XMMO · Invesco S&P MidCap Momentum ETF ETF
$154.28
+1.52 (+1.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 4
Total Value: $24,869,192
Total Shares: 146,169
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
85.4%
−14.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,395
Highly concentrated−2,605
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+3
Institutional value:
+42.9%
Shares held:
+21.8%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small AFFINITY WEALTH LLC | +4,746 | 124,759 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 13,300 | $2,262,862 | |
| Small CARLSON FINANCIAL, INC. | 7,626 | $1,297,487 | |
| Mid Parkside Financial Bank & Trust | 484 | $82,347 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small AFFINITY WEALTH LLC XMMO | $21,226,496 | 85.35% | 124,759 | Shares | 2026-08-26 | |
| Mega CITADEL ADVISORS LLC XMMO | $1,650,358 | 6.64% | 9,700 | Call | 2026-09-02 | |
| Small CARLSON FINANCIAL, INC. XMMO | $1,297,487 | 5.22% | 7,626 | Shares | 2026-08-24 | |
| Mega CITADEL ADVISORS LLC XMMO | $612,504 | 2.46% | 3,600 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank XMMO | $82,347 | 0.33% | 484 | Shares | 2026-09-04 |