Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

409 institutional holders +53 vs Q3 2025
24,372,55924.4m shares reported held*
$3.4bnreported value*
46 new 170 added 111 reduced 17 sold out net bought ≈ $336.8m (+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 ($435.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $138.63. Options: 1 managers hold calls ($415.4k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 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: 356Q4 25: 409409Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025409

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 126 bought or addedQ1 24: 63 cut or sold outQ2 24: 134 bought or addedQ2 24: 86 cut or sold outQ2 24Q3 24: 164 bought or addedQ3 24: 78 cut or sold outQ4 24: 246 bought or addedQ4 24: 64 cut or sold outQ4 24Q1 25: 192 bought or addedQ1 25: 173 cut or sold outQ2 25: 185 bought or addedQ2 25: 151 cut or sold outQ2 25Q3 25: 208 bought or addedQ3 25: 119 cut or sold outQ4 25: 216 bought or addedQ4 25: 128 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202412663
Q2 202413486
Q3 202416478
Q4 202424664
Q1 2025192173
Q2 2025185151
Q3 2025208119
Q4 2025216128

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 0.00Q4 25 calls: $415.4kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$284.4k$1.1m4.04
Q2 2025$2.2m$1.3m0.59
Q3 2025$256.9k$00.00
Q4 2025$415.4k$00.00

Biggest buyers

LPL Financial LLC Added +355,614+355.6k
Advance Capital Management, Inc. New +197,626+197.6k
HighTower Advisors, LLC Added +196,188+196.2k
GREAT VALLEY ADVISOR GROUP, INC. Added +188,111+188.1k
Cetera Investment Advisers Added +127,090+127.1k
WELLS FARGO & COMPANY/MN Added +125,898+125.9k
Orion Porfolio Solutions, LLC Added +120,212+120.2k
Modern Wealth Management, LLC New +114,994+115.0k
RAYMOND JAMES FINANCIAL INC Added +103,839+103.8k
Peak Planning Group, LLC New +89,663+89.7k

Biggest sellers

VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -109,776-109.8k
Qube Research & Technologies Ltd Reduced -38,115-38.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -31,156-31.2k
VestGen Advisors, LLC Reduced -25,069-25.1k
SEAVIEW INVESTMENT MANAGERS LLC Reduced -25,012-25.0k
Private Advisor Group, LLC Reduced -19,191-19.2k
CENTRAL TRUST Co Sold out -16,000-16.0k
MORGAN STANLEY Reduced -13,817-13.8k
Financial Partners Group, Inc Reduced -10,047-10.0k
Ameritas Investment Partners, Inc. Reduced -9,914-9.9k

