Vault-13

INVESCO EXCHANGE TRADED FD T XMMO

S&P MDCP MOMNTUM · ETP · CUSIP 46137V464

481 institutional holders +49 vs Q1 2026
31,216,35631.2m shares reported held*
$5.3bnreported value*
70 new 239 added 102 reduced 22 sold out net bought ≈ $862.8m (+573.1k 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 ($979.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $170.20. Options: 1 managers hold calls ($1.7m notional), 2 hold puts ($5.6m).

Trends to Q2 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: 432Q2 26: 481481Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026481

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 255 bought or addedQ1 26: 156 cut or sold outQ2 26: 309 bought or addedQ2 26: 124 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202416478
Q4 202424664
Q1 2025192173
Q2 2025185151
Q3 2025208119
Q4 2025216128
Q1 2026255156
Q2 2026309124

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 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 0.00Q2 26 calls: $1.7mQ2 26 puts: $5.6mQ2 26P/C 3.37
Numbers
QuarterCallsPutsP/C
Q3 2025$256.9k$00.00
Q4 2025$415.4k$00.00
Q1 2026$986.1k$00.00
Q2 2026$1.7m$5.6m3.37

Biggest buyers

Cambridge Investment Research Advisors, Inc. Added +570,836+570.8k
LPL Financial LLC Added +395,821+395.8k
MORGAN STANLEY Added +369,758+369.8k
JONES FINANCIAL COMPANIES LLLP Added +275,266+275.3k
AMERIPRISE FINANCIAL INC Added +254,958+255.0k
ENVESTNET ASSET MANAGEMENT INC Added +234,003+234.0k
BANK OF AMERICA CORP /DE/ Added +214,567+214.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +206,397+206.4k
TWO SIGMA INVESTMENTS, LP New +196,900+196.9k
RAYMOND JAMES FINANCIAL INC Added +178,078+178.1k

Biggest sellers

Oasis Advisors, LLC Reduced -4,584,939-4.6m
OLD NATIONAL BANCORP /IN/ Sold out -181,804-181.8k
Advance Capital Management, Inc. Reduced -94,491-94.5k
VANTAGEPOINT INVESTMENT ADVISERS LLC Reduced -62,661-62.7k
Independent Advisor Alliance Reduced -44,314-44.3k
BNP PARIBAS FINANCIAL MARKETS Sold out -40,000-40.0k
RFG Advisory, LLC Reduced -28,237-28.2k
Integrated Wealth Concepts LLC Reduced -19,877-19.9k
Sonoma Allocations LLC Sold out -19,230-19.2k
GOLDMAN SACHS GROUP INC Sold out -15,882-15.9k

Biggest calls

CITADEL ADVISORS LLC Added $1.7m9.7k shares

Biggest puts

JANE STREET GROUP, LLC New $5.0m29.1k shares
CITADEL ADVISORS LLC New $612.5k3.6k shares

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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.16% of their portfolio FORT MILL, SC 4,095,3204.1m $696.8m $696.8m 0.16% Added +395.8k +395,821
2 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 2,368,2772.4m $402.9m $402.9m 0.02% Added +369.8k +369,758
3 Cetera Investment Advisers 0.23% of their portfolio SCHAUMBURG, IL 1,510,4141.5m $257.0m $257.0m 0.23% Added +142.9k +142,924
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,371,9461.4m $233.4m $233.4m 0.12% Added +206.4k +206,397
5 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 1,345,5181.3m $228.9m $228.9m 0.04% Added +162.6k +162,581
6 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 1,299,0371.3m $221.0m $221.0m 0.06% Added +178.1k +178,078
7 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,295,9281.3m $220.5m $220.5m 0.05% Added +234.0k +234,003
8 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,015,1811.0m $172.7m $172.7m 0.03% Added +255.0k +254,958
9 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,000,2101.0m $170.2m $170.2m 0.01% Added +214.6k +214,567
10 OSAIC HOLDINGS, INC. 0.18% of their portfolio SCOTTSDALE, AZ 892,567892.6k $151.9m $151.9m 0.18% Added +147.5k +147,464
11 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.12% of their portfolio WASHINGTON, DC 881,795881.8k $150.0m $150.0m 1.12% Reduced -62.7k -62,661
12 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 871,576871.6k $148.3m $148.3m 0.17% Added +570.8k +570,836
13 JONES FINANCIAL COMPANIES LLLP 0.06% of their portfolio DES PERES, MO 835,694835.7k $139.6m $139.6m 0.06% Added +275.3k +275,266
14 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 507,500507.5k $86.3m $86.3m 0.01% Added +134.6k +134,570
15 MML INVESTORS SERVICES, LLC 0.16% of their portfolio SPRINGFIELD, MA 460,191460.2k $78.3m $78.3m 0.16% Added +114.1k +114,127
16 COMMONWEALTH EQUITY SERVICES, LLC 0.08% of their portfolio WALTHAM, MA 368,061368.1k $62.6m $62.6m 0.08% Added +5.6k +5,585
17 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 365,151365.2k $62.1m $62.1m 0.05% Added +9.2k +9,197
18 GREAT VALLEY ADVISOR GROUP, INC. 0.95% of their portfolio WILMINGTON, DE 353,974354.0k $60.2m $60.2m 0.95% Added +10.3k +10,299
19 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 348,431348.4k $59.3m $59.3m 0.06% Added +90.4k +90,388
20 UBS Group AG 0.01% of their portfolio ZURICH, V8 341,475341.5k $58.1m $58.1m 0.01% Added +31.7k +31,730
21 AFFINITY WEALTH MANAGEMENT LLC 7.02% of their portfolio WILMINGTON, DE 320,484320.5k $54.5m $54.5m 7.02% Reduced -2.1k -2,150
22 Private Advisor Group, LLC 0.21% of their portfolio MORRISTOWN, NJ 266,130266.1k $45.3m $45.3m 0.21% Added +95.8k +95,833
23 Clark Capital Management Group, Inc. 0.19% of their portfolio PHILADELPHIA, PA 209,806209.8k $35.7m $35.7m 0.19% Reduced -7.5k -7,529
24 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 196,900196.9k $33.5m $33.5m 0.03% New
25 AssuredPartners Investment Advisors, LLC 3.10% of their portfolio Tampa, FL 188,397188.4k $32.1m $32.1m 3.10% Added +68.8k +68,767
26 Equitable Holdings, Inc. 0.18% of their portfolio NEW YORK, NY 175,074175.1k $29.8m $29.8m 0.18% Added +7.3k +7,346
27 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 171,794171.8k $29.2m $29.2m 0.01% Added +6.4k +6,370
28 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 155,686155.7k $26.5m $26.5m 0.08% Added +77.4k +77,403
29 Oxford Wealth Group, LLC 10.51% of their portfolio ORLANDO, FL 138,113138.1k $23.5m $23.5m 10.51% Added +172 +172
30 Davidson Capital Management Inc. 3.76% of their portfolio CORPUS CHRISTI, TX 138,042138.0k $23.5m $23.5m 3.76% Reduced -1.5k -1,511
31 PRINCIPAL SECURITIES, INC. 0.28% of their portfolio DES MOINES, IA 136,140136.1k $23.2m $23.2m 0.28% Added +8.4k +8,423
32 SHP Wealth Management 1.53% of their portfolio PLYMOUTH, MA 130,771130.8k $22.2m $22.2m 1.53% New
33 Focus Financial Network, Inc. 0.66% of their portfolio MINNEAPOLIS, MN 125,386125.4k $21.3m $21.3m 0.66% Added +1.4k +1,432
