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 |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -0.6% | 8,742 | $997K |
| Mariner, LLC | 0.00% | Reduce -17.8% | 8,396 | $957K |
| AE Wealth Management LLC | 0.01% | Reduce -25.9% | 8,130 | $927K |
| Creative Planning | 0.00% | Add +7.4% | 8,077 | $921K |
| Brown Advisory Inc. | 0.00% | Add +6.0% | 8,050 | $918K |
| Titleist Asset Management, LLC | 0.14% | Reduce -0.7% | 8,020 | $914K |
| Flow Traders U.S. LLC | 0.04% | Add +61.2% | 7,777 | $887K |
| American Trust | 0.07% | Add +4.9% | 7,751 | $884K |
| Ausdal Financial Partners, Inc. | 0.09% | Add +6.1% | 7,676 | $875K |
| Goldstone Financial Group, LLC | 0.17% | Reduce -6.3% | 7,590 | $865K |
| Founders Financial Securities LLC | 0.08% | New | 7,368 | $840K |
| TFB Advisors LLC | 0.27% | Reduce -7.3% | 7,155 | $816K |
| Armbruster Capital Management, Inc. | 0.16% | No change | 6,959 | $793K |
| Act Wealth Management, LLC | 0.38% | Add +0.1% | 6,740 | $768K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -44.6% | 6,398 | $729K |
| Vantage Financial Partners, LLC | 0.19% | New | 6,290 | $717K |
| Belpointe Asset Management LLC | 0.05% | Add +24.8% | 5,807 | $662K |
| Prospera Financial Services Inc | 0.02% | Add +4.0% | 5,675 | $647K |
| TNF LLC | 0.24% | No change | 5,597 | $644K |
| IHT Wealth Management, LLC | 0.02% | Reduce -9.8% | 5,645 | $643K |
| First Heartland Consultants, Inc. | 0.06% | Add +105.8% | 5,474 | $624K |
| B. Riley Wealth Advisors, Inc. | 0.02% | New | 5,325 | $607K |
| Goldman Sachs Group Inc. | 0.00% | New | 5,193 | $592K |
| GeoWealth Management, LLC | 0.02% | Reduce -94.5% | 4,918 | $561K |
| Nemes Rush Group LLC | 0.08% | No change | 4,904 | $559K |
| Betterment LLC | 0.00% | New | 4,824 | $550K |
| PFG Advisors | 0.04% | Add +6.0% | 4,767 | $543K |
| Arete Wealth Advisors, LLC | 0.04% | New | 4,712 | $535K |
| Advisory Services Network, LLC | 0.01% | Add +131.8% | 4,660 | $531K |
| Barometer Capital Management Inc. | 0.20% | New | 4,600 | $524K |
| Trexquant Investment LP | 0.01% | New | 4,590 | $523K |
| Patten Group, Inc. | 0.12% | Reduce -0.2% | 4,571 | $521K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +2.5% | 4,531 | $516K |
| Longview Financial Advisors, Inc. | 0.38% | No change | 4,336 | $494K |
| World Investment Advisors | 0.03% | New | 4,175 | $476K |
| Citadel Advisors | 0.00% | Add +101.7% | 4,146 | $473K |
| World Equity Group, Inc. | 0.14% | Reduce -14.4% | 4,052 | $462K |
| Park Avenue Securities LLC | 0.01% | Reduce -65.1% | 4,008 | $457K |
| Pine Harbor Wealth Management, LLC | 0.26% | No change | 3,854 | $439K |
| American Financial Advisors, LLC | 0.06% | Reduce -39.4% | 3,848 | $439K |
| Cibc World Market Inc. | 0.00% | New | 3,701 | $422K |
| Arkadios Wealth Advisors | 0.03% | New | 3,676 | $419K |
| Afg Fiduciary Services Limited Partnership | 0.29% | No change | 3,513 | $412K |
| MY Wealth Management Inc. | 0.46% | Reduce -5.2% | 3,541 | $404K |
| City Center Advisors, LLC | 0.47% | No change | 3,458 | $397K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.1% | 3,472 | $396K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 3,470 | $396K |
| International Assets Investment Management, LLC | 0.04% | Reduce -1.0% | 3,328 | $379K |
| Spire Wealth Management | 0.01% | Reduce -24.1% | 3,222 | $367K |
| Meridian Financial Advisors, LLC | 0.26% | Reduce -8.6% | 3,200 | $365K |
| Tennessee Valley Asset Management Partners | 0.07% | Add +43.9% | 3,159 | $360K |
| Veridan Wealth LLC | 0.14% | — | 2,638 | $339K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 2,949 | $336K |
| Sunpointe, LLC | 0.22% | No change | 2,902 | $331K |
| FMR LLC | 0.00% | Add +1.5% | 2,893 | $330K |
| TBH Global Asset Management, LLC | 0.07% | Add +20.3% | 2,873 | $327K |
| Continuum Advisory, LLC | 0.05% | Reduce -8.8% | 2,826 | $322K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -34.9% | 2,813 | $321K |
| Silverlake Wealth Management LLC | 0.13% | No change | 2,800 | $319K |
| Iams Wealth Management, LLC | 0.17% | Reduce -25.2% | 2,749 | $313K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.4% | 2,715 | $309K |
| Independent Wealth Network Inc. | 0.14% | Add +3.6% | 2,643 | $301K |
| Almanack Investment Partners, LLC. | 0.05% | New | 2,585 | $295K |
| EP Wealth Advisors, LLC | 0.00% | No change | 2,575 | $294K |
| JBR Co Financial Management Inc | 0.20% | New | 2,552 | $291K |
| Legacy Capital Group California, Inc. | 0.10% | Add +27.2% | 2,486 | $283K |
| Creative Financial Designs Inc. | 0.02% | Add +1911.5% | 2,454 | $280K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -52.7% | 2,413 | $275K |
