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 |
| Prostatis Group LLC | 0.69% | New | 19,053 | $2.4M |
| Jupiter Wealth Management LLC | 1.17% | New | 18,980 | $2.3M |
| Diversified Enterprises, LLC | 0.22% | Reduce -2.5% | 18,702 | $2.3M |
| PSI Advisors, LLC | 0.66% | Add +7.0% | 18,043 | $2.2M |
| Ameritas Investment Partners, Inc. | 0.07% | New | 17,996 | $2.2M |
| Meridian Wealth Management, LLC | 0.10% | New | 16,806 | $2.1M |
| Southland Equity Partners LLC | 0.48% | Add +1.5% | 16,619 | $2.1M |
| Verde Capital Management | 0.57% | Reduce -7.5% | 16,484 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +21.0% | 15,874 | $2.0M |
| Sovran Advisors, LLC | 0.28% | — | 15,504 | $2.0M |
| Colonial River Investments, LLC | 0.93% | New | 15,587 | $1.9M |
| Axxcess Wealth Management, LLC | 0.05% | New | 15,583 | $1.9M |
| Certified Advisory Corp | 0.20% | Add +7.8% | 15,201 | $1.9M |
| Accel Wealth Management | 0.71% | Add +12.7% | 15,102 | $1.9M |
| Vantage Financial Partners, LLC | 0.46% | Add +28.5% | 14,839 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +36.9% | 14,713 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +103.9% | 14,686 | $1.8M |
| Family Investment Center, Inc. | 0.46% | New | 14,616 | $1.8M |
| Vista Cima Wealth Management LLC | 1.80% | — | 14,001 | $1.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +479.9% | 13,992 | $1.7M |
| Savvy Advisors, Inc. | 0.21% | Add +2.4% | 13,981 | $1.7M |
| Independent Financial Group, LLC | 0.06% | Add +37.1% | 13,895 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -0.7% | 13,474 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +27.5% | 13,451 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Add +9.9% | 13,363 | $1.7M |
| Sowell Financial Services LLC | 0.08% | Add +15.6% | 12,625 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 12,606 | $1.6M |
| Brown Advisory Inc. | 0.00% | Add +44.9% | 12,380 | $1.5M |
| Fortitude Family Office, LLC | 0.54% | New | 12,300 | $1.5M |
| Renaissance Technologies | 0.00% | Add +84.3% | 12,300 | $1.5M |
| World Investment Advisors | 0.04% | Add +219.0% | 12,216 | $1.5M |
| Veridan Wealth LLC | 0.70% | — | 11,568 | $1.5M |
| Tempus Wealth Planning, LLC | 0.45% | New | 12,030 | $1.5M |
| FMR LLC | 0.00% | Add +95.7% | 11,445 | $1.4M |
| Capstone Wealth Management Group, LLC | 0.75% | New | 11,363 | $1.4M |
| PCG Wealth Advisors, LLC | 0.51% | Add +0.1% | 11,205 | $1.4M |
| Kelly Financial Services LLC | 0.50% | New | 11,155 | $1.4M |
| Elevation Capital Advisory, LLC | 0.59% | Add +6.3% | 11,086 | $1.4M |
| Comprehensive Wealth Management, LLC | 1.02% | Add +3.3% | 11,018 | $1.4M |
| Western Wealth Management, LLC | 0.07% | Add +4.7% | 10,987 | $1.4M |
| Mariner, LLC | 0.00% | Add +6.3% | 10,972 | $1.4M |
| GWN Securities Inc. | 0.36% | — | 10,267 | $1.4M |
| AQR Capital Management | 0.00% | No change | 10,930 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.4% | 10,875 | $1.3M |
| Faithward Advisors, LLC | 0.22% | Reduce -0.1% | 10,572 | $1.3M |
| Ancora Advisors LLC | 0.03% | Add +133.8% | 10,561 | $1.3M |
| Creative Financial Designs Inc. | 0.10% | Add +14.6% | 10,384 | $1.3M |
| MFA Wealth Services | 1.03% | — | 10,345 | $1.3M |
| Valued Retirements, Inc. | 1.67% | No change | 10,047 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 10,000 | $1.2M |
| Prospera Financial Services Inc | 0.03% | Add +35.6% | 9,947 | $1.2M |
| FLP Wealth Management, LLC | 3.11% | — | 9,834 | $1.2M |
| TRUE Private Wealth Advisors | 0.15% | Add +481.1% | 9,740 | $1.2M |
