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

0100200300400500 Q1 2024: 212Q1 2024Q2 2024: 242Q2 2024Q3 2024: 261Q3 2024Q4 2024: 373Q4 2024Q1 2025: 335Q1 2025Q2 2025: 352Q2 2025Q3 2025: 355Q3 2025Q4 2025: 410Q4 2025Q1 2026: 431Q1 2026Q2 2026: 483Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions47$40.1M
Exits27$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
Capital Advisory Group Advisory Services, LLC 0.47% Reduce -0.2% 9,742 $1.2M
Ausdal Financial Partners, Inc. 0.12% Add +19.6% 9,184 $1.1M
Creative Financial Designs Inc. 0.09% Add +269.2% 9,060 $1.1M
OxenFree Capital LLC 0.84% Reduce -2.8% 8,911 $1.1M
Brown Advisory Inc. 0.00% Add +6.2% 8,546 $1.0M
Arkadios Wealth Advisors 0.06% Add +124.0% 8,235 $991K
Ethos Financial Group, LLC 0.16% New 8,179 $984K
Titleist Asset Management, LLC 0.14% Add +1.4% 8,128 $978K
Kingsview Wealth Management, LLC 0.02% Reduce -13.5% 8,051 $969K
American Trust 0.08% Add +1.1% 7,835 $943K
Redhawk Wealth Advisors, Inc. 0.13% Add +218.3% 7,444 $896K
Prospera Financial Services Inc 0.02% Add +29.2% 7,334 $882K
Oppenheimer & Co. Inc. 0.01% Reduce -38.3% 7,202 $867K
Founders Financial Securities LLC 0.08% Reduce -2.3% 7,196 $866K
TFB Advisors LLC 0.26% Add +0.1% 7,165 $862K
GeoWealth Management, LLC 0.03% Add +43.2% 7,042 $847K
Armbruster Capital Management, Inc. 0.17% No change 6,959 $837K
Signature Estate & Investment Advisors LLC 0.02% Reduce -21.8% 6,838 $823K
Renaissance Technologies 0.00% New 6,672 $803K
Citadel Advisors 0.00% Add +55.1% 6,431 $774K
Y-Intercept (Hong Kong) Ltd 0.05% New 6,408 $771K
Patten Group, Inc. 0.17% Add +39.5% 6,379 $768K
Betterment LLC 0.00% Add +31.7% 6,353 $764K
Barometer Capital Management Inc. 0.21% Add +32.6% 6,100 $734K
Act Wealth Management, LLC 0.32% Reduce -11.0% 5,999 $722K
First Heartland Consultants, Inc. 0.08% Add +9.0% 5,966 $718K
FMR LLC 0.00% Add +102.1% 5,847 $704K
Thrivent Financial for Lutherans 0.00% Reduce -8.9% 5,830 $702K
TNF LLC 0.25% No change 5,597 $682K
Kingswood Wealth Advisors, LLC 0.05% Add +84.9% 5,452 $656K
Arete Wealth Advisors, LLC 0.06% Add +13.9% 5,367 $643K
PFG Advisors 0.04% Add +5.5% 5,029 $605K
Nemes Rush Group LLC 0.08% No change 4,904 $563K
Ancora Advisors LLC 0.01% New 4,518 $544K
World Equity Group, Inc. 0.20% Add +10.9% 4,493 $541K
Advisory Services Network, LLC 0.01% No change 4,660 $531K
Dynamic Advisor Solutions LLC 0.02% Reduce -3.1% 4,392 $528K
Longview Financial Advisors, Inc. 0.39% Add +1.0% 4,381 $527K
EPG Wealth Management LLC 0.13% Add +0.0% 4,350 $523K
Old Mission Capital LLC 0.01% Add +111.1% 4,139 $498K
Park Avenue Securities LLC 0.01% Add +2.6% 4,111 $495K
Cibc World Market Inc. 0.00% Add +8.3% 4,010 $483K
Schrum Private Wealth Management LLC 0.25% Add +100.0% 4,000 $481K
Tennessee Valley Asset Management Partners 0.08% Add +24.3% 3,928 $473K
Pine Harbor Wealth Management, LLC 0.23% No change 3,854 $464K
American Financial Advisors, LLC 0.06% No change 3,848 $463K
