INVESCO S&P MIDCAP MOMENTUM XMMO
$163.14
-1.7% 52w: $123.41 – $173.82
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data123.41148.61173.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
428
+23 QoQ
13F value
$3.81B
+13.3% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
calls only
$986K calls / — puts
Institutional value by quarter
Number of holders
Who owns XMMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 3.7M | $536.5M | 0.1% | +6.5% |
| MORGAN STANLEY | Bank broker | 2.0M | $289.8M | 0.0% | +8.3% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $198.3M | 0.2% | +9.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $171.5M | 0.0% | +11.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $169.0M | 0.1% | +25.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.1M | $162.6M | 0.1% | +33.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.1M | $154.0M | 0.0% | +184.3% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 944.5K | $137.0M | 1.2% | -13.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 785.6K | $113.9M | 0.0% | +13.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 760.2K | $110.3M | 0.0% | -0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 745.1K | $108.1M | 0.2% | +25.5% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 560.4K | $80.3M | 0.0% | +34.0% |
| ROYAL BANK OF CANADA | Bank broker | 372.9K | $54.1M | 0.0% | +45.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 362.5K | $52.6M | 0.1% | +13.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 356.0K | $51.6M | 0.0% | -1.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 346.1K | $50.2M | 0.1% | -9.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 343.7K | $49.8M | 0.9% | -13.9% |
| AFFINITY WEALTH MANAGEMENT LLC | Wealth advisor | 322.6K | $46.8M | 7.1% | +0.1% |
| UBS Group AG | Bank broker | 309.7K | $44.9M | 0.0% | +8.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 300.7K | $43.6M | 0.1% | +23.6% |
| HighTower Advisors, LLC | Diversified mechanical | 258.0K | $37.4M | 0.0% | +2.5% |
| Clark Capital Management Group, Inc. | Other | 217.3K | $31.5M | 0.2% | New |
| Oasis Advisors, LLC | Wealth advisor | 4.7M | $27.9M | 5.5% | +3083.1% |
| CWM, LLC | Wealth advisor | 191.0K | $27.7M | 0.1% | -30.0% |
| Advance Capital Management, Inc. | Wealth advisor | 187.3K | $27.2M | 1.0% | -5.2% |
| OLD NATIONAL BANCORP /IN/ | Other | 181.8K | $26.4M | 0.4% | New |
| Private Advisor Group, LLC | Wealth advisor | 170.3K | $24.7M | 0.1% | +6.6% |
| CITIGROUP INC | Bank broker | 165.4K | $24.0M | 0.0% | +2.1% |
| Equitable Holdings, Inc. | Wealth advisor | 167.7K | $23.2M | 0.1% | +13.1% |
| Davidson Capital Management Inc. | Wealth advisor | 139.6K | $20.2M | 3.7% | -64.1% |
| Oxford Wealth Group, LLC | Wealth advisor | 137.9K | $20.0M | 10.9% | -9.9% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 127.7K | $18.5M | 0.3% | +83.4% |
| Focus Financial Network, Inc. | Wealth advisor | 124.0K | $18.0M | 0.6% | +3.7% |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 119.6K | $17.6M | 1.9% | -8.6% |
| Modern Wealth Management, LLC | Wealth advisor | 111.1K | $16.4M | 0.3% | -3.4% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 107.1K | $15.5M | 0.1% | -59.8% |
| Dala Group, LLC | Wealth advisor | 104.2K | $15.1M | 12.6% | +135.3% |
| Financial Partners Group, Inc | Wealth advisor | 102.4K | $14.9M | 1.8% | +1.6% |
| Peak Planning Group, LLC | Wealth advisor | 101.0K | $14.6M | 4.1% | +12.6% |
| Family Investment Center, Inc. | Wealth advisor | 97.7K | $14.2M | 2.7% | -5.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 95.9K | $14.2M | 0.0% | -38.6% |
| Fifth Third Securities, Inc. | Wealth advisor | 96.2K | $13.9M | 0.9% | +0.8% |
| MANCHESTER FINANCIAL INC | Wealth advisor | 94.4K | $13.7M | 2.6% | -1.0% |
| Insight Wealth Strategies, LLC | Wealth advisor | 92.1K | $13.4M | 1.5% | +1.1% |
| Integrated Wealth Concepts LLC | Wealth advisor | 83.4K | $12.1M | 0.1% | +301.7% |
| Sound Income Strategies, LLC | Diversified mechanical | 80.3K | $11.9M | 0.6% | +19.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 78.3K | $11.4M | 0.0% | +73.9% |
| Cerity Partners LLC | Diversified mechanical | 77.8K | $11.3M | 0.0% | +21.3% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 77.1K | $11.2M | 0.1% | -0.2% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 76.8K | $11.1M | 0.4% | -1.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.