Invesco S&P MidCap Momentum
XMMO • ARCA
Invesco S&P MidCap Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 347 institutional investors hold shares in this ETF, with total holdings valued at $2.9B. LPL Financial LLC is the largest holder with a position valued at $421.5M.
Overview
Overview of institutional ownership in XMMO as of Q3 2025
All Institutions
- Institutions
- 347
- Value Held
- $2.9B
- Shares Held
- 21.3M
- Avg Position
- $8.3M
- Median Position
- $941.1K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $11.7M
- Shares Held
- 86.3K
- Avg Position
- $2.9M
- Median Position
- $1.1M
Biggest Investors
Institutions with the largest positions in XMMO as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $421.5M 0.12% of portfolio |
 MORGAN STANLEY RIA/Wealth | $251.4M 0.02% of portfolio |
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $162.0M 1.32% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $152.1M 0.18% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $126.1M 0.03% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $115.1M 0.08% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $99.2M 0.03% of portfolio |
 AMERIPRISE FINANCIAL INC Institution | $91.1M 0.02% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $86.9M 0.01% of portfolio |
A Advisor Group Holdings, Inc. Institution | $72.4M 0.10% of portfolio |
Net Capital Flow
Institutional buying and selling activity for XMMO in Q3 2025
- Net Flow
- +$237.3M
- Buyers
- 177
- Sellers
- 114
- Total Bought
- +$338.7M
- Total Sold
- −$101.4M
- Avg Position
- $7.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Cetera Investment Advisers RIA/Wealth | +$78.1M +577.9K shares |
L LPL Financial LLC Institution | +$41.7M +308.3K shares |
MORGAN STANLEY RIA/Wealth | +$25.0M +185.2K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | +$19.4M +143.7K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$15.4M +113.9K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$12.9M +96.2K shares |
A Advisor Group Holdings, Inc. Institution | +$12.2M +91.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$10.5M +77.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$8.8M +65.4K shares |
WELLS FARGO & COMPANY/MN Institution | +$7.3M +53.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Foundations Investment Advisors, LLC RIA/Wealth | −$21.4M −158.2K shares |
 Private Advisor Group, LLC RIA/Wealth | −$7.1M −52.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$5.9M −46.2K shares |
Q Qube Research & Technologies Ltd Institution | −$5.9M −43.4K shares |
 National Asset Management, Inc. RIA/Wealth | −$5.4M −41.6K shares |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$5.0M −39.1K shares |
 Ameritas Advisory Services, LLC RIA/Wealth | −$4.8M −35.4K shares |
C CLAUDIA M.P. BATLLE, CRP LLC RIA/Wealth | −$3.2M −23.9K shares |
 HighTower Advisors, LLC RIA/Wealth | −$2.8M −20.9K shares |
R ROYAL BANK OF CANADA Institution | −$2.7M −20.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited XMMO in Q3 2025
- New Positions
- 25
- New Value
- $192.7M
- Exited Positions
- 32
- Exited Value
- $32.8M
New Positions
| Institution | Position Value |
|---|---|
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution | $162.0M 1.2M shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $9.5M 70.0K shares |
 Uniting Wealth Partners, LLC RIA/Wealth | $7.0M 52.1K shares |
G Guardian Asset Advisors, LLC RIA/Wealth | $5.8M 42.6K shares |
T Traynor Capital Management, Inc. RIA/Wealth | $1.7M 12.6K shares |
 Sonoma Allocations LLC RIA/Wealth | $1.6M 12.0K shares |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $1.1M 7.9K shares |
$812.1K 6.0K shares | |
 Regal Investment Advisors, LLC RIA/Wealth | $664.9K 4.9K shares |
E E&G Advisors, LP RIA/Wealth | $496.3K 3.7K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $5.9M 46.2K shares |
National Asset Management, Inc. RIA/Wealth | $5.4M 41.6K shares |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $5.0M 39.1K shares |
P Prostatis Group LLC Institution | $2.5M 19.6K shares |
 TRUE Private Wealth Advisors RIA/Wealth | $2.4M 18.6K shares |
 Armis Advisers, LLC RIA/Wealth | $2.2M 17.0K shares |
W WIN ADVISORS, INC RIA/Wealth | $1.9M 14.9K shares |
 TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | $1.1M 8.6K shares |
 TBH Global Asset Management, LLC RIA/Wealth | $753.0K 6.6K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $617.4K 4.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in XMMO as of Q3 2025
- Call Positions
- 3
- Call Value
- $256.9K
- Put Positions
- 1
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $256.9K 19.0 contracts |
J JANE STREET GROUP, LLC Institution | - - contracts |
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Most Committed Institutions
Institutions with XMMO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Davidson Capital Management Inc. RIA/Wealth | 11.75% $52.6M |
 Gimbal Financial RIA/Wealth | 10.12% $16.9M |
 AFFINITY WEALTH MANAGEMENT RIA/Wealth | 6.38% $43.2M |
 FreeGulliver LLC Hedge Fund•Multi-Strategy | 4.14% $9.2M |
 MONEY CONCEPTS CAPITAL CORP RIA/Wealth | 3.94% $63.6M |
 AssuredPartners Investment Advisors, LLC RIA/Wealth | 3.24% $14.5M |
G Guardian Asset Advisors, LLC RIA/Wealth | 3.10% $5.8M |
 Family Investment Center, Inc. RIA/Wealth | 2.88% $13.9M |
 Kellett Schaffner Wealth Advisors LLC RIA/Wealth | 2.84% $4.7M |
 FLAGSHIP WEALTH ADVISORS, LLC RIA/Wealth | 2.73% $8.3M |
Hedge Fund Spotlight
Discover hedge funds investing in XMMO
Trexquant Investment LP
Hedge Fund • Quant
Portfolio ManagerTaesoon (Tyger) Park
- Portfolio Value
- $9.7B
- Positions
- 1,540
- Last Reported
- Q3 2025
Sector Allocation
Position in Invesco S&P MidCap Momentum
- Market Value
- $295.3K
- Shares Held
- 2.2K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $233.6M | 2.41% | |
Software - Infrastructure Technology | $138.5M | 1.43% | |
Discount Stores Consumer Defensive | $122.3M | 1.26% |
