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XMMO · Invesco S&P MidCap Momentum ETF ETF

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$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.

Use institutional holdings through the 13F API or MCP →
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, 2026
Top Holder
85.4%
Sep 2023 → Jun 2026 · range 12.3% – 85.4%
+71.2 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 35.2% – 100.0%
+64.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 49.9% – 100.0%
+46.2 pts
HHI
7,395
Sep 2023 → Jun 2026 · range 414 – 7,395
Highly concentrated+6,969

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
2
Decreased
0
Sold Out
422
Unchanged
1
Holder count: -421
Institutional value: -99.3%
Shares held: -99.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
CITADEL ADVISORS LLC +6,500 13,300
AFFINITY WEALTH LLC +4,746 124,759

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CARLSON FINANCIAL, INC. 7,626 $1,297,487

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 3,699,499 $536,501,344
MORGAN STANLEY 1,998,519 $289,825,224
Cetera Investment Advisers 1,367,490 $198,313,399
WELLS FARGO & COMPANY/MN 1,182,937 $171,549,522
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,165,549 $169,027,915
Filter: New 1 Increased 2 Reduced 0 Sold out 422 Unchanged 1
Showing 5 of 5
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
AFFINITY WEALTH LLC XMMO $21,226,496 85.35% 124,759
CITADEL ADVISORS LLC XMMO $1,650,358 6.64% 9,700
CARLSON FINANCIAL, INC. XMMO $1,297,487 5.22% 7,626
CITADEL ADVISORS LLC XMMO $612,504 2.46% 3,600
Parkside Financial Bank & Trust XMMO $82,347 0.33% 484