Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

155 institutional holders +3 vs Q1 2023
6,427,7986.4m shares reported held*
$512.8mreported value*
15 new 52 added 60 reduced 14 sold out net sold ≈ $34.9m (-440.6k 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 ≈ $79.78.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 146Q4 22: 159Q1 23: 152Q2 23: 155155Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022146
Q4 2022159
Q1 2023152
Q2 2023155

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 23Q2 23: 67 bought or addedQ2 23: 74 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20229158
Q1 20236977
Q2 20236774

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +149,633+149.6k
BMS Financial Advisors, LLC New +41,886+41.9k
Prime Capital Investment Advisors, LLC New +39,713+39.7k
ENVESTNET ASSET MANAGEMENT INC Added +36,010+36.0k
Financial Advocates Investment Management Added +24,107+24.1k
UBS Group AG Added +20,638+20.6k
Private Advisor Group, LLC Added +18,890+18.9k
World Investment Advisors Added +17,452+17.5k
Retireful, LLC Added +17,211+17.2k
MORGAN STANLEY Added +16,179+16.2k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -357,807-357.8k
LPL Financial LLC Reduced -178,040-178.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -78,339-78.3k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -65,208-65.2k
OSAIC HOLDINGS, INC. Reduced -49,336-49.3k
Mariner, LLC Reduced -27,715-27.7k
CREATIVE FINANCIAL DESIGNS INC /ADV Reduced -25,940-25.9k
AMERIPRISE FINANCIAL INC Reduced -23,783-23.8k
Raymond James Financial Services Advisors, Inc. Reduced -21,408-21.4k
AE Wealth Management LLC Reduced -11,714-11.7k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 1,126,7911.1m $89.6m $89.6m 0.06% Reduced -178.0k -178,040
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 830,949830.9k $66.1m $66.1m 0.01% Added +16.2k +16,179
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 442,411442.4k $35.2m $35.2m 0.01% Reduced -357.8k -357,807
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 405,061405.1k $32.2m $32.2m 0.04% Reduced -78.3k -78,339
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,095266.1k $21.2m $21.2m 0.00% Added +149.6k +149,633
6 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 254,106254.1k $20.2m $20.2m 0.01% Reduced -23.8k -23,783
7 Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio ST. PETERSBURG, FL 248,597248.6k $19.8m $19.8m 0.03% Reduced -21.4k -21,408
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 175,330175.3k $13.9m $13.9m 0.01% Added +36.0k +36,010
9 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 174,098174.1k $13.9m $13.9m 0.02% Reduced -49.3k -49,336
10 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 167,138167.1k $13.3m $13.3m 0.02% Reduced -1.5k -1,522
11 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 126,519126.5k $10.1m $10.1m 0.05% Reduced -4.1k -4,142
12 Focus Financial Network, Inc. 0.55% of their portfolio MINNEAPOLIS, MN 124,554124.6k $9.9m $9.9m 0.55% Added +7.3k +7,266
13 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 116,999117.0k $9.3m $9.3m 0.02% Reduced -65.2k -65,208
14 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 111,550111.5k $8.9m $8.9m 0.01% Reduced -1.2k -1,152
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 99,42799.4k $7.9m $7.9m 0.00% Reduced -8.1k -8,132
16 Aspire Wealth Management Corp 5.78% of their portfolio WALTHAM, MA 96,07096.1k $7.6m $7.6m 5.78% Reduced -294 -294
17 GREAT VALLEY ADVISOR GROUP, INC. 0.29% of their portfolio WILMINGTON, DE 88,18088.2k $7.0m $7.0m 0.29% Added +2.9k +2,897
18 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 86,07186.1k $6.8m $6.8m 0.06% Added +18.9k +18,890
19 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 85,38185.4k $6.8m $6.8m 0.04% Added +10.5k +10,468
20 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 78,89778.9k $6.3m $6.3m 0.01% Added +4.0k +3,974
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 78,38678.4k $6.2m $6.2m 0.00% Added +20.6k +20,638
22 Cetera Advisor Networks LLC 0.04% of their portfolio EL SEGUNDO, CA 76,64176.6k $6.1m $6.1m 0.04% Added +6.1k +6,064
23 MY Wealth Management Inc. 4.25% of their portfolio GERMANTOWN, MD 58,63858.6k $4.7m $4.7m 4.25% Added +978 +978