Biggest calls

CITADEL ADVISORS LLC Added $415.4k3.0k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.13% of their portfolio FORT MILL, SC 3,472,6703.5m $480.8m $480.8m 0.13% Added +355.6k +355,614
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,845,4511.8m $255.5m $255.5m 0.02% Reduced -13.8k -13,817
3 Cetera Investment Advisers 0.19% of their portfolio SCHAUMBURG, IL 1,251,8351.3m $173.3m $173.3m 0.19% Added +127.1k +127,090
4 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.21% of their portfolio WASHINGTON, DC 1,088,1401.1m $150.7m $150.7m 1.21% Reduced -109.8k -109,776
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,058,7401.1m $146.6m $146.6m 0.03% Added +125.9k +125,898
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 927,629927.6k $128.4m $128.4m 0.08% Added +76.5k +76,532
7 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 837,045837.0k $115.9m $115.9m 0.04% Added +103.8k +103,839
8 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 760,646760.6k $105.3m $105.3m 0.02% Added +87.7k +87,679
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 692,873692.9k $95.9m $95.9m 0.01% Added +50.1k +50,132
10 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 593,664593.7k $82.2m $82.2m 0.12% Added +48.5k +48,534
11 MONEY CONCEPTS CAPITAL CORP 3.74% of their portfolio PALM BEACH GARDENS, FL 481,684481.7k $66.7m $66.7m 3.74% Added +11.6k +11,621
12 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 418,193418.2k $57.9m $57.9m 0.04% Added +60.5k +60,493
13 GREAT VALLEY ADVISOR GROUP, INC. 1.06% of their portfolio WILMINGTON, DE 399,276399.3k $55.3m $55.3m 1.06% Added +188.1k +188,111
14 Davidson Capital Management Inc. 11.66% of their portfolio CORPUS CHRISTI, TX 389,081389.1k $53.9m $53.9m 11.66% Reduced -9 -9
15 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 383,350383.4k $53.1m $53.1m 0.13% Added +43.8k +43,799
16 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 373,458373.5k $51.7m $51.7m 0.02% Added +873 +873
17 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 361,591361.6k $50.1m $50.1m 0.05% Added +33.0k +33,006
18 AFFINITY WEALTH MANAGEMENT LLC 6.35% of their portfolio WILMINGTON, DE 322,401322.4k $44.6m $44.6m 6.35% Added +2.8k +2,773
19 COMMONWEALTH EQUITY SERVICES, LLC 0.06% of their portfolio WALTHAM, MA 320,197320.2k $44.3m $44.3m 0.06% Reduced -31.2k -31,156
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 285,392285.4k $39.5m $39.5m 0.01% Added +25.8k +25,752
21 CWM, LLC 0.10% of their portfolio OMAHA, NE 272,771272.8k $37.8m $37.8m 0.10% Reduced -3.4k -3,375
22 Orion Porfolio Solutions, LLC 0.27% of their portfolio OMAHA, NE 266,621266.6k $36.9m $36.9m 0.27% Added +120.2k +120,212
23 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 255,614255.6k $35.4m $35.4m 0.01% Added +31.4k +31,421
24 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 251,672251.7k $34.8m $34.8m 0.04% Added +196.2k +196,188
25 Cambridge Investment Research Advisors, Inc. 0.09% of their portfolio FAIRFIELD, IA 243,275243.3k $33.7m $33.7m 0.09% Added +13.7k +13,704
26 Advance Capital Management, Inc. 1.16% of their portfolio SOUTHFIELD, MI 197,626197.6k $27.4m $27.4m 1.16% New
27 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 162,048162.0k $22.4m $22.4m 0.02% Added +9.5k +9,506
28 Private Advisor Group, LLC 0.10% of their portfolio MORRISTOWN, NJ 159,763159.8k $22.1m $22.1m 0.10% Reduced -19.2k -19,191
29 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 156,167156.2k $22.3m $22.3m 0.03% Added +2.2k +2,168
30 Oxford Wealth Group, LLC 10.31% of their portfolio ORLANDO, FL 153,121153.1k $21.2m $21.2m 10.31% First filing
31 Equitable Holdings, Inc. 0.14% of their portfolio NEW YORK, NY 148,320148.3k $20.5m $20.5m 0.14% Added +8.2k +8,198
32 Oasis Advisors, LLC 10.76% of their portfolio FOREST CITY, IA 146,695146.7k $20.3m $20.3m 10.76% First filing