| Capital Advisory Group Advisory Services, LLC | 0.43% | Reduce -0.7% | 9,677 | $1.2M |
| Millennium Management | 0.00% | Reduce -53.0% | 9,475 | $1.2M |
| World Equity Group, Inc. | 0.25% | Add +110.2% | 9,445 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -84.3% | 9,344 | $1.2M |
| HBW Advisory Services LLC | 0.11% | Reduce -26.4% | 9,050 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +287.0% | 8,843 | $1.1M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Add +18.1% | 8,791 | $1.1M |
| Legacy Capital Wealth Management, LLC | 1.08% | — | 8,786 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +117.8% | 8,734 | $1.1M |
| OxenFree Capital LLC | 0.81% | Reduce -2.5% | 8,692 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +4.4% | 8,600 | $1.1M |
| New Century Financial Group, LLC | 0.45% | New | 8,412 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | New | 8,507 | $1.1M |
| Founders Financial Securities LLC | 0.09% | Add +16.0% | 8,346 | $1.0M |
| GeoWealth Management, LLC | 0.03% | Add +17.8% | 8,295 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.05% | New | 8,203 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +19.7% | 8,188 | $1.0M |
| American Trust | 0.08% | Add +3.3% | 8,094 | $1000K |
| Titleist Asset Management, LLC | 0.11% | Reduce -1.7% | 7,990 | $987K |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +46.2% | 7,969 | $984K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.3% | 7,789 | $962K |
| Belpointe Asset Management LLC | 0.06% | Reduce -21.9% | 8,091 | $958K |
| JBR Co Financial Management Inc | 0.57% | Add +138.4% | 7,573 | $935K |
| Comprehensive Financial Planning, Inc. | 0.77% | — | 7,374 | $911K |
| Global Retirement Partners, LLC | 0.03% | Add +1085.0% | 7,276 | $899K |
| PFG Advisors | 0.05% | Add +44.4% | 7,261 | $897K |
| TFB Advisors LLC | 0.26% | Add +1.0% | 7,234 | $894K |
| Independent Wealth Network Inc. | 0.36% | Add +118.4% | 7,200 | $889K |
| Armbruster Capital Management, Inc. | 0.17% | No change | 6,959 | $860K |
| Centerpoint Advisory Group | 0.83% | — | 6,926 | $856K |
| Jane Street Group, LLC | 0.00% | New | 6,732 | $832K |
| Thrivent Financial for Lutherans | 0.00% | Add +14.9% | 6,701 | $828K |
| Patten Group, Inc. | 0.18% | Add +4.5% | 6,666 | $823K |
| Blue Capital, Inc. | 0.57% | — | 6,546 | $809K |
| Comerica Bank | 0.00% | Add +125.9% | 6,517 | $805K |
| Spire Wealth Management | 0.02% | Add +98.2% | 6,471 | $799K |
| Arete Wealth Advisors, LLC | 0.06% | Add +19.8% | 6,432 | $796K |
| Csenge Advisory Group | 0.04% | Add +168.5% | 6,103 | $754K |
| Act Wealth Management, LLC | 0.35% | Add +0.1% | 6,006 | $742K |
| Baird Financial Group, Inc. | 0.00% | New | 5,983 | $739K |
| Patriot Financial Group Insurance Agency, LLC | 0.09% | New | 5,597 | $691K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +62.1% | 5,547 | $685K |
| Private Trust Co. NA | 0.07% | Add +128.6% | 5,495 | $679K |
| Jackson Wealth Management, LLC | 0.08% | New | 5,492 | $678K |
| US Bancorp \de | 0.00% | Add +156.0% | 5,125 | $633K |
| Advisory Services Network, LLC | 0.01% | Add +8.1% | 5,038 | $622K |
| Nemes Rush Group LLC | 0.07% | No change | 4,904 | $606K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +3.8% | 4,559 | $563K |
| Ferguson Shapiro LLC | 0.20% | New | 4,416 | $546K |
| Longview Financial Advisors, Inc. | 0.43% | Reduce -0.2% | 4,373 | $540K |
| EPG Wealth Management LLC | 0.14% | Add +0.1% | 4,354 | $538K |
| Barometer Capital Management Inc. | 0.21% | Reduce -24.6% | 4,600 | $524K |
| D. E. Shaw & Co. | 0.00% | New | 4,121 | $509K |
| Compound Planning, Inc. | 0.03% | New | 4,036 | $499K |
| Mascagni Wealth Management, Inc. | 0.49% | — | 4,326 | $492K |
| Pine Harbor Wealth Management, LLC | 0.19% | No change | 3,854 | $476K |
| American Financial Advisors, LLC | 0.07% | No change | 3,848 | $475K |
| Lion Street Advisors, LLC | 0.15% | Add +130.9% | 3,843 | $475K |
| Citadel Advisors | 0.00% | Reduce -40.8% | 3,809 | $471K |
| MY Wealth Management Inc. | 0.46% | Add +6.0% | 3,752 | $463K |
| TBH Global Asset Management, LLC | 0.11% | Add +0.6% | 3,642 | $450K |
| Afg Fiduciary Services Limited Partnership | 0.32% | No change | 3,513 | $450K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -7.7% | 3,626 | $448K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | New | 3,603 | $445K |
| Brand Asset Management Group, Inc. | 0.18% | Add +0.1% | 3,600 | $445K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.6% | 3,592 | $444K |
| Uptick Partners, LLC | 0.16% | New | 3,500 | $432K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Reduce -45.4% | 3,498 | $432K |
| StoneX Group Inc. | 0.02% | New | 3,468 | $428K |
| Whipplewood Advisors, LLC | 0.24% | — | 3,416 | $422K |
| Kane Investment Management, Inc. | 0.23% | — | 3,397 | $420K |
| &partners | 0.01% | Add +16.6% | 3,301 | $416K |
| Deutsche Bank AG | 0.00% | Add +45.0% | 3,275 | $405K |
| International Assets Investment Management, LLC | 0.03% | New | 3,261 | $404K |
| Meridian Financial Advisors, LLC | 0.28% | Add +3.2% | 3,250 | $401K |
| Fermata Advisors, LLC | 0.07% | New | 3,238 | $400K |
| Financial Partners Group, Inc | 0.06% | New | 3,196 | $395K |
| Stark Wealth Management LLC | 0.29% | — | 3,170 | $392K |
| Koshinski Asset Management, Inc. | 0.03% | New | 3,160 | $390K |
| Continuum Advisory, LLC | 0.05% | Add +12.1% | 3,159 | $390K |
| Nova Wealth Management, Inc. | 0.34% | — | 3,157 | $390K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,083 | $381K |
| Quadrature Capital Ltd | 0.01% | New | 3,036 | $375K |
| Mgo One Seven LLC | 0.01% | Add +37.4% | 3,023 | $373K |
| Beacon Financial Advisory LLC | 0.12% | New | 2,968 | $367K |
| Townsquare Capital LLC | 0.00% | New | 2,915 | $360K |
| HRC Wealth Management, LLC | 0.21% | New | 2,902 | $358K |
| Sunpointe, LLC | 0.18% | No change | 2,902 | $358K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,868 | $354K |
| Blair William & Co. | 0.00% | Add +90.3% | 2,855 | $353K |
| Riggs Asset Managment Co. Inc. | 0.09% | New | 2,834 | $351K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.2% | 2,828 | $349K |
| Wedbush Securities Inc. | 0.01% | Add +19.7% | 2,804 | $346K |
| Silverlake Wealth Management LLC | 0.13% | No change | 2,800 | $346K |
| Betterment LLC | 0.00% | Reduce -56.4% | 2,773 | $343K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.8% | 2,775 | $343K |
| Brookstone Capital Management | 0.00% | Add +21.1% | 2,745 | $339K |
| Cooper Financial Group | 0.04% | New | 2,742 | $339K |
| Virtue Capital Management, LLC | 0.07% | New | 2,733 | $338K |
| Mutual Advisors, LLC | 0.01% | Add +17.4% | 2,598 | $335K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -4.7% | 2,519 | $332K |
| United Advisor Group, LLC | 0.06% | New | 2,646 | $327K |
| 49 Wealth Management, LLC | 0.05% | Add +40.8% | 2,645 | $327K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,614 | $323K |
| Absolute Capital Management, LLC | 0.18% | New | 2,606 | $323K |
| TCP Asset Management, LLC | 0.07% | Reduce -15.8% | 2,491 | $308K |
