Invesco S&P Midcap MomentumXMMOETF
13F holders, Q3 2025 (September 30)355holders +3
38new positions
31sold out
1famous investor
$135.16avg. 13F price*
At the end of Q3 2025, 355 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 3 from Q2 2025. 38 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($421.5M), Morgan Stanley ($251.4M) and Vantagepoint Investment Advisers LLC ($162.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $205.6M |
| Exits | 31 | $32.8M |
All 13F filers, Q2 2025 → Q3 2025: 3,951,060 shares bought and 1,340,593 shares sold, net +2,610,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| LPL Financial LLC | 0.12% | Add +11.0% | 3,117,056 | $421.5M |
| Morgan Stanley | 0.02% | Add +11.1% | 1,859,268 | $251.4M |
| Vantagepoint Investment Advisers LLC | 1.32% | New | 1,197,916 | $162.0M |
| Cetera Investment Advisers | 0.18% | Add +105.7% | 1,124,745 | $152.1M |
| Wells Fargo & Company | 0.03% | Add +6.1% | 932,842 | $126.1M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +20.3% | 851,097 | $115.1M |
| Raymond James Financial Inc. | 0.03% | Add +9.8% | 733,206 | $99.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.5% | 672,967 | $91.1M |
| Bank of America Corp. | 0.01% | Add +7.5% | 642,741 | $86.9M |
| Osaic Holdings, Inc. | 0.10% | Add +20.1% | 545,130 | $72.4M |
| Money Concepts Capital Corp. | 3.92% | Add +1.0% | 470,063 | $63.6M |
| Davidson Capital Management Inc. | 11.75% | Reduce -0.1% | 389,090 | $52.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +26.4% | 372,585 | $50.4M |
| Jones Financial Companies LLLP | 0.03% | Add +36.8% | 357,700 | $48.2M |
| Commonwealth Equity Services, LLC | 0.06% | Add +14.2% | 351,353 | $47.5M |
| MML Investors Services, LLC | 0.12% | Add +50.5% | 339,551 | $45.9M |
| Stifel Financial Corp. | 0.04% | Add +4.0% | 328,585 | $44.4M |
| Affinity Wealth Management LLC | 6.33% | Add +0.6% | 319,628 | $43.2M |
| Cwm, LLC | 0.11% | Add +0.9% | 276,146 | $37.3M |
| UBS Group AG | 0.01% | Add +6.1% | 259,640 | $35.1M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +7.0% | 229,571 | $31.0M |
| Royal Bank of Canada | 0.01% | Reduce -8.3% | 224,193 | $30.3M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +2.5% | 211,165 | $28.6M |
| Private Advisor Group, LLC | 0.12% | Reduce -22.6% | 178,954 | $24.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -5.9% | 153,999 | $20.8M |
| Citigroup Inc. | 0.01% | Add +4.5% | 152,542 | $20.6M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +9.8% | 146,409 | $19.8M |
| Equitable Holdings, Inc. | 0.14% | Add +15.5% | 140,122 | $18.9M |
| Gimbal Financial | 10.12% | Add +2.0% | 124,617 | $16.9M |
| Focus Financial Network, Inc. | 0.58% | Add +1.0% | 121,023 | $16.4M |
| Financial Partners Group, Inc | 1.87% | Add +4.3% | 110,903 | $15.0M |
| AssuredPartners Investment Advisors, LLC | 3.22% | Add +8.4% | 107,077 | $14.5M |
| Family Investment Center, Inc. | 2.88% | Add +3.1% | 102,573 | $13.9M |
| Affinity Wealth LLC | 10.54% | Reduce -20.1% | 102,538 | $13.9M |
| Manchester Financial Inc. | 2.51% | Reduce -10.7% | 92,851 | $12.6M |
| Fifth Third Securities, Inc. | 0.85% | Add +12.3% | 91,761 | $12.4M |
| Insight Wealth Strategies, LLC | 1.43% | Add +0.2% | 89,697 | $12.1M |
| J.W. Cole Advisors, Inc. | 0.20% | Reduce -0.5% | 77,563 | $10.5M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +0.1% | 76,954 | $10.4M |
| BNP Paribas Financial Markets | 0.01% | New | 70,000 | $9.5M |
| FreeGulliver LLC | 4.11% | Add +3.8% | 67,796 | $9.2M |
| Secure Asset Management, LLC | 1.45% | Add +7.5% | 64,889 | $8.8M |
| Principal Securities, Inc. | 0.14% | Add +83.3% | 63,348 | $8.6M |
| Flagship Wealth Advisors, LLC | 2.73% | Add +5.1% | 61,223 | $8.3M |
| Cerity Partners LLC | 0.01% | Add +119.5% | 61,219 | $8.3M |
| LMG Wealth Partners, LLC | 1.53% | Add +1.7% | 60,954 | $8.2M |
| Kovack Advisors, Inc. | 0.74% | Add +100.3% | 58,456 | $7.9M |
| ProVise Management Group, LLC | 0.56% | Add +7.3% | 56,187 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -27.4% | 55,484 | $7.5M |
| Atlas Legacy Advisors, LLC | 1.43% | Reduce -7.5% | 54,763 | $7.4M |
| Level Four Advisory Services, LLC | 0.25% | Add +3.5% | 53,839 | $7.3M |
| Uniting Wealth Partners, LLC | 1.66% | New | 52,117 | $7.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -45.8% | 51,433 | $7.0M |
| VestGen Advisors, LLC | 0.23% | Add +27.0% | 51,414 | $7.0M |
| Thoroughbred Financial Services, LLC | 0.42% | Add +6.0% | 49,849 | $6.7M |
| Ausdal Financial Partners, Inc. | 0.33% | Add +2.6% | 49,812 | $6.7M |
| Institute for Wealth Management, LLC. | 0.67% | Reduce -0.0% | 47,904 | $6.5M |
| Blair William & Co. | 0.02% | Add +10.7% | 46,269 | $6.3M |
| Koshinski Asset Management, Inc. | 0.42% | Add +48.7% | 44,096 | $6.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -4.1% | 43,933 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +404.0% | 42,800 | $5.8M |
| Guardian Asset Advisors, LLC | 3.10% | New | 42,558 | $5.8M |
| Schorn Wealth LLC | 1.74% | Add +8.6% | 42,042 | $5.7M |
| Sound Income Strategies, LLC | 0.30% | Add +78.9% | 39,892 | $5.4M |
| Titleist Asset Management, LLC | 0.47% | Reduce -9.8% | 39,282 | $5.3M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -2.0% | 39,030 | $5.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +11.9% | 38,486 | $5.2M |
| Nwam LLC | 0.27% | Add +1.0% | 37,233 | $5.0M |
| Ullmann Wealth Partners Group, LLC | 0.55% | Add +0.1% | 36,928 | $5.0M |
| Symphony Financial Services, Inc. | 2.60% | Add +9.7% | 35,683 | $4.8M |
| Kellett Wealth Advisors, LLC | 2.83% | Add +1.8% | 34,636 | $4.7M |
| Benjamin Edwards Inc. | 0.05% | Add +2.3% | 33,937 | $4.6M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +0.6% | 33,810 | $4.6M |
| Flagship Harbor Advisors, LLC | 0.19% | Add +7.5% | 33,007 | $4.5M |
| Vicus Capital | 0.34% | Reduce -2.3% | 32,905 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Add +10.7% | 32,076 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.09% | Add +21.6% | 31,895 | $4.3M |
| Smith, Moore & Co. | 0.32% | Add +2.1% | 30,435 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Add +84.7% | 30,110 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Reduce -7.9% | 29,430 | $4.0M |
| HBW Advisory Services LLC | 0.44% | Add +3.3% | 29,216 | $4.0M |
| RFG Advisory, LLC | 0.08% | Add +918.3% | 27,199 | $3.7M |
| Seaview Investment Managers LLC | 1.35% | Reduce -46.9% | 27,074 | $3.7M |
| TruWealth Advisors, LLC | 0.18% | Add +68.6% | 26,021 | $3.5M |
| Creative Financial Designs Inc. | 0.23% | Add +30.9% | 25,525 | $3.5M |
| Lowery Thomas, LLC | 1.99% | Add +5.5% | 25,474 | $3.4M |
| Independent Financial Group, LLC | 0.08% | Add +9.8% | 24,879 | $3.4M |
| Elm3 Financial Group, LLC | 2.69% | Reduce -8.0% | 24,291 | $3.3M |
| Ameritas Investment Partners, Inc. | 0.10% | Add +5.6% | 24,106 | $3.3M |
| Arete Wealth Advisors, LLC | 0.20% | Add +20.8% | 23,632 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +81.2% | 23,378 | $3.2M |
| Spectrum Wealth Advisory Group, LLC | 1.28% | Reduce -1.3% | 22,986 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +128.0% | 22,986 | $3.1M |
| PCG Wealth Advisors, LLC | 0.90% | New | 22,748 | $3.1M |
| AE Wealth Management LLC | 0.02% | Add +6.8% | 22,621 | $3.1M |
| Accel Wealth Management | 0.88% | Add +3.3% | 22,299 | $3.0M |
| Anson Capital, Inc. | 2.24% | Add +2.4% | 22,042 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.2% | 21,308 | $2.9M |
| Integrity Alliance, Llc. | 0.13% | Add +37.1% | 21,098 | $2.9M |
| PSI Advisors, LLC | 0.74% | New | 21,001 | $2.8M |
"% 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.