Free Trial

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

Invesco S&P MidCap Momentum ETF logo
$129.69 +0.58 (+0.45%)
Closing price 01/17/2025 04:10 PM Eastern
Extended Trading
$130.84 +1.16 (+0.89%)
As of 08:47 AM 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)
161
Total
Institutional Inflows
(last 12 months)
$348.57M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$194.84M
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
1/21/2025MFA Wealth Services10,345$1.28M1.0%N/A0.053%
1/17/2025 New Century Financial Group LLC8,412$1.06M0.5%N/A0.043%
1/17/2025 Verde Capital Management16,484$2.04M0.6%-7.5%0.084%
1/17/2025 MinichMacGregor Wealth Management LLC72,648$8.97M1.9%N/A0.371%
1/17/2025 Mutual Advisors LLC2,598$335K0.0%+17.5%0.013%
1/17/2025 Independent Wealth Network Inc.7,200$889K0.4%+118.4%0.037%
1/17/2025 Janney Montgomery Scott LLC10,875$1.34M0.0%-16.4%0.056%
1/17/2025 Advisory Alpha LLC1,850$229K0.0%+6.4%0.009%
1/17/2025 Atomi Financial Group Inc.4,036$499K0.0%N/A0.021%
1/16/2025 Koshinski Asset Management Inc.3,160$390K0.0%N/A0.016%
1/16/2025 Kelly Financial Services LLC11,155$1.38M0.4%N/A0.057%
1/15/2025 Meridian Financial LLC3,250$401K0.3%+3.2%0.017%
1/15/2025 TCP Asset Management LLC2,491$308K0.1%-15.8%0.013%
1/15/2025 Ameritas Advisory Services LLC40,162$4.96M0.2%-8.6%0.205%
1/15/2025 Arkadios Wealth Advisors8,600$1.06M0.1%+4.4%0.044%
1/15/2025 Merit Financial Group LLC61,839$7.64M0.1%N/A0.316%
1/15/2025 Certified Advisory Corp15,201$1.88M0.2%+7.8%0.078%
1/15/2025 Ullmann Wealth Partners Group LLC36,845$4.55M0.6%-0.9%0.188%
1/15/2025 Fermata Advisors LLC3,238$400K0.1%N/A0.017%
1/14/2025 Redhawk Wealth Advisors Inc.8,791$1.09M0.1%+18.1%0.045%
1/14/2025 Park Avenue Securities LLC28,065$3.47M0.0%+582.7%0.143%
1/14/2025 SeaCrest Wealth Management LLC1,972$244K0.0%N/A0.010%
1/14/2025 Capstone Wealth Management Group LLC11,363$1.40M0.8%N/A0.058%
1/13/2025 PSI Advisors LLC18,043$2.23M0.7%+7.0%0.092%
1/13/2025 Cooper Financial Group2,742$339K0.0%N/A0.014%
1/13/2025 Brookstone Capital Management2,745$339K0.0%+21.1%0.014%
1/10/2025 HBW Advisory Services LLC9,050$1.12M0.2%-26.5%0.046%
1/10/2025 Wealth Enhancement Advisory Services LLC382,094$45.98M0.1%+0.1%1.952%
1/10/2025 Fortitude Family Office LLC12,300$1.52M0.5%N/A0.063%
1/8/2025 Worth Asset Management LLC1,765$218K0.1%N/A0.009%
1/8/2025 International Assets Investment Management LLC3,261$404K0.0%N/A0.017%
12/26/2024JPMorgan Chase & Co.59,680$7.18M0.0%+4,307.7%0.305%
12/13/2024B. Riley Wealth Advisors Inc.53,784$6.44M0.2%+910.0%0.275%
11/29/2024American Trust7,835$943K0.1%+1.1%0.040%
11/25/2024World Investment Advisors LLC3,830$461K0.0%-8.3%0.020%
11/25/2024Sanctuary Advisors LLC2,643$318K0.0%N/A0.014%
11/22/2024Sculati Wealth Management LLC14,079$1.62M0.7%-29.6%0.072%
11/18/2024Arete Wealth Advisors LLC5,367$643K0.1%+13.9%0.027%
11/15/2024Valued Retirements Inc.10,047$1.21M1.7%N/A0.051%
11/15/2024Y Intercept Hong Kong Ltd6,408$771K0.0%N/A0.033%
Outperform BTC without owning any crypto? (Ad)

I want to let you in on what may be the hottest crypto discovery of all time… One that has NOTHING to do with creating a crypto wallet or touching ANY risky coin for that matter. Instead, it’s a way that could let regular folks like you and me target 10X the possible results you’d expect from buying Bitcoin … in just a fraction of the time It sounds nuts… trust me I know that… But just as I would hate for you to jump into any risky crypto asset… That’s exactly how I would hate for you to miss out on what could be a safer and better way to benefit from the crypto bull run of 2024. Which is why I’m giving you an opportunity to get all the details of this iconic crypto discovery with you for the first time ever… completely free…

