Invesco S&P Midcap MomentumXMMOETF
13F holders, Q2 2025 (June 30)352holders +17
51new positions
34sold out
5famous investors
$128.65avg. 13F price*
At the end of Q2 2025, 352 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 17 from Q1 2025. 51 opened new positions and 34 sold out. The largest holders were LPL Financial LLC ($361.3M), Morgan Stanley ($215.3M) and Wells Fargo & Company ($113.1M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $58.3M |
| Exits | 34 | $34.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,099,177 shares bought and 1,395,917 shares sold, net +703,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| LPL Financial LLC | 0.12% | Add +4.6% | 2,808,790 | $361.3M |
| Morgan Stanley | 0.01% | Reduce -4.1% | 1,674,090 | $215.3M |
| Wells Fargo & Company | 0.03% | Add +0.3% | 878,913 | $113.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -12.3% | 707,440 | $91.0M |
| Raymond James Financial Inc. | 0.03% | Add +5.0% | 667,770 | $85.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -5.9% | 650,232 | $83.7M |
| Bank of America Corp. | 0.01% | Add +7.6% | 597,656 | $76.9M |
| Mainstay Capital Management LLC | 3.54% | Add +102.3% | 558,008 | $71.8M |
| Cetera Investment Advisers | 0.12% | Add +11.4% | 546,873 | $70.3M |
| Money Concepts Capital Corp. | 4.00% | Add +0.6% | 465,289 | $59.9M |
| Osaic Holdings, Inc. | 0.10% | Add +20.5% | 453,697 | $58.4M |
| Davidson Capital Management Inc. | 12.03% | Add +43.2% | 389,462 | $50.1M |
| Affinity Wealth Management LLC | 6.53% | Reduce -0.6% | 317,585 | $40.9M |
| Stifel Financial Corp. | 0.04% | Add +4.2% | 316,066 | $40.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.4% | 307,733 | $39.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +31.6% | 294,732 | $37.9M |
| Cwm, LLC | 0.12% | Reduce -3.9% | 273,609 | $35.2M |
| Jones Financial Companies LLLP | 0.03% | Add +28.1% | 261,537 | $33.6M |
| UBS Group AG | 0.01% | Reduce -1.5% | 244,617 | $31.5M |
| Royal Bank of Canada | 0.01% | Add +16.1% | 244,363 | $31.4M |
| Private Advisor Group, LLC | 0.16% | Add +62.3% | 231,259 | $29.7M |
| MML Investors Services, LLC | 0.08% | Add +0.3% | 225,618 | $29.0M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Reduce -0.5% | 214,476 | $27.6M |
| Great Valley Advisor Group, Inc. | 0.59% | Reduce -1.5% | 205,967 | $26.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -20.9% | 163,732 | $21.4M |
| Foundations Investment Advisors, LLC | 0.33% | Add +0.8% | 163,585 | $21.0M |
| Citigroup Inc. | 0.01% | Add +1.6% | 145,936 | $18.8M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +27.4% | 133,371 | $17.2M |
| Affinity Wealth LLC | 14.06% | Add +8.1% | 128,318 | $16.5M |
| Gimbal Financial | 9.65% | New | 122,141 | $15.7M |
| Equitable Holdings, Inc. | 0.13% | Add +6.9% | 121,320 | $15.6M |
| Focus Financial Network, Inc. | 0.61% | Add +0.0% | 119,851 | $15.4M |
| CW Advisors, LLC | 0.13% | Add +0.9% | 106,552 | $13.7M |
| Financial Partners Group, Inc | 1.89% | Add +53.4% | 106,346 | $13.7M |
| Manchester Financial Inc. | 2.80% | Add +38.0% | 103,962 | $13.4M |
| Family Investment Center, Inc. | 2.90% | Add +3.8% | 99,457 | $12.8M |
| AssuredPartners Investment Advisors, LLC | 3.11% | Add +237.7% | 98,815 | $12.7M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -16.2% | 94,844 | $12.2M |
| Insight Wealth Strategies, LLC | 1.46% | Add +1.7% | 89,549 | $11.5M |
| Smith Anglin Financial, LLC | 1.02% | Add +92.0% | 87,802 | $11.3M |
| Fifth Third Securities, Inc. | 0.79% | Add +6.5% | 81,712 | $10.5M |
| J.W. Cole Advisors, Inc. | 0.21% | Add +2.3% | 77,981 | $10.0M |
| Moneta Group Investment Advisors LLC | 0.12% | Add +0.1% | 76,881 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +268.1% | 76,373 | $9.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.4% | 72,404 | $9.3M |
