%0.068%
2/14/2025OneDigital Investment Advisors LLC2,198$271K0.0%N/A0.011%
2/14/2025Stifel Financial Corp232,888$28.77M0.0%+3.6%1.190%
2/14/2025Tower Research Capital LLC TRC 2,868$354K0.0%N/A0.015%
2/14/2025Seaview Investment Managers LLC47,644$5.89M1.6%N/A0.243%
2/14/2025MML Investors Services LLC254,029$31.38M0.1%+54.2%1.298%
2/14/2025GeoWealth Management LLC8,295$1.03M0.0%+17.8%0.042%
2/13/2025NewEdge Advisors LLC54,259$6.70M0.0%+7.0%0.277%
2/13/2025Kane Investment Management Inc.3,397$420K0.2%N/A0.017%
2/13/2025Belpointe Asset Management LLC8,091$958K0.1%-21.9%0.041%
2/13/2025CreativeOne Wealth LLC2,614$323K0.0%N/A0.013%
2/13/2025Mariner LLC10,972$1.36M0.0%+6.3%0.056%
2/13/2025Savvy Advisors Inc.13,981$1.73M0.2%+2.4%0.071%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/13/2025Summit Investment Advisors Inc.17,996$2.22M2.0%N/A0.092%
2/13/2025Townsquare Capital LLC2,915$360K0.0%N/A0.015%
2/13/2025Concorde Asset Management LLC2,152$266K0.1%N/A0.011%
2/13/2025 Glass Jacobson Investment Advisors llc415$51K0.0%+62.7%0.002%
2/13/2025TRUE Private Wealth Advisors9,740$1.20M0.1%+481.1%0.050%
2/13/2025Advisory Services Network LLC5,038$622K0.0%+8.1%0.026%
2/13/2025Renaissance Technologies LLC12,300$1.52M0.0%+84.4%0.063%
2/13/2025Bank of Montreal Can1,325$164K0.0%+39.5%0.007%
2/13/2025Cerity Partners LLC97,268$12.02M0.0%N/A0.497%
2/13/2025Trek Financial LLC23,892$2.95M0.2%N/A0.122%
(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, 345 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($459.36M), LPL Financial LLC ($331.00M), Clark Capital Management Group Inc. ($131.27M), Wells Fargo & Company MN ($103.39M), Cetera Investment Advisers ($76.15M), Raymond James Financial Inc. ($66.38M), and Ameriprise Financial Inc. ($62.51M).Learn more on XMMO's institutional investors.

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

Of the 324 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: Envestnet Asset Management Inc. ($3.32M), LPL Financial LLC ($1.44M), Clark Capital Management Group Inc. ($1.06M), Cetera Investment Advisers ($634.98K), Orion Portfolio Solutions LLC ($621.15K), Raymond James Financial Inc. ($537.39K), and International Assets Investment Management LLC ($370.68K).

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

Institutional investors have bought a total of 14,809,881 shares in the last 24 months. This purchase volume represents approximately $1.74B in transactions.

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

Of the 110 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), Wealth Enhancement Advisory Services LLC ($265.43K), LPL Financial LLC ($178.04K), Raymond James Financial Services Advisors Inc. ($148.47K), Commonwealth Equity Services LLC ($148.27K), IFP Advisors Inc ($88.69K), and Stifel Financial Corp ($58.65K).

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

Institutional investors have sold a total of 2,698,068 shares in the last 24 months. This volume of shares sold represents approximately $284.38M in transactions.



This page (NYSEARCA:XMMO) was last updated on 4/18/2025 by MarketBeat.com Staff
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