Invesco S&P Midcap MomentumXMMOETF
13F holders, Q1 2024 (March 31)212holders
1famous investor
$114.53avg. 13F price*
At the end of Q1 2024, 212 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings. The largest holders were LPL Financial LLC ($165.4M), Envestnet Asset Management Inc. ($146.6M) and Tredje AP-fonden ($130.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $273.2M |
| Exits | 11 | $6.1M |
Ownership 212 holders
| LPL Financial LLC | 0.09% | Add +7.2% | 1,439,605 | $165.4M |
| Envestnet Asset Management Inc. | 0.05% | Add +815.0% | 1,276,392 | $146.6M |
| Tredje AP-fonden | 1.35% | New | 1,132,183 | $130.0M |
| Morgan Stanley | 0.01% | Add +2.3% | 805,561 | $92.5M |
| Wealth Enhancement Advisory Services, LLC | 0.14% | Reduce -0.8% | 468,358 | $53.8M |
| Wells Fargo & Company | 0.01% | Add +13.3% | 436,059 | $50.1M |
| Clark Capital Management Group, Inc. | 0.37% | New | 426,997 | $49.0M |
| Ameriprise Financial Inc. | 0.01% | Add +56.4% | 379,062 | $43.4M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.2% | 313,523 | $36.0M |
| Bank of America Corp. | 0.00% | Add +2.6% | 278,817 | $32.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -32.7% | 261,817 | $30.1M |
| Stifel Financial Corp. | 0.03% | Add +7.1% | 216,281 | $24.8M |
| Osaic Holdings, Inc. | 0.05% | Add +25.7% | 199,563 | $22.9M |
| Foundations Investment Advisors, LLC | 0.48% | Add +13.0% | 160,256 | $18.4M |
| Oxford Wealth Group, LLC | 16.72% | — | 159,988 | $18.4M |
| Cetera Investment Advisers | 0.04% | Add +842.6% | 150,228 | $17.3M |
| Win Advisors, Inc. | 6.75% | New | 133,328 | $15.3M |
| Raymond James & Associates | 0.01% | Add +5.5% | 132,630 | $15.2M |
| Orion Porfolio Solutions, LLC | 0.16% | New | 132,110 | $15.2M |
| Orion Portfolio Solutions, LLC | 0.16% | New | 132,110 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +17.2% | 130,503 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 123,989 | $14.2M |
| MML Investors Services, LLC | 0.06% | Add +48.0% | 122,864 | $14.1M |
| Focus Financial Network, Inc. | 0.66% | — | 127,062 | $13.6M |
| Systelligence, LLC | 3.46% | Reduce -18.8% | 115,254 | $13.2M |
| Aspire Wealth Management Corp | 7.00% | Add +0.3% | 100,919 | $11.6M |
| Citigroup Inc. | 0.01% | Add +8.9% | 91,464 | $10.5M |
| GeoWealth Management, LLC | 0.39% | New | 88,614 | $10.2M |
| UBS Group AG | 0.00% | Add +10.2% | 87,007 | $10.0M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.1% | 85,766 | $9.9M |
| Royal Bank of Canada | 0.00% | Reduce -24.3% | 77,751 | $8.9M |
| Principal Securities, Inc. | 0.28% | Add +212.3% | 77,487 | $8.9M |
| Great Valley Advisor Group, Inc. | 0.27% | Reduce -12.7% | 77,224 | $8.9M |
| Moneta Group Investment Advisors LLC | 0.14% | New | 76,434 | $8.8M |
| Financial Advocates Investment Management | 0.36% | Add +38.4% | 61,258 | $6.3M |
| Avantax Advisory Services, Inc. | 0.05% | Add +37.4% | 49,977 | $5.7M |
| Institute for Wealth Management, LLC. | 0.73% | Add +0.0% | 48,933 | $5.6M |
| ProVise Management Group, LLC | 0.47% | Add +4.3% | 47,131 | $5.4M |
| Level Four Advisory Services, LLC | 0.27% | No change | 54,226 | $4.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +26.2% | 42,078 | $4.8M |
| Synergy Asset Management, LLC | 0.80% | New | 40,821 | $4.7M |
| Cwm, LLC | 0.02% | Add +79.0% | 40,121 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -1.9% | 38,142 | $4.4M |
| NewEdge Advisors, LLC | 0.04% | Add +14.1% | 37,780 | $4.3M |
| Ullmann Wealth Partners Group, LLC | 0.64% | Add +0.0% | 37,233 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | New | 36,421 | $4.2M |
| Fifth Third Securities, Inc. | 0.39% | Add +16.5% | 34,960 | $4.0M |
