Invesco S&P Midcap MomentumXMMOETF
13F holders, Q2 2024 (June 30)242holders +30
51new positions
24sold out
3famous investors
$114.06avg. 13F price*
At the end of Q2 2024, 242 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 30 from Q1 2024. 51 opened new positions and 24 sold out. The largest holders were LPL Financial LLC ($166.7M), Tredje AP-fonden ($129.1M) and Morgan Stanley ($97.7M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $129.2M |
| Exits | 24 | $84.9M |
All 13F filers, Q1 2024 → Q2 2024: 2,387,644 shares bought and 2,474,915 shares sold, net −87,271 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 242 holders
| LPL Financial LLC | 0.08% | Add +1.6% | 1,462,834 | $166.7M |
| Tredje AP-fonden | 1.25% | No change | 1,132,183 | $129.1M |
| Morgan Stanley | 0.01% | Add +6.4% | 857,280 | $97.7M |
| Money Concepts Capital Corp. | 6.66% | New | 695,394 | $79.3M |
| Wells Fargo & Company | 0.02% | Add +26.6% | 552,165 | $62.9M |
| Ameriprise Financial Inc. | 0.01% | Add +18.6% | 449,411 | $51.2M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Reduce -16.3% | 391,907 | $44.7M |
| Bank of America Corp. | 0.00% | Add +25.2% | 349,079 | $39.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.5% | 321,240 | $36.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +12.3% | 294,088 | $33.5M |
| Stifel Financial Corp. | 0.04% | Add +31.0% | 283,340 | $32.3M |
| Affinity Wealth Management LLC | 5.20% | Add +11993.0% | 249,963 | $28.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -81.1% | 241,183 | $27.5M |
| Foundations Investment Advisors, LLC | 0.60% | Add +34.7% | 215,906 | $24.6M |
| Oxford Wealth Group, LLC | 16.83% | Add +34.2% | 214,735 | $24.5M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +133.4% | 180,213 | $20.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +10.0% | 143,533 | $16.4M |
| Raymond James & Associates | 0.01% | Add +7.1% | 142,079 | $16.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +14.3% | 141,785 | $16.2M |
| UBS Group AG | 0.00% | Add +56.6% | 136,293 | $15.5M |
| MML Investors Services, LLC | 0.06% | Add +7.9% | 132,569 | $15.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -36.5% | 126,744 | $14.5M |
| Focus Financial Network, Inc. | 0.61% | Reduce -3.2% | 123,051 | $14.3M |
| Systelligence, LLC | 3.28% | Reduce -6.2% | 108,122 | $12.3M |
| Citigroup Inc. | 0.01% | Add +15.4% | 105,551 | $12.0M |
| Aspire Wealth Management Corp | 6.80% | Add +3.3% | 104,205 | $11.9M |
| Private Advisor Group, LLC | 0.08% | Add +16.9% | 100,272 | $11.4M |
| Cetera Investment Advisers | 0.03% | Reduce -35.6% | 96,691 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +106.0% | 86,691 | $9.9M |
| MinichMacGregor Wealth Management, LLC | 2.25% | New | 80,748 | $9.2M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.0% | 76,454 | $8.7M |
| Royal Bank of Canada | 0.00% | Reduce -6.5% | 72,737 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Add +138.9% | 70,314 | $8.0M |
| Level Four Advisory Services, LLC | 0.31% | Add +11.5% | 60,462 | $6.9M |
| Avantax Advisory Services, Inc. | 0.04% | Add +9.3% | 54,609 | $6.2M |
| Financial Advocates Investment Management | 0.37% | Reduce -15.2% | 51,928 | $5.9M |
| Kovack Advisors, Inc. | 0.63% | New | 50,135 | $5.7M |
| Institute for Wealth Management, LLC. | 0.74% | Reduce -0.5% | 48,708 | $5.6M |
| Fifth Third Securities, Inc. | 0.50% | Add +36.9% | 47,875 | $5.5M |
| ProVise Management Group, LLC | 0.46% | Add +1.6% | 47,862 | $5.5M |
| Cwm, LLC | 0.03% | Add +18.6% | 47,581 | $5.4M |
| Schorn Wealth LLC | 1.76% | New | 43,093 | $4.9M |
| NewEdge Advisors, LLC | 0.04% | Add +11.6% | 42,176 | $4.8M |
| Equitable Holdings, Inc. | 0.04% | Add +18.4% | 37,537 | $4.3M |
