Invesco S&P Midcap MomentumXMMOETF
13F holders, Q2 2026 (June 30)483holders +52
71new positions
22sold out
3famous investors
$169.92avg. 13F price*
At the end of Q2 2026, 483 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 52 from Q1 2026. 71 opened new positions and 22 sold out. The largest holders were LPL Financial LLC ($696.8M), Morgan Stanley ($402.9M) and Cetera Investment Advisers ($257.0M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P Midcap Momentum
- CUSIP
- 46137V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $164.0M |
| Exits | 22 | $46.4M |
All 13F filers, Q1 2026 → Q2 2026: 5,440,030 shares bought and 5,319,862 shares sold, net +120,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 483 holders
| LPL Financial LLC | 0.16% | Add +10.7% | 4,095,320 | $696.8M |
| Morgan Stanley | 0.02% | Add +18.5% | 2,368,277 | $402.9M |
| Cetera Investment Advisers | 0.23% | Add +10.4% | 1,510,414 | $257.0M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +17.7% | 1,371,946 | $233.4M |
| Wells Fargo & Company | 0.04% | Add +13.7% | 1,345,518 | $228.9M |
| Raymond James Financial Inc. | 0.06% | Add +15.9% | 1,299,037 | $221.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +22.0% | 1,295,928 | $220.5M |
| Ameriprise Financial Inc. | 0.04% | Add +33.5% | 1,015,181 | $172.7M |
| Bank of America Corp. | 0.01% | Add +27.3% | 1,000,210 | $170.2M |
| Osaic Holdings, Inc. | 0.18% | Add +19.8% | 892,567 | $151.9M |
| Vantagepoint Investment Advisers LLC | 1.12% | Reduce -6.6% | 881,795 | $150.0M |
| Jones Financial Companies LLLP | 0.06% | Add +49.1% | 835,694 | $139.6M |
| Royal Bank of Canada | 0.01% | Add +36.1% | 507,500 | $86.3M |
| MML Investors Services, LLC | 0.16% | Add +33.0% | 460,191 | $78.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +44.9% | 435,788 | $74.1M |
| Commonwealth Equity Services, LLC | 0.08% | Add +1.5% | 368,061 | $62.6M |
| Stifel Financial Corp. | 0.05% | Add +2.6% | 365,151 | $62.1M |
| Great Valley Advisor Group, Inc. | 0.95% | Add +3.0% | 353,974 | $60.2M |
| HighTower Advisors, LLC | 0.06% | Add +35.0% | 348,431 | $59.3M |
| UBS Group AG | 0.01% | Add +10.2% | 341,475 | $58.1M |
| Affinity Wealth Management LLC | 7.02% | Reduce -0.7% | 320,484 | $54.5M |
| Private Advisor Group, LLC | 0.21% | Add +56.3% | 266,130 | $45.3M |
| Clark Capital Management Group, Inc. | 0.19% | Reduce -3.5% | 209,806 | $35.7M |
| Two Sigma Investments, LP | 0.03% | New | 196,900 | $33.5M |
| AssuredPartners Investment Advisors, LLC | 3.11% | Add +57.5% | 188,397 | $32.1M |
| Equitable Holdings, Inc. | 0.18% | Add +4.4% | 175,074 | $29.8M |
| Citigroup Inc. | 0.01% | Add +3.9% | 171,794 | $29.2M |
| NewEdge Advisors, LLC | 0.08% | Add +98.9% | 155,686 | $26.5M |
| Oxford Wealth Group, LLC | 10.51% | Add +0.1% | 138,113 | $23.5M |
| Davidson Capital Management Inc. | 3.76% | Reduce -1.1% | 138,042 | $23.5M |
| Principal Securities, Inc. | 0.28% | Add +6.6% | 136,140 | $23.2M |
| SHP Wealth Management | 1.53% | New | 130,771 | $22.2M |
| Focus Financial Network, Inc. | 0.66% | Add +1.2% | 125,386 | $21.3M |
| Affinity Wealth LLC | 11.40% | Add +4.0% | 124,759 | $21.2M |
| Ameritas Investment Partners, Inc. | 0.55% | Add +430.4% | 120,954 | $20.6M |
| Dala Group, LLC | 15.70% | Add +7.5% | 112,019 | $19.1M |
| Peak Planning Group, LLC | 4.21% | Add +8.5% | 109,569 | $18.6M |
| Modern Wealth Management, LLC | 0.22% | Reduce -2.7% | 108,083 | $18.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +109.0% | 106,501 | $18.1M |
| Fifth Third Securities, Inc. | 0.98% | Add +5.3% | 101,244 | $17.2M |
| Financial Partners Group, Inc | 1.74% | Reduce -1.5% | 100,867 | $17.2M |
| Manchester Financial Inc. | 2.93% | Add +2.3% | 96,580 | $16.4M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -11.0% | 95,363 | $16.2M |
| Family Investment Center, Inc. | 2.63% | Reduce -4.7% | 93,073 | $15.8M |
| Advance Capital Management, Inc. | 0.51% | Reduce -50.5% | 92,765 | $15.8M |