33 AssuredPartners Investment Advisors, LLC 2.70% of their portfolio Tampa, FL 130,882130.9k $18.1m $18.1m 2.70% Added +23.8k +23,805
34 Focus Financial Network, Inc. 0.58% of their portfolio MINNEAPOLIS, MN 119,563119.6k $16.6m $16.6m 0.58% Reduced -1.5k -1,460
35 Modern Wealth Management, LLC 0.29% of their portfolio KANSAS CITY, MO 114,994115.0k $15.9m $15.9m 0.29% New
36 AFFINITY WEALTH LLC 10.56% of their portfolio CANTON, OH 111,481111.5k $15.4m $15.4m 10.56% Added +8.9k +8,943
37 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 110,000110.0k $15.2m $15.2m 0.01% Added +40.0k +40,000
38 Family Investment Center, Inc. 2.88% of their portfolio Saint Joseph, MO 102,962103.0k $14.3m $14.3m 2.88% Added +389 +389
39 Financial Partners Group, Inc 1.64% of their portfolio Overland Park, KS 100,856100.9k $14.1m $14.1m 1.64% Reduced -10.0k -10,047
40 Fifth Third Securities, Inc. 0.86% of their portfolio Cincinnati, OH 95,41295.4k $13.2m $13.2m 0.86% Added +3.7k +3,651
41 MANCHESTER FINANCIAL INC 2.47% of their portfolio Westlake Village, CA 95,39495.4k $13.2m $13.2m 2.47% Added +2.5k +2,543
42 Insight Wealth Strategies, LLC 1.45% of their portfolio SAN RAMON, CA 91,05991.1k $12.6m $12.6m 1.45% Added +1.4k +1,362
43 Peak Planning Group, LLC 3.48% of their portfolio CENTENNIAL, CO 89,66389.7k $12.4m $12.4m 3.48% New
44 J.W. COLE ADVISORS, INC. 0.26% of their portfolio TAMPA, FL 77,77877.8k $10.7m $10.7m 0.26% Added +215 +215
45 MONETA GROUP INVESTMENT ADVISORS LLC 0.08% of their portfolio ST LOUIS, MO 77,23777.2k $10.7m $10.7m 0.08% Added +283 +283
46 Secure Asset Management, LLC 1.58% of their portfolio Troy, MI 72,64272.6k $10.1m $10.1m 1.58% Added +7.8k +7,753
47 PRINCIPAL SECURITIES, INC. 0.15% of their portfolio DES MOINES, IA 69,62769.6k $9.6m $9.6m 0.15% Added +6.3k +6,279
48 FLAGSHIP WEALTH ADVISORS, LLC 2.75% of their portfolio WAKEFIELD, MA 68,20768.2k $9.4m $9.4m 2.75% Added +7.0k +6,984
49 Sound Income Strategies, LLC 0.45% of their portfolio FT LAUDERDALE, FL 66,91666.9k $9.6m $9.6m 0.45% Added +27.0k +27,024
50 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 64,07964.1k $8.9m $8.9m 0.01% Added +2.9k +2,860
51 FreeGulliver LLC 3.85% of their portfolio NEW ORLEANS, LA 62,20162.2k $8.6m $8.6m 3.85% Reduced -5.6k -5,595
52 Kovack Advisors, Inc. 0.41% of their portfolio FT. LAUDERDALE, FL 62,04562.0k $8.6m $8.6m 0.41% Added +3.6k +3,589
53 AXXCESS WEALTH MANAGEMENT, LLC 0.15% of their portfolio CARLSBAD, CA 61,10261.1k $8.5m $8.5m 0.15% Added +53.7k +53,708
54 LMG Wealth Partners, LLC 1.52% of their portfolio SHREVEPORT, LA 58,97259.0k $8.2m $8.2m 1.52% Reduced -2.0k -1,982
55 ProVise Management Group, LLC 0.58% of their portfolio CLEARWATER, FL 58,87058.9k $8.2m $8.2m 0.58% Added +2.7k +2,683
56 AVAII WEALTH MANAGEMENT, LLC 2.92% of their portfolio APPLETON, WI 58,11958.1k $8.0m $8.0m 2.92% New
57 Atlas Legacy Advisors, LLC 1.38% of their portfolio LOS ANGELES, CA 56,78256.8k $7.9m $7.9m 1.38% Added +2.0k +2,019
58 Uniting Wealth Partners, LLC 2.35% of their portfolio DENVER, CO 55,47755.5k $7.7m $7.7m 2.35% Added +3.4k +3,360
59 LEVEL FOUR ADVISORY SERVICES, LLC 0.25% of their portfolio DALLAS, TX 55,08455.1k $7.6m $7.6m 0.25% Added +1.2k +1,245
60 Ethos Financial Group, LLC 0.56% of their portfolio KING OF PRUSSIA, PA 54,63154.6k $7.6m $7.6m 0.56% New
61 THOROUGHBRED FINANCIAL SERVICES, LLC 0.42% of their portfolio BRENTWOOD, TN 51,59751.6k $7.1m $7.1m 0.42% Added +1.7k +1,748
62 Ausdal Financial Partners, Inc. 0.32% of their portfolio Davenport, IA 49,20149.2k $6.8m $6.8m 0.32% Reduced -611 -611
63 Koshinski Asset Management, Inc. 0.44% of their portfolio DECATUR, IL 48,88248.9k $6.8m $6.8m 0.44% Added +4.8k +4,786
64 Institute for Wealth Management, LLC. 0.69% of their portfolio DENVER, CO 46,96147.0k $6.5m $6.5m 0.69% Reduced -943 -943
65 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 46,31446.3k $6.4m $6.4m 0.02% Added +45 +45
66 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 46,28746.3k $6.4m $6.4m 0.01% New
67 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 45,02745.0k $6.2m $6.2m 0.02% Added +1.1k +1,094
68 Quattro Advisors LLC 4.95% of their portfolio PITTSBURGH, PA 44,70744.7k $6.2m $6.2m 4.95% First filing
69 Dala Group, LLC 5.31% of their portfolio HOFFMAN ESTATES, IL 44,29044.3k $6.1m $6.1m 5.31% First filing
70 Guardian Asset Advisors, LLC 3.14% of their portfolio MECHANICSBURG, PA 43,61943.6k $6.0m $6.0m 3.14% Added +1.1k +1,061
71 Schorn Wealth LLC 1.79% of their portfolio ENGLEWOOD, FL 42,60242.6k $5.9m $5.9m 1.79% Added +560 +560
72 TITLEIST ASSET MANAGEMENT, LLC 0.46% of their portfolio SAN ANTONIO, TX 41,42941.4k $5.7m $5.7m 0.46% Added +2.1k +2,147
73 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 40,31440.3k $5.6m $5.6m 0.01% Reduced -2.5k -2,486
74 NWAM LLC 0.32% of their portfolio MERCER ISLAND, WA 40,15940.2k $5.7m $5.7m 0.32% Added +2.9k +2,926
75 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 39,42439.4k $5.5m $5.5m 0.02% Added +938 +938
76 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 39,29839.3k $5.4m $5.4m 0.07% Added +268 +268
77 Principle Wealth Partners LLC 0.30% of their portfolio MADISON, CT 38,77638.8k $5.4m $5.4m 0.30% Added +24.5k +24,507
78 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.11% of their portfolio LOS ANGELES, CA 37,90137.9k $5.2m $5.2m 0.11% Added +6.0k +6,006
79 Ullmann Wealth Partners Group, LLC 0.52% of their portfolio JACKSONVILLE BEACH, FL 36,49536.5k $5.0m $5.0m 0.52% Reduced -433 -433
80 Arkadios Wealth Advisors 0.10% of their portfolio ATLANTA, GA 36,15136.2k $5.0m $5.0m 0.10% Added +26.9k +26,924
81 Symphony Financial Services, Inc. 2.53% of their portfolio AKRON, OH 35,64435.6k $4.9m $4.9m 2.53% Reduced -39 -39
82 Kellett Wealth Advisors, LLC 2.81% of their portfolio CINCINNATI, OH 35,49835.5k $4.9m $4.9m 2.81% Added +862 +862
83 Stratos Wealth Advisors, LLC 0.24% of their portfolio BEACHWOOD, OH 35,19235.2k $4.9m $4.9m 0.24% Added +1.4k +1,382
84 FLAGSHIP HARBOR ADVISORS, LLC 0.22% of their portfolio BOSTON, MA 34,34434.3k $4.8m $4.8m 0.22% Added +1.3k +1,337
85 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 34,28934.3k $4.7m $4.7m 0.05% Added +352 +352
86 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 34,14734.1k $4.7m $4.7m 0.05% Added +18.7k +18,669
87 SMITH, MOORE & CO. 0.33% of their portfolio CLAYTON, MO 31,42931.4k $4.4m $4.4m 0.33% Added +994 +994
88 Prospera Financial Services Inc 0.07% of their portfolio Dallas, TX 31,40931.4k $4.4m $4.4m 0.07% Reduced -667 -667
89 HBW ADVISORY SERVICES LLC 0.45% of their portfolio SIMI VALLEY, CA 30,03330.0k $4.2m $4.2m 0.45% Added +817 +817
90 Elevation Capital Advisory, LLC 1.68% of their portfolio BEND, OR 29,67129.7k $4.1m $4.1m 1.68% Added +18.4k +18,378
91 RFG Advisory, LLC 0.08% of their portfolio BIRMINGHAM, AL 29,57929.6k $4.1m $4.1m 0.08% Added +2.4k +2,380
92 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 28,49828.5k $3.9m $3.9m 0.06% Reduced -1.6k -1,612
93 CREATIVE FINANCIAL DESIGNS INC /ADV 0.24% of their portfolio KOKOMO, IN 27,89027.9k $3.9m $3.9m 0.24% Added +2.4k +2,365
94 VICUS CAPITAL 0.29% of their portfolio STATE COLLEGE, PA 27,76927.8k $3.8m $3.8m 0.29% Reduced -5.1k -5,136
95 Guilbault Capital LLC 4.26% of their portfolio METAIRIE, LA 27,50627.5k $3.8m $3.8m 4.26% First filing
96 Arete Wealth Advisors, LLC 0.26% of their portfolio CHICAGO, IL 26,94226.9k $3.7m $3.7m 0.26% Added +3.3k +3,310
97 TruWealth Advisors, LLC 0.18% of their portfolio Metairie, LA 26,89926.9k $3.7m $3.7m 0.18% Added +878 +878
98 Transcendent Capital Group LLC 1.68% of their portfolio EDMOND, OK 26,81826.8k $3.7m $3.7m 1.68% New
99 ATX Financial Planning, LLC 2.83% of their portfolio AUSTIN, TX 26,54426.5k $3.7m $3.7m 2.83% First filing
100 INTEGRITY ALLIANCE, LLC. 0.13% of their portfolio Urbandale, IA 26,39626.4k $3.7m $3.7m 0.13% Added +5.3k +5,298