World Investment Advisors 0.01% Reduce -8.3% 3,830 $461K
AIFG Consultants Ltd. 0.34% New 3,773 $454K
GTS Securities LLC 0.01% New 3,702 $445K
Good Life Advisors, LLC 0.03% New 3,634 $437K
TBH Global Asset Management, LLC 0.10% Add +26.0% 3,619 $435K
Brand Asset Management Group, Inc. 0.17% New 3,598 $433K
Afg Fiduciary Services Limited Partnership 0.29% No change 3,513 $432K
MY Wealth Management Inc. 0.43% No change 3,541 $426K
Steward Partners Investment Advisory, LLC 0.00% Reduce -1.4% 3,422 $412K
Orion Porfolio Solutions, LLC 0.00% Add +56.2% 3,359 $404K
Orion Portfolio Solutions, LLC 0.00% Add +56.2% 3,359 $404K
Independent Wealth Network Inc. 0.18% Add +24.7% 3,297 $397K
Spire Wealth Management 0.01% Add +1.3% 3,265 $393K
JBR Co Financial Management Inc 0.25% Add +24.5% 3,177 $382K
Meridian Financial Advisors, LLC 0.25% Reduce -1.6% 3,150 $379K
Advisor Resource Council 0.17% New 3,062 $368K
Continuum Advisory, LLC 0.05% Reduce -0.3% 2,817 $363K
TCP Asset Management, LLC 0.08% New 2,957 $356K
Sanctuary Advisors, LLC 0.00% New 2,643 $355K
Sunpointe, LLC 0.29% No change 2,902 $349K
Comerica Bank 0.00% Add +139.0% 2,885 $347K
Calton & Associates, Inc. 0.13% New 2,839 $342K
&partners 0.01% New 2,832 $341K
Silverlake Wealth Management LLC 0.13% No change 2,800 $337K
PNC Financial Services Group, Inc. 0.00% No change 2,715 $327K
Mercer Global Advisors Inc. 0.00% Reduce -3.7% 2,708 $325K
EP Wealth Advisors, LLC 0.00% No change 2,575 $310K
Goldstone Financial Group, LLC 0.05% Reduce -68.1% 2,418 $291K
Crewe Advisors LLC 0.03% New 2,413 $290K
Geneos Wealth Management Inc. 0.01% No change 2,413 $290K
Private Trust Co. NA 0.03% Add +1.7% 2,404 $289K
Manchester Financial Inc. 0.06% New 2,378 $286K
Wedbush Securities Inc. 0.01% Add +6.5% 2,342 $282K
Csenge Advisory Group 0.01% Add +5.5% 2,273 $280K
AE Wealth Management LLC 0.00% Reduce -71.9% 2,285 $275K
Brookstone Capital Management 0.00% New 2,266 $273K
Deutsche Bank AG 0.00% Add +162.6% 2,258 $272K
Mutual Advisors, LLC 0.01% Add +26.6% 2,212 $270K
Mgo One Seven LLC 0.01% Reduce -2.0% 2,201 $265K
Gentry Private Wealth, LLC 0.22% New 2,187 $263K
Fortis Capital Advisors, LLC 0.09% New 2,124 $256K
TAGStone Capital, Inc. 0.13% Add +0.1% 2,093 $252K
DMC Group, LLC 0.20% New 2,058 $248K
Harbour Investments, Inc. 0.01% Add +150.0% 2,030 $244K
US Bancorp \de 0.00% Add +81.0% 2,002 $241K
Two Sigma Investments, LP 0.00% Reduce -93.1% 1,900 $229K
49 Wealth Management, LLC 0.04% Reduce -11.1% 1,879 $226K
Capital Wealth Alliance, LLC 0.13% No change 1,800 $217K
D.A. Davidson & Co. 0.00% No change 1,782 $214K
Essex Financial Services, Inc. 0.02% Reduce -26.0% 1,712 $210K
Advisory Alpha, LLC 0.01% New 1,738 $209K
RFG Advisory, LLC 0.01% New 1,697 $204K
Creative Planning 0.00% Reduce -79.2% 1,677 $202K
Synergy Asset Management, LLC 0.03% New 1,676 $202K
TRUE Private Wealth Advisors 0.02% Reduce -86.5% 1,676 $202K
Lion Street Advisors, LLC 0.07% New 1,664 $200K