| Sound Income Strategies, LLC | 0.71% | Add +15.4% | 92,630 | $15.8M |
| Insight Wealth Strategies, LLC | 1.51% | Add +1.1% | 93,115 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -0.4% | 95,520 | $15.4M |
| Quadrature Capital Ltd | 0.13% | New | 87,025 | $14.8M |
| FreeGulliver LLC | 5.19% | Add +15.9% | 86,510 | $14.7M |
| Oasis Advisors, LLC | 9.33% | Reduce -98.2% | 84,481 | $14.4M |
| Ameritas Advisory Services, LLC | 0.29% | Add +520.6% | 83,256 | $14.2M |
| Cerity Partners LLC | 0.02% | Add +6.8% | 83,063 | $14.1M |
| J.W. Cole Advisors, Inc. | 0.23% | Add +4.5% | 80,247 | $13.7M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +0.1% | 77,168 | $13.1M |
| Win Advisors, Inc. | 4.65% | New | 76,701 | $13.0M |
| Natixis Advisors, LLC | 0.01% | Add +110.1% | 72,657 | $12.4M |
| Flagship Wealth Advisors, LLC | 2.72% | Add +42.7% | 71,307 | $12.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +65.4% | 68,547 | $11.7M |
| Thoroughbred Financial Services, LLC | 0.55% | Add +15.8% | 67,286 | $11.4M |
| TD Private Client Wealth LLC | 0.21% | Add +603.5% | 66,383 | $11.3M |
| Avaii Wealth Management, LLC | 3.19% | Add +5.2% | 63,778 | $10.9M |
| Ausdal Financial Partners, Inc. | 0.42% | Reduce -1.2% | 62,929 | $10.7M |
| World Investment Advisors | 0.18% | Add +6.1% | 71,615 | $10.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +181.3% | 61,802 | $10.5M |
| ProVise Management Group, LLC | 0.70% | Add +1.8% | 61,437 | $10.5M |
| LMG Wealth Partners, LLC | 1.66% | Add +2.2% | 60,963 | $10.4M |
| Principle Wealth Partners LLC | 0.51% | Add +36.9% | 60,388 | $10.3M |
| Atlas Legacy Advisors, LLC | 1.49% | Add +1.4% | 59,242 | $10.1M |
| Axxcess Wealth Management, LLC | 0.15% | New | 53,723 | $9.1M |
| Meridian Wealth Management, LLC | 0.28% | New | 52,993 | $9.0M |
| B. Riley Wealth Advisors, Inc. | 0.49% | Add +957.8% | 53,703 | $9.0M |
| Koshinski Asset Management, Inc. | 0.48% | Add +4.1% | 52,781 | $9.0M |
| Titleist Asset Management, LLC | 0.56% | Add +2.8% | 48,776 | $8.3M |
| Sunrise Financial Services, LLC | 4.85% | Add +7.0% | 47,947 | $8.2M |
| Level Four Advisory Services, LLC | 0.23% | Reduce -0.3% | 46,957 | $8.0M |
| Institute for Wealth Management, LLC. | 0.70% | Add +0.6% | 46,822 | $8.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -44.2% | 46,563 | $7.9M |
| Stillwater Private Wealth, LLC | 5.11% | Add +213.7% | 47,959 | $7.8M |
| Quattro Advisors LLC | 5.21% | Add +2.4% | 46,049 | $7.8M |
| Susquehanna International Group, LLP | 0.01% | New | 44,999 | $7.7M |
| Nwam LLC | 0.38% | Add +1.6% | 44,308 | $7.5M |
| Schorn Wealth LLC | 1.89% | Add +0.5% | 42,539 | $7.2M |
| Flagship Harbor Advisors, LLC | 0.27% | Add +9.4% | 41,405 | $7.0M |
| Blair William & Co. | 0.02% | Reduce -7.8% | 39,324 | $6.7M |
| Kellett Wealth Advisors, LLC | 3.07% | Add +4.0% | 38,712 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -4.4% | 38,515 | $6.6M |
| Uniting Wealth Partners, LLC | 1.33% | Reduce -0.2% | 38,457 | $6.5M |
| Argent Trust Co | 0.19% | Add +100.8% | 38,267 | $6.5M |
| Park Avenue Securities LLC | 0.04% | Add +17.9% | 37,356 | $6.4M |
| Guardian Asset Advisors, LLC | 2.88% | New | 36,761 | $6.3M |
| Ullmann Wealth Partners Group, LLC | 0.57% | Add +1.0% | 36,640 | $6.2M |
| BNB Wealth Management, LLC | 3.38% | Add +99.4% | 36,378 | $6.2M |
| Belpointe Asset Management LLC | 0.20% | Add +45.8% | 35,353 | $6.0M |
| Benjamin Edwards Inc. | 0.05% | Add +0.8% | 34,981 | $6.0M |
| Braeburn Wealth Management LLC | 2.48% | New | 33,907 | $5.8M |
| Capstone Wealth Management Group, LLC | 2.04% | Add +165.0% | 33,868 | $5.8M |
| PSI Advisors, LLC | 1.32% | Add +42.6% | 33,391 | $5.7M |
| Symphony Financial Services, Inc. | 2.53% | Add +0.8% | 33,126 | $5.6M |
| Kingsview Wealth Management, LLC | 0.07% | Add +12.9% | 32,639 | $5.6M |
"% of holder's portfolio" is XMMO's weight in each manager's 13F, not the share of Invesco S&P Midcap Momentum the manager owns.