XMMO

Invesco S&P Midcap MomentumETF
UnclassifiedUSCUSIP 46137V464◍ Confluence graph
Tracked 13F Holders
437
-46 QoQ
13F Value (tracked)
$4.1B
13F Moves · latest Q
35 added
13 trimmed
Recent Filings
0

Who owns XMMO?

437 tracked 13F filers

437 tracked 13F filers disclose a position in XMMO as of the latest SEC 13F filings, a combined $4.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$536.5M
3.7M
+6.5%
Added · +227K sh
Q1 2026
2MORGAN STANLEY
$289.8M
2.0M
+8.3%
Added · +153K sh
Q1 2026
3Cetera Investment Advisers
$198.3M
1.4M
+9.2%
Added · +116K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$171.5M
1.2M
+12%
Added · +124K sh
Q1 2026
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$169.0M
1.2M
+26%
Added · +238K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$162.6M
1.1M
+34%
Added · +284K sh
Q1 2026
7ENVESTNET ASSET MANAGEMENT INC
$154.0M
1.1M
+184%
Added · +688K sh
Q1 2026
8VANTAGEPOINT INVESTMENT ADVISERS LLC
$137.0M
944K
−13%
Reduced · −144K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$113.9M
786K
+13%
Added · +93K sh
Q1 2026
10AMERIPRISE FINANCIAL INC
$110.3M
760K
−0.1%
Reduced · −423 sh
Q1 2026
11OSAIC HOLDINGS, INC.
$108.1M
745K
+26%
Added · +151K sh
Q1 2026
12JONES FINANCIAL COMPANIES LLLP
$80.3M
560K
+34%
Added · +142K sh
Q1 2026
13MML INVESTORS SERVICES, LLC
$78.3M
460K
+33%
Added · +114K sh
Q2 2026
14ROYAL BANK OF CANADA
$54.1M
373K
+46%
Added · +117K sh
Q1 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$52.6M
362K
+13%
Added · +42K sh
Q1 2026
16STIFEL FINANCIAL CORP
$51.6M
356K
−1.6%
Reduced · −6K sh
Q1 2026
17GREAT VALLEY ADVISOR GROUP, INC.
$60.2M
354K
+3.0%
Added · +10K sh
Q2 2026
18AFFINITY WEALTH MANAGEMENT LLC
$54.5M
320K
−0.7%
Reduced · −2K sh
Q2 2026
19UBS Group AG
$44.9M
310K
+8.5%
Added · +24K sh
Q1 2026
20Private Advisor Group, LLC
$45.3M
266K
+56%
Added · +96K sh
Q2 2026
21HighTower Advisors, LLC
$37.4M
258K
+2.5%
Added · +6K sh
Q1 2026
22Clark Capital Management Group, Inc.
$35.7M
210K
−3.5%
Reduced · −8K sh
Q2 2026
23CWM, LLC
$27.7M
191K
−30%
Reduced · −82K sh
Q1 2026
24AssuredPartners Investment Advisors, LLC
$32.1M
188K
+57%
Added · +69K sh
Q2 2026
25Advance Capital Management, Inc.
$27.2M
187K
−5.2%
Reduced · −10K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is XMMO being bought or sold by institutions?

Last quarter, 2 funds opened a new position in XMMO and 33 added to an existing one, while 13 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
2
funds
Added
33
funds
Reduced
13
funds
Exited
0
funds

Funds that own XMMO also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA248 funds$65.5B
APPLE INCAAPL247 funds$54.5B
MICROSOFT CORPMSFT245 funds$45.9B
AMAZON.COM INCAMZN240 funds$30.6B
ALPHABET INC-CL AGOOGL238 funds$27.0B
INVESCO QQQ TRUST SERIES 1QQQ237 funds$9.0B
META PLATFORMS INC-CLASS AMETA233 funds$15.1B
JPMORGAN CHASE & COJPM232 funds$13.1B
BROADCOM INCAVGO231 funds$24.4B
ALPHABET INC-CL CGOOG230 funds$20.8B
TESLA INCTSLA230 funds$13.3B
SS SPDR S&P 500 ETF TRUST-USSPY229 funds$10.1B

Ranked by how many of XMMO's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

343 funds+149 since Q3 2024
0195389Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.3B

Share classes

Class13F holdersValue held
RSPmc2085 funds$53.8B
SPHQmc752 funds$11.3B
PRFmc543 funds$4.9B
XLGmc536 funds$4.3B
PPAmc527 funds$4.1B
RSPTcs450 funds$2.0B
XMMOthis pagemc437 funds$4.1B
XMHQmc393 funds$3.3B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in XMMO

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/XMMO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for XMMO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for XMMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.