Coppell Advisory Solutions LLC 0.03% Reduce -90.4% 1,525 $183K
Fifth Third Bancorp 0.00% No change 1,500 $180K
Blair William & Co. 0.00% Reduce -34.8% 1,500 $180K
Glenmede Trust Co. NA 0.00% No change 1,420 $171K
Clearstead Advisors, LLC 0.00% Reduce -3.1% 1,400 $168K
Bessemer Group Inc. 0.00% No change 1,312 $158K
Bank of Montreal 0.00% New 950 $114K
Farther Finance Advisors, LLC 0.00% Reduce -46.4% 759 $91K
Investors Research Corp 0.02% Add +127.2% 718 $86K
National Bank of Canada 0.00% No change 698 $84K
NFSG Corp 0.03% Add +176.0% 621 $75K
Global Retirement Partners, LLC 0.00% Add +281.4% 614 $74K
Harbor Investment Advisory, LLC 0.01% No change 575 $69K
Bokf, NA 0.00% No change 568 $68K
Financial Freedom, LLC 0.04% Add +0.2% 556 $67K
First Command Advisory Services, Inc. 0.00% No change 506 $61K
Larson Financial Group LLC 0.00% No change 464 $56K
Lanark Financial, Inc. 0.00% Add +83.7% 461 $55K
Tanglewood Legacy Advisors, LLC 0.02% No change 445 $54K
City State Bank 0.02% No change 350 $42K
TD Waterhouse Canada Inc. 0.00% No change 330 $39K
IAG Wealth Partners, LLC 0.01% Add +506.1% 297 $36K
Castleview Partners, LLC 0.02% No change 295 $35K
Capital Analysts, LLC 0.00% No change 266 $32K
Archer Investment Corp 0.01% No change 265 $32K
Glass Jacobson Investment Advisors llc 0.01% Add +11.3% 255 $31K
Howe & Rusling Inc. 0.00% New 251 $30K
Concourse Financial Group Securities, Inc. 0.00% No change 242 $29K
Capital Investment Advisory Services, LLC 0.00% New 225 $27K
Pacifica Partners Inc. 0.01% New 200 $24K
Avior Wealth Management, LLC 0.00% Reduce -33.3% 200 $24K
O'shaughnessy Asset Management, LLC 0.00% No change 173 $21K
GoalVest Advisory LLC 0.01% New 168 $20K
Ransom Advisory, Ltd 0.01% No change 154 $19K
Assetmark, Inc. 0.00% New 133 $16K
Ridgewood Investments LLC 0.01% No change 120 $14K
Register Financial Advisors LLC 0.01% No change 107 $13K
AdvisorNet Financial, Inc 0.00% No change 100 $12K
JNBA Financial Advisors 0.00% New 90 $11K
Strategic Investment Solutions, Inc. 0.00% No change 83 $10K
Pinnacle Bancorp, Inc. 0.00% No change 69 $8K
VitalStone Financial, LLC 0.01% New 68 $8K
Peoples Bank 0.01% No change 67 $8K
CENTRAL TRUST Co 0.00% New 65 $8K
Abound Wealth Management 0.00% No change 58 $7K
Colonial Trust Co / SC 0.00% Reduce -6.7% 56 $7K
Clear Point Advisors Inc. 0.00% No change 50 $6K
JDM Financial Group LLC 0.00% New 50 $6K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $6K
Wagner Wealth Management, LLC 0.00% Add +28.6% 45 $5K
Simplex Trading, LLC 0.00% Reduce -80.3% 48 $5K
Belvedere Trading LLC 0.00% New 38 $5K
Aptus Capital Advisors, LLC 0.00% No change 35 $4K
Syntrinsic LLC 0.00% New 30 $4K
Nvwm, LLC 0.00% Add +23.5% 21 $3K
Main Street Group, LTD 0.00% New 20 $2K
Transcendent Capital Group LLC 0.00% No change 19 $2K
New England Capital Financial Advisors LLC 0.00% No change 6 $724
Planning Capital Management Corp 0.00% No change 1 $121

"% 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.