XMMO Institutional Ownership
Invesco S&P MidCap Momentum ETF
1W: +2.5%
1M: -0.1%
3M: -8.1%
YTD: +7.8%
1Y: +11.9%
3Y: +93.1%
5Y: +81.3%
$151.41
+2.07 (+1.39%)
Weekly Expected Move ±2.5%
$144
$148
$151
$155
$159
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — XMMO
506
Institutional Holders
+40 vs prior quarter
0.0%
Ownership
+0.00pp
5B
Total Invested
79
New Positions
237
Increased
124
Reduced
21
Closed
2.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (533 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,095,320 | $620M | +395,821 | +10.7% | 33Q | SEC ↗ |
| 2 | MORGAN STANLEY | 2,368,277 | $359M | +369,758 | +18.5% | 33Q | SEC ↗ |
| 3 | Cetera Investment Advisers | 1,510,414 | $229M | +142,924 | +10.5% | 27Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,371,946 | $208M | +206,397 | +17.7% | 31Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 1,345,518 | $204M | +162,581 | +13.7% | 33Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,299,037 | $197M | +178,078 | +15.9% | 7Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,295,928 | $196M | +234,003 | +22.0% | 30Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 1,015,181 | $154M | +254,958 | +33.5% | 16Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 1,000,210 | $151M | +214,567 | +27.3% | 15Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. | 892,567 | $135M | +147,464 | +19.8% | 26Q | SEC ↗ |
| 11 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 881,795 | $134M | -62,661 | -6.6% | 4Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 835,694 | $127M | +275,266 | +49.1% | 10Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 507,500 | $77M | +134,570 | +36.1% | 33Q | SEC ↗ |
| 14 | MML INVESTORS SERVICES, LLC | 460,191 | $70M | +114,127 | +33.0% | 32Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 435,788 | $66M | +135,048 | +44.9% | 33Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 368,061 | $56M | +5,585 | +1.5% | 33Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 365,151 | $55M | +9,197 | +2.6% | 32Q | SEC ↗ |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | 353,974 | $54M | +10,299 | +3.0% | 16Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 348,431 | $53M | +90,388 | +35.0% | 32Q | SEC ↗ |
| 20 | UBS Group AG | 341,475 | $52M | +31,730 | +10.2% | 33Q | SEC ↗ |
| 21 | AFFINITY WEALTH MANAGEMENT LLC | 320,484 | $49M | -2,150 | -0.7% | 10Q | SEC ↗ |
| 22 | Private Advisor Group, LLC | 266,130 | $40M | +95,833 | +56.3% | 25Q | SEC ↗ |
| 23 | Clark Capital Management Group, Inc. | 209,806 | $32M | -7,529 | -3.5% | 2Q | SEC ↗ |
| 24 | TWO SIGMA INVESTMENTS, LP NEW | 196,900 | $30M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CWM, LLC | 190,951 | $29M | -81,820 | -30.0% | 18Q | SEC ↗ |
| 26 | AssuredPartners Investment Advisors, L | 188,397 | $29M | +68,767 | +57.5% | 7Q | SEC ↗ |
| 27 | Equitable Holdings, Inc. | 175,074 | $27M | +7,346 | +4.4% | 27Q | SEC ↗ |
| 28 | CITIGROUP INC | 171,794 | $26M | +6,370 | +3.9% | 33Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 155,686 | $24M | +77,403 | +98.9% | 32Q | SEC ↗ |
| 30 | Oxford Wealth Group, LLC | 138,113 | $21M | +172 | +0.1% | 3Q | SEC ↗ |
| 31 | Davidson Capital Management Inc. | 138,042 | $21M | -1,511 | -1.1% | 6Q | SEC ↗ |
| 32 | PRINCIPAL SECURITIES, INC. | 136,140 | $21M | +8,423 | +6.6% | 11Q | SEC ↗ |
| 33 | SHP Wealth Management NEW | 130,771 | $20M | — | +0.0% | 1Q | SEC ↗ |
| 34 | Focus Financial Network, Inc. | 125,386 | $19M | +1,432 | +1.2% | 10Q | SEC ↗ |
| 35 | AFFINITY WEALTH LLC | 124,759 | $19M | +4,746 | +4.0% | 7Q | SEC ↗ |
| 36 | Ameritas Investment Partners, Inc. | 120,954 | $18M | +98,151 | +430.4% | 7Q | SEC ↗ |
| 37 | Dala Group, LLC | 112,019 | $17M | +7,789 | +7.5% | 3Q | SEC ↗ |
| 38 | Peak Planning Group, LLC | 109,569 | $17M | +8,585 | +8.5% | 3Q | SEC ↗ |
| 39 | Modern Wealth Management, LLC | 108,083 | $16M | -3,045 | -2.7% | 3Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 106,501 | $16M | +55,546 | +109.0% | 24Q | SEC ↗ |
| 41 | Fifth Third Securities, Inc. | 101,244 | $15M | +5,088 | +5.3% | 15Q | SEC ↗ |
