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Who Owns Invesco S&P MidCap Momentum ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco S&P MidCap Momentum ETF.

Who crossed 5% of XMMO →
Managers holding
20
as of 2026-09-30
Reported value
$51.5M
summed across filings
Shares held
348K
Added vs trimmed
10 / 5
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Sound Income Strategies, LLCS&P MDCP MOMNTUM103.7K shadded$15.3M
AVAII WEALTH MANAGEMENT, LLCS&P MDCP MOMNTUM66.1K shadded$10M
TITLEIST ASSET MANAGEMENT, LLCS&P MDCP MOMNTUM50K shadded$7.3M
Breakwater Capital GroupS&P MDCP MOMNTUM33.3K shadded$4.9M
Farther Finance Advisors, LLCETF32.6K shadded$4.8M
Elm3 Financial Group, LLCS&P MDCP MOMNTUM21.1K shtrimmed$3.1M
OxenFree Capital LLCS&P MDCP MOMNTUM9.3K shadded$1.4M
Tactive Advisors, LLCS&P MDCP MOMNTUM8.4K shtrimmed$1.2M
Insight Wealth Strategies, LLCS&P MDCP MOMNTUM5.6K shtrimmed$824.6K
Investors Research CorpS&P MDCP MOMNTUM4.5K shadded$664.3K
ACT WEALTH MANAGEMENT, LLCS&P MDCP MOMNTUM4.3K shtrimmed$634.8K
CoreCap Advisors, LLCETF3.5K shadded$516.3K
Longview Financial Advisors, Inc.ETF1.9K shtrimmed$277.5K
RVW Wealth, LLCS&P MDCP MOMNTUM1.8K shheld$262.6K
Valeo Financial Advisors, LLCETF1.4K shadded$211.7K
Rosenberg Matthew HamiltonETF150 sh—$22K
TOTH FINANCIAL ADVISORY CORPS&P MDCP MOMNTUM148 sh—$21.7K
Wealth Enhancement Trust Services, Inc.S&P MDCP MOMNTUM131 shadded$19.2K
Central Pacific Bank - Trust DivisionS&P MDCP MOMNTUM17 shheld$2.5K
Trust CoETF4 shheld$587

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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