Who Owns XMMO?
Invesco S&P MidCap Momentum ETF — Institutional Ownership & 13F Holdings
$158.90
-1.35 (-0.84%)
Market Cap
$5.8B
Shares Outstanding
36,752,872
Institutional Holders
326
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+196
Institutional data as of Q1 2025
New Positions
96
Closed Positions
62
Increased
127
Decreased
75
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $198.7M | 1,746,398 |
| 2 | WELLS FARGO & COMPANY/MN | $99.7M | 875,989 |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.8M | 806,591 |
| 4 | AMERIPRISE FINANCIAL INC | $78.7M | 691,318 |
| 5 | RAYMOND JAMES FINANCIAL INC | $72.3M | 635,822 |
| 6 | BANK OF AMERICA CORP /DE/ | $63.2M | 555,641 |
| 7 | Cetera Investment Advisers | $55.8M | 490,726 |
| 8 | MONEY CONCEPTS CAPITAL CORP | $52.6M | 462,667 |
| 9 | OSAIC HOLDINGS, INC. | $42.8M | 376,412 |
| 10 | AFFINITY WEALTH MANAGEMENT LLC | $36.4M | 319,611 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +56K | $198.7M |
| WELLS FARGO & COMPANY/MN | +39K | $99.7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +174K | $91.8M |
| AMERIPRISE FINANCIAL INC | +185K | $78.7M |
| RAYMOND JAMES FINANCIAL INC | +98K | $72.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -3.5M | $25K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -175K | $23.5M |
| Cetera Investment Advisers | -126K | $55.8M |
| Envestnet Portfolio Solutions, Inc. | -86K | $615 |
| Guerra Advisors Inc | -59K | $310K |
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Frequently Asked Questions
How many institutional investors hold XMMO?
As of Q1 2025, 326 institutional investors report holding XMMO (Invesco S&P MidCap Momentum ETF) in their 13F filings.
Which hedge fund owns the most XMMO?
The largest institutional holder of XMMO is MORGAN STANLEY with $198.7M in shares.
Are institutions buying or selling XMMO?
This quarter, 96 institutions opened new positions in XMMO and 62 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.