Invesco S&P Midcap MomentumXMMOETF
13F holders, Q3 2024 (September 30)261holders +19
47new positions
27sold out
4famous investors
$120.28avg. 13F price*
At the end of Q3 2024, 261 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 19 from Q2 2024. 47 opened new positions and 27 sold out. The largest holders were LPL Financial LLC ($210.0M), Morgan Stanley ($137.6M) and Wells Fargo & Company ($77.3M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Invesco S&P Midcap Momentum
- CUSIP
- 46137V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $40.1M |
| Exits | 27 | $158.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,131,123 shares bought and 2,129,865 shares sold, net +1,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| LPL Financial LLC | 0.09% | Add +19.3% | 1,744,946 | $210.0M |
| Morgan Stanley | 0.01% | Add +33.4% | 1,143,867 | $137.6M |
| Wells Fargo & Company | 0.02% | Add +16.3% | 642,154 | $77.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +48.2% | 476,180 | $57.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +78.2% | 429,674 | $51.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -10.4% | 402,582 | $48.5M |
| Bank of America Corp. | 0.00% | Add +11.7% | 389,758 | $46.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.6% | 381,644 | $45.9M |
| Money Concepts Capital Corp. | 3.20% | Reduce -49.6% | 350,410 | $42.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +3.9% | 305,583 | $36.8M |
| Affinity Wealth Management LLC | 5.42% | Add +1.5% | 253,773 | $30.5M |
| Stifel Financial Corp. | 0.03% | Reduce -20.7% | 224,692 | $27.0M |
| Great Valley Advisor Group, Inc. | 0.55% | Add +3.4% | 186,324 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Add +36.8% | 173,340 | $20.9M |
| UBS Group AG | 0.01% | Add +26.8% | 172,800 | $20.8M |
| Foundations Investment Advisors, LLC | 0.43% | Reduce -22.0% | 168,436 | $20.3M |
| Oxford Wealth Group, LLC | 16.33% | Reduce -22.3% | 166,822 | $20.1M |
| MML Investors Services, LLC | 0.07% | Add +24.3% | 164,742 | $19.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.2% | 154,752 | $18.6M |
| Raymond James & Associates | 0.01% | Add +3.6% | 147,166 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -3.3% | 138,865 | $16.7M |
| Private Advisor Group, LLC | 0.10% | Add +27.1% | 127,456 | $15.3M |
| Focus Financial Network, Inc. | 0.61% | Add +0.8% | 123,985 | $14.9M |
| Prudential Financial Inc. | 0.02% | Add +418.1% | 118,906 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +19.7% | 115,751 | $13.9M |
| Citigroup Inc. | 0.01% | Add +7.1% | 113,054 | $13.6M |
| Aspire Wealth Management Corp | 6.83% | Add +1.2% | 105,435 | $12.7M |
| Cwm, LLC | 0.05% | Add +116.5% | 103,024 | $12.4M |
| Kestra Advisory Services, LLC | 0.07% | Add +16.8% | 101,249 | $12.2M |
| Systelligence, LLC | 2.97% | Reduce -8.1% | 99,362 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +12.3% | 81,669 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +2.4% | 78,286 | $9.4M |
| Jones Financial Companies LLLP | 0.01% | Add +461.7% | 69,684 | $8.4M |
| Financial Advocates Investment Management | 0.42% | Add +30.2% | 67,624 | $7.5M |
| Avantax Advisory Services, Inc. | 0.05% | Add +13.6% | 62,042 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +4307.7% | 59,680 | $7.2M |
| Zimmermann Investment Management & Planning LLC | 2.03% | New | 55,071 | $6.6M |
| Level Four Advisory Services, LLC | 0.27% | Reduce -11.8% | 53,299 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +910.0% | 53,784 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Add +20.2% | 50,699 | $6.1M |
| ProVise Management Group, LLC | 0.47% | Add +4.0% | 49,760 | $6.0M |
| Institute for Wealth Management, LLC. | 0.74% | Add +0.0% | 48,709 | $5.9M |
| Fifth Third Securities, Inc. | 0.53% | Reduce -3.5% | 46,218 | $5.6M |