| Truist Financial Corp. | 0.00% | New | 2,482 | $307K |
| Goldstone Financial Group, LLC | 0.05% | No change | 2,418 | $299K |
| Reliant Investment Partners, LLC | 0.26% | — | 2,414 | $298K |
| Crewe Advisors LLC | 0.04% | No change | 2,413 | $298K |
| Arlington Capital Management, Inc. | 0.21% | New | 2,412 | $298K |
| Parcion Private Wealth LLC | 0.02% | New | 2,392 | $295K |
| Gentry Private Wealth, LLC | 1.23% | Add +9.4% | 2,392 | $295K |
| National Philanthropic Trust | 0.00% | New | 2,375 | $293K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,361 | $292K |
| ADG Wealth Management Group, LLC | 0.26% | — | 2,330 | $288K |
| Silver Oak Securities, Incorporated | 0.03% | New | 2,238 | $277K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,198 | $271K |
| Concorde Asset Management, LLC | 0.14% | New | 2,152 | $266K |
| RFG Advisory, LLC | 0.01% | Add +26.8% | 2,151 | $266K |
| Maridea Wealth Management LLC | 0.08% | — | 2,115 | $261K |
| TAGStone Capital, Inc. | 0.13% | Add +0.1% | 2,096 | $259K |
| Bison Wealth, LLC | 0.03% | — | 2,056 | $254K |
| Good Life Advisors, LLC | 0.02% | Reduce -44.3% | 2,023 | $250K |
| Schrum Private Wealth Management LLC | 0.21% | Reduce -50.0% | 2,000 | $247K |
| Diversified Portfolios, Inc. | 0.03% | New | 1,978 | $244K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 1,972 | $244K |
| Compass Capital Corp. /Ma/ | 0.09% | — | 1,741 | $230K |
| Advisory Alpha, LLC | 0.01% | Add +6.4% | 1,850 | $229K |
| Apexium Financial, LP | 0.01% | New | 1,850 | $229K |
| Belvedere Trading LLC | 0.02% | Add +4726.3% | 1,834 | $227K |
| Three Magnolias Financial Advisors, LLC | 0.24% | — | 1,825 | $225K |
| Creative Planning | 0.00% | Add +7.6% | 1,805 | $223K |
| Capital Wealth Alliance, LLC | 0.13% | No change | 1,800 | $222K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 1,767 | $218K |
| Worth Asset Management, LLC | 0.12% | New | 1,765 | $218K |
| Essex Financial Services, Inc. | 0.01% | No change | 1,712 | $211K |
| Lodestone Wealth Management LLC | 0.11% | New | 1,709 | $211K |
| IFP Advisors, Inc | 0.01% | Reduce -93.7% | 1,674 | $207K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 1,660 | $205K |
| Nottingham Advisors, Inc. | 0.03% | New | 1,660 | $205K |
| Crew Capital Management, Ltd | 0.17% | New | 1,644 | $203K |
| IFG Advisory, LLC | 0.01% | New | 1,636 | $202K |
| Synergy Asset Management, LLC | 0.02% | No change | 1,676 | $202K |
| Coppell Advisory Solutions LLC | 0.03% | No change | 1,525 | $189K |
| Fifth Third Bancorp | 0.00% | No change | 1,500 | $185K |
| NorthRock Partners, LLC | 0.01% | New | 1,489 | $184K |
| Lee Danner & Bass Inc. | 0.01% | New | 1,450 | $179K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,420 | $175K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,400 | $173K |
| Bank of Montreal | 0.00% | Add +39.5% | 1,325 | $164K |
| Bessemer Group Inc. | 0.00% | No change | 1,312 | $162K |
| Noble Wealth Management PBC | 0.11% | — | 1,297 | $160K |
| Realta Investment Advisors | 0.06% | New | 1,095 | $138K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 1,089 | $135K |
| Investors Research Corp | 0.03% | Add +50.3% | 1,079 | $133K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 925 | $114K |
| Wood Tarver Financial Group, LLC | 0.03% | — | 776 | $95K |
| Assetmark, Inc. | 0.00% | Add +459.4% | 744 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.1% | 682 | $84K |
| First Command Advisory Services, Inc. | 0.00% | Add +30.0% | 658 | $81K |
