Invesco S&P Midcap MomentumXMMOETF
13F holders, Q4 2025 (December 31)410holders +55
46new positions
17sold out
2famous investors
$138.53avg. 13F price*
At the end of Q4 2025, 410 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 55 from Q3 2025. 46 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($480.8M), Morgan Stanley ($255.5M) and Cetera Investment Advisers ($173.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $91.6M |
| Exits | 17 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 2,870,617 shares bought and 428,992 shares sold, net +2,441,625 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 410 holders
| LPL Financial LLC | 0.13% | Add +11.4% | 3,472,670 | $480.8M |
| Morgan Stanley | 0.02% | Reduce -0.7% | 1,845,451 | $255.5M |
| Cetera Investment Advisers | 0.19% | Add +11.3% | 1,251,835 | $173.3M |
| Vantagepoint Investment Advisers LLC | 1.21% | Reduce -9.2% | 1,088,140 | $150.7M |
| Wells Fargo & Company | 0.03% | Add +13.5% | 1,058,740 | $146.6M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +9.0% | 927,629 | $128.4M |
| Raymond James Financial Inc. | 0.04% | Add +14.2% | 837,045 | $115.9M |
| Ameriprise Financial Inc. | 0.02% | Add +13.0% | 760,646 | $105.3M |
| Bank of America Corp. | 0.01% | Add +7.8% | 692,873 | $95.9M |
| Osaic Holdings, Inc. | 0.12% | Add +8.9% | 593,664 | $82.2M |
| Money Concepts Capital Corp. | 3.74% | Add +2.5% | 481,684 | $66.7M |
| Jones Financial Companies LLLP | 0.04% | Add +16.9% | 418,193 | $57.9M |
| Great Valley Advisor Group, Inc. | 1.06% | Add +89.1% | 399,276 | $55.3M |
| Davidson Capital Management Inc. | 11.66% | Reduce 0.0% | 389,081 | $53.9M |
| MML Investors Services, LLC | 0.13% | Add +12.9% | 383,350 | $53.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.2% | 373,458 | $51.7M |
| Stifel Financial Corp. | 0.04% | Add +10.0% | 361,591 | $50.1M |
| Affinity Wealth Management LLC | 6.35% | Add +0.9% | 322,401 | $44.6M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.9% | 320,197 | $44.3M |
| UBS Group AG | 0.01% | Add +9.9% | 285,392 | $39.5M |
| Cwm, LLC | 0.10% | Reduce -1.2% | 272,771 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +82.1% | 266,621 | $36.9M |
| Royal Bank of Canada | 0.01% | Add +14.0% | 255,614 | $35.4M |
| HighTower Advisors, LLC | 0.04% | Add +353.6% | 251,672 | $34.8M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +6.0% | 243,275 | $33.7M |
| Advance Capital Management, Inc. | 1.16% | New | 197,626 | $27.4M |
| Citigroup Inc. | 0.02% | Add +6.2% | 162,048 | $22.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.4% | 156,167 | $22.3M |
| Private Advisor Group, LLC | 0.10% | Reduce -10.7% | 159,763 | $22.1M |
| Oxford Wealth Group, LLC | 10.31% | — | 153,121 | $21.2M |
| Equitable Holdings, Inc. | 0.14% | Add +5.8% | 148,320 | $20.5M |
| Oasis Advisors, LLC | 10.76% | — | 146,695 | $20.3M |
| AssuredPartners Investment Advisors, LLC | 2.70% | Add +22.2% | 130,882 | $18.1M |
| Focus Financial Network, Inc. | 0.58% | Reduce -1.2% | 119,563 | $16.6M |
| Modern Wealth Management, LLC | 0.29% | New | 114,994 | $15.9M |
| Affinity Wealth LLC | 10.56% | Add +8.7% | 111,481 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Add +57.1% | 110,000 | $15.2M |
| Family Investment Center, Inc. | 2.88% | Add +0.4% | 102,962 | $14.3M |
| Financial Partners Group, Inc | 1.64% | Reduce -9.1% | 100,856 | $14.1M |
| Fifth Third Securities, Inc. | 0.86% | Add +4.0% | 95,412 | $13.2M |
| Manchester Financial Inc. | 2.47% | Add +2.7% | 95,394 | $13.2M |
| Insight Wealth Strategies, LLC | 1.45% | Add +1.5% | 91,059 | $12.6M |
| Peak Planning Group, LLC | 3.48% | New | 89,663 | $12.4M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +0.3% | 77,778 | $10.7M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +0.4% | 77,237 | $10.7M |
| Secure Asset Management, LLC | 1.58% | Add +11.9% | 72,642 | $10.1M |
| Principal Securities, Inc. | 0.15% | Add +9.9% | 69,627 | $9.6M |
| Sound Income Strategies, LLC | 0.45% | Add +67.7% | 66,916 | $9.6M |
| Flagship Wealth Advisors, LLC | 2.75% | Add +11.4% | 68,207 | $9.4M |
| Cerity Partners LLC | 0.01% | Add +4.7% | 64,079 | $8.9M |
| FreeGulliver LLC | 3.85% | Reduce -8.3% | 62,201 | $8.6M |
| Kovack Advisors, Inc. | 0.41% | Add +6.1% | 62,045 | $8.6M |
| Axxcess Wealth Management, LLC | 0.15% | Add +726.4% | 61,102 | $8.5M |
| LMG Wealth Partners, LLC | 1.52% | Reduce -3.3% | 58,972 | $8.2M |
| ProVise Management Group, LLC | 0.58% | Add +4.8% | 58,870 | $8.2M |
| Avaii Wealth Management, LLC | 2.92% | New | 58,119 | $8.0M |
| Atlas Legacy Advisors, LLC | 1.38% | Add +3.7% | 56,782 | $7.9M |
| Uniting Wealth Partners, LLC | 2.35% | Add +6.5% | 55,477 | $7.7M |
| Level Four Advisory Services, LLC | 0.25% | Add +2.3% | 55,084 | $7.6M |
| Ethos Financial Group, LLC | 0.56% | New | 54,631 | $7.6M |
| Thoroughbred Financial Services, LLC | 0.42% | Add +3.5% | 51,597 | $7.1M |
| Ausdal Financial Partners, Inc. | 0.32% | Reduce -1.2% | 49,201 | $6.8M |
| Koshinski Asset Management, Inc. | 0.44% | Add +10.8% | 48,882 | $6.8M |
| Institute for Wealth Management, LLC. | 0.69% | Reduce -2.0% | 46,961 | $6.5M |
| Blair William & Co. | 0.02% | Add +0.1% | 46,314 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | New | 46,287 | $6.4M |
| NewEdge Advisors, LLC | 0.02% | Add +2.5% | 45,027 | $6.2M |
| Quattro Advisors LLC | 4.95% | — | 44,707 | $6.2M |
| Dala Group, LLC | 5.31% | — | 44,290 | $6.1M |
| Guardian Asset Advisors, LLC | 3.14% | Add +2.5% | 43,619 | $6.0M |
| Schorn Wealth LLC | 1.79% | Add +1.3% | 42,602 | $5.9M |
| Titleist Asset Management, LLC | 0.46% | Add +5.5% | 41,429 | $5.7M |
| Nwam LLC | 0.32% | Add +7.9% | 40,159 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.8% | 40,314 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.4% | 39,424 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +0.7% | 39,298 | $5.4M |
| Principle Wealth Partners LLC | 0.30% | Add +171.8% | 38,776 | $5.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +18.8% | 37,901 | $5.2M |
| Arkadios Wealth Advisors | 0.10% | Add +291.8% | 36,151 | $5.0M |
| Ullmann Wealth Partners Group, LLC | 0.52% | Reduce -1.2% | 36,495 | $5.0M |
| Symphony Financial Services, Inc. | 2.53% | Reduce -0.1% | 35,644 | $4.9M |
| Kellett Wealth Advisors, LLC | 2.81% | Add +2.5% | 35,498 | $4.9M |
| Stratos Wealth Advisors, LLC | 0.24% | Add +4.1% | 35,192 | $4.9M |
| Flagship Harbor Advisors, LLC | 0.22% | Add +4.0% | 34,344 | $4.8M |
| Benjamin Edwards Inc. | 0.05% | Add +1.0% | 34,289 | $4.7M |
| Farther Finance Advisors, LLC | 0.05% | Add +120.6% | 34,147 | $4.7M |
| Smith, Moore & Co. | 0.33% | Add +3.3% | 31,429 | $4.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -2.1% | 31,409 | $4.4M |
| HBW Advisory Services LLC | 0.45% | Add +2.8% | 30,033 | $4.2M |
| Elevation Capital Advisory, LLC | 1.68% | Add +162.7% | 29,671 | $4.1M |
| RFG Advisory, LLC | 0.08% | Add +8.8% | 29,579 | $4.1M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -5.3% | 28,498 | $3.9M |
| Creative Financial Designs Inc. | 0.24% | Add +9.3% | 27,890 | $3.9M |
| Vicus Capital | 0.29% | Reduce -15.6% | 27,769 | $3.8M |
| Guilbault Capital LLC | 4.26% | — | 27,506 | $3.8M |
| Arete Wealth Advisors, LLC | 0.26% | Add +14.0% | 26,942 | $3.7M |
| TruWealth Advisors, LLC | 0.18% | Add +3.4% | 26,899 | $3.7M |
| Transcendent Capital Group LLC | 1.68% | New | 26,818 | $3.7M |
| ATX Financial Planning, LLC | 2.83% | — | 26,544 | $3.7M |
| Integrity Alliance, Llc. | 0.13% | Add +25.1% | 26,396 | $3.7M |
"% 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.