Invesco S&P Midcap MomentumXMMOETF
13F holders, Q4 2024 (December 31)373holders +112
98new positions
17sold out
5famous investors
$123.36avg. 13F price*
At the end of Q4 2024, 373 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 112 from Q3 2024. 98 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($459.4M), LPL Financial LLC ($331.0M) and Morgan Stanley ($208.8M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Invesco S&P Midcap Momentum
- CUSIP
- 46137V464
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $328.8M |
| Exits | 17 | $23.9M |
All 13F filers, Q3 2024 → Q4 2024: 11,376,750 shares bought and 390,019 shares sold, net +10,986,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| Envestnet Asset Management Inc. | 0.15% | Add +765.5% | 3,718,606 | $459.4M |
| LPL Financial LLC | 0.13% | Add +53.6% | 2,679,516 | $331.0M |
| Morgan Stanley | 0.01% | Add +47.8% | 1,690,117 | $208.8M |
| Clark Capital Management Group, Inc. | 0.92% | New | 1,062,687 | $131.3M |
| Wells Fargo & Company | 0.02% | Add +30.3% | 836,946 | $103.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +32.9% | 632,942 | $78.2M |
| Cetera Investment Advisers | 0.16% | Add +432.6% | 616,435 | $76.1M |
| Raymond James Financial Inc. | 0.02% | — | 537,384 | $66.4M |
| Ameriprise Financial Inc. | 0.02% | Add +25.7% | 505,958 | $62.5M |
| Bank of America Corp. | 0.01% | Add +28.6% | 501,038 | $61.9M |
| Orion Porfolio Solutions, LLC | 0.60% | Add +14523.1% | 491,189 | $60.7M |
| Orion Portfolio Solutions, LLC | 0.60% | Add +14523.1% | 491,189 | $60.7M |
| Money Concepts Capital Corp. | 4.01% | Add +24.6% | 436,572 | $53.9M |
| Osaic Holdings, Inc. | 0.12% | Add +160.4% | 451,369 | $53.2M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Reduce -4.4% | 364,852 | $45.1M |
| Mainstay Capital Management LLC | 5.38% | New | 286,523 | $35.4M |
| MML Investors Services, LLC | 0.11% | Add +54.2% | 254,029 | $31.4M |
| Affinity Wealth Management LLC | 5.54% | Reduce -0.2% | 253,179 | $31.3M |
| Principal Securities, Inc. | 0.69% | Add +918.3% | 248,852 | $30.7M |
| Cwm, LLC | 0.13% | Add +139.5% | 246,698 | $30.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +56.0% | 241,332 | $29.8M |
| Stifel Financial Corp. | 0.03% | Add +3.6% | 232,888 | $28.8M |
| Foundations Investment Advisors, LLC | 0.52% | Add +28.5% | 216,405 | $26.7M |
| Oxford Wealth Group, LLC | 17.15% | Add +28.8% | 214,884 | $26.5M |
| Great Valley Advisor Group, Inc. | 0.55% | Add +7.0% | 199,456 | $24.6M |
| UBS Group AG | 0.01% | Add +12.6% | 194,542 | $24.0M |
| Royal Bank of Canada | 0.00% | Add +110.2% | 171,656 | $21.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.9% | 136,159 | $16.8M |
| Jones Financial Companies LLLP | 0.02% | Add +90.3% | 132,638 | $16.4M |
| Private Advisor Group, LLC | 0.09% | Add +2.9% | 131,089 | $16.2M |
| Focus Financial Network, Inc. | 0.60% | Reduce -1.0% | 122,764 | $15.2M |
| Citigroup Inc. | 0.01% | Add +8.1% | 122,219 | $15.1M |
| Affinity Wealth LLC | 14.04% | — | 111,586 | $13.8M |
| Systelligence, LLC | 3.11% | Add +2.7% | 102,087 | $12.6M |
| Win Advisors, Inc. | 5.93% | New | 99,161 | $12.2M |
| Cerity Partners LLC | 0.03% | New | 97,268 | $12.0M |
| B. Riley Wealth Advisors, Inc. | 0.39% | Add +78.5% | 96,015 | $11.9M |
| Atria Wealth Solutions, Inc. | 0.13% | Add +394.1% | 92,787 | $11.5M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | New | 91,659 | $11.3M |
| Equitable Holdings, Inc. | 0.10% | Add +101.0% | 88,458 | $10.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +491.0% | 82,422 | $10.2M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +0.2% | 78,460 | $9.7M |
| MinichMacGregor Wealth Management, LLC | 1.86% | New | 72,648 | $9.0M |