| Schorn Wealth LLC | 1.87% | Add +6.5% | 45,886 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +17.2% | 44,008 | $5.3M |
| Ameritas Advisory Services, LLC | 0.23% | Add +26.9% | 43,943 | $5.3M |
| Ullmann Wealth Partners Group, LLC | 0.58% | Reduce -0.2% | 37,162 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.4% | 35,537 | $4.3M |
| Kovack Advisors, Inc. | 0.44% | Reduce -31.4% | 34,415 | $4.1M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +13.6% | 34,127 | $4.1M |
| Scarborough Advisors, LLC | 0.63% | New | 32,325 | $3.9M |
| Commonwealth Financial Services, LLC | 0.74% | Add +218.6% | 31,262 | $3.7M |
| Smith, Moore & Co. | 0.35% | New | 30,751 | $3.7M |
| Kellett Wealth Advisors, LLC | 2.49% | Add +8.9% | 28,967 | $3.5M |
| Arizona PSPRS Trust | 0.13% | New | 28,212 | $3.4M |
| Lowery Thomas, LLC | 2.20% | Add +5.6% | 26,950 | $3.2M |
| Nwam LLC | 0.20% | New | 26,663 | $3.2M |
| IFP Advisors, Inc | 0.12% | Reduce -11.2% | 26,516 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -63.8% | 25,446 | $3.1M |
| Spectrum Wealth Advisory Group, LLC | 1.67% | Add +0.9% | 24,779 | $3.0M |
| Principal Securities, Inc. | 0.07% | Reduce -3.8% | 24,439 | $2.9M |
| Sculati Wealth Management, LLC | 1.15% | Add +19.5% | 23,905 | $2.9M |
| One Capital Management, LLC | 0.09% | New | 22,355 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +1.4% | 21,960 | $2.6M |
| New Millennium Group LLC | 1.69% | Add +78.5% | 21,680 | $2.6M |
| Symphony Financial Services, Inc. | 2.19% | Add +7.6% | 21,428 | $2.6M |
| Anson Capital, Inc. | 2.25% | Reduce -1.9% | 20,899 | $2.5M |
| Millennium Management | 0.00% | New | 20,149 | $2.4M |
| Diversified, LLC | 0.25% | Reduce -3.4% | 19,183 | $2.3M |
| Diversified Enterprises, LLC | 0.25% | — | 19,183 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | New | 18,930 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +24.4% | 18,777 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +15.3% | 18,398 | $2.2M |
| Verde Capital Management | 0.64% | Reduce -4.1% | 17,830 | $2.1M |
| PSI Advisors, LLC | 0.59% | Add +23.1% | 16,858 | $2.0M |
| Southland Equity Partners LLC | 0.48% | Reduce -19.1% | 16,374 | $2.0M |
| Certified Advisory Corp | 0.19% | Add +17.9% | 14,098 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -20.1% | 13,947 | $1.7M |
| Savvy Advisors, Inc. | 0.33% | Add +17.9% | 13,657 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +54.3% | 13,575 | $1.6M |
| Accel Wealth Management | 0.60% | Add +3.1% | 13,400 | $1.6M |
| Atria Investments, Inc | 0.02% | Add +0.9% | 13,115 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +5.5% | 13,008 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | Add +67.1% | 12,995 | $1.6M |
| HBW Advisory Services LLC | 0.22% | Add +7.4% | 12,305 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +115.4% | 12,158 | $1.5M |
| Vantage Financial Partners, LLC | 0.34% | Add +83.5% | 11,544 | $1.4M |
| PCG Wealth Advisors, LLC | 0.52% | Add +0.4% | 11,191 | $1.3M |
| AQR Capital Management | 0.00% | No change | 10,930 | $1.3M |
| Sowell Financial Services LLC | 0.06% | New | 10,924 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +21.6% | 10,744 | $1.3M |
| Comprehensive Wealth Management, LLC | 0.83% | Add +7.4% | 10,667 | $1.3M |
| Faithward Advisors, LLC | 0.22% | Reduce -27.9% | 10,586 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.9% | 10,553 | $1.3M |
| Western Wealth Management, LLC | 0.07% | Add +2.2% | 10,494 | $1.3M |
| Elevation Capital Advisory, LLC | 0.55% | New | 10,425 | $1.3M |
| Belpointe Asset Management LLC | 0.07% | Add +78.4% | 10,360 | $1.2M |
| Mariner, LLC | 0.00% | Add +23.0% | 10,326 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +10.8% | 10,131 | $1.2M |
| Valued Retirements, Inc. | 1.67% | No change | 10,047 | $1.2M |
"% 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.