| Ameritas Advisory Services, LLC | 0.17% | Add +22.6% | 34,933 | $4.0M |
| Equitable Holdings, Inc. | 0.04% | Add +21.1% | 31,708 | $3.6M |
| IFP Advisors, Inc | 0.15% | Add +899.8% | 30,554 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +131.6% | 30,228 | $3.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.1% | 29,432 | $3.4M |
| Jane Street Group, LLC | 0.00% | New | 24,870 | $2.9M |
| Lowery Thomas, LLC | 2.16% | Add +20.4% | 24,575 | $2.8M |
| Spectrum Wealth Advisory Group, LLC | 3.21% | Reduce -0.1% | 24,258 | $2.8M |
| Prudential Financial Inc. | 0.00% | Add +210.3% | 23,082 | $2.7M |
| Thoroughbred Financial Services, LLC | 0.24% | Reduce -13.5% | 21,924 | $2.5M |
| Southland Equity Partners LLC | 0.69% | Reduce -0.6% | 21,525 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +9.6% | 20,191 | $2.3M |
| Diversified, LLC | 0.32% | Reduce -4.1% | 20,039 | $2.3M |
| Anson Capital, Inc. | 3.29% | Reduce -6.4% | 19,938 | $2.3M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +1.6% | 19,160 | $2.2M |
| Verde Capital Management | 0.74% | Reduce -14.2% | 18,904 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.0% | 17,081 | $2.0M |
| Atria Investments, Inc | 0.03% | New | 16,786 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.1% | 15,711 | $1.8M |
| Coppell Advisory Solutions Corp. | 0.33% | — | 15,456 | $1.8M |
| Nwam LLC | 0.14% | Add +57.1% | 14,849 | $1.7M |
| SigFig Wealth Management, LLC | 0.06% | New | 14,727 | $1.7M |
| Sculati Wealth Management, LLC | 0.70% | Reduce -1.5% | 14,079 | $1.6M |
| Faithward Advisors, LLC | 0.29% | Reduce -16.7% | 13,803 | $1.6M |
| Accel Wealth Management | 0.62% | Add +13.3% | 12,646 | $1.5M |
| Fulcrum Equity Management | 1.65% | New | 12,161 | $1.4M |
| Comprehensive Wealth Management, LLC | 1.09% | Reduce -15.9% | 12,132 | $1.4M |
| Centennial Wealth Advisory LLC | 0.63% | New | 11,921 | $1.4M |
| New Millennium Group LLC | 1.03% | Add +1.4% | 11,850 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +11.6% | 11,553 | $1.3M |
| PSI Advisors, LLC | 0.48% | Add +2.8% | 11,514 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +194.0% | 11,485 | $1.3M |
| PCG Wealth Advisors, LLC | 0.61% | Reduce -2.0% | 11,256 | $1.3M |
| Savvy Advisors, Inc. | 0.74% | Add +35.5% | 11,247 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -57.7% | 10,973 | $1.3M |
| Certified Advisory Corp | 0.17% | Add +8.8% | 10,562 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Add +0.3% | 10,210 | $1.2M |
| Mariner, LLC | 0.00% | Reduce -10.6% | 10,209 | $1.2M |
| Valued Retirements, Inc. | 1.85% | No change | 10,047 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -16.2% | 9,983 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.53% | Reduce -1.1% | 9,753 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -6.0% | 9,548 | $1.1M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -4.0% | 9,535 | $1.1M |
| Ethos Financial Group, LLC | 0.20% | New | 9,011 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -27.5% | 8,791 | $1.0M |
| Goldstone Financial Group, LLC | 0.21% | New | 8,096 | $930K |
| Titleist Asset Management, LLC | 0.16% | Reduce -73.8% | 8,080 | $928K |
| Independent Financial Group, LLC | 0.04% | Add +1.3% | 7,603 | $873K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 7,591 | $872K |
| Creative Planning | 0.00% | New | 7,518 | $864K |
| Sigma Planning Corp | 0.03% | New | 7,493 | $861K |
| Commonwealth Financial Services, LLC | 0.20% | Add +5.2% | 9,549 | $858K |
| Janney Montgomery Scott LLC | 0.00% | Add +39.2% | 7,416 | $852K |
"% 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.