| Ullmann Wealth Partners Group, LLC | 0.61% | Add +0.0% | 37,239 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -7.2% | 35,411 | $4.0M |
| Ameritas Advisory Services, LLC | 0.15% | Reduce -0.8% | 34,639 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +37.0% | 30,036 | $3.4M |
| IFP Advisors, Inc | 0.14% | Reduce -2.3% | 29,848 | $3.4M |
| Two Sigma Investments, LP | 0.01% | New | 27,700 | $3.2M |
| Kellett Wealth Advisors, LLC | 2.45% | New | 26,598 | $3.0M |
| Pinnacle Family Advisors, LLC | 1.65% | New | 26,221 | $3.0M |
| KFG Wealth Management, LLC | 1.17% | New | 25,807 | $2.9M |
| Lowery Thomas, LLC | 2.12% | Add +3.9% | 25,520 | $2.9M |
| Principal Securities, Inc. | 0.08% | Reduce -67.2% | 25,397 | $2.9M |
| Trek Financial, LLC | 0.23% | New | 25,015 | $2.9M |
| Spectrum Wealth Advisory Group, LLC | 2.99% | Add +1.3% | 24,562 | $2.8M |
| Prudential Financial Inc. | 0.00% | Reduce -0.6% | 22,952 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +7.3% | 21,661 | $2.5M |
| Optivise Advisory Services LLC | 1.33% | — | 21,534 | $2.5M |
| Anson Capital, Inc. | 2.39% | Add +6.8% | 21,295 | $2.4M |
| Southland Equity Partners LLC | 0.66% | Reduce -6.0% | 20,238 | $2.3M |
| Sculati Wealth Management, LLC | 0.98% | Add +42.0% | 19,999 | $2.3M |
| Diversified, LLC | 0.27% | Reduce -0.9% | 19,848 | $2.3M |
| Symphony Financial Services, Inc. | 1.94% | — | 19,918 | $2.3M |
| Verde Capital Management | 0.67% | Reduce -1.6% | 18,596 | $2.1M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -4.7% | 18,263 | $2.1M |
| Qube Research & Technologies Ltd | 0.00% | Add +5000.9% | 17,445 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.6% | 15,959 | $1.8M |
| Coppell Advisory Solutions LLC | 0.30% | — | 15,876 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -50.0% | 15,098 | $1.7M |
| Faithward Advisors, LLC | 0.30% | Add +6.4% | 14,684 | $1.7M |
| EWG Elevate Inc. | 0.59% | New | 14,087 | $1.6M |
| PSI Advisors, LLC | 0.49% | Add +18.9% | 13,689 | $1.6M |
| D. E. Shaw & Co. | 0.00% | New | 13,437 | $1.5M |
| Fulcrum Equity Management | 1.34% | Add +7.9% | 13,125 | $1.5M |
| Accel Wealth Management | 0.59% | Add +2.8% | 12,999 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -22.6% | 12,993 | $1.5M |
| TRUE Private Wealth Advisors | 0.16% | Add +90.2% | 12,458 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +462.3% | 12,405 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +66.3% | 12,335 | $1.4M |
| New Millennium Group LLC | 0.90% | Add +2.5% | 12,147 | $1.4M |
| Certified Advisory Corp | 0.17% | Add +13.2% | 11,953 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +67.7% | 11,680 | $1.3M |
| Savvy Advisors, Inc. | 0.43% | Add +3.0% | 11,579 | $1.3M |
| HBW Advisory Services LLC | 0.22% | Add +61.4% | 11,460 | $1.3M |
| PCG Wealth Advisors, LLC | 0.55% | Reduce -1.0% | 11,145 | $1.3M |
| AQR Capital Management | 0.00% | New | 10,930 | $1.2M |
| Western Wealth Management, LLC | 0.09% | Add +0.6% | 10,267 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Add +1.8% | 10,161 | $1.2M |
| Valued Retirements, Inc. | 1.74% | No change | 10,047 | $1.1M |
| Comprehensive Wealth Management, LLC | 0.83% | Reduce -18.1% | 9,934 | $1.1M |
| Capital Advisory Group Advisory Services, LLC | 0.48% | Add +0.1% | 9,760 | $1.1M |
| Commonwealth Financial Services, LLC | 0.23% | Add +2.8% | 9,813 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.5% | 9,654 | $1.1M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.5% | 9,310 | $1.1M |
| OxenFree Capital LLC | 0.91% | New | 9,171 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +20.3% | 9,145 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +17.9% | 8,834 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | New | 8,800 | $1.0M |
"% 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.