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

Invesco S&P MidCap Momentum ETF logo
$132.34 +2.34 (+1.80%)
(As of 12:50 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)
$321.23M
Number of
Institutional Sellers
(last 12 months)
66
Total
Institutional Outflows
(last 12 months)
$194.47M
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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
11/18/2024 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%
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%
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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%
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%
9/11/2024 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%
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8/19/2024B. 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%
8/14/2024 Certified 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%
8/13/2024 Thrivent Financial for Lutherans6,398$729K0.0%-44.6%0.033%
8/13/2024 AE 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%
(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, 209 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 188 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 4,904,470 shares in the last 24 months. This purchase volume represents approximately $470.30M in transactions.

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

Of the 101 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 2,459,505 shares in the last 24 months. This volume of shares sold represents approximately $252.53M in transactions.



This page (NYSEARCA:XMMO) was last updated on 11/21/2024 by MarketBeat.com Staff
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