| Avantax Advisory Services, Inc. | 0.05% | Add +8.5% | 67,327 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.67% | Add +583.2% | 62,749 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +146.3% | 62,672 | $7.7M |
| Fifth Third Securities, Inc. | 0.66% | Add +35.2% | 62,479 | $7.7M |
| Merit Financial Group, LLC | 0.14% | New | 61,839 | $7.6M |
| Financial Advocates Investment Management | 0.43% | Reduce -9.3% | 61,334 | $7.6M |
| Guerra Advisors Inc | 4.19% | — | 61,232 | $7.6M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -39.9% | 60,883 | $7.5M |
| Atlas Legacy Advisors, LLC | 1.76% | — | 58,757 | $7.3M |
| Level Four Advisory Services, LLC | 0.28% | Add +4.1% | 55,467 | $6.9M |
| SigFig Wealth Management, LLC | 0.25% | New | 55,040 | $6.8M |
| Gimbal Financial | 5.54% | New | 54,815 | $6.8M |
| NewEdge Advisors, LLC | 0.04% | Add +7.0% | 54,259 | $6.7M |
| LMG Wealth Partners, LLC | 1.38% | New | 51,081 | $6.3M |
| Commonwealth Financial Services, LLC | 1.22% | Add +61.6% | 50,529 | $6.2M |
| ProVise Management Group, LLC | 0.53% | Add +1.1% | 50,311 | $6.2M |
| Institute for Wealth Management, LLC. | 0.75% | Reduce -0.2% | 48,595 | $6.0M |
| Seaview Investment Managers LLC | 1.63% | New | 47,644 | $5.9M |
| Strategic Wealth Investment Group, LLC | 0.31% | New | 55,838 | $5.6M |
| Harbour Investments, Inc. | 0.16% | Add +2082.1% | 44,297 | $5.5M |
| Marshall Investment Management, LLC | 3.20% | — | 45,103 | $5.4M |
| Pasadena Private Wealth, LLC | 1.10% | New | 43,368 | $5.4M |
| Schorn Wealth LLC | 1.71% | Reduce -7.2% | 42,604 | $5.3M |
| Thoroughbred Financial Services, LLC | 0.31% | Add +20.1% | 40,976 | $5.1M |
| Flagship Wealth Advisors, LLC | 2.94% | — | 40,469 | $5.0M |
| Ameritas Advisory Services, LLC | 0.17% | Reduce -8.6% | 40,162 | $5.0M |
| SteelPeak Wealth, LLC | 0.19% | New | 37,737 | $4.7M |
| Ullmann Wealth Partners Group, LLC | 0.59% | Reduce -0.8% | 36,845 | $4.6M |
| One Capital Management, LLC | 0.15% | Add +62.6% | 36,344 | $4.5M |
| Prime Capital Investment Advisors, LLC | 0.06% | Add +0.9% | 35,871 | $4.4M |
| Manchester Financial Inc. | 0.95% | Add +1383.2% | 35,271 | $4.4M |
| Centennial Wealth Advisory LLC | 1.71% | New | 35,260 | $4.4M |
| Kovack Advisors, Inc. | 0.41% | Reduce -2.9% | 33,418 | $4.1M |
| Smith, Moore & Co. | 0.35% | Add +1.9% | 31,324 | $3.9M |
| Scarborough Advisors, LLC | 0.55% | Reduce -3.2% | 31,302 | $3.9M |
| Guardian Partners Inc. | 0.39% | — | 30,684 | $3.9M |
| Kellett Wealth Advisors, LLC | 2.57% | Add +4.6% | 30,295 | $3.7M |
| FreeGulliver LLC | 1.90% | New | 29,472 | $3.6M |
| Nwam LLC | 0.22% | Add +7.2% | 28,592 | $3.5M |
| Lowery Thomas, LLC | 2.27% | Add +4.6% | 28,182 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +582.7% | 28,065 | $3.5M |
| AssuredPartners Investment Advisors, LLC | 0.65% | — | 27,135 | $3.4M |
| Independent Advisor Alliance | 0.04% | New | 26,551 | $3.3M |
| WESPAC Advisors SoCal, LLC | 0.73% | New | 25,962 | $3.2M |
| Symphony Financial Services, Inc. | 2.55% | Add +20.0% | 25,717 | $3.2M |
| Elm3 Financial Group, LLC | 2.69% | — | 25,534 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +35.2% | 24,874 | $3.1M |
| Flagship Harbor Advisors, LLC | 0.16% | New | 24,461 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +11.2% | 24,413 | $3.0M |
| Sculati Wealth Management, LLC | 1.18% | Add +0.4% | 24,002 | $3.0M |
| Trek Financial, LLC | 0.22% | New | 23,892 | $3.0M |
| New Millennium Group LLC | 1.71% | Add +8.9% | 23,608 | $2.9M |
| Spectrum Wealth Advisory Group, LLC | 1.37% | Reduce -5.2% | 23,486 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | Add +15.0% | 21,766 | $2.7M |
| OneAscent Financial Services LLC | 0.22% | New | 20,703 | $2.6M |
| Vicus Capital | 0.22% | New | 20,469 | $2.5M |
| Anson Capital, Inc. | 2.17% | Reduce -3.7% | 20,124 | $2.5M |
"% 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.