Ficha del valor · trimestre archivado
XMMO
Invesco S&P MidCap Momentum ETF · Financial Services · Asset Management - Global
49Tenedores rastreados
+1Δ titulares
15.04MAcciones mantenidas
$2.08BValor declarado
+1Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.1% ·
flujo de acciones -0.1% ·
nuevas posiciones netas +2.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 95.49K | $14.07M | n/a | n/a |
| Q2 2026 | 56 | +7 | 19.98M | $3.40B | +10 | −4 |
| Q1 2026 | 51 | +2 | 17.26M | $2.50B | +4 | −2 |
| Q4 2025 | 49 | +1 | 15.04M | $2.08B | +1 | n/a |
| Q3 2025 | 4 | -4 | 1.90M | $256.86M | n/a | −4 |
| Q2 2025 | 6 | +2 | 84.69K | $10.89M | +3 | −1 |
| Q1 2025 | 3 | -2 | 43.33K | $4.93M | +1 | −3 |
| Q4 2024 | 5 | 0 | 40.63K | $5.02M | +1 | −1 |
| Q3 2024 | 5 | +1 | 46.08K | $5.55M | +2 | −1 |
| Q2 2024 | 4 | n/a | 56.21K | $6.41M | n/a | n/a |
Quién lo tiene en cartera · Q4 2025
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.47M | n/a | $480.83M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.85M | -0.7% | $255.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Cetera Investment Advisers | 1.25M | n/a | $173.33M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.06M | n/a | $146.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Northwestern Mutual Wealth… | 927.63K | n/a | $128.44M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 837.04K | n/a | $115.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 760.65K | n/a | $105.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Bank Of America Corp /De/ | 692.87K | n/a | $95.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 593.66K | n/a | $82.25M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Jones Financial Companies Lllp | 418.19K | n/a | $57.90M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 383.35K | n/a | $53.08M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 373.46K | n/a | $51.71M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 361.59K | n/a | $50.07M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Commonwealth Equity Services, Llc | 320.20K | n/a | $44.33M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 285.39K | n/a | $39.52M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Cwm, Llc | 272.77K | n/a | $37.77M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 255.61K | n/a | $35.39M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 18 | HighTower Advisors, LLC | 251.67K | n/a | $34.85M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citigroup Inc | 162.05K | n/a | $22.44M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 156.17K | n/a | $22.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Bnp Paribas Financial Markets | 110.00K | n/a | $15.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cerity Partners LLC | 64.08K | n/a | $8.87M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 46.31K | n/a | $6.41M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 15.99K | +10.6% | $2.21M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 14.74K | +16.7% | $2.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 13.32K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 11.03K | n/a | $1.53M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 10.90K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Brown Advisory Inc | 10.61K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jane Street Group, Llc | 7.97K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 7.64K | -41.7% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 32 | Cibc World Market Inc. | 6.99K | n/a | $967,835 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Renaissance Technologies ✦ | 6.10K | Nuevo | $844,606 | 0.0% | New | 1 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 6.03K | n/a | $834,829 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 5.21K | n/a | $720,732 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 36 | Truist Financial Corp | 4.90K | n/a | $678,869 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 4.46K | n/a | $618,224 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.50K | n/a | $484,381 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Creative Planning | 3.35K | n/a | $464,459 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Northern Trust Corp | 2.93K | n/a | $405,688 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Pnc Financial Services Group, Inc. | 2.31K | n/a | $320,119 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 42 | Bank of New York Mellon Corp | 1.53K | n/a | $212,286 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Fifth Third Bancorp | 1.50K | n/a | $207,690 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 1.31K | n/a | $181,798 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Assetmark, Inc | 429 | n/a | $59,399 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Deutsche Bank Ag\ | 186 | n/a | $25,754 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | National Bank Of Canada /Fi/ | 138 | n/a | $19,085 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 80 | n/a | $11,077 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 47 | n/a | $6,438 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Renaissance Technologies | $844,606 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 420 tenedores, 30.50M acciones, $3.69B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q4 2025 ·
Metodología ·
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