Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

356 institutional holders +3 vs Q2 2025
21,400,28921.4m shares reported held*
$2.9bnreported value*
38 new 170 added 88 reduced 31 sold out net bought ≈ $321.4m (+2.4m 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 ($25.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $135.29. Options: 1 managers hold calls ($256.9k notional), 0 hold puts (—).

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 146Q4 22: 159Q1 23: 152Q2 23: 155Q3 23: 158Q4 23: 172Q1 24: 213Q2 24: 244Q3 24: 263Q4 24: 374Q1 25: 338Q2 25: 353Q3 25: 356356Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 2022146
Q4 2022159
Q1 2023152
Q2 2023155
Q3 2023158
Q4 2023172
Q1 2024213
Q2 2024244
Q3 2024263
Q4 2024374
Q1 2025338
Q2 2025353
Q3 2025356

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 81 bought or addedQ4 23: 67 cut or sold outQ1 24: 126 bought or addedQ1 24: 63 cut or sold outQ1 24Q2 24: 134 bought or addedQ2 24: 86 cut or sold outQ3 24: 164 bought or addedQ3 24: 78 cut or sold outQ3 24Q4 24: 246 bought or addedQ4 24: 64 cut or sold outQ1 25: 192 bought or addedQ1 25: 173 cut or sold outQ1 25Q2 25: 185 bought or addedQ2 25: 151 cut or sold outQ3 25: 208 bought or addedQ3 25: 119 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238167
Q1 202412663
Q2 202413486
Q3 202416478
Q4 202424664
Q1 2025192173
Q2 2025185151
Q3 2025208119

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ4 24 calls: $148.2kQ4 24 puts: $86.5kQ4 24P/C 0.58Q1 25 calls: $284.4kQ1 25 puts: $1.1mQ1 25P/C 4.04Q2 25 calls: $2.2mQ2 25 puts: $1.3mQ2 25P/C 0.59Q3 25 calls: $256.9kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$148.2k$86.5k0.58
Q1 2025$284.4k$1.1m4.04
Q2 2025$2.2m$1.3m0.59
Q3 2025$256.9k$00.00

Biggest buyers

VANTAGEPOINT INVESTMENT ADVISERS LLC New +1,197,916+1.2m
Cetera Investment Advisers Added +577,872+577.9k
LPL Financial LLC Added +308,266+308.3k
MORGAN STANLEY Added +185,178+185.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +143,657+143.7k
MML INVESTORS SERVICES, LLC Added +113,933+113.9k
JONES FINANCIAL COMPANIES LLLP Added +96,163+96.2k
OSAIC HOLDINGS, INC. Added +91,433+91.4k
ENVESTNET ASSET MANAGEMENT INC Added +77,853+77.9k
BNP PARIBAS FINANCIAL MARKETS New +70,000+70.0k

Biggest sellers

MAINSTAY CAPITAL MANAGEMENT LLC /ADV Reduced -550,014-550.0k
ROYAL BANK OF CANADA Reduced -264,533-264.5k
Foundations Investment Advisors, LLC Reduced -158,231-158.2k
Private Advisor Group, LLC Reduced -52,305-52.3k
TWO SIGMA INVESTMENTS, LP Sold out -46,200-46.2k
Qube Research & Technologies Ltd Reduced -43,411-43.4k
B. Riley Wealth Advisors, Inc. Sold out -41,644-41.6k
Thrivent Financial for Lutherans Sold out -39,122-39.1k
Ameritas Advisory Services, LLC Reduced -35,397-35.4k
AFFINITY WEALTH LLC Reduced -25,780-25.8k

