INVESCO S&P MIDCAP MOMENTUM (XMMO) Institutional Ownership Changes & 13F Activity

INVESCO S&P MIDCAP MOMENTUM (XMMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Bank Of America Corp, Two Sigma Investments, Lp, and Raymond James Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-36,862-44.2%46,563$7.92MQ2 2026Sep 09, 2026
West Michigan Advisors, LlcBuy+1,1871,187$201.96KQ2 2026Aug 21, 2026
Jackson Wealth Management, LlcSell-6,858-84.9%1,221$208.00KQ2 2026Aug 20, 2026
Atx Financial Planning, LlcSell-10-0.0%25,433$4.33MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+3,721+12.9%32,639$5.55MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+2,760+95.3%5,657$962.49KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+938+13.7%7,763$1.32MQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+7,346+4.4%175,074$29.79MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+6,449+154.2%10,631$1.81MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+206206$35.08KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+1,015,1811,015,181$172.71MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+275,266+49.1%835,694$139.62MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+214,567+27.3%1,000,210$170.18MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+196,900196,900$33.50MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+178,078+15.9%1,299,037$221.02MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+162,581+13.7%1,345,518$228.93MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+147,464+19.8%892,567$151.94MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+134,570+36.1%507,500$86.35MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+69,840+520.6%83,256$14.17MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+44,99944,999$7.66MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+38,071+110.1%72,657$12.36MQ2 2026Aug 14, 2026
Waverly Advisors, LlcBuy+29,57729,577$5.03MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+29,21529,215$4.97MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+27,094+65.4%68,547$11.66MQ2 2026Aug 14, 2026
Qube Research & Technologies LtdBuy+15,37315,373$2.62MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+12,535+1052.5%13,726$2.34MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcSell-11,771-11.0%95,363$16.23MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+11,24411,244$1.91MQ2 2026Aug 14, 2026
&PartnersBuy+9,578+142.3%16,308$2.77MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+8,513+213.7%12,497$2.13MQ2 2026Aug 14, 2026
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Frequently asked questions about XMMO activity

  • Which institutional owners are buying XMMO?

    Institutional owners buying XMMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in XMMO activity?

    "Buy" means an investor increased their reported position in XMMO compared to the prior reporting period. This reflects growing exposure to INVESCO S&P MIDCAP MOMENTUM (XMMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in XMMO increasing?

    Institutional interest in XMMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.