34 AFFINITY WEALTH LLC 11.40% of their portfolio CANTON, OH 124,759124.8k $21.2m $21.2m 11.40% Added +4.7k +4,746
35 Ameritas Investment Partners, Inc. 0.55% of their portfolio LINCOLN, NE 120,954121.0k $20.6m $20.6m 0.55% Added +98.2k +98,151
36 Dala Group, LLC 15.70% of their portfolio HOFFMAN ESTATES, IL 112,019112.0k $19.1m $19.1m 15.70% Added +7.8k +7,789
37 Peak Planning Group, LLC 4.21% of their portfolio CENTENNIAL, CO 109,569109.6k $18.6m $18.6m 4.21% Added +8.6k +8,585
38 Modern Wealth Management, LLC 0.22% of their portfolio KANSAS CITY, MO 108,083108.1k $18.4m $18.4m 0.22% Reduced -3.0k -3,045
39 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 106,501106.5k $18.1m $18.1m 0.06% Added +55.5k +55,546
40 Fifth Third Securities, Inc. 0.98% of their portfolio Cincinnati, OH 101,244101.2k $17.2m $17.2m 0.98% Added +5.1k +5,088
41 Financial Partners Group, Inc 1.74% of their portfolio Overland Park, KS 100,867100.9k $17.2m $17.2m 1.74% Reduced -1.6k -1,563
42 MANCHESTER FINANCIAL INC 2.93% of their portfolio Westlake Village, CA 96,58096.6k $16.4m $16.4m 2.93% Added +2.2k +2,178
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 95,52095.5k $15.4m $15.4m 0.03% Reduced -424 -424
44 Orion Porfolio Solutions, LLC 0.12% of their portfolio OMAHA, NE 95,36395.4k $16.2m $16.2m 0.12% Reduced -11.8k -11,771
45 Insight Wealth Strategies, LLC 1.51% of their portfolio SAN RAMON, CA 93,11593.1k $15.5m $15.5m 1.51% Added +1.0k +1,040
46 Family Investment Center, Inc. 2.63% of their portfolio Saint Joseph, MO 93,07393.1k $15.8m $15.8m 2.63% Reduced -4.6k -4,635
47 Advance Capital Management, Inc. 0.51% of their portfolio SOUTHFIELD, MI 92,76592.8k $15.8m $15.8m 0.51% Reduced -94.5k -94,491
48 Sound Income Strategies, LLC 0.71% of their portfolio FT LAUDERDALE, FL 92,63092.6k $15.8m $15.8m 0.71% Added +12.4k +12,375
49 Quadrature Capital Ltd 0.13% of their portfolio LONDON, X0 87,02587.0k $14.8m $14.8m 0.13% New
50 FreeGulliver LLC 5.19% of their portfolio NEW ORLEANS, LA 86,51086.5k $14.7m $14.7m 5.19% Added +11.9k +11,882
51 Oasis Advisors, LLC 9.33% of their portfolio FOREST CITY, IA 84,48184.5k $14.4m $14.4m 9.33% Reduced -4.6m -4,584,939
52 Ameritas Advisory Services, LLC 0.29% of their portfolio Lincoln, NE 83,25683.3k $14.2m $14.2m 0.29% Added +69.8k +69,840
53 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 83,06383.1k $14.1m $14.1m 0.02% Added +5.3k +5,310
54 J.W. COLE ADVISORS, INC. 0.23% of their portfolio TAMPA, FL 80,24780.2k $13.7m $13.7m 0.23% Added +3.4k +3,420
55 MONETA GROUP INVESTMENT ADVISORS LLC 0.10% of their portfolio ST LOUIS, MO 77,16877.2k $13.1m $13.1m 0.10% Added +72 +72
56 WIN ADVISORS, INC 4.65% of their portfolio PALM BEACH GARDENS, FL 76,70176.7k $13.0m $13.0m 4.65% New
57 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 72,65772.7k $12.4m $12.4m 0.01% Added +38.1k +38,071
58 World Investment Advisors 0.18% of their portfolio LINCROFT, NJ 71,61571.6k $10.6m $10.6m 0.18% Added +4.1k +4,125
59 FLAGSHIP WEALTH ADVISORS, LLC 2.72% of their portfolio WAKEFIELD, MA 71,30771.3k $12.1m $12.1m 2.72% Added +21.3k +21,337
60 Thrivent Financial for Lutherans 0.02% of their portfolio Minneapolis, MN 68,54768.5k $11.7m $11.7m 0.02% Added +27.1k +27,094
61 THOROUGHBRED FINANCIAL SERVICES, LLC 0.55% of their portfolio BRENTWOOD, TN 67,28667.3k $11.4m $11.4m 0.55% Added +9.2k +9,182
62 TD PRIVATE CLIENT WEALTH LLC 0.21% of their portfolio NEW YORK, NY 66,38366.4k $11.3m $11.3m 0.21% Added +56.9k +56,947
63 AVAII WEALTH MANAGEMENT, LLC 3.19% of their portfolio APPLETON, WI 63,77863.8k $10.9m $10.9m 3.19% Added +3.1k +3,137
64 Integrated Wealth Concepts LLC 0.05% of their portfolio WALTHAM, MA 63,54863.5k $10.8m $10.8m 0.05% Reduced -19.9k -19,877
65 Ausdal Financial Partners, Inc. 0.42% of their portfolio Davenport, IA 62,92962.9k $10.7m $10.7m 0.42% Reduced -793 -793
66 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 61,80261.8k $10.5m $10.5m 0.02% Added +39.8k +39,828
67 ProVise Management Group, LLC 0.70% of their portfolio CLEARWATER, FL 61,43761.4k $10.5m $10.5m 0.70% Added +1.1k +1,097
68 LMG Wealth Partners, LLC 1.66% of their portfolio SHREVEPORT, LA 60,96361.0k $10.4m $10.4m 1.66% Added +1.3k +1,332
69 Principle Wealth Partners LLC 0.51% of their portfolio MADISON, CT 60,38860.4k $10.3m $10.3m 0.51% Added +16.3k +16,268
70 Atlas Legacy Advisors, LLC 1.49% of their portfolio LOS ANGELES, CA 59,24259.2k $10.1m $10.1m 1.49% Added +811 +811
71 AXXCESS WEALTH MANAGEMENT, LLC 0.15% of their portfolio CARLSBAD, CA 53,72353.7k $9.1m $9.1m 0.15% New
72 B. Riley Wealth Advisors, Inc. 0.49% of their portfolio MEMPHIS, TN 53,70353.7k $9.0m $9.0m 0.49% Added +48.6k +48,626
73 Meridian Wealth Management, LLC 0.28% of their portfolio LEXINGTON, KY 52,99353.0k $9.0m $9.0m 0.28% New
74 Koshinski Asset Management, Inc. 0.48% of their portfolio DECATUR, IL 52,78152.8k $9.0m $9.0m 0.48% Added +2.1k +2,080
75 HUNTINGTON NATIONAL BANK 0.04% of their portfolio COLUMBUS, OH 50,41050.4k $8.6m $8.6m 0.04% Added +26.2k +26,214
76 TITLEIST ASSET MANAGEMENT, LLC 0.56% of their portfolio SAN ANTONIO, TX 48,77648.8k $8.3m $8.3m 0.56% Added +1.3k +1,333
77 Stillwater Private Wealth, LLC 5.11% of their portfolio GLEN MILLS, PA 47,95948.0k $7.8m $7.8m 5.11% Added +32.7k +32,669
78 Sunrise Financial Services, LLC 4.85% of their portfolio BURIEN, WA 47,94747.9k $8.2m $8.2m 4.85% Added +3.1k +3,126
79 LEVEL FOUR ADVISORY SERVICES, LLC 0.23% of their portfolio DALLAS, TX 46,95747.0k $8.0m $8.0m 0.23% Reduced -128 -128
80 Institute for Wealth Management, LLC. 0.70% of their portfolio DENVER, CO 46,82246.8k $8.0m $8.0m 0.70% Added +291 +291
81 Quattro Advisors LLC 5.21% of their portfolio PITTSBURGH, PA 46,04946.0k $7.8m $7.8m 5.21% Added +1.1k +1,070
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 44,99945.0k $7.7m $7.7m 0.01% New
83 NWAM LLC 0.38% of their portfolio MERCER ISLAND, WA 44,30844.3k $7.5m $7.5m 0.38% Added +682 +682
84 Schorn Wealth LLC 1.89% of their portfolio ENGLEWOOD, FL 42,53942.5k $7.2m $7.2m 1.89% Added +192 +192
85 FLAGSHIP HARBOR ADVISORS, LLC 0.27% of their portfolio BOSTON, MA 41,40541.4k $7.0m $7.0m 0.27% Added +3.6k +3,553
86 BLAIR WILLIAM & CO/IL 0.02% of their portfolio CHICAGO, IL 39,32439.3k $6.7m $6.7m 0.02% Reduced -3.3k -3,317
87 Kellett Wealth Advisors, LLC 3.07% of their portfolio CINCINNATI, OH 38,71238.7k $6.6m $6.6m 3.07% Added +1.5k +1,497
88 Prime Capital Investment Advisors, LLC 0.06% of their portfolio OVERLAND PARK, KS 38,51538.5k $6.6m $6.6m 0.06% Reduced -1.8k -1,765
89 Uniting Wealth Partners, LLC 1.33% of their portfolio DENVER, CO 38,45738.5k $6.5m $6.5m 1.33% Reduced -60 -60
90 Argent Trust Co 0.19% of their portfolio NASHVILLE, TN 38,26738.3k $6.5m $6.5m 0.19% Added +19.2k +19,205
91 PARK AVENUE SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 37,35637.4k $6.4m $6.4m 0.04% Added +5.7k +5,683
92 Guardian Asset Advisors, LLC 2.88% of their portfolio MECHANICSBURG, PA 36,76136.8k $6.3m $6.3m 2.88% New
93 Ullmann Wealth Partners Group, LLC 0.57% of their portfolio JACKSONVILLE BEACH, FL 36,64036.6k $6.2m $6.2m 0.57% Added +378 +378
94 BNB Wealth Management, LLC 3.38% of their portfolio SILVER SPRING, MD 36,37836.4k $6.2m $6.2m 3.38% Added +18.1k +18,134
95 Belpointe Asset Management LLC 0.20% of their portfolio RENO, NV 35,35335.4k $6.0m $6.0m 0.20% Added +11.1k +11,098
96 BENJAMIN EDWARDS INC 0.05% of their portfolio Clayton, MO 34,98135.0k $6.0m $6.0m 0.05% Added +272 +272
97 Braeburn Wealth Management LLC 2.48% of their portfolio MUSKEGON, MI 33,90733.9k $5.8m $5.8m 2.48% New
98 CAPSTONE WEALTH MANAGEMENT GROUP, LLC 2.04% of their portfolio DUNMORE, PA 33,86833.9k $5.8m $5.8m 2.04% Added +21.1k +21,086
99 PSI Advisors, LLC 1.32% of their portfolio TAMPA, FL 33,39133.4k $5.7m $5.7m 1.32% Added +10.0k +9,975
100 Symphony Financial Services, Inc. 2.53% of their portfolio AKRON, OH 33,12633.1k $5.6m $5.6m 2.53% Added +249 +249