Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

152 institutional holders -7 vs Q4 2022
6,863,6386.9m shares reported held*
$519.6mreported value*
15 new 54 added 58 reduced 19 sold out net bought ≈ $9.3m (+100.4k 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 ≈ $75.70.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 146Q4 22: 159Q1 23: 152152Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022146
Q4 2022159
Q1 2023152

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 91 bought or addedQ4 22: 58 cut or sold outQ4 22Q1 23: 69 bought or addedQ1 23: 77 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20229158
Q1 20236977

Biggest buyers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +191,066+191.1k
LPL Financial LLC Added +117,841+117.8k
STIFEL FINANCIAL CORP Added +86,629+86.6k
Raymond James Financial Services Advisors, Inc. Added +41,463+41.5k
OSAIC HOLDINGS, INC. Added +34,493+34.5k
LOWERY THOMAS, LLC New +17,970+18.0k
BANK OF AMERICA CORP /DE/ Added +17,828+17.8k
ROYAL BANK OF CANADA Added +17,108+17.1k
RAYMOND JAMES & ASSOCIATES Added +14,832+14.8k
Kestra Advisory Services, LLC Added +11,758+11.8k

Biggest sellers

MORGAN STANLEY Reduced -108,893-108.9k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -82,920-82.9k
Cetera Investment Advisers Reduced -64,635-64.6k
IFP Advisors, Inc Reduced -63,095-63.1k
WELLS FARGO & COMPANY/MN Reduced -45,632-45.6k
Private Advisor Group, LLC Reduced -26,566-26.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -22,289-22.3k
Bensler, LLC Sold out -19,698-19.7k
AE Wealth Management LLC Reduced -11,261-11.3k
AMERIPRISE FINANCIAL INC Reduced -10,908-10.9k