| Private Trust Co. NA | 0.03% | No change | 2,363 | $269K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +19.9% | 2,339 | $267K |
| Blair William & Co. | 0.00% | No change | 2,300 | $262K |
| Essex Financial Services, Inc. | 0.02% | Reduce -18.6% | 2,313 | $261K |
| Mgo One Seven LLC | 0.01% | New | 2,245 | $256K |
| Wedbush Securities Inc. | 0.01% | New | 2,199 | $251K |
| Csenge Advisory Group | 0.01% | Reduce -41.6% | 2,154 | $245K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -98.4% | 2,150 | $245K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -98.4% | 2,150 | $245K |
| 49 Wealth Management, LLC | 0.05% | Add +18.6% | 2,114 | $238K |
| TAGStone Capital, Inc. | 0.13% | Add +0.1% | 2,092 | $238K |
| Schrum Private Wealth Management LLC | 0.21% | No change | 2,000 | $228K |
| Old Mission Capital LLC | 0.01% | New | 1,961 | $224K |
| Mutual Advisors, LLC | 0.01% | New | 1,747 | $206K |
| Capital Wealth Alliance, LLC | 0.12% | No change | 1,800 | $205K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.5% | 1,782 | $203K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $171K |
| Clearstead Advisors, LLC | 0.00% | Add +3.2% | 1,445 | $165K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,420 | $162K |
| Farther Finance Advisors, LLC | 0.01% | New | 1,417 | $160K |
| JPMorgan Chase & Co. | 0.00% | Reduce -66.2% | 1,354 | $154K |
| Bessemer Group Inc. | 0.00% | Reduce -7.2% | 1,312 | $150K |
| Comerica Bank | 0.00% | Add +8.4% | 1,207 | $138K |
| US Bancorp \de | 0.00% | Reduce -42.0% | 1,106 | $126K |
| Deutsche Bank AG | 0.00% | New | 860 | $98K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.0% | 812 | $93K |
| Realta Investment Advisors | 0.02% | No change | 741 | $84K |
| National Bank of Canada | 0.00% | No change | 698 | $79K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 575 | $66K |
| Bokf, NA | 0.00% | No change | 568 | $65K |
| Evolution Advisers, Inc. | 0.04% | Reduce -0.2% | 569 | $64K |
| Financial Freedom, LLC | 0.04% | No change | 555 | $63K |
| First Command Advisory Services, Inc. | 0.00% | Add +139.8% | 506 | $58K |
| Financial Network Wealth Advisors LLC | 0.04% | New | 500 | $57K |
| Larson Financial Group LLC | 0.00% | New | 464 | $53K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 445 | $51K |
| City State Bank | 0.02% | No change | 350 | $40K |
| TD Waterhouse Canada Inc. | 0.00% | New | 330 | $37K |
| Investors Research Corp | 0.01% | New | 316 | $36K |
| Pineridge Advisors LLC | 0.01% | No change | 300 | $34K |
| Avior Wealth Management, LLC | 0.00% | New | 300 | $34K |
| Castleview Partners, LLC | 0.02% | No change | 295 | $34K |
| Archer Investment Corp | 0.01% | No change | 265 | $30K |
| Capital Analysts, LLC | 0.00% | No change | 266 | $30K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.3% | 251 | $28K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +114.2% | 242 | $28K |
| Simplex Trading, LLC | 0.00% | New | 244 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 229 | $26K |
| NFSG Corp | 0.01% | New | 225 | $26K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 173 | $20K |
| Global Retirement Partners, LLC | 0.00% | Reduce -71.5% | 161 | $18K |
| Ransom Advisory, Ltd | 0.01% | No change | 154 | $18K |
| Ridgewood Investments LLC | 0.01% | New | 120 | $14K |
| Balefire, LLC | 0.00% | New | 112 | $13K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $11K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 89 | $10K |
| Pittenger & Anderson Inc. | 0.00% | New | 72 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 69 | $8K |
| Peoples Bank | 0.01% | No change | 67 | $8K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 83 | $7K |
| Colonial Trust Co / SC | 0.00% | No change | 60 | $7K |
| Abound Wealth Management | 0.00% | No change | 58 | $7K |
| Clear Point Advisors Inc. | 0.00% | New | 50 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 50 | $6K |
| IAG Wealth Partners, LLC | 0.00% | No change | 49 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 45 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 39 | $4K |
| Wagner Wealth Management, LLC | 0.00% | No change | 35 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | New | 35 | $4K |
| Transcendent Capital Group LLC | 0.00% | No change | 19 | $2K |
| Nvwm, LLC | 0.00% | No change | 17 | $2K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 6 | $685 |
| Planning Capital Management Corp | 0.00% | New | 1 | $114 |
"% 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.