Biggest calls

CITADEL ADVISORS LLC New $256.9k1.9k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.12% of their portfolio FORT MILL, SC 3,117,0563.1m $421.5m $421.5m 0.12% Added +308.3k +308,266
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,859,2681.9m $251.4m $251.4m 0.02% Added +185.2k +185,178
3 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.32% of their portfolio WASHINGTON, DC 1,197,9161.2m $162.0m $162.0m 1.32% New
4 Cetera Investment Advisers 0.18% of their portfolio SCHAUMBURG, IL 1,124,7451.1m $152.1m $152.1m 0.18% Added +577.9k +577,872
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 932,842932.8k $126.1m $126.1m 0.03% Added +53.9k +53,929
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 851,097851.1k $115.1m $115.1m 0.08% Added +143.7k +143,657
7 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 733,206733.2k $99.2m $99.2m 0.03% Added +65.4k +65,436
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 672,967673.0k $91.1m $91.1m 0.02% Added +22.7k +22,735
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 642,741642.7k $86.9m $86.9m 0.01% Added +45.1k +45,085
10 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 545,130545.1k $72.4m $72.4m 0.10% Added +91.4k +91,433
11 MONEY CONCEPTS CAPITAL CORP 3.92% of their portfolio PALM BEACH GARDENS, FL 470,063470.1k $63.6m $63.6m 3.92% Added +4.8k +4,774
12 Davidson Capital Management Inc. 11.75% of their portfolio CORPUS CHRISTI, TX 389,090389.1k $52.6m $52.6m 11.75% Reduced -372 -372
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 372,585372.6k $50.4m $50.4m 0.01% Added +77.9k +77,853
14 JONES FINANCIAL COMPANIES LLLP 0.03% of their portfolio DES PERES, MO 357,700357.7k $48.2m $48.2m 0.03% Added +96.2k +96,163
15 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 351,353351.4k $47.5m $47.5m 0.06% Added +43.6k +43,620
16 MML INVESTORS SERVICES, LLC 0.12% of their portfolio SPRINGFIELD, MA 339,551339.6k $45.9m $45.9m 0.12% Added +113.9k +113,933
17 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 328,585328.6k $44.4m $44.4m 0.04% Added +12.5k +12,519
18 AFFINITY WEALTH MANAGEMENT LLC 6.33% of their portfolio WILMINGTON, DE 319,628319.6k $43.2m $43.2m 6.33% Added +2.0k +2,043
19 CWM, LLC 0.11% of their portfolio OMAHA, NE 276,146276.1k $37.3m $37.3m 0.11% Added +2.5k +2,537
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 259,640259.6k $35.1m $35.1m 0.01% Added +15.0k +15,023
21 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 229,571229.6k $31.0m $31.0m 0.09% Added +15.1k +15,095
22 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 224,193224.2k $30.3m $30.3m 0.01% Reduced -264.5k -264,533
23 GREAT VALLEY ADVISOR GROUP, INC. 0.57% of their portfolio WILMINGTON, DE 211,165211.2k $28.6m $28.6m 0.57% Added +5.2k +5,198
24 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 178,954179.0k $24.2m $24.2m 0.12% Reduced -52.3k -52,305
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 153,999154.0k $20.8m $20.8m 0.03% Reduced -9.7k -9,733
26 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 152,542152.5k $20.6m $20.6m 0.01% Added +6.6k +6,606
27 Orion Porfolio Solutions, LLC 0.15% of their portfolio OMAHA, NE 146,409146.4k $19.8m $19.8m 0.15% Added +13.0k +13,038
28 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 140,122140.1k $18.9m $18.9m 0.14% Added +18.8k +18,802
29 Gimbal Financial 10.12% of their portfolio CARMEL, IN 124,617124.6k $16.9m $16.9m 10.12% Added +2.5k +2,476
30 Focus Financial Network, Inc. 0.58% of their portfolio MINNEAPOLIS, MN 121,023121.0k $16.4m $16.4m 0.58% Added +1.2k +1,172
31 Financial Partners Group, Inc 1.87% of their portfolio Overland Park, KS 110,903110.9k $15.0m $15.0m 1.87% Added +4.6k +4,557
32 AssuredPartners Investment Advisors, LLC 3.22% of their portfolio Tampa, FL 107,077107.1k $14.5m $14.5m 3.22% Added +8.3k +8,262
