Invesco S&P Midcap MomentumXMMOETF
13F holders, Q1 2025 (March 31)335holders −38
36new positions
73sold out
3famous investors
$113.70avg. 13F price*
At the end of Q1 2025, 335 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, down 38 from Q4 2024. 36 opened new positions and 73 sold out. The largest holders were LPL Financial LLC ($305.5M), Morgan Stanley ($198.7M) and Wells Fargo & Company ($99.7M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $87.3M |
| Exits | 73 | $228.2M |
All 13F filers, Q4 2024 → Q1 2025: 2,846,813 shares bought and 7,196,845 shares sold, net −4,350,032 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| LPL Financial LLC | 0.12% | Add +0.2% | 2,685,101 | $305.5M |
| Morgan Stanley | 0.01% | Add +3.3% | 1,746,398 | $198.7M |
| Wells Fargo & Company | 0.02% | Add +4.7% | 875,989 | $99.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +27.4% | 806,591 | $91.8M |
| Ameriprise Financial Inc. | 0.02% | Add +36.6% | 691,318 | $78.7M |
| Raymond James Financial Inc. | 0.03% | Add +18.3% | 635,822 | $72.3M |
| Bank of America Corp. | 0.01% | Add +10.9% | 555,641 | $63.2M |
| Cetera Investment Advisers | 0.11% | Reduce -20.4% | 490,726 | $55.8M |
| Money Concepts Capital Corp. | 3.94% | Add +6.0% | 462,667 | $52.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -16.6% | 376,412 | $42.8M |
| Affinity Wealth Management LLC | 6.74% | Add +26.2% | 319,611 | $36.4M |
| Stifel Financial Corp. | 0.04% | Add +30.2% | 303,205 | $34.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +21.0% | 291,910 | $33.2M |
| Cwm, LLC | 0.13% | Add +15.4% | 284,694 | $32.4M |
| Mainstay Capital Management LLC | 4.30% | Reduce -3.7% | 275,814 | $31.4M |
| Davidson Capital Management Inc. | 8.39% | New | 271,956 | $30.9M |
| Principal Securities, Inc. | 0.69% | No change | 248,852 | $30.7M |
| UBS Group AG | 0.01% | Add +27.6% | 248,316 | $28.2M |
| MML Investors Services, LLC | 0.09% | Reduce -11.5% | 224,841 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -94.0% | 224,001 | $25.5M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +58.3% | 215,532 | $24.5M |
| Royal Bank of Canada | 0.01% | Add +22.6% | 210,527 | $23.9M |
| Great Valley Advisor Group, Inc. | 0.51% | Add +4.8% | 209,059 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -43.3% | 206,895 | $23.5M |
| Jones Financial Companies LLLP | 0.02% | Add +54.0% | 204,237 | $23.1M |
| Foundations Investment Advisors, LLC | 0.34% | Reduce -25.0% | 162,319 | $18.5M |
| Citigroup Inc. | 0.01% | Add +17.6% | 143,678 | $16.3M |
| Private Advisor Group, LLC | 0.10% | Add +8.7% | 142,514 | $16.2M |
| Focus Financial Network, Inc. | 0.56% | Reduce -2.4% | 119,849 | $13.6M |
| Affinity Wealth LLC | 13.81% | Add +6.4% | 118,710 | $13.5M |
| Equitable Holdings, Inc. | 0.12% | Add +28.3% | 113,456 | $12.9M |
| Qube Research & Technologies Ltd | 0.02% | Add +37.3% | 113,187 | $12.9M |
| CW Advisors, LLC | 0.14% | New | 105,574 | $12.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -78.7% | 104,706 | $11.9M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -78.7% | 104,706 | $11.9M |
| Systelligence, LLC | 2.63% | Reduce -5.8% | 96,174 | $10.9M |
| Family Investment Center, Inc. | 2.66% | Add +555.5% | 95,809 | $10.9M |
| Insight Wealth Strategies, LLC | 1.35% | New | 88,045 | $10.0M |
| Elevation Capital Advisory, LLC | 4.26% | Add +674.6% | 85,870 | $9.8M |
| Moneta Group Investment Advisors LLC | 0.12% | Reduce -2.1% | 76,800 | $8.7M |
| Fifth Third Securities, Inc. | 0.74% | Add +22.9% | 76,761 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +212.3% | 76,231 | $8.7M |
| Manchester Financial Inc. | 1.93% | Add +113.5% | 75,315 | $8.6M |
| Merit Financial Group, LLC | 0.13% | Add +21.0% | 74,839 | $8.5M |
| Avantax Advisory Services, Inc. | 0.05% | Add +4.0% | 70,011 | $8.0M |
| Financial Partners Group, Inc | 1.22% | Add +2069.2% | 69,329 | $7.9M |
