Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

432 institutional holders +23 vs Q4 2025
30,843,92630.8m shares reported held*
$3.8bnreported value*
56 new 199 added 126 reduced 30 sold out net bought ≈ $295.6m (+6.5m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $124.09. Options: 1 managers hold calls ($986.1k notional), 0 hold puts (—).

Trends to Q1 2026

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: 409Q1 26: 432432Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026432

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 216 bought or addedQ4 25: 128 cut or sold outQ1 26: 255 bought or addedQ1 26: 156 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202413486
Q3 202416478
Q4 202424664
Q1 2025192173
Q2 2025185151
Q3 2025208119
Q4 2025216128
Q1 2026255156

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ2 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 0.00Q1 26 calls: $986.1kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$2.2m$1.3m0.59
Q3 2025$256.9k$00.00
Q4 2025$415.4k$00.00
Q1 2026$986.1k$00.00

Biggest buyers

Oasis Advisors, LLC Added +4,522,725+4.5m
ENVESTNET ASSET MANAGEMENT INC Added +688,467+688.5k
RAYMOND JAMES FINANCIAL INC Added +283,914+283.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +237,920+237.9k
LPL Financial LLC Added +226,829+226.8k
Clark Capital Management Group, Inc. New +217,335+217.3k
OLD NATIONAL BANCORP /IN/ New +181,804+181.8k
MORGAN STANLEY Added +153,068+153.1k
OSAIC HOLDINGS, INC. Added +151,439+151.4k
JONES FINANCIAL COMPANIES LLLP Added +142,235+142.2k

Biggest sellers

MONEY CONCEPTS CAPITAL CORP Reduced -470,170-470.2k
Davidson Capital Management Inc. Reduced -249,528-249.5k
Orion Porfolio Solutions, LLC Reduced -159,487-159.5k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -143,684-143.7k
CWM, LLC Reduced -81,820-81.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -70,000-70.0k
Secure Asset Management, LLC Reduced -64,706-64.7k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -61,102-61.1k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -60,223-60.2k
GREAT VALLEY ADVISOR GROUP, INC. Reduced -55,601-55.6k

Biggest calls

CITADEL ADVISORS LLC Added $986.1k6.8k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Oasis Advisors, LLC 5.49% of their portfolio FOREST CITY, IA 4,669,4204.7m $27.9m $27.9m 5.49% Added +4.5m +4,522,725
2 LPL Financial LLC 0.14% of their portfolio FORT MILL, SC 3,699,4993.7m $536.5m $536.5m 0.14% Added +226.8k +226,829
3 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 1,998,5192.0m $289.8m $289.8m 0.02% Added +153.1k +153,068
4 Cetera Investment Advisers 0.21% of their portfolio SCHAUMBURG, IL 1,367,4901.4m $198.3m $198.3m 0.21% Added +115.7k +115,655
5 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,182,9371.2m $171.5m $171.5m 0.03% Added +124.2k +124,197
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.10% of their portfolio MILWAUKEE, WI 1,165,5491.2m $169.0m $169.0m 0.10% Added +237.9k +237,920
7 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 1,120,9591.1m $162.6m $162.6m 0.05% Added +283.9k +283,914
8 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,061,9251.1m $154.0m $154.0m 0.04% Added +688.5k +688,467
9 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.16% of their portfolio WASHINGTON, DC 944,456944.5k $137.0m $137.0m 1.16% Reduced -143.7k -143,684
10 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 785,643785.6k $113.9m $113.9m 0.01% Added +92.8k +92,770
11 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 760,223760.2k $110.3m $110.3m 0.03% Reduced -423 -423
12 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 745,103745.1k $108.1m $108.1m 0.16% Added +151.4k +151,439
13 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 560,428560.4k $80.3m $80.3m 0.04% Added +142.2k +142,235
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 372,930372.9k $54.1m $54.1m 0.01% Added +117.3k +117,316
15 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 362,476362.5k $52.6m $52.6m 0.07% Added +42.3k +42,279
16 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 355,954356.0k $51.6m $51.6m 0.05% Reduced -5.6k -5,637
17 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 346,064346.1k $50.2m $50.2m 0.14% Reduced -37.3k -37,286
18 GREAT VALLEY ADVISOR GROUP, INC. 0.91% of their portfolio WILMINGTON, DE 343,675343.7k $49.8m $49.8m 0.91% Reduced -55.6k -55,601
19 AFFINITY WEALTH MANAGEMENT LLC 7.08% of their portfolio WILMINGTON, DE 322,634322.6k $46.8m $46.8m 7.08% Added +233 +233
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 309,745309.7k $44.9m $44.9m 0.01% Added +24.4k +24,353
21 Cambridge Investment Research Advisors, Inc. 0.11% of their portfolio FAIRFIELD, IA 300,740300.7k $43.6m $43.6m 0.11% Added +57.5k +57,465
22 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 258,043258.0k $37.4m $37.4m 0.04% Added +6.4k +6,371
23 Clark Capital Management Group, Inc. 0.19% of their portfolio PHILADELPHIA, PA 217,335217.3k $31.5m $31.5m 0.19% New
24 CWM, LLC 0.07% of their portfolio OMAHA, NE 190,951191.0k $27.7m $27.7m 0.07% Reduced -81.8k -81,820
25 Advance Capital Management, Inc. 1.03% of their portfolio SOUTHFIELD, MI 187,256187.3k $27.2m $27.2m 1.03% Reduced -10.4k -10,370
26 OLD NATIONAL BANCORP /IN/ 0.44% of their portfolio EVANSVILLE, IN 181,804181.8k $26.4m $26.4m 0.44% New
27 Private Advisor Group, LLC 0.12% of their portfolio MORRISTOWN, NJ 170,297170.3k $24.7m $24.7m 0.12% Added +10.5k +10,534
28 Equitable Holdings, Inc. 0.15% of their portfolio NEW YORK, NY 167,728167.7k $23.2m $23.2m 0.15% Added +19.4k +19,408
29 CITIGROUP INC 0.02% of their portfolio NEW YORK, NY 165,424165.4k $24.0m $24.0m 0.02% Added +3.4k +3,376
30 Davidson Capital Management Inc. 3.67% of their portfolio CORPUS CHRISTI, TX 139,553139.6k $20.2m $20.2m 3.67% Reduced -249.5k -249,528
31 Oxford Wealth Group, LLC 10.93% of their portfolio ORLANDO, FL 137,941137.9k $20.0m $20.0m 10.93% Reduced -15.2k -15,180
32 PRINCIPAL SECURITIES, INC. 0.27% of their portfolio DES MOINES, IA 127,717127.7k $18.5m $18.5m 0.27% Added +58.1k +58,090
33 Focus Financial Network, Inc. 0.64% of their portfolio MINNEAPOLIS, MN 123,954124.0k $18.0m $18.0m 0.64% Added +4.4k +4,391
34 AFFINITY WEALTH LLC 11.11% of their portfolio CANTON, OH 120,013120.0k $17.4m $17.4m 11.11% Added +8.5k +8,532
35 AssuredPartners Investment Advisors, LLC 1.92% of their portfolio Tampa, FL 119,630119.6k $17.6m $17.6m 1.92% Reduced -11.3k -11,252
36 Modern Wealth Management, LLC 0.28% of their portfolio KANSAS CITY, MO 111,128111.1k $16.4m $16.4m 0.28% Reduced -3.9k -3,866
37 Orion Porfolio Solutions, LLC 0.13% of their portfolio OMAHA, NE 107,134107.1k $15.5m $15.5m 0.13% Reduced -159.5k -159,487
38 Dala Group, LLC 12.63% of their portfolio HOFFMAN ESTATES, IL 104,230104.2k $15.1m $15.1m 12.63% Added +59.9k +59,940
39 Financial Partners Group, Inc 1.78% of their portfolio Overland Park, KS 102,430102.4k $14.9m $14.9m 1.78% Added +1.6k +1,574
40 Peak Planning Group, LLC 4.06% of their portfolio CENTENNIAL, CO 100,984101.0k $14.6m $14.6m 4.06% Added +11.3k +11,321
41 Family Investment Center, Inc. 2.73% of their portfolio Saint Joseph, MO 97,70897.7k $14.2m $14.2m 2.73% Reduced -5.3k -5,254
42 Fifth Third Securities, Inc. 0.90% of their portfolio Cincinnati, OH 96,15696.2k $13.9m $13.9m 0.90% Added +744 +744
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 95,94495.9k $14.2m $14.2m 0.03% Reduced -60.2k -60,223
44 MANCHESTER FINANCIAL INC 2.63% of their portfolio Westlake Village, CA 94,40294.4k $13.7m $13.7m 2.63% Reduced -992 -992
45 Insight Wealth Strategies, LLC 1.49% of their portfolio SAN RAMON, CA 92,07592.1k $13.4m $13.4m 1.49% Added +1.0k +1,016
46 Integrated Wealth Concepts LLC 0.10% of their portfolio WALTHAM, MA 83,42583.4k $12.1m $12.1m 0.10% Added +62.7k +62,659
47 Sound Income Strategies, LLC 0.57% of their portfolio FT LAUDERDALE, FL 80,25580.3k $11.9m $11.9m 0.57% Added +13.3k +13,339
48 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 78,28378.3k $11.4m $11.4m 0.04% Added +33.3k +33,256
49 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 77,75377.8k $11.3m $11.3m 0.02% Added +13.7k +13,674
50 MONETA GROUP INVESTMENT ADVISORS LLC 0.08% of their portfolio ST LOUIS, MO 77,09677.1k $11.2m $11.2m 0.08% Reduced -141 -141
51 J.W. COLE ADVISORS, INC. 0.38% of their portfolio TAMPA, FL 76,82776.8k $11.1m $11.1m 0.38% Reduced -951 -951
52 FreeGulliver LLC 4.56% of their portfolio NEW ORLEANS, LA 74,62874.6k $10.8m $10.8m 4.56% Added +12.4k +12,427
53 World Investment Advisors 0.16% of their portfolio LINCROFT, NJ 67,49067.5k $9.8m $9.8m 0.16% Added +60.9k +60,868
54 Ausdal Financial Partners, Inc. 0.41% of their portfolio Davenport, IA 63,72263.7k $9.2m $9.2m 0.41% Added +14.5k +14,521
55 AVAII WEALTH MANAGEMENT, LLC 3.07% of their portfolio APPLETON, WI 60,64160.6k $8.8m $8.8m 3.07% Added +2.5k +2,522
56 ProVise Management Group, LLC 0.63% of their portfolio CLEARWATER, FL 60,34060.3k $8.8m $8.8m 0.63% Added +1.5k +1,470
57 LMG Wealth Partners, LLC 1.58% of their portfolio SHREVEPORT, LA 59,63159.6k $8.6m $8.6m 1.58% Added +659 +659
58 Atlas Legacy Advisors, LLC 1.55% of their portfolio LOS ANGELES, CA 58,43158.4k $8.5m $8.5m 1.55% Added +1.6k +1,649
59 THOROUGHBRED FINANCIAL SERVICES, LLC 0.50% of their portfolio BRENTWOOD, TN 58,10458.1k $8.4m $8.4m 0.50% Added +6.5k +6,507
60 Kestra Advisory Services, LLC 0.03% of their portfolio AUSTIN, TX 50,95551.0k $7.4m $7.4m 0.03% Added +11.5k +11,531
61 Koshinski Asset Management, Inc. 0.46% of their portfolio DECATUR, IL 50,70150.7k $7.4m $7.4m 0.46% Added +1.8k +1,819
62 FLAGSHIP WEALTH ADVISORS, LLC 2.76% of their portfolio WAKEFIELD, MA 49,97050.0k $6.4m $6.4m 2.76% Reduced -18.2k -18,237
63 Independent Advisor Alliance 0.07% of their portfolio CHARLOTTE, NC 47,47647.5k $6.9m $6.9m 0.07% Added +44.4k +44,414
64 TITLEIST ASSET MANAGEMENT, LLC 0.52% of their portfolio SAN ANTONIO, TX 47,44347.4k $6.9m $6.9m 0.52% Added +6.0k +6,014
65 LEVEL FOUR ADVISORY SERVICES, LLC 0.22% of their portfolio DALLAS, TX 47,08547.1k $6.8m $6.8m 0.22% Reduced -8.0k -7,999
66 Institute for Wealth Management, LLC. 0.72% of their portfolio DENVER, CO 46,53146.5k $6.7m $6.7m 0.72% Reduced -430 -430
67 Quattro Advisors LLC 5.65% of their portfolio PITTSBURGH, PA 44,97945.0k $6.5m $6.5m 5.65% Added +272 +272
68 Sunrise Financial Services, LLC 4.61% of their portfolio BURIEN, WA 44,82144.8k $6.5m $6.5m 4.61% Added +44.8k +44,783
69 Principle Wealth Partners LLC 0.37% of their portfolio MADISON, CT 44,12044.1k $6.4m $6.4m 0.37% Added +5.3k +5,344
70 NWAM LLC 0.36% of their portfolio MERCER ISLAND, WA 43,62643.6k $6.3m $6.3m 0.36% Added +3.5k +3,467
71 RFG Advisory, LLC 0.11% of their portfolio BIRMINGHAM, AL 42,70242.7k $6.2m $6.2m 0.11% Added +13.1k +13,123
72 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 42,64142.6k $6.2m $6.2m 0.02% Reduced -3.7k -3,673
73 Schorn Wealth LLC 1.85% of their portfolio ENGLEWOOD, FL 42,34742.3k $6.1m $6.1m 1.85% Reduced -255 -255
74 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 41,45341.5k $6.0m $6.0m 0.01% Reduced -4.8k -4,834
75 Prime Capital Investment Advisors, LLC 0.07% of their portfolio OVERLAND PARK, KS 40,28040.3k $5.8m $5.8m 0.07% Added +982 +982
76 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.12% of their portfolio LOS ANGELES, CA 40,08640.1k $5.8m $5.8m 0.12% Added +2.2k +2,185
77 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 40,00040.0k $5.8m $5.8m 0.00% Reduced -70.0k -70,000
78 Uniting Wealth Partners, LLC 1.19% of their portfolio DENVER, CO 38,51738.5k $5.6m $5.6m 1.19% Reduced -17.0k -16,960
79 Stratos Wealth Advisors, LLC 0.34% of their portfolio BEACHWOOD, OH 38,37138.4k $5.6m $5.6m 0.34% Added +3.2k +3,179
80 FLAGSHIP HARBOR ADVISORS, LLC 0.24% of their portfolio BOSTON, MA 37,85237.9k $5.5m $5.5m 0.24% Added +3.5k +3,508
81 Kellett Wealth Advisors, LLC 2.93% of their portfolio CINCINNATI, OH 37,21537.2k $5.4m $5.4m 2.93% Added +1.7k +1,717
82 Ullmann Wealth Partners Group, LLC 0.55% of their portfolio JACKSONVILLE BEACH, FL 36,26236.3k $5.3m $5.3m 0.55% Reduced -233 -233
83 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 34,70934.7k $5.0m $5.0m 0.05% Added +420 +420
84 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 34,58634.6k $5.0m $5.0m 0.01% New
85 Symphony Financial Services, Inc. 2.45% of their portfolio AKRON, OH 32,87732.9k $4.8m $4.8m 2.45% Reduced -2.8k -2,767
86 Prospera Financial Services Inc 0.08% of their portfolio Dallas, TX 32,68232.7k $4.7m $4.7m 0.08% Added +1.3k +1,273
87 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 31,67331.7k $4.6m $4.6m 0.04% Added +10.8k +10,815
88 COLUMBIA ADVISORY PARTNERS LLC 2.93% of their portfolio SPOKANE, WA 31,61631.6k $4.6m $4.6m 2.93% New
89 SMITH, MOORE & CO. 0.33% of their portfolio CLAYTON, MO 31,58731.6k $4.6m $4.6m 0.33% Added +158 +158
90 HBW ADVISORY SERVICES LLC 0.46% of their portfolio SIMI VALLEY, CA 30,17630.2k $4.4m $4.4m 0.46% Added +143 +143
91 Farther Finance Advisors, LLC 0.04% of their portfolio SAN FRANCISCO, CA 29,52629.5k $4.4m $4.4m 0.04% Reduced -4.6k -4,621
92 Chicago Partners Investment Group LLC 0.10% of their portfolio CHICAGO, IL 29,23229.2k $4.6m $4.6m 0.10% Added +6.4k +6,413
93 Guilbault Capital LLC 4.60% of their portfolio METAIRIE, LA 28,92328.9k $4.2m $4.2m 4.60% Added +1.4k +1,417
94 Kingsview Wealth Management, LLC 0.06% of their portfolio GRANTS PASS, OR 28,91828.9k $4.2m $4.2m 0.06% Added +420 +420
95 CREATIVE FINANCIAL DESIGNS INC /ADV 0.25% of their portfolio KOKOMO, IN 28,89428.9k $4.2m $4.2m 0.25% Added +1.0k +1,004
96 Accel Wealth Management 1.08% of their portfolio WAVERLY, IA 28,55228.6k $4.1m $4.1m 1.08% Added +3.8k +3,771
97 Nikulski Financial, Inc. 1.02% of their portfolio BETTENDORF, IA 28,38828.4k $4.1m $4.1m 1.02% Added +4.7k +4,701
98 Kovack Advisors, Inc. 0.22% of their portfolio FT. LAUDERDALE, FL 28,13328.1k $4.1m $4.1m 0.22% Reduced -33.9k -33,912
99 Capital Developers, LLC 3.56% of their portfolio Greenville, NC 27,23127.2k $3.9m $3.9m 3.56% Added +865 +865
100 TruWealth Advisors, LLC 0.19% of their portfolio Metairie, LA 27,16927.2k $3.9m $3.9m 0.19% Added +270 +270