Who owns Invesco S&P MidCap Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of XMMO from SEC Form 13F filings across 485 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 485 institutions disclosed 30.8M shares of Invesco S&P MidCap Momentum ETF worth $5.24B — about 60% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
485
13F holders
$5.24B
value, 2026 filers
60%
of shares outstanding (30.8M sh)
91
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of XMMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.1M | $696.8M | 0.2% | 8% | +10.7% |
| 2 | MORGAN STANLEY | 2.4M | $402.9M | 0.0% | 4.6% | +18.5% |
| 3 | Cetera Investment Advisers | 1.5M | $257.0M | 0.2% | 2.9% | +10.5% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.4M | $233.4M | 0.1% | 2.7% | +17.7% |
| 5 | WELLS FARGO & COMPANY/MN | 1.3M | $228.9M | 0.0% | 2.6% | +13.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.3M | $221.0M | 0.1% | 2.5% | +15.9% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1.3M | $220.5M | 0.1% | 2.5% | +22.0% |
| 8 | AMERIPRISE FINANCIAL INC | 1.0M | $172.7M | 0.0% | 2% | +33.5% |
| 9 | BANK OF AMERICA CORP /DE/ | 1.0M | $170.2M | 0.0% | 1.9% | +27.3% |
| 10 | OSAIC HOLDINGS, INC. | 892,567 | $151.9M | 0.2% | 1.7% | +19.8% |
| 11 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 881,795 | $150.0M | 1.1% | 1.7% | -6.6% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 835,694 | $139.6M | 0.1% | 1.6% | +49.1% |
| 13 | ROYAL BANK OF CANADA | 507,500 | $86.3M | 0.0% | 1% | +36.1% |
| 14 | MML INVESTORS SERVICES, LLC | 460,191 | $78.3M | 0.2% | 0.9% | +33.0% |
| 15 | Cambridge Investment Research Advisors, Inc. | 435,788 | $74.1M | 0.2% | 0.8% | +44.9% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 368,061 | $62.6M | 0.1% | 0.7% | +1.5% |
| 17 | STIFEL FINANCIAL CORP | 365,151 | $62.1M | 0.1% | 0.7% | +2.6% |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | 353,974 | $60.2M | 1.0% | 0.7% | +3.0% |
| 19 | HighTower Advisors, LLC | 348,431 | $59.3M | 0.1% | 0.7% | +35.0% |
| 20 | UBS Group AG | 341,475 | $58.1M | 0.0% | 0.7% | +10.2% |
| 21 | AFFINITY WEALTH MANAGEMENT LLC | 320,484 | $54.5M | 7.0% | 0.6% | -0.7% |
| 22 | Private Advisor Group, LLC | 266,130 | $45.3M | 0.2% | 0.5% | +56.3% |
| 23 | Clark Capital Management Group, Inc. | 209,806 | $35.7M | 0.2% | 0.4% | -3.5% |
| 24 | TWO SIGMA INVESTMENTS, LPNEW | 196,900 | $33.5M | 0.0% | 0.4% | new |
| 25 | AssuredPartners Investment Advisors, LLC | 188,397 | $32.1M | 3.1% | 0.4% | +57.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.