Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

159 institutional holders +13 vs Q3 2022
6,775,5936.8m shares reported held*
$508.5mreported value*
24 new 67 added 46 reduced 12 sold out net bought ≈ $69.4m (+915.0k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $75.05.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 146Q4 22: 159159Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022146
Q4 2022159

Biggest buyers

LPL Financial LLC Added +298,198+298.2k
MORGAN STANLEY Added +205,321+205.3k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +154,019+154.0k
WELLS FARGO & COMPANY/MN Added +121,714+121.7k
OSAIC HOLDINGS, INC. Added +63,204+63.2k
ENVESTNET ASSET MANAGEMENT INC Added +58,826+58.8k
STIFEL FINANCIAL CORP Added +56,146+56.1k
Raymond James Financial Services Advisors, Inc. Added +36,202+36.2k
Cetera Advisor Networks LLC Added +30,417+30.4k
Cambridge Investment Research Advisors, Inc. Added +30,176+30.2k

Biggest sellers

GOLDMAN SACHS GROUP INC Reduced -250,000-250.0k
Prostatis Group LLC Sold out -57,437-57.4k
CITADEL ADVISORS LLC Sold out -47,127-47.1k
GeoWealth Management, LLC Sold out -31,324-31.3k
Kestra Advisory Services, LLC Reduced -14,450-14.4k
Sigma Planning Corp Reduced -12,807-12.8k
Stratos Wealth Partners, LTD. Reduced -10,728-10.7k
Tower Research Capital LLC (TRC) Sold out -9,057-9.1k
Financial Advocates Investment Management Reduced -6,983-7.0k
D.A. DAVIDSON & CO. Reduced -6,850-6.8k

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 1,186,9901.2m $89.4m $89.4m 0.08% Added +298.2k +298,198
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 923,663923.7k $69.6m $69.6m 0.01% Added +205.3k +205,321
3 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 845,850845.9k $63.7m $63.7m 0.02% Added +121.7k +121,714
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 292,334292.3k $22.0m $22.0m 0.03% Added +154.0k +154,019
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 288,797288.8k $21.7m $21.7m 0.01% Added +29.0k +28,975
6 COMMONWEALTH EQUITY SERVICES, LLC 0.05% of their portfolio WALTHAM, MA 265,127265.1k $20.0m $20.0m 0.05% Added +24.8k +24,814
7 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 228,542228.5k $17.2m $17.2m 0.03% Added +36.2k +36,202
8 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 188,941188.9k $14.2m $14.2m 0.03% Added +63.2k +63,204
9 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 161,609161.6k $12.2m $12.2m 0.01% Added +58.8k +58,826
10 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 127,763127.8k $9.6m $9.6m 0.05% Added +30.2k +30,176
11 Focus Financial Network, Inc. 0.69% of their portfolio MINNEAPOLIS, MN 111,848111.8k $8.4m $8.4m 0.69% Added +1.6k +1,600
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 98,63498.6k $7.4m $7.4m 0.00% Added +21.3k +21,349
13 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 97,87097.9k $7.4m $7.4m 0.01% Added +4.5k +4,454
14 Aspire Wealth Management Corp 6.22% of their portfolio WALTHAM, MA 94,81194.8k $7.1m $7.1m 6.22% Added +10.6k +10,604
15 Private Advisor Group, LLC 0.21% of their portfolio MORRISTOWN, NJ 93,74793.7k $7.1m $7.1m 0.21% Added +3.8k +3,759
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 90,45190.5k $6.8m $6.8m 0.00% Added +6.6k +6,635
17 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 82,03182.0k $6.2m $6.2m 0.01% Added +56.1k +56,146
18 GREAT VALLEY ADVISOR GROUP, INC. 0.30% of their portfolio WILMINGTON, DE 79,08779.1k $6.0m $6.0m 0.30% Added +668 +668
19 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 77,89077.9k $5.9m $5.9m 0.05% Added +29.0k +28,952
20 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 76,65076.7k $5.8m $5.8m 0.04% Added +5.6k +5,612
21 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 75,01675.0k $5.6m $5.6m 0.01% Reduced -2.3k -2,348
22 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 70,90070.9k $5.3m $5.3m 0.04% Added +30.4k +30,417
23 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 64,18964.2k $3.2m $3.2m 0.08% Reduced -723 -723
24 MY Wealth Management Inc. 6.61% of their portfolio GERMANTOWN, MD 57,65957.7k $4.3m $4.3m 6.61% Added +5.7k +5,735
25 Institute for Wealth Management, LLC. 0.80% of their portfolio DENVER, CO 49,62049.6k $3.7m $3.7m 0.80% Reduced -1.3k -1,297
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 48,19248.2k $3.6m $3.6m 0.00% Added +7.4k +7,368
27 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 40,28440.3k $3.0m $3.0m 0.02% Added +21.2k +21,183
28 Mariner, LLC 0.01% of their portfolio Overland Park, KS 39,97540.0k $3.0m $3.0m 0.01% Added +26.4k +26,420
29 Ullmann Wealth Partners Group, LLC 0.70% of their portfolio JACKSONVILLE BEACH, FL 37,79237.8k $2.8m $2.8m 0.70% Reduced -60 -60
30 ProVise Management Group, LLC 0.27% of their portfolio CLEARWATER, FL 35,65235.7k $2.7m $2.7m 0.27% Added +8.7k +8,657
31 Verde Capital Management 1.24% of their portfolio CLARKSTON, MI 34,48934.5k $2.6m $2.6m 1.24% Reduced -5.7k -5,676
32 Spectrum Wealth Advisory Group, LLC 3.18% of their portfolio GRANITE BAY, CA 30,35330.4k $2.3m $2.3m 3.18% Reduced -2.4k -2,366
33 TITLEIST ASSET MANAGEMENT, LTD. 0.46% of their portfolio San Antonio, TX 26,14126.1k $2.0m $2.0m 0.46% Added +3.4k +3,379
34 Diversified, LLC 0.72% of their portfolio Wilmington, DE 24,29424.3k $1.8m $1.8m 0.72% Reduced -1.6k -1,636
35 CREATIVE FINANCIAL DESIGNS INC /ADV 0.26% of their portfolio KOKOMO, IN 23,35323.4k $1.8m $1.8m 0.26% Reduced -365 -365
36 Fifth Third Securities, Inc. 0.22% of their portfolio Cincinnati, OH 22,43322.4k $1.7m $1.7m 0.22% New
37 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 22,35022.4k $255.7k $255.7k 0.01% Added +6.4k +6,441
38 Southland Equity Partners LLC 0.60% of their portfolio WILDWOOD, MO 20,77620.8k $1.6m $1.6m 0.60% Added +3.3k +3,346
39 BENJAMIN F. EDWARDS & COMPANY, INC. 0.07% of their portfolio ST. LOUIS, MO 20,51520.5k $1.5m $1.5m 0.07% Added +967 +967
40 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,30620.3k $1.5m $1.5m 0.00% Reduced -2.7k -2,686
41 Bensler, LLC 0.33% of their portfolio Bellevue, WA 19,69819.7k $1.5m $1.5m 0.33% Added +1.5k +1,546
42 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 19,05919.1k $1.4m $1.4m 0.02% Added +14.4k +14,443
43 Comprehensive Wealth Management, LLC 1.18% of their portfolio LYNNWOOD, WA 17,08217.1k $1.3m $1.3m 1.18% Added +879 +879
44 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 17,01217.0k $1.3m $1.3m 0.10% Reduced -193 -193
45 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 16,99617.0k $1.3m $1.3m 0.01% Added +12.6k +12,640
46 Belpointe Asset Management LLC 0.08% of their portfolio RENO, NV 16,77916.8k $1.3m $1.3m 0.08% Added +7.3k +7,346
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,80415.8k $1.2m $1.2m 0.00% Reduced -250.0k -250,000
48 Financial Advocates Investment Management 0.09% of their portfolio OLYMPIA, WA 15,07015.1k $1.1m $1.1m 0.09% Reduced -7.0k -6,983
49 Rollins Financial 0.36% of their portfolio ATLANTA, GA 12,56812.6k $946.4k $946.4k 0.36% Added +2.7k +2,717
50 PCG Wealth Advisors, LLC 0.57% of their portfolio OVERLAND PARK, KS 11,97312.0k $901.6k $901.6k 0.57% Reduced -4.5k -4,539