24 Institute for Wealth Management, LLC. 0.70% of their portfolio DENVER, CO 49,48349.5k $3.9m $3.9m 0.70% Reduced -19 -19
25 ProVise Management Group, LLC 0.31% of their portfolio CLEARWATER, FL 43,02743.0k $3.4m $3.4m 0.31% Added +1.1k +1,120
26 BMS Financial Advisors, LLC 2.17% of their portfolio RAPID CITY, SD 41,88641.9k $3.3m $3.3m 2.17% New
27 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 39,71339.7k $3.2m $3.2m 0.06% New
28 Financial Advocates Investment Management 0.23% of their portfolio OLYMPIA, WA 39,15639.2k $3.1m $3.1m 0.23% Added +24.1k +24,107
29 Ullmann Wealth Partners Group, LLC 0.60% of their portfolio JACKSONVILLE BEACH, FL 37,76737.8k $3.0m $3.0m 0.60% Reduced -102 -102
30 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 34,14034.1k $2.7m $2.7m 0.03% Added +6.7k +6,651
31 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 30,72130.7k $2.4m $2.4m 0.02% Added +10.8k +10,776
32 TITLEIST ASSET MANAGEMENT, LLC 0.53% of their portfolio SAN ANTONIO, TX 30,18830.2k $2.4m $2.4m 0.53% Added +1.3k +1,291
33 Retireful, LLC 0.82% of their portfolio HASLETT, MI 27,35227.4k $2.2m $2.2m 0.82% Added +17.2k +17,211
34 Verde Capital Management 0.80% of their portfolio CLARKSTON, MI 26,64426.6k $2.1m $2.1m 0.80% Reduced -2.2k -2,156
35 AVANTAX ADVISORY SERVICES, INC. 0.02% of their portfolio DALLAS, TX 25,34425.3k $2.0m $2.0m 0.02% Reduced -1.0k -1,042
36 Spectrum Wealth Advisory Group, LLC 2.61% of their portfolio GRANITE BAY, CA 24,79524.8k $2.0m $2.0m 2.61% Reduced -4.1k -4,086
37 World Investment Advisors 0.37% of their portfolio LINCROFT, NJ 23,73823.7k $1.9m $1.9m 0.37% Added +17.5k +17,452
38 Diversified, LLC 0.45% of their portfolio Wilmington, DE 22,18622.2k $1.8m $1.8m 0.45% Reduced -993 -993
39 Southland Equity Partners LLC 0.57% of their portfolio WILDWOOD, MO 21,06221.1k $1.7m $1.7m 0.57% Reduced -114 -114
40 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 19,51019.5k $1.6m $1.6m 0.01% Added +1.2k +1,159
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 18,83918.8k $1.5m $1.5m 0.00% Added +8.9k +8,900
42 Fifth Third Securities, Inc. 0.16% of their portfolio Cincinnati, OH 18,76318.8k $1.5m $1.5m 0.16% Reduced -6.7k -6,746
43 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 18,46918.5k $1.5m $1.5m 0.10% Added +234 +234
44 LOWERY THOMAS, LLC 1.41% of their portfolio PEBBLE BEACH, CA 18,01318.0k $1.4m $1.4m 1.41% Added +43 +43
45 BENJAMIN F. EDWARDS & COMPANY, INC. 0.05% of their portfolio ST. LOUIS, MO 17,77817.8k $1.4m $1.4m 0.05% Reduced -1.8k -1,784
46 THOROUGHBRED FINANCIAL SERVICES, LLC 0.18% of their portfolio BRENTWOOD, TN 17,31117.3k $1.4m $1.4m 0.18% Reduced -81 -81
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 17,30917.3k $1.4m $1.4m 0.01% Reduced -11.7k -11,714
48 Anson Capital, Inc. 2.49% of their portfolio TYRONE, GA 16,86816.9k $1.3m $1.3m 2.49% Added +8.4k +8,413
49 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 16,17516.2k $1.3m $1.3m 0.03% Added +2.9k +2,902
50 Comprehensive Wealth Management, LLC 1.09% of their portfolio LYNNWOOD, WA 15,79615.8k $1.3m $1.3m 1.09% Reduced -664 -664
51 Sculati Wealth Management, LLC 0.53% of their portfolio Bloomfield Hills, MI 13,15213.2k $1.0m $1.0m 0.53% Added +978 +978
52 PCG Wealth Advisors, LLC 0.62% of their portfolio OVERLAND PARK, KS 12,45412.5k $990.4k $990.4k 0.62% Reduced -422 -422
53 Mariner, LLC 0.00% of their portfolio Overland Park, KS 12,25512.3k $974.5k $974.5k 0.00% Reduced -27.7k -27,715
54 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 12,14512.1k $965.8k $965.8k 0.01% Added +2.5k +2,465
55 PSI Advisors, LLC 0.39% of their portfolio TAMPA, FL 11,30011.3k $898.6k $898.6k 0.39% Added +76 +76
56 Kingsview Wealth Management, LLC 0.03% of their portfolio GRANTS PASS, OR 10,76810.8k $856.2k $856.2k 0.03% Reduced -396 -396
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,64010.6k $846.1k $846.1k 0.00% Reduced -425 -425
58 Accel Wealth Management 0.46% of their portfolio WAVERLY, IA 10,47110.5k $832.7k $832.7k 0.46% Added +872 +872
59 LEVEL FOUR ADVISORY SERVICES, LLC 0.05% of their portfolio DALLAS, TX 10,44210.4k $830.4k $830.4k 0.05% New
60 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 10,13610.1k $806.0k $806.0k 0.01% Reduced -3.1k -3,119
61 CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 0.57% of their portfolio Phoenix, AZ 10,08310.1k $802.0k $802.0k 0.57% Added +66 +66
62 Western Wealth Management, LLC 0.07% of their portfolio GOLDEN, CO 9,9139.9k $788.3k $788.3k 0.07% Added +647 +647
63 CWM, LLC 0.00% of their portfolio OMAHA, NE 9,5409.5k $759.0k $759.0k 0.00% Added +4.4k +4,380
64 TFB Advisors LLC 0.33% of their portfolio OVERLAND PARK, KS 9,4589.5k $752.1k $752.1k 0.33% New
65 Certified Advisory Corp 0.14% of their portfolio ALTAMONTE SPRINGS, FL 9,3889.4k $746.5k $746.5k 0.14% Reduced -464 -464
66 J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio SAN FRANCISCO, CA 8,7118.7k $692.7k $692.7k 0.00% Added +512 +512
67 American Trust 0.04% of their portfolio LEXINGTON, KY 8,3888.4k $667.0k $667.0k 0.04% Added +258 +258
68 HBW ADVISORY SERVICES LLC 0.14% of their portfolio SIMI VALLEY, CA 8,2948.3k $660.0k $660.0k 0.14% Reduced -1.5k -1,488
69 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 7,8077.8k $621.0k $621.0k 0.00% Added +2.4k +2,361
70 Sigma Planning Corp 0.02% of their portfolio ANN ARBOR, MI 7,3677.4k $585.9k $585.9k 0.02% Reduced -1.3k -1,296
71 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 6,9627.0k $553.6k $553.6k 0.00% Reduced -3.5k -3,528
72 Armbruster Capital Management, Inc. 0.14% of their portfolio PITTSFORD, NY 6,9597.0k $553.4k $553.4k 0.14% Unchanged
73 American Financial Advisors, LLC 0.08% of their portfolio Marietta, GA 6,6096.6k $525.6k $525.6k 0.08% Unchanged
74 INDEPENDENT FINANCIAL GROUP, LLC 0.04% of their portfolio SAN DIEGO, CA 6,4326.4k $511.5k $511.5k 0.04% Unchanged
75 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 6,3226.3k $502.7k $502.7k 0.03% Added +242 +242
76 ACT WEALTH MANAGEMENT, LLC 0.27% of their portfolio PLANO, TX 6,1236.1k $486.9k $486.9k 0.27% Added +10 +10
77 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 5,9706.0k $474.7k $474.7k 0.02% Reduced -1.1k -1,086
78 Arete Wealth Advisors, LLC 0.04% of their portfolio CHICAGO, IL 5,9385.9k $472.0k $472.0k 0.04% Added +799 +799
79 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,9255.9k $471.2k $471.2k 0.00% New
80 TNF LLC 0.19% of their portfolio BILLINGS, MT 5,5975.6k $445.1k $445.1k 0.19% Unchanged
81 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 5,4265.4k $431.5k $431.5k 0.01% Added +134 +134
82 Atlas Private Wealth Advisors 0.09% of their portfolio RED BANK, NJ 5,3335.3k $424.0k $424.0k 0.09% Added +2.4k +2,425
83 Capital Planning LLC 0.16% of their portfolio BELLEVUE, WA 5,3195.3k $423.0k $423.0k 0.16% Reduced -156 -156
84 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 5,0665.1k $402.9k $402.9k 0.02% Reduced -270 -270
85 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 4,9875.0k $396.6k $396.6k 0.02% Added +509 +509
86 EPG Wealth Management LLC 0.12% of their portfolio ATLANTA, GA 4,9835.0k $396.3k $396.3k 0.12% Added +6 +6
87 PFG Advisors 0.03% of their portfolio Phoenix, AZ 4,9074.9k $390.2k $390.2k 0.03% Reduced -1.7k -1,738
88 Nemes Rush Group LLC 0.07% of their portfolio NOVI, MI 4,9044.9k $390.0k $390.0k 0.07% First filing
89 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 4,8504.8k $385.7k $385.7k 0.00% First filing
90 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,7754.8k $380.0k $380.0k 0.00% Reduced -1 -1
91 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 4,7734.8k $379.5k $379.5k 0.00% New
92 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,6804.7k $372.2k $372.2k 0.00% Reduced -11.1k -11,124
93 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 0.28% of their portfolio HINGHAM, MA 4,6794.7k $377.5k $377.5k 0.28% Unchanged
94 Lion Street Advisors, LLC 0.14% of their portfolio Austin, TX 4,6274.6k $420.6k $420.6k 0.14% New
95 NWAM LLC 0.03% of their portfolio MERCER ISLAND, WA 4,2794.3k $340.3k $340.3k 0.03% Added +1.1k +1,125
96 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 4,1894.2k $333.1k $333.1k 0.00% Reduced -20 -20
97 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 3,8483.8k $306.0k $306.0k 0.01% Reduced -68 -68
98 Patten Group, Inc. 0.09% of their portfolio CHATTANOOGA, TN 3,7923.8k $301.5k $301.5k 0.09% Reduced -292 -292
99 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 3,6233.6k $288.1k $288.1k 0.00% Reduced -156 -156
100 Berkeley, Inc 0.19% of their portfolio Boise, ID 3,5093.5k $279.0k $279.0k 0.19% Reduced -19 -19