| 42 | Financial Partners Group, Inc | 100,867 | $15M | -1,563 | -1.5% | 7Q | SEC ↗ |
| 43 | MANCHESTER FINANCIAL INC | 96,580 | $15M | +2,178 | +2.3% | 8Q | SEC ↗ |
| 44 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 95,520 | $14M | -424 | -0.4% | 12Q | SEC ↗ |
| 45 | Orion Porfolio Solutions, LLC | 95,363 | $14M | -11,771 | -11.0% | 10Q | SEC ↗ |
| 46 | Insight Wealth Strategies, LLC | 93,115 | $14M | +1,040 | +1.1% | 6Q | SEC ↗ |
| 47 | Family Investment Center, Inc. | 93,073 | $14M | -4,635 | -4.7% | 7Q | SEC ↗ |
| 48 | Advance Capital Management, Inc. | 92,765 | $14M | -94,491 | -50.5% | 3Q | SEC ↗ |
| 49 | Sound Income Strategies, LLC | 92,630 | $14M | +12,375 | +15.4% | 6Q | SEC ↗ |
| 50 | Quadrature Capital Ltd NEW | 87,025 | $13M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 196,900 | $30M |
| SHP Wealth Management | 130,771 | $20M |
| Quadrature Capital Ltd | 87,025 | $13M |
| WIN ADVISORS, INC | 76,701 | $12M |
| AXXCESS WEALTH MANAGEMENT, LLC | 53,723 | $8M |
| Meridian Wealth Management, LLC | 52,993 | $8M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 44,999 | $7M |
| Guardian Asset Advisors, LLC | 36,761 | $6M |
| Braeburn Wealth Management LLC | 33,907 | $5M |
| Arete Wealth Advisors, LLC | 30,636 | $5M |
| Waverly Advisors, LLC | 29,577 | $4M |
| Per Stirling Capital Management, LL | 29,215 | $4M |
| Carolina Wealth Management Inc | 17,997 | $3M |
| Perigon Wealth Management, LLC | 17,450 | $3M |
| Focus Partners Wealth | 16,737 | $3M |
| Qube Research & Technologies Ltd | 15,373 | $2M |
| Global Retirement Partners, LLC | 13,024 | $2M |
| TUDOR INVESTMENT CORP ET AL | 11,244 | $2M |
| Urban Wealth Management, LLC | 9,913 | $2M |
| BLUE JEAN FINANCIAL LLC | 9,364 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| OLD NATIONAL BANCORP /IN | 181,804 | $28M |
| BNP PARIBAS FINANCIAL MARKETS | 40,000 | $6M |
| Transcendent Capital Group LLC | 26,818 | $4M |
| PLANWISER FINANCIAL, LLC | 20,316 | $3M |
| Sonoma Allocations LLC | 19,230 | $3M |
| GOLDMAN SACHS GROUP INC | 15,882 | $2M |
| Tower Research Capital LLC (TRC) | 13,830 | $2M |
| Synergy Asset Management, LLC | 11,729 | $2M |
| Ethos Financial Group, LLC | 11,408 | $2M |
| Envestnet Portfolio Solutions, Inc. | 7,436 | $1M |
| FLOW TRADERS U.S. LLC | 6,803 | $1M |
| Lotus Technology Management, LP | 6,569 | $995K |
| Capital Advisory Group Advisory Ser | 4,402 | $667K |
| Milestones Private Investment Advis | 3,790 | $574K |
| D. E. Shaw & Co., Inc. | 3,700 | $560K |
| AFG FIDUCIARY SERVICES LIMITED PART | 3,513 | $532K |
| FLP Wealth Management, LLC | 2,692 | $408K |
| Y-Intercept (Hong Kong) Ltd | 2,391 | $362K |
| Envision Financial Transparency, LL | 2,226 | $337K |
| TECTONIC ADVISORS LLC | 2,212 | $335K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +395,821 | +10.7% | 4,095,320 |
| MORGAN STANLEY | +369,758 | +18.5% | 2,368,277 |
| JONES FINANCIAL COMPANIES LLLP | +275,266 | +49.1% | 835,694 |
| AMERIPRISE FINANCIAL INC | +254,958 | +33.5% | 1,015,181 |
| ENVESTNET ASSET MANAGEMENT INC | +234,003 | +22.0% | 1,295,928 |
| BANK OF AMERICA CORP /DE | +214,567 | +27.3% | 1,000,210 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +206,397 | +17.7% | 1,371,946 |
| RAYMOND JAMES FINANCIAL INC | +178,078 | +15.9% | 1,299,037 |
| WELLS FARGO & COMPANY/MN | +162,581 | +13.7% | 1,345,518 |
| OSAIC HOLDINGS, INC. | +147,464 | +19.8% | 892,567 |
| Cetera Investment Advisers | +142,924 | +10.5% | 1,510,414 |
| Cambridge Investment Research Advis | +135,048 | +44.9% | 435,788 |
| ROYAL BANK OF CANADA | +134,570 | +36.1% | 507,500 |
| MML INVESTORS SERVICES, LLC | +114,127 | +33.0% | 460,191 |
| Ameritas Investment Partners, Inc. | +98,151 | +430.4% | 120,954 |
| Private Advisor Group, LLC | +95,833 | +56.3% | 266,130 |
| HighTower Advisors, LLC | +90,388 | +35.0% | 348,431 |
| NewEdge Advisors, LLC | +77,403 | +98.9% | 155,686 |
| Ameritas Advisory Services, LLC | +69,840 | +520.6% | 83,256 |
| AssuredPartners Investment Advisors | +68,767 | +57.5% | 188,397 |