| Level Four Advisory Services, LLC | 0.32% | Add +24.3% | 68,967 | $7.8M |
| Financial Advocates Investment Management | 0.52% | Add +5.7% | 64,832 | $7.4M |
| FreeGulliver LLC | 3.71% | Add +118.4% | 64,369 | $7.3M |
| Flagship Wealth Advisors, LLC | 2.99% | Add +54.2% | 62,391 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.53% | Reduce -1.8% | 61,606 | $7.0M |
| Atlas Legacy Advisors, LLC | 1.76% | Reduce -0.5% | 58,481 | $6.9M |
| LMG Wealth Partners, LLC | 1.52% | Add +17.6% | 60,083 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -35.4% | 59,976 | $6.8M |
| Secure Asset Management, LLC | 1.30% | New | 56,626 | $6.4M |
| ProVise Management Group, LLC | 0.51% | Add +5.0% | 52,821 | $6.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -8.8% | 49,504 | $5.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -48.8% | 49,162 | $5.6M |
| MinichMacGregor Wealth Management, LLC | 1.25% | Reduce -32.3% | 49,161 | $5.6M |
| Institute for Wealth Management, LLC. | 0.71% | Reduce -0.5% | 48,356 | $5.5M |
| Thoroughbred Financial Services, LLC | 0.34% | Add +17.0% | 47,936 | $5.5M |
| Smith Anglin Financial, LLC | 0.55% | New | 45,723 | $5.2M |
| Harbour Investments, Inc. | 0.14% | Reduce -1.3% | 43,717 | $5.0M |
| Ameritas Advisory Services, LLC | 0.19% | Add +3.2% | 41,459 | $4.7M |
| Schorn Wealth LLC | 1.55% | Reduce -2.9% | 41,387 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -32.9% | 40,871 | $4.6M |
| Titleist Asset Management, LLC | 0.54% | Add +410.9% | 40,819 | $4.6M |
| Integrity Alliance, Llc. | 0.18% | New | 40,787 | $4.6M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +5.9% | 38,000 | $4.3M |
| Redhawk Wealth Advisors, Inc. | 0.57% | Add +325.2% | 37,381 | $4.3M |
| Ullmann Wealth Partners Group, LLC | 0.56% | Add +0.1% | 36,877 | $4.2M |
| Belpointe Asset Management LLC | 0.20% | Add +315.8% | 33,638 | $3.8M |
| Kovack Advisors, Inc. | 0.40% | Add +0.3% | 33,507 | $3.8M |
| VestGen Advisors, LLC | 0.17% | — | 33,490 | $3.8M |
| Kellett Wealth Advisors, LLC | 2.52% | Add +5.6% | 31,993 | $3.6M |
| Symphony Financial Services, Inc. | 2.32% | Add +21.6% | 31,272 | $3.6M |
| Smith, Moore & Co. | 0.33% | Reduce -1.0% | 31,002 | $3.5M |
| Vicus Capital | 0.32% | Add +46.6% | 30,018 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.18% | Add +21.9% | 29,831 | $3.4M |
| Nwam LLC | 0.29% | Add +4.3% | 29,806 | $3.4M |
| AssuredPartners Investment Advisors, LLC | 0.64% | Add +7.8% | 29,260 | $3.3M |
| Elm3 Financial Group, LLC | 2.91% | Add +13.8% | 29,068 | $3.3M |
| Capstone Wealth Management Group, LLC | 1.83% | Add +148.4% | 28,228 | $3.2M |
| Truist Financial Corp. | 0.01% | Add +1008.2% | 27,505 | $3.1M |
| OneAscent Financial Services LLC | 0.20% | Add +32.6% | 27,461 | $3.1M |
| Citadel Advisors | 0.00% | Add +607.8% | 26,961 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Add +751.9% | 26,920 | $3.1M |
| Lowery Thomas, LLC | 2.07% | Reduce -5.6% | 26,613 | $3.0M |
| Prospera Financial Services Inc | 0.07% | Add +162.1% | 26,068 | $3.0M |
| Scarborough Advisors, LLC | 0.41% | Reduce -18.9% | 25,392 | $2.9M |
| Sculati Wealth Management, LLC | 1.14% | Add +3.3% | 24,783 | $2.8M |
| New Millennium Group LLC | 1.83% | Add +3.8% | 24,501 | $2.8M |
| Prostatis Group LLC | 0.87% | Add +27.4% | 24,270 | $2.8M |
| Spectrum Wealth Advisory Group, LLC | 1.27% | Reduce -0.7% | 23,326 | $2.7M |
| Fortune 45 LLC | 1.73% | New | 23,250 | $2.6M |
| Anson Capital, Inc. | 2.17% | Add +10.2% | 22,175 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Reduce -0.6% | 21,643 | $2.5M |
| PCG Wealth Advisors, LLC | 0.86% | Add +92.3% | 21,549 | $2.5M |
| Fortis Capital Advisors, LLC | 0.50% | New | 21,468 | $2.4M |
| Accel Wealth Management | 0.86% | Add +38.3% | 20,892 | $2.4M |
"% 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.