51 Cornerstone Planning Group LLC 0.38% of their portfolio FAIRFIELD, NJ 11,95912.0k $905.9k $905.9k 0.38% First filing
52 Sculati Wealth Management, LLC 0.50% of their portfolio Bloomfield Hills, MI 11,92211.9k $898.0k $898.0k 0.50% Added +304 +304
53 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 11,33811.3k $853.7k $853.7k 0.04% Added +317 +317
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 11,28311.3k $849.6k $849.6k 0.01% Added +2.3k +2,255
55 PSI Advisors, LLC 0.45% of their portfolio TAMPA, FL 11,17211.2k $841.2k $841.2k 0.45% Added +350 +350
56 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 10,58410.6k $797.0k $797.0k 0.02% Reduced -10.7k -10,728
57 Certified Advisory Corp 0.15% of their portfolio ALTAMONTE SPRINGS, FL 10,29010.3k $774.9k $774.9k 0.15% Added +396 +396
58 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 10,18610.2k $768.0k $768.0k 0.00% Reduced -50 -50
59 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 10,16310.2k $765.3k $765.3k 0.00% Added +1.7k +1,681
60 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.52% of their portfolio Phoenix, AZ 10,14610.1k $764.0k $764.0k 0.52% Reduced -652 -652
61 Ameritas Advisory Services, LLC 0.04% of their portfolio Lincoln, NE 10,03010.0k $755.3k $755.3k 0.04% Reduced -6.5k -6,478
62 Systelligence, LLC 0.19% of their portfolio BLOOMINGTON, MN 9,8429.8k $741.1k $741.1k 0.19% Unchanged
63 THOROUGHBRED FINANCIAL SERVICES, LLC 0.12% of their portfolio BRENTWOOD, TN 9,5189.5k $716.0k $716.0k 0.12% New
64 Accel Wealth Management 0.33% of their portfolio WAVERLY, IA 9,2919.3k $699.6k $699.6k 0.33% Reduced -2 -2
65 HBW ADVISORY SERVICES LLC 0.19% of their portfolio SIMI VALLEY, CA 9,2559.3k $697.0k $697.0k 0.19% Added +6.3k +6,334
66 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 9,0969.1k $684.9k $684.9k 0.04% Added +8.3k +8,293
67 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 8,2478.2k $621.0k $621.0k 0.01% Added +3.9k +3,927
68 American Trust 0.06% of their portfolio LEXINGTON, KY 8,2228.2k $619.1k $619.1k 0.06% Added +1.8k +1,811
69 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 8,1978.2k $617.3k $617.3k 0.02% Reduced -12.8k -12,807
70 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 8,1878.2k $616.5k $616.5k 0.01% Reduced -14.4k -14,450
71 Ahrens Investment Partners LLC 0.25% of their portfolio LAFAYETTE, LA 7,3827.4k $555.9k $555.9k 0.25% Added +268 +268
72 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 7,2017.2k $542.0k $542.0k 0.00% Added +751 +751
73 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 7,1587.2k $539.0k $539.0k 0.00% Added +1.4k +1,434
74 MONEY CONCEPTS CAPITAL CORP 0.02% of their portfolio PALM BEACH GARDENS, FL 7,1407.1k $537.7k $537.7k 0.02% Added +6.8k +6,848
75 Armbruster Capital Management, Inc. 0.14% of their portfolio PITTSFORD, NY 6,9597.0k $524.0k $524.0k 0.14% Unchanged
76 Prospera Financial Services Inc 0.03% of their portfolio Dallas, TX 6,9016.9k $519.6k $519.6k 0.03% Added +116 +116
77 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 6,6336.6k $499.5k $499.5k 0.05% Added +3.0k +2,957
78 American Financial Advisors, LLC 0.08% of their portfolio Marietta, GA 6,6086.6k $497.6k $497.6k 0.08% Added +1 +1
79 PFG Advisors 0.05% of their portfolio Phoenix, AZ 6,5746.6k $495.0k $495.0k 0.05% Reduced -1.1k -1,131
80 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 6,4846.5k $488.3k $488.3k 0.01% Reduced -6.8k -6,850
81 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 6,3226.3k $476.0k $476.0k 0.04% Reduced -120 -120
82 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio OMAHA, NE 6,2256.2k $469.0k $469.0k 0.00% Reduced -892 -892
83 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 6,2206.2k $468.4k $468.4k 0.04% Reduced -95 -95
84 ACT WEALTH MANAGEMENT, LLC 0.29% of their portfolio PLANO, TX 6,1796.2k $465.3k $465.3k 0.29% Added +1.6k +1,622
85 TNF LLC 0.21% of their portfolio BILLINGS, MT 5,9245.9k $467.1k $467.1k 0.21% Unchanged
86 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,7385.7k $432.0k $432.0k 0.00% Reduced -258 -258
87 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 5,5155.5k $415.2k $415.2k 0.03% Added +1.1k +1,074
88 Capital Planning LLC 0.18% of their portfolio BELLEVUE, WA 5,4165.4k $407.8k $407.8k 0.18% Unchanged
89 EPG Wealth Management LLC 0.15% of their portfolio ATLANTA, GA 5,2855.3k $397.9k $397.9k 0.15% Reduced -8 -8
90 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 4,9004.9k $369.0k $369.0k 0.00% New
91 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 4,6124.6k $347.3k $347.3k 0.02% Reduced -92 -92
92 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 4,5754.6k $344.5k $344.5k 0.02% Added +19 +19
93 Atlas Private Wealth Advisors 0.18% of their portfolio RED BANK, NJ 4,5674.6k $343.9k $343.9k 0.18% Reduced -1.5k -1,530
94 Lion Street Advisors, LLC 0.20% of their portfolio Austin, TX 4,2904.3k $390.0k $390.0k 0.20% New
95 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 4,2594.3k $320.7k $320.7k 0.01% Reduced -15 -15
96 Tennessee Valley Asset Management Partners 0.11% of their portfolio KNOXVILLE, TN 4,1194.1k $310.2k $310.2k 0.11% Reduced -317 -317
97 Patten Group, Inc. 0.10% of their portfolio CHATTANOOGA, TN 4,0754.1k $306.8k $306.8k 0.10% Added +91 +91
98 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 3,9363.9k $296.4k $296.4k 0.01% Added +20 +20
99 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 3,9063.9k $294.0k $294.0k 0.01% Reduced -107 -107
100 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 3,8493.8k $290.0k $290.0k 0.02% Reduced -20 -20