| FreeGulliver LLC | 3.87% | Add +1.5% | 65,307 | $8.4M |
| Secure Asset Management, LLC | 1.44% | Add +6.6% | 60,369 | $7.8M |
| LMG Wealth Partners, LLC | 1.58% | Reduce -0.3% | 59,927 | $7.7M |
| Atlas Legacy Advisors, LLC | 1.68% | Add +1.2% | 59,193 | $7.6M |
| Flagship Wealth Advisors, LLC | 2.82% | Reduce -6.6% | 58,251 | $7.5M |
| ProVise Management Group, LLC | 0.53% | Reduce -0.9% | 52,351 | $6.7M |
| Level Four Advisory Services, LLC | 0.25% | Reduce -24.6% | 52,017 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -14.0% | 51,555 | $6.6M |
| Seaview Investment Managers LLC | 1.39% | Add +1550.1% | 51,004 | $6.6M |
| Ausdal Financial Partners, Inc. | 0.42% | Reduce -21.2% | 48,554 | $6.2M |
| Institute for Wealth Management, LLC. | 0.69% | Reduce -0.9% | 47,922 | $6.2M |
| Thoroughbred Financial Services, LLC | 0.42% | Reduce -1.9% | 47,040 | $6.0M |
| Two Sigma Investments, LP | 0.01% | New | 46,200 | $5.9M |
| NewEdge Advisors, LLC | 0.03% | Reduce -7.5% | 45,809 | $5.9M |
| Titleist Asset Management, LLC | 0.56% | Add +6.7% | 43,532 | $5.6M |
| Blair William & Co. | 0.01% | Add +1318.8% | 41,797 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.26% | Reduce -15.3% | 41,644 | $5.4M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -2.1% | 40,580 | $5.2M |
| VestGen Advisors, LLC | 0.21% | Add +20.9% | 40,489 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +4.8% | 39,809 | $5.1M |
| Thrivent Financial for Lutherans | 0.01% | New | 39,122 | $5.0M |
| Schorn Wealth LLC | 1.65% | Reduce -6.4% | 38,726 | $5.0M |
| Nwam LLC | 0.28% | Add +23.7% | 36,857 | $4.8M |
| Ullmann Wealth Partners Group, LLC | 0.56% | Add +0.1% | 36,907 | $4.7M |
| Principal Securities, Inc. | 0.08% | Reduce -86.1% | 34,560 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -15.8% | 34,405 | $4.4M |
| Kellett Wealth Advisors, LLC | 2.85% | Add +6.3% | 34,019 | $4.4M |
| Vicus Capital | 0.36% | Add +12.2% | 33,680 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +81.2% | 33,610 | $4.3M |
| Benjamin Edwards Inc. | 0.05% | Add +53.3% | 33,177 | $4.3M |
| Symphony Financial Services, Inc. | 2.50% | Add +4.0% | 32,521 | $4.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -57.3% | 31,941 | $4.1M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +2.9% | 30,701 | $3.9M |
| Smith, Moore & Co. | 0.32% | Reduce -3.8% | 29,817 | $3.8M |
| Koshinski Asset Management, Inc. | 0.29% | Add +10.2% | 29,653 | $3.8M |
| Kovack Advisors, Inc. | 0.37% | Reduce -12.9% | 29,181 | $3.8M |
| Prospera Financial Services Inc | 0.07% | Add +11.1% | 28,964 | $3.7M |
| HBW Advisory Services LLC | 0.45% | Add +173.5% | 28,278 | $3.6M |
| Cerity Partners LLC | 0.01% | New | 27,884 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +71.5% | 27,574 | $3.5M |
| Elm3 Financial Group, LLC | 2.82% | Reduce -9.2% | 26,394 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Add +169.1% | 26,228 | $3.4M |
| New Millennium Group LLC | 1.74% | Reduce -0.2% | 24,446 | $3.1M |
| Lowery Thomas, LLC | 1.99% | Reduce -9.3% | 24,142 | $3.1M |
| Spectrum Wealth Advisory Group, LLC | 1.39% | Reduce -0.2% | 23,284 | $3.0M |
| Ameritas Investment Partners, Inc. | 0.09% | Add +12.4% | 22,835 | $2.9M |
| Independent Financial Group, LLC | 0.08% | Add +74.2% | 22,666 | $2.9M |
| Sound Income Strategies, LLC | 0.16% | Add +182.5% | 22,304 | $2.9M |
| Accel Wealth Management | 0.93% | Add +3.3% | 21,579 | $2.8M |
| Anson Capital, Inc. | 2.23% | Reduce -2.9% | 21,522 | $2.8M |
| AE Wealth Management LLC | 0.02% | Add +8.6% | 21,189 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +10.8% | 20,721 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.7% | 20,252 | $2.6M |
| OneAscent Financial Services LLC | 0.18% | Reduce -27.7% | 19,851 | $2.6M |
| Arete Wealth Advisors, LLC | 0.18% | Add +204.3% | 19,570 | $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.