| Park Square Financial Group, LLC | 0.06% | — | 649 | $80K |
| Capital Analysts, LLC | 0.00% | Add +137.6% | 632 | $78K |
| NFSG Corp | 0.02% | No change | 621 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 575 | $71K |
| Bokf, NA | 0.00% | No change | 568 | $70K |
| Richardson Financial Services Inc. | 0.05% | New | 563 | $70K |
| Financial Freedom, LLC | 0.04% | Add +0.2% | 557 | $69K |
| Transcendent Capital Group LLC | 0.03% | Add +2689.5% | 530 | $65K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 465 | $57K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 445 | $55K |
| Ameriflex Group, Inc. | 0.02% | — | 393 | $51K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +62.8% | 415 | $51K |
| Synergy Investment Management, LLC | 0.02% | — | 393 | $49K |
| Hazlett, Burt & Watson, Inc. | 0.02% | New | 381 | $47K |
| City State Bank | 0.02% | No change | 350 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +31.4% | 318 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 330 | $41K |
| Castleview Partners, LLC | 0.02% | No change | 295 | $37K |
| Archer Investment Corp | 0.01% | No change | 265 | $33K |
| Aptus Capital Advisors, LLC | 0.00% | Add +571.4% | 235 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 225 | $28K |
| Simplex Trading, LLC | 0.00% | Add +350.0% | 216 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 200 | $25K |
| Avior Wealth Management, LLC | 0.00% | No change | 200 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +278.0% | 189 | $23K |
| WealthShield Partners, LLC | 0.00% | New | 186 | $23K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.6% | 174 | $21K |
| Ransom Advisory, Ltd | 0.01% | No change | 154 | $19K |
| National Bank of Canada | 0.00% | Reduce -80.2% | 138 | $17K |
| Ridgewood Investments LLC | 0.01% | No change | 120 | $15K |
| Register Financial Advisors LLC | 0.01% | No change | 107 | $13K |
| AdvisorNet Financial, Inc | 0.00% | No change | 100 | $12K |
| Tucker Asset Management LLC | 0.00% | New | 90 | $11K |
| JNBA Financial Advisors | 0.00% | No change | 90 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 83 | $10K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -75.1% | 74 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 71 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 69 | $9K |
| Peoples Bank | 0.01% | No change | 67 | $8K |
| GoalVest Advisory LLC | 0.00% | Reduce -62.5% | 63 | $8K |
| Abound Wealth Management | 0.00% | No change | 58 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 55 | $7K |
| CoreCap Advisors, LLC | 0.00% | New | 55 | $7K |
| Parallel Advisors, LLC | 0.00% | New | 54 | $7K |
| JDM Financial Group LLC | 0.00% | No change | 50 | $6K |
| Allworth Financial LP | 0.00% | New | 46 | $6K |
| Colonial Trust Co / SC | 0.00% | Reduce -16.1% | 47 | $6K |
| Red Tortoise LLC | 0.00% | New | 46 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 45 | $6K |
| St Germain D J Co. Inc. | 0.00% | New | 38 | $5K |
| Kiker Wealth Management, LLC | 0.00% | — | 35 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | New | 35 | $4K |
| Nvwm, LLC | 0.00% | No change | 21 | $3K |
| Main Street Group, LTD | 0.00% | Add +5.0% | 21 | $2K |
| Luminist Capital LLC | 0.00% | — | 18 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 17 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 12 | $1K |
| Reyes Financial Architecture, Inc. | 0.00% | — | 9 | $1K |
| New England Capital Financial Advisors LLC | 0.00% | No change | 6 | $744 |
"% 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.