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 1,304,8311.3m $98.5m $98.5m 0.08% Added +117.8k +117,841
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 814,770814.8k $61.5m $61.5m 0.01% Reduced -108.9k -108,893
3 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 800,218800.2k $60.4m $60.4m 0.02% Reduced -45.6k -45,632
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio MILWAUKEE, WI 483,400483.4k $36.5m $36.5m 0.05% Added +191.1k +191,066
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 277,889277.9k $21.0m $21.0m 0.01% Reduced -10.9k -10,908
6 Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio ST. PETERSBURG, FL 270,005270.0k $20.4m $20.4m 0.04% Added +41.5k +41,463
7 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 223,434223.4k $16.9m $16.9m 0.03% Added +34.5k +34,493
8 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 182,207182.2k $13.8m $13.8m 0.03% Reduced -82.9k -82,920
9 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 168,660168.7k $12.7m $12.7m 0.02% Added +86.6k +86,629
10 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 139,320139.3k $10.5m $10.5m 0.01% Reduced -22.3k -22,289
11 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 130,661130.7k $9.9m $9.9m 0.05% Added +2.9k +2,898
12 Focus Financial Network, Inc. 0.55% of their portfolio MINNEAPOLIS, MN 117,288117.3k $8.9m $8.9m 0.55% Added +5.4k +5,440
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 116,462116.5k $8.8m $8.8m 0.00% Added +17.8k +17,828
14 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 112,702112.7k $8.5m $8.5m 0.01% Added +14.8k +14,832
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 107,559107.6k $8.1m $8.1m 0.00% Added +17.1k +17,108
16 Aspire Wealth Management Corp 5.91% of their portfolio WALTHAM, MA 96,36496.4k $7.3m $7.3m 5.91% Added +1.6k +1,553
17 GREAT VALLEY ADVISOR GROUP, INC. 0.30% of their portfolio WILMINGTON, DE 85,28385.3k $6.4m $6.4m 0.30% Added +6.2k +6,196
18 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 74,92374.9k $5.7m $5.7m 0.01% Reduced -93 -93
19 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 74,91374.9k $5.7m $5.7m 0.04% Reduced -1.7k -1,737
20 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 70,57770.6k $5.3m $5.3m 0.04% Reduced -323 -323
21 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 67,18167.2k $5.1m $5.1m 0.05% Reduced -26.6k -26,566
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 57,74857.7k $4.4m $4.4m 0.00% Added +9.6k +9,556
23 MY Wealth Management Inc. 4.36% of their portfolio GERMANTOWN, MD 57,66057.7k $4.4m $4.4m 4.36% Added +1 +1
24 Institute for Wealth Management, LLC. 0.73% of their portfolio DENVER, CO 49,50249.5k $3.7m $3.7m 0.73% Reduced -118 -118
25 ProVise Management Group, LLC 0.30% of their portfolio CLEARWATER, FL 41,90741.9k $3.2m $3.2m 0.30% Added +6.3k +6,255
26 Mariner, LLC 0.01% of their portfolio Overland Park, KS 39,97040.0k $3.0m $3.0m 0.01% Reduced -5 -5
27 Ullmann Wealth Partners Group, LLC 0.65% of their portfolio JACKSONVILLE BEACH, FL 37,86937.9k $2.9m $2.9m 0.65% Added +77 +77
28 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 29,02329.0k $2.2m $2.2m 0.01% Reduced -11.3k -11,261
29 TITLEIST ASSET MANAGEMENT, LLC 0.46% of their portfolio SAN ANTONIO, TX 28,89728.9k $2.2m $2.2m 0.46% First filing
30 Spectrum Wealth Advisory Group, LLC 2.94% of their portfolio GRANITE BAY, CA 28,88128.9k $2.2m $2.2m 2.94% Reduced -1.5k -1,472
31 Verde Capital Management 0.91% of their portfolio CLARKSTON, MI 28,80028.8k $2.2m $2.2m 0.91% Reduced -5.7k -5,689
32 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 27,48927.5k $2.1m $2.1m 0.03% Added +5.1k +5,139
33 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 26,38626.4k $2.0m $2.0m 0.02% Added +7.3k +7,327
34 CREATIVE FINANCIAL DESIGNS INC /ADV 0.26% of their portfolio KOKOMO, IN 26,09326.1k $2.0m $2.0m 0.26% Added +2.7k +2,740
35 Fifth Third Securities, Inc. 0.22% of their portfolio Cincinnati, OH 25,50925.5k $1.9m $1.9m 0.22% Added +3.1k +3,076
36 Diversified, LLC 0.63% of their portfolio Wilmington, DE 23,17923.2k $1.7m $1.7m 0.63% Reduced -1.1k -1,115
37 Southland Equity Partners LLC 0.63% of their portfolio WILDWOOD, MO 21,17621.2k $1.6m $1.6m 0.63% Added +400 +400
38 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 19,94519.9k $1.5m $1.5m 0.02% Added +11.8k +11,758
39 BENJAMIN F. EDWARDS & COMPANY, INC. 0.06% of their portfolio ST. LOUIS, MO 19,56219.6k $1.5m $1.5m 0.06% Reduced -953 -953
40 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 18,35118.4k $1.4m $1.4m 0.01% Added +1.4k +1,355
41 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 18,23518.2k $1.4m $1.4m 0.10% Added +1.2k +1,223
42 LOWERY THOMAS, LLC 1.50% of their portfolio PEBBLE BEACH, CA 17,97018.0k $1.4m $1.4m 1.50% New
43 THOROUGHBRED FINANCIAL SERVICES, LLC 0.19% of their portfolio BRENTWOOD, TN 17,39217.4k $1.3m $1.3m 0.19% Added +7.9k +7,874
44 Comprehensive Wealth Management, LLC 1.02% of their portfolio LYNNWOOD, WA 16,46016.5k $1.2m $1.2m 1.02% Reduced -622 -622
45 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 15,80415.8k $1.2m $1.2m 0.00% Unchanged
46 Financial Advocates Investment Management 0.09% of their portfolio OLYMPIA, WA 15,04915.0k $1.1m $1.1m 0.09% Reduced -21 -21
47 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 13,27313.3k $1.0m $1.0m 0.03% Added +2.7k +2,689
48 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 13,25513.3k $1.0m $1.0m 0.01% Reduced -64.6k -64,635
49 PCG Wealth Advisors, LLC 0.61% of their portfolio OVERLAND PARK, KS 12,87612.9k $972.2k $972.2k 0.61% Added +903 +903