33 Family Investment Center, Inc. 2.88% of their portfolio Saint Joseph, MO 102,573102.6k $13.9m $13.9m 2.88% Added +3.1k +3,116
34 AFFINITY WEALTH LLC 10.54% of their portfolio CANTON, OH 102,538102.5k $13.9m $13.9m 10.54% Reduced -25.8k -25,780
35 MANCHESTER FINANCIAL INC 2.51% of their portfolio Westlake Village, CA 92,85192.9k $12.6m $12.6m 2.51% Reduced -11.1k -11,111
36 Fifth Third Securities, Inc. 0.85% of their portfolio Cincinnati, OH 91,76191.8k $12.4m $12.4m 0.85% Added +10.0k +10,049
37 Insight Wealth Strategies, LLC 1.43% of their portfolio SAN RAMON, CA 89,69789.7k $12.1m $12.1m 1.43% Added +148 +148
38 J.W. COLE ADVISORS, INC. 0.20% of their portfolio TAMPA, FL 77,56377.6k $10.5m $10.5m 0.20% Reduced -418 -418
39 MONETA GROUP INVESTMENT ADVISORS LLC 0.08% of their portfolio ST LOUIS, MO 76,95477.0k $10.4m $10.4m 0.08% Added +73 +73
40 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 70,00070.0k $9.5m $9.5m 0.01% New
41 FreeGulliver LLC 4.11% of their portfolio NEW ORLEANS, LA 67,79667.8k $9.2m $9.2m 4.11% Added +2.5k +2,489
42 Secure Asset Management, LLC 1.45% of their portfolio Troy, MI 64,88964.9k $8.8m $8.8m 1.45% Added +4.5k +4,520
43 PRINCIPAL SECURITIES, INC. 0.14% of their portfolio DES MOINES, IA 63,34863.3k $8.6m $8.6m 0.14% Added +28.8k +28,788
44 FLAGSHIP WEALTH ADVISORS, LLC 2.73% of their portfolio WAKEFIELD, MA 61,22361.2k $8.3m $8.3m 2.73% Added +3.0k +2,972
45 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 61,21961.2k $8.3m $8.3m 0.01% Added +33.3k +33,335
46 LMG Wealth Partners, LLC 1.53% of their portfolio SHREVEPORT, LA 60,95461.0k $8.2m $8.2m 1.53% Added +1.0k +1,027
47 Kovack Advisors, Inc. 0.74% of their portfolio FT. LAUDERDALE, FL 58,45658.5k $7.9m $7.9m 0.74% Added +29.3k +29,275
48 ProVise Management Group, LLC 0.56% of their portfolio CLEARWATER, FL 56,18756.2k $7.6m $7.6m 0.56% Added +3.8k +3,836
49 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 55,48455.5k $7.5m $7.5m 0.01% Reduced -20.9k -20,889
50 Atlas Legacy Advisors, LLC 1.43% of their portfolio LOS ANGELES, CA 54,76354.8k $7.4m $7.4m 1.43% Reduced -4.4k -4,430
51 LEVEL FOUR ADVISORY SERVICES, LLC 0.25% of their portfolio DALLAS, TX 53,83953.8k $7.3m $7.3m 0.25% Added +1.8k +1,822
52 Uniting Wealth Partners, LLC 1.66% of their portfolio DENVER, CO 52,11752.1k $7.0m $7.0m 1.66% New
53 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 51,43351.4k $7.0m $7.0m 0.01% Reduced -43.4k -43,411
54 VestGen Advisors, LLC 0.23% of their portfolio CHICAGO, IL 51,41451.4k $7.0m $7.0m 0.23% Added +10.9k +10,925
55 THOROUGHBRED FINANCIAL SERVICES, LLC 0.42% of their portfolio BRENTWOOD, TN 49,84949.8k $6.7m $6.7m 0.42% Added +2.8k +2,809
56 Ausdal Financial Partners, Inc. 0.33% of their portfolio Davenport, IA 49,81249.8k $6.7m $6.7m 0.33% Added +1.3k +1,258
57 Institute for Wealth Management, LLC. 0.67% of their portfolio DENVER, CO 47,90447.9k $6.5m $6.5m 0.67% Reduced -18 -18
58 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 46,26946.3k $6.3m $6.3m 0.02% Added +4.5k +4,472
59 Koshinski Asset Management, Inc. 0.40% of their portfolio DECATUR, IL 44,09644.1k $6.0m $6.0m 0.40% Added +14.4k +14,443
60 NewEdge Advisors, LLC 0.03% of their portfolio NEW ORLEANS, LA 43,93343.9k $5.9m $5.9m 0.03% Reduced -1.9k -1,876
61 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 42,80042.8k $5.8m $5.8m 0.01% Added +34.3k +34,308
62 Guardian Asset Advisors, LLC 3.10% of their portfolio MECHANICSBURG, PA 42,55842.6k $5.8m $5.8m 3.10% New
63 Schorn Wealth LLC 1.74% of their portfolio ENGLEWOOD, FL 42,04242.0k $5.7m $5.7m 1.74% Added +3.3k +3,316
64 Sound Income Strategies, LLC 0.30% of their portfolio FT LAUDERDALE, FL 39,89239.9k $5.4m $5.4m 0.30% Added +17.6k +17,588
65 TITLEIST ASSET MANAGEMENT, LLC 0.47% of their portfolio SAN ANTONIO, TX 39,28239.3k $5.3m $5.3m 0.47% Reduced -4.2k -4,250
66 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 39,03039.0k $5.3m $5.3m 0.07% Reduced -779 -779
