Free Trial

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

Invesco S&P MidCap Momentum ETF logo
$124.66 +1.03 (+0.83%)
(As of 12/20/2024 05:45 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
149
Total
Institutional Inflows
(last 12 months)
$327.22M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$195.22M
Get XMMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P MidCap Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
12/13/2024 B. Riley Wealth Advisors Inc.53,784$6.44M0.2%+910.0%0.275%
11/29/2024 American Trust7,835$943K0.1%+1.1%0.040%
11/25/2024 World Investment Advisors LLC3,830$461K0.0%-8.3%0.020%
11/25/2024 Sanctuary Advisors LLC2,643$318K0.0%N/A0.014%
11/22/2024 Sculati Wealth Management LLC14,079$1.62M0.7%-29.6%0.072%
11/18/2024 Arete Wealth Advisors LLC5,367$643K0.1%+13.9%0.027%
11/15/2024 Valued Retirements Inc.10,047$1.21M1.7%N/A0.051%
11/15/2024 Y Intercept Hong Kong Ltd6,408$771K0.0%N/A0.033%
11/15/2024 MML Investors Services LLC164,742$19.82M0.1%+24.3%0.842%
11/15/2024 Orion Portfolio Solutions LLC3,359$404K0.0%+56.2%0.017%
11/15/2024 Stifel Financial Corp224,692$27.04M0.0%-20.7%1.148%
11/15/2024 IHT Wealth Management LLC12,158$1.46M0.0%+115.4%0.062%
11/15/2024 Integrated Wealth Concepts LLC10,553$1.27M0.0%+3.9%0.054%
11/15/2024 HighTower Advisors LLC25,446$3.06M0.0%-63.8%0.130%
11/15/2024 Arizona PSPRS Trust28,212$3.40M0.1%N/A0.144%
11/15/2024 Benjamin Edwards Inc.18,930$2.28M0.0%N/A0.097%
11/14/2024 TRUE Private Wealth Advisors1,676$202K0.0%-86.5%0.009%
11/14/2024 Flow Traders U.S. LLC12,995$1.56M0.1%+67.1%0.066%
11/13/2024 FMR LLC5,847$704K0.0%+102.1%0.030%
11/13/2024 Diversified LLC19,183$2.31M0.3%-3.4%0.098%
11/13/2024 Gentry Private Wealth LLC2,187$263K0.2%N/A0.011%
11/12/2024 Crewe Advisors LLC2,413$290K0.0%N/A0.012%
11/12/2024 Kingsview Wealth Management LLC8,051$969K0.0%-13.5%0.041%
11/12/2024 Great Valley Advisor Group Inc.186,324$22.42M0.6%+3.4%0.952%
11/12/2024 Certified Advisory Corp14,098$1.70M0.2%+17.9%0.072%
11/12/2024 Nwam LLC26,663$3.21M0.2%N/A0.136%
11/12/2024 Citigroup Inc.113,054$13.60M0.0%+7.1%0.578%
11/12/2024 49 Wealth Management LLC1,879$226K0.0%-11.1%0.010%
11/12/2024 Investors Research Corp718$86K0.0%+127.2%0.004%
11/9/2024 LPL Financial LLC1,744,946$209.97M0.1%+19.3%8.916%
11/8/2024 Howe & Rusling Inc.251$30K0.0%N/A0.001%
11/8/2024 New Millennium Group LLC21,680$2.61M1.7%+78.5%0.111%
11/8/2024 Lowery Thomas LLC26,950$3.24M2.2%+5.6%0.138%
11/8/2024 Prospera Financial Services Inc7,334$882K0.0%+29.2%0.037%
11/7/2024 Spectrum Wealth Advisory Group LLC24,779$2.98M1.7%+0.9%0.127%
11/7/2024 Thrivent Financial for Lutherans5,830$702K0.0%-8.9%0.030%
11/6/2024 Signature Estate & Investment Advisors LLC6,838$823K0.0%-21.8%0.035%
11/6/2024 Comprehensive Wealth Management LLC10,667$1.28M0.8%+7.4%0.055%
11/6/2024 Schrum Private Wealth Management LLC4,000$481K0.2%+100.0%0.020%
11/6/2024 Kovack Advisors Inc.34,415$4.14M0.4%-31.4%0.176%
Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)

This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

11/6/2024 Oppenheimer & Co. Inc.7,202$867K0.0%-38.3%0.037%
11/5/2024 First Heartland Consultants Inc.5,966$718K0.1%+9.0%0.030%
11/5/2024 Prime Capital Investment Advisors LLC35,537$4.28M0.1%+0.4%0.182%
11/5/2024 Savvy Advisors Inc.13,657$1.64M0.3%+17.9%0.070%
11/5/2024 Systelligence LLC99,362$11.96M3.0%-8.1%0.508%
11/5/2024 Harbour Investments Inc.2,030$244K0.0%+150.0%0.010%
11/4/2024 Sigma Planning Corp10,744$1.29M0.0%+21.6%0.055%
11/1/2024 Atria 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%
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%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

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%
9/12/2024 American Trust7,751$884K0.1%+4.9%0.040%
9/11/2024 Newbridge Financial Services Group Inc.225$26K0.0%N/A0.001%
8/22/2024 Cetera Investment Advisers96,691$11.02M0.0%-35.6%0.494%
8/19/2024 B. Riley Wealth Advisors Inc.5,325$607K0.0%N/A0.027%
8/16/2024 NewEdge Advisors LLC42,176$4.81M0.0%+11.6%0.216%
8/16/2024 Northwestern 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%
8/15/2024 AQR Capital Management LLC10,930$1.25M0.0%N/A0.056%
(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, 211 institutional investors and hedge funds held shares of Invesco S&P MidCap Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($209.97M), 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 189 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 ($807.82K), 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 4,955,656 shares in the last 24 months. This purchase volume represents approximately $476.46M in transactions.

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

Of the 102 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 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 2,464,034 shares in the last 24 months. This volume of shares sold represents approximately $253.16M in transactions.



This page (NYSEARCA:XMMO) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners