Invesco S&P Midcap MomentumXMMOETF
13F holders, Q1 2026 (March 31)431holders +21
56new positions
30sold out
3famous investors
$123.98avg. 13F price*
At the end of Q1 2026, 431 institutions reported holding Invesco S&P Midcap Momentum (XMMO) in their 13F filings, up 21 from Q4 2025. 56 opened new positions and 30 sold out. The largest holders were LPL Financial LLC ($536.5M), Morgan Stanley ($289.8M) and Cetera Investment Advisers ($198.3M). 3 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $94.1M |
| Exits | 30 | $33.4M |
All 13F filers, Q4 2025 → Q1 2026: 8,475,440 shares bought and 1,965,053 shares sold, net +6,510,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 431 holders
| LPL Financial LLC | 0.14% | Add +6.5% | 3,699,499 | $536.5M |
| Morgan Stanley | 0.02% | Add +8.3% | 1,998,519 | $289.8M |
| Cetera Investment Advisers | 0.21% | Add +9.2% | 1,367,490 | $198.3M |
| Wells Fargo & Company | 0.03% | Add +11.7% | 1,182,937 | $171.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +25.6% | 1,165,549 | $169.0M |
| Raymond James Financial Inc. | 0.05% | Add +33.9% | 1,120,959 | $162.6M |
| Envestnet Asset Management Inc. | 0.04% | Add +184.3% | 1,061,925 | $154.0M |
| Vantagepoint Investment Advisers LLC | 1.16% | Reduce -13.2% | 944,456 | $137.0M |
| Bank of America Corp. | 0.01% | Add +13.4% | 785,643 | $113.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -0.1% | 760,223 | $110.3M |
| Osaic Holdings, Inc. | 0.16% | Add +25.5% | 745,103 | $108.1M |
| Jones Financial Companies LLLP | 0.04% | Add +34.0% | 560,428 | $80.3M |
| Royal Bank of Canada | 0.01% | Add +45.9% | 372,930 | $54.1M |
| Commonwealth Equity Services, LLC | 0.07% | Add +13.2% | 362,476 | $52.6M |
| Stifel Financial Corp. | 0.05% | Reduce -1.6% | 355,954 | $51.6M |
| MML Investors Services, LLC | 0.14% | Reduce -9.7% | 346,064 | $50.2M |
| Great Valley Advisor Group, Inc. | 0.91% | Reduce -13.9% | 343,675 | $49.8M |
| Affinity Wealth Management LLC | 7.08% | Add +0.1% | 322,634 | $46.8M |
| UBS Group AG | 0.01% | Add +8.5% | 309,745 | $44.9M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +23.6% | 300,740 | $43.6M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 258,043 | $37.4M |
| Clark Capital Management Group, Inc. | 0.19% | New | 217,335 | $31.5M |
| Oasis Advisors, LLC | 5.49% | Add +3083.1% | 4,669,420 | $27.9M |
| Cwm, LLC | 0.07% | Reduce -30.0% | 190,951 | $27.7M |
| Advance Capital Management, Inc. | 1.03% | Reduce -5.3% | 187,256 | $27.2M |
| Old National Bancorp | 0.44% | New | 181,804 | $26.4M |
| Private Advisor Group, LLC | 0.12% | Add +6.6% | 170,297 | $24.7M |
| Citigroup Inc. | 0.02% | Add +2.1% | 165,424 | $24.0M |
| Equitable Holdings, Inc. | 0.15% | Add +13.1% | 167,728 | $23.2M |
| Davidson Capital Management Inc. | 3.67% | Reduce -64.1% | 139,553 | $20.2M |
| Oxford Wealth Group, LLC | 10.93% | Reduce -9.9% | 137,941 | $20.0M |
| Principal Securities, Inc. | 0.27% | Add +83.4% | 127,717 | $18.5M |
| Focus Financial Network, Inc. | 0.64% | Add +3.7% | 123,954 | $18.0M |
| AssuredPartners Investment Advisors, LLC | 1.92% | Reduce -8.6% | 119,630 | $17.6M |
| Affinity Wealth LLC | 11.11% | Add +7.7% | 120,013 | $17.4M |
| Modern Wealth Management, LLC | 0.28% | Reduce -3.4% | 111,128 | $16.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Reduce -59.8% | 107,134 | $15.5M |
| Dala Group, LLC | 12.63% | Add +135.3% | 104,230 | $15.1M |
| Financial Partners Group, Inc | 1.78% | Add +1.6% | 102,430 | $14.9M |
| Peak Planning Group, LLC | 4.06% | Add +12.6% | 100,984 | $14.6M |
| Family Investment Center, Inc. | 2.73% | Reduce -5.1% | 97,708 | $14.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -38.6% | 95,944 | $14.2M |
| Fifth Third Securities, Inc. | 0.90% | Add +0.8% | 96,156 | $13.9M |
| Manchester Financial Inc. | 2.63% | Reduce -1.0% | 94,402 | $13.7M |
| Insight Wealth Strategies, LLC | 1.49% | Add +1.1% | 92,075 | $13.4M |
| Integrated Wealth Concepts LLC | 0.10% | Add +301.7% | 83,425 | $12.1M |
| Sound Income Strategies, LLC | 0.57% | Add +19.9% | 80,255 | $11.9M |
| NewEdge Advisors, LLC | 0.04% | Add +73.9% | 78,283 | $11.4M |
| Cerity Partners LLC | 0.02% | Add +21.3% | 77,753 | $11.3M |
| Moneta Group Investment Advisors LLC | 0.08% | Reduce -0.2% | 77,096 | $11.2M |
| J.W. Cole Advisors, Inc. | 0.38% | Reduce -1.2% | 76,827 | $11.1M |
| FreeGulliver LLC | 4.56% | Add +20.0% | 74,628 | $10.8M |
| World Investment Advisors | 0.16% | Add +919.2% | 67,490 | $9.8M |
| Ausdal Financial Partners, Inc. | 0.41% | Add +29.5% | 63,722 | $9.2M |
| Avaii Wealth Management, LLC | 3.07% | Add +4.3% | 60,641 | $8.8M |
| ProVise Management Group, LLC | 0.63% | Add +2.5% | 60,340 | $8.8M |
| LMG Wealth Partners, LLC | 1.58% | Add +1.1% | 59,631 | $8.6M |
| Atlas Legacy Advisors, LLC | 1.55% | Add +2.9% | 58,431 | $8.5M |
| Thoroughbred Financial Services, LLC | 0.50% | Add +12.6% | 58,104 | $8.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +29.3% | 50,955 | $7.4M |
| Koshinski Asset Management, Inc. | 0.46% | Add +3.7% | 50,701 | $7.4M |
| Independent Advisor Alliance | 0.07% | Add +1450.5% | 47,476 | $6.9M |
| Titleist Asset Management, LLC | 0.52% | Add +14.5% | 47,443 | $6.9M |
| Level Four Advisory Services, LLC | 0.22% | Reduce -14.5% | 47,085 | $6.8M |
| Institute for Wealth Management, LLC. | 0.72% | Reduce -0.9% | 46,531 | $6.7M |
| Quattro Advisors LLC | 5.65% | Add +0.6% | 44,979 | $6.5M |
| Sunrise Financial Services, LLC | 4.61% | Add +117850.0% | 44,821 | $6.5M |
| Flagship Wealth Advisors, LLC | 2.76% | Reduce -26.7% | 49,970 | $6.4M |
| Principle Wealth Partners LLC | 0.37% | Add +13.8% | 44,120 | $6.4M |
| Nwam LLC | 0.36% | Add +8.6% | 43,626 | $6.3M |
| RFG Advisory, LLC | 0.11% | Add +44.4% | 42,702 | $6.2M |
| Blair William & Co. | 0.02% | Reduce -7.9% | 42,641 | $6.2M |
| Schorn Wealth LLC | 1.85% | Reduce -0.6% | 42,347 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -10.4% | 41,453 | $6.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +2.5% | 40,280 | $5.8M |
| Signature Estate & Investment Advisors LLC | 0.12% | Add +5.8% | 40,086 | $5.8M |
| BNP Paribas Financial Markets | 0.00% | Reduce -63.6% | 40,000 | $5.8M |
| Uniting Wealth Partners, LLC | 1.19% | Reduce -30.6% | 38,517 | $5.6M |
| Stratos Wealth Advisors, LLC | 0.34% | Add +9.0% | 38,371 | $5.6M |
| Flagship Harbor Advisors, LLC | 0.24% | Add +10.2% | 37,852 | $5.5M |
| Kellett Wealth Advisors, LLC | 2.93% | Add +4.8% | 37,215 | $5.4M |
| Ullmann Wealth Partners Group, LLC | 0.55% | Reduce -0.6% | 36,262 | $5.3M |
| Benjamin Edwards Inc. | 0.05% | Add +1.2% | 34,709 | $5.0M |
| Natixis Advisors, LLC | 0.01% | New | 34,586 | $5.0M |
| Symphony Financial Services, Inc. | 2.45% | Reduce -7.8% | 32,877 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Add +4.0% | 32,682 | $4.7M |
| Chicago Partners Investment Group LLC | 0.10% | Add +28.1% | 29,232 | $4.6M |
| Park Avenue Securities LLC | 0.04% | Add +51.9% | 31,673 | $4.6M |
| Columbia Advisory Partners LLC | 2.93% | New | 31,616 | $4.6M |
| Smith, Moore & Co. | 0.33% | Add +0.5% | 31,587 | $4.6M |
| HBW Advisory Services LLC | 0.46% | Add +0.5% | 30,176 | $4.4M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -13.5% | 29,526 | $4.4M |
| Guilbault Capital LLC | 4.60% | Add +5.2% | 28,923 | $4.2M |
| Kingsview Wealth Management, LLC | 0.06% | Add +1.5% | 28,918 | $4.2M |
| Creative Financial Designs Inc. | 0.25% | Add +3.6% | 28,894 | $4.2M |
| Kovack Advisors, Inc. | 0.22% | Reduce -54.7% | 28,133 | $4.1M |
| Accel Wealth Management | 1.08% | Add +15.2% | 28,552 | $4.1M |
| Nikulski Financial, Inc. | 1.02% | Add +19.9% | 28,388 | $4.1M |
| Capital Developers, LLC | 3.56% | Add +3.3% | 27,231 | $3.9M |
| TruWealth Advisors, LLC | 0.19% | Add +1.0% | 27,169 | $3.9M |
"% 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.