67 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 38,48638.5k $5.2m $5.2m 0.02% Added +4.1k +4,081
68 NWAM LLC 0.27% of their portfolio MERCER ISLAND, WA 37,23337.2k $5.0m $5.0m 0.27% Added +376 +376
69 Ullmann Wealth Partners Group, LLC 0.55% of their portfolio JACKSONVILLE BEACH, FL 36,92836.9k $5.0m $5.0m 0.55% Added +21 +21
70 Symphony Financial Services, Inc. 2.60% of their portfolio AKRON, OH 35,68335.7k $4.8m $4.8m 2.60% Added +3.2k +3,162
71 Kellett Wealth Advisors, LLC 2.83% of their portfolio CINCINNATI, OH 34,63634.6k $4.7m $4.7m 2.83% Added +617 +617
72 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 33,93733.9k $4.6m $4.6m 0.05% Added +760 +760
73 Stratos Wealth Advisors, LLC 0.22% of their portfolio BEACHWOOD, OH 33,81033.8k $4.6m $4.6m 0.22% Added +200 +200
74 FLAGSHIP HARBOR ADVISORS, LLC 0.19% of their portfolio BOSTON, MA 33,00733.0k $4.5m $4.5m 0.19% Added +2.3k +2,306
75 VICUS CAPITAL 0.34% of their portfolio STATE COLLEGE, PA 32,90532.9k $4.4m $4.4m 0.34% Reduced -775 -775
76 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 32,07632.1k $4.3m $4.3m 0.07% Added +3.1k +3,112
77 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.09% of their portfolio LOS ANGELES, CA 31,89531.9k $4.3m $4.3m 0.09% Added +5.7k +5,667
78 SMITH, MOORE & CO. 0.32% of their portfolio CLAYTON, MO 30,43530.4k $4.1m $4.1m 0.32% Added +618 +618
79 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 30,11030.1k $4.1m $4.1m 0.06% Added +13.8k +13,808
80 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 29,43029.4k $4.0m $4.0m 0.04% Reduced -2.5k -2,511
81 HBW ADVISORY SERVICES LLC 0.44% of their portfolio SIMI VALLEY, CA 29,21629.2k $4.0m $4.0m 0.44% Added +938 +938
82 RFG Advisory, LLC 0.08% of their portfolio BIRMINGHAM, AL 27,19927.2k $3.7m $3.7m 0.08% Added +24.5k +24,528
83 SEAVIEW INVESTMENT MANAGERS LLC 1.35% of their portfolio MIAMI, FL 27,07427.1k $3.7m $3.7m 1.35% Reduced -23.9k -23,930
84 TruWealth Advisors, LLC 0.18% of their portfolio Metairie, LA 26,02126.0k $3.5m $3.5m 0.18% Added +10.6k +10,585
85 CREATIVE FINANCIAL DESIGNS INC /ADV 0.23% of their portfolio KOKOMO, IN 25,52525.5k $3.5m $3.5m 0.23% Added +6.0k +6,019
86 LOWERY THOMAS, LLC 1.99% of their portfolio PEBBLE BEACH, CA 25,47425.5k $3.4m $3.4m 1.99% Added +1.3k +1,332
87 INDEPENDENT FINANCIAL GROUP, LLC 0.08% of their portfolio SAN DIEGO, CA 24,87924.9k $3.4m $3.4m 0.08% Added +2.2k +2,213
88 Elm3 Financial Group, LLC 2.69% of their portfolio ALPHARETTA, GA 24,29124.3k $3.3m $3.3m 2.69% Reduced -2.1k -2,103
89 Ameritas Investment Partners, Inc. 0.10% of their portfolio LINCOLN, NE 24,10624.1k $3.3m $3.3m 0.10% Added +1.3k +1,271
90 Arete Wealth Advisors, LLC 0.20% of their portfolio CHICAGO, IL 23,63223.6k $3.2m $3.2m 0.20% Added +4.1k +4,062
91 Wealthcare Advisory Partners LLC 0.07% of their portfolio WEST CHESTER, PA 23,37823.4k $3.2m $3.2m 0.07% Added +10.5k +10,479
92 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 22,98623.0k $3.1m $3.1m 0.03% Added +12.9k +12,902
93 Spectrum Wealth Advisory Group, LLC 1.28% of their portfolio GRANITE BAY, CA 22,98623.0k $3.1m $3.1m 1.28% Reduced -298 -298
94 PCG Wealth Advisors, LLC 0.90% of their portfolio OVERLAND PARK, KS 22,74822.7k $3.1m $3.1m 0.90% New
95 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 22,62122.6k $3.1m $3.1m 0.02% Added +1.4k +1,432
96 Accel Wealth Management 0.88% of their portfolio WAVERLY, IA 22,29922.3k $3.0m $3.0m 0.88% Added +720 +720
97 Anson Capital, Inc. 2.24% of their portfolio TYRONE, GA 22,04222.0k $3.0m $3.0m 2.24% Added +520 +520
98 HUNTINGTON NATIONAL BANK 0.02% of their portfolio COLUMBUS, OH 21,36421.4k $2.9m $2.9m 0.02% Added +3.3k +3,275
99 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 21,30821.3k $2.9m $2.9m 0.03% Added +1.1k +1,056
100 INTEGRITY ALLIANCE, LLC. 0.13% of their portfolio Urbandale, IA 21,09821.1k $2.9m $2.9m 0.13% Added +5.7k +5,706