11/15/2024MML Investors Services LLC164,742$19.82M0.1%+24.3%0.842%
11/15/2024Orion Portfolio Solutions LLC3,359$404K0.0%+56.2%0.017%
11/15/2024Stifel Financial Corp224,692$27.04M0.0%-20.7%1.148%
11/15/2024IHT Wealth Management LLC12,158$1.46M0.0%+115.4%0.062%
11/15/2024Integrated Wealth Concepts LLC10,553$1.27M0.0%+3.9%0.054%
11/15/2024HighTower Advisors LLC25,446$3.06M0.0%-63.8%0.130%
11/15/2024Arizona PSPRS Trust28,212$3.40M0.1%N/A0.144%
11/15/2024Benjamin Edwards Inc.18,930$2.28M0.0%N/A0.097%
11/14/2024TRUE Private Wealth Advisors1,676$202K0.0%-86.5%0.009%
11/14/2024Flow Traders U.S. LLC12,995$1.56M0.1%+67.1%0.066%
11/13/2024FMR LLC5,847$704K0.0%+102.1%0.030%
11/13/2024Diversified LLC19,183$2.31M0.3%-3.4%0.098%
11/13/2024Gentry Private Wealth LLC2,187$263K0.2%N/A0.011%
11/12/2024Crewe Advisors LLC2,413$290K0.0%N/A0.012%
11/12/2024Kingsview Wealth Management LLC8,051$969K0.0%-13.5%0.041%
11/12/2024Great 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%
11/12/2024Nwam LLC26,663$3.21M0.2%N/A0.136%
11/12/2024Citigroup Inc.113,054$13.60M0.0%+7.1%0.578%
11/12/202449 Wealth Management LLC1,879$226K0.0%-11.1%0.010%
11/12/2024Investors Research Corp718$86K0.0%+127.2%0.004%
11/9/2024LPL Financial LLC1,744,946$209.97M0.1%+19.3%8.916%
11/8/2024Howe & Rusling Inc.251$30K0.0%N/A0.001%
11/8/2024New Millennium Group LLC21,680$2.61M1.7%+78.5%0.111%
11/8/2024Lowery Thomas LLC26,950$3.24M2.2%+5.6%0.138%
11/8/2024Prospera Financial Services Inc7,334$882K0.0%+29.2%0.037%
11/7/2024Spectrum Wealth Advisory Group LLC24,779$2.98M1.7%+0.9%0.127%
11/7/2024Thrivent Financial for Lutherans5,830$702K0.0%-8.9%0.030%
11/6/2024Signature Estate & Investment Advisors LLC6,838$823K0.0%-21.8%0.035%
11/6/2024Comprehensive Wealth Management LLC10,667$1.28M0.8%+7.4%0.055%
11/6/2024Schrum Private Wealth Management LLC4,000$481K0.2%+100.0%0.020%
11/6/2024Kovack Advisors Inc.34,415$4.14M0.4%-31.4%0.176%
11/6/2024Oppenheimer & Co. Inc.7,202$867K0.0%-38.3%0.037%
11/5/2024First Heartland Consultants Inc.5,966$718K0.1%+9.0%0.030%
11/5/2024Prime Capital Investment Advisors LLC35,537$4.28M0.1%+0.4%0.182%
11/5/2024Savvy Advisors Inc.13,657$1.64M0.3%+17.9%0.070%
11/5/2024Systelligence LLC99,362$11.96M3.0%-8.1%0.508%
11/5/2024Harbour Investments Inc.2,030$244K0.0%+150.0%0.010%
11/4/2024Sigma Planning Corp10,744$1.29M0.0%+21.6%0.055%
11/1/2024Atria Investments Inc13,115$1.58M0.0%+0.9%0.067%
11/1/2024Aspire Wealth Management Corp105,435$12.69M6.8%+1.2%0.539%
10/31/2024Advisor Resource Council3,062$368K0.2%N/A0.016%
10/30/2024 Ameritas Advisory Services LLC43,943$5.29M0.2%+26.9%0.225%
10/30/2024World 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%
10/29/2024Farther Finance Advisors LLC759$91K0.0%-46.4%0.004%
10/28/2024Creative Financial Designs Inc. ADV9,060$1.09M0.1%+269.2%0.046%
10/28/2024Focus Financial Network Inc.123,985$14.92M0.6%+0.8%0.634%
10/28/2024Principal Securities Inc.24,439$2.94M0.1%-3.8%0.125%
10/28/2024US Bancorp DE2,002$241K0.0%+81.0%0.010%
A simple pattern that works in any market (Ad)

Right when most traders were getting bearish, The All-Weather Pattern signaled something different. Following this setup could've turned every $1,000 into $1,770 in just 48 hours. But here's what really gets me excited... You don't need to be glued to your screen all day, no complex formulas, no guessing. Just wait for a stock to close below The All-Weather Pattern, then check if it opens higher the next morning. That's it. While of course I cannot promise future returns or against losses… I've put together a complete breakdown of how this works, including the new stock that’s tending towards The All-Weather Pattern this week.

If you’re interested, the complete details are all here.
10/28/2024 Goldstone Financial Group LLC2,418$291K0.1%N/A0.012%
10/25/2024Financial Advocates Investment Management67,624$7.49M0.4%+30.2%0.346%
10/24/2024 TCP Asset Management LLC2,957$356K0.1%N/A0.015%
10/24/2024Anson Capital Inc.20,899$2.52M2.2%-1.9%0.107%
10/24/2024J.W. Cole Advisors Inc.21,960$2.64M0.1%+1.4%0.112%
10/24/2024Manchester 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%
10/23/2024Fiduciary Planning LLC45,886$5.52M1.9%+6.5%0.234%
10/23/2024Commonwealth Financial Services LLC31,262$3.75M0.7%+218.6%0.160%
(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, 224 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 ($45.98M), 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 203 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 ($370.68K), 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 MinichMacGregor Wealth Management LLC ($153.40K).

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

Institutional investors have bought a total of 5,229,418 shares in the last 24 months. This purchase volume represents approximately $511.35M 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 2,474,633 shares in the last 24 months. This volume of shares sold represents approximately $254.51M in transactions.



This page (NYSEARCA:XMMO) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners