Invesco S&P Midcap MomentumXMMOETF
13F holders, Q3 2024 (September 30)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 |
| 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.