50 Sculati Wealth Management, LLC 0.49% of their portfolio Bloomfield Hills, MI 12,17412.2k $919.1k $919.1k 0.49% Added +252 +252
51 PSI Advisors, LLC 0.41% of their portfolio TAMPA, FL 11,22411.2k $847.4k $847.4k 0.41% Added +52 +52
52 Kingsview Wealth Management, LLC 0.04% of their portfolio GRANTS PASS, OR 11,16411.2k $842.9k $842.9k 0.04% Reduced -174 -174
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 11,06511.1k $835.4k $835.4k 0.00% Reduced -9.2k -9,241
54 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 10,61010.6k $801.1k $801.1k 0.04% Reduced -6.2k -6,169
55 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 10,49010.5k $792.0k $792.0k 0.00% Added +327 +327
56 Systelligence, LLC 0.20% of their portfolio BLOOMINGTON, MN 10,46910.5k $790.4k $790.4k 0.20% Added +627 +627
57 Retireful, LLC 0.25% of their portfolio HASLETT, MI 10,14110.1k $765.6k $765.6k 0.25% New
58 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.45% of their portfolio Phoenix, AZ 10,01710.0k $756.3k $756.3k 0.45% Reduced -129 -129
59 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 9,9399.9k $750.0k $750.0k 0.00% Reduced -247 -247
60 Certified Advisory Corp 0.13% of their portfolio ALTAMONTE SPRINGS, FL 9,8529.9k $743.8k $743.8k 0.13% Reduced -438 -438
61 HBW ADVISORY SERVICES LLC 0.18% of their portfolio SIMI VALLEY, CA 9,7829.8k $739.0k $739.0k 0.18% Added +527 +527
62 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 9,6809.7k $730.8k $730.8k 0.01% Reduced -1.6k -1,603
63 Accel Wealth Management 0.30% of their portfolio WAVERLY, IA 9,5999.6k $724.7k $724.7k 0.30% Added +308 +308
64 Western Wealth Management, LLC 0.07% of their portfolio GOLDEN, CO 9,2669.3k $699.6k $699.6k 0.07% Added +2.6k +2,633
65 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 8,6638.7k $654.1k $654.1k 0.02% Added +466 +466
66 Anson Capital, Inc. 1.03% of their portfolio TYRONE, GA 8,4558.5k $638.4k $638.4k 1.03% New
67 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,1998.2k $619.0k $619.0k 0.00% Added +1.0k +1,041
68 American Trust 0.04% of their portfolio LEXINGTON, KY 8,1308.1k $609.8k $609.8k 0.04% Reduced -92 -92
69 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 7,0567.1k $532.7k $532.7k 0.02% Added +155 +155
70 Armbruster Capital Management, Inc. 0.13% of their portfolio PITTSFORD, NY 6,9597.0k $525.4k $525.4k 0.13% Unchanged
71 PFG Advisors 0.04% of their portfolio Phoenix, AZ 6,6456.6k $501.7k $501.7k 0.04% Added +71 +71
72 American Financial Advisors, LLC 0.08% of their portfolio Marietta, GA 6,6096.6k $499.0k $499.0k 0.08% Added +1 +1
73 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 6,4326.4k $485.6k $485.6k 0.04% Added +110 +110
74 World Investment Advisors 0.10% of their portfolio LINCROFT, NJ 6,2866.3k $474.6k $474.6k 0.10% New
75 ACT WEALTH MANAGEMENT, LLC 0.27% of their portfolio PLANO, TX 6,1136.1k $461.5k $461.5k 0.27% Reduced -66 -66
76 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 6,0806.1k $459.0k $459.0k 0.03% Added +565 +565
77 Ahrens Investment Partners LLC 0.22% of their portfolio LAFAYETTE, LA 5,8475.8k $441.4k $441.4k 0.22% Reduced -1.5k -1,535
78 Rollins Financial 0.15% of their portfolio ATLANTA, GA 5,8335.8k $440.4k $440.4k 0.15% Reduced -6.7k -6,735
79 TNF LLC 0.19% of their portfolio BILLINGS, MT 5,5975.6k $419.8k $419.8k 0.19% Reduced -327 -327
80 Capital Planning LLC 0.17% of their portfolio BELLEVUE, WA 5,4755.5k $413.4k $413.4k 0.17% Added +59 +59
81 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 5,4465.4k $411.0k $411.0k 0.00% New
82 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 5,3365.3k $402.9k $402.9k 0.02% Added +724 +724
83 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 5,2925.3k $399.5k $399.5k 0.01% Reduced -3.0k -2,955
84 CWM, LLC 0.00% of their portfolio OMAHA, NE 5,1605.2k $390.0k $390.0k 0.00% Reduced -578 -578
85 Arete Wealth Advisors, LLC 0.03% of their portfolio CHICAGO, IL 5,1395.1k $388.0k $388.0k 0.03% Reduced -1.1k -1,081
86 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 4,9775.0k $375.8k $375.8k 0.12% Reduced -308 -308
87 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,7764.8k $361.0k $361.0k 0.00% Reduced -2.4k -2,425
88 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.33% of their portfolio HINGHAM, MA 4,6794.7k $353.3k $353.3k 0.33% New
89 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 4,5014.5k $339.8k $339.8k 0.00% New
90 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 4,4784.5k $338.1k $338.1k 0.02% Reduced -97 -97
91 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio OMAHA, NE 4,4704.5k $337.0k $337.0k 0.00% Reduced -1.8k -1,755
92 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 4,2094.2k $317.8k $317.8k 0.01% Reduced -50 -50
93 Patten Group, Inc. 0.09% of their portfolio CHATTANOOGA, TN 4,0844.1k $308.3k $308.3k 0.09% Added +9 +9
94 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 3,9163.9k $295.7k $295.7k 0.01% Reduced -20 -20
95 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 3,7793.8k $285.3k $285.3k 0.00% Added +938 +938
96 LINCOLN NATIONAL CORP 0.01% of their portfolio RADNOR, PA 3,7453.7k $282.7k $282.7k 0.01% New
97 Wealth Management Partners, LLC 0.19% of their portfolio TUCSON, AZ 3,6643.7k $276.6k $276.6k 0.19% Added +664 +664
98 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 3,5293.5k $266.5k $266.5k 0.01% Reduced -320 -320
99 Berkeley, Inc 0.19% of their portfolio Boise, ID 3,5283.5k $266.4k $266.4k 0.19% Added +6 +6
100 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 3,3083.3k $249.8k $249.8k 0.01% Added +105 +105