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XMMO
Invesco S&P MidCap Momentum ETF · Financial Services · Asset Management - Global
57Отслеживаемые держатели
+7Δ держателей
20.33MАкций в держании
$3.45BОтчётная стоимость
+10Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +14.0% ·
поток акций +19.1% ·
новые чистые позиции +12.3%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 57 | +7 | 20.33M | $3.45B | +10 | −3 |
| Q1 2026 | 51 | +2 | 17.26M | $2.50B | +4 | −2 |
| Q4 2025 | 49 | +1 | 15.04M | $2.08B | +1 | — |
| Q3 2025 | 4 | -4 | 1.90M | $256.86M | — | −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 | — | 56.21K | $6.41M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.10M | +10.7% | $696.78M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 2.37M | +18.5% | $402.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 2.37M | +18.5% | $402.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.37M | +18.5% | $402.94M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.51M | +10.4% | $256.98M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 1.37M | +17.7% | $233.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.35M | +13.7% | $228.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.35M | +13.7% | $228.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Raymond James Financial Inc | 1.30M | +15.9% | $221.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 1.30M | +15.9% | $221.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.30M | +15.9% | $221.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.30M | +22.0% | $220.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 1.02M | +33.5% | $172.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 1.02M | +33.5% | $172.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 1.02M | +33.5% | $172.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 1.00M | +27.3% | $170.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.00M | +27.3% | $170.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 1.00M | +27.3% | $170.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 892.57K | +19.8% | $151.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 892.57K | +19.8% | $151.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 892.57K | +19.8% | $151.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 892.57K | +19.8% | $151.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 835.69K | +49.1% | $139.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 507.50K | +36.1% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 507.50K | +36.1% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 507.50K | +36.1% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 507.50K | +36.1% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 507.50K | +36.1% | $86.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 460.19K | +33.0% | $78.30M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 368.06K | +1.5% | $62.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Stifel Financial Corp | 365.15K | +2.6% | $62.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 365.15K | +2.6% | $62.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 365.15K | +2.6% | $62.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | HighTower Advisors, LLC | 348.43K | +35.0% | $59.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | UBS Group AG | 341.48K | +10.2% | $58.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | UBS Group AG | 341.48K | +10.2% | $58.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | UBS Group AG | 341.48K | +10.2% | $58.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Two Sigma Investments ✦ | 196.90K | Новый | $33.50M | 0.0% | New | 1 | SEC ↗ |
| 39 | Citigroup Inc | 171.79K | +3.9% | $29.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Wealth Enhancement Advisory… | 95.52K | -0.4% | $15.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Cerity Partners LLC | 83.06K | +6.8% | $14.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 45.00K | Новый | $7.66M | 0.0% | New | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 39.32K | -7.8% | $6.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 24.37K | +27.4% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 24.37K | +27.4% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 24.37K | +27.4% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 24.37K | +27.4% | $4.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Renaissance Technologies ✦ | 22.35K | +329.9% | $3.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 18.98K | +16.1% | $3.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 50 | Us Bancorp \De\ | 18.12K | +13.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 18.12K | +13.1% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 17.39K | +9.8% | $2.96M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 53 | Fifth Third Bancorp | 17.14K | +5.3% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Focus Partners Wealth | 16.74K | Новый | $2.85M | 0.0% | New | 1 | SEC ↗ |
| 55 | Qube Research & Technologies Ltd | 15.37K | Новый | $2.62M | 0.0% | New | 1 | SEC ↗ |
| 56 | Rockefeller Capital Management L.P. | 14.17K | +11.7% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 14.17K | +11.7% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 14.17K | +11.7% | $2.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Jane Street Group, Llc | 12.50K | +213.7% | $2.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Tudor Investment Corp Et Al | 11.24K | Новый | $1.91M | 0.0% | New | 1 | SEC ↗ |
| 61 | Brown Advisory Inc | 10.56K | -0.4% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Mariner, LLC | 9.78K | -25.2% | $1.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Tidal Investments LLC | 8.73K | Новый | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 8.61K | +396.0% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Deutsche Bank Ag\ | 8.61K | +396.0% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Creative Planning | 6.01K | +13.8% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | UBS AM, a distinct business unit of… | 5.71K | -11.4% | $972,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 68 | Mercer Global Advisors Inc /Adv | 5.66K | +95.3% | $962,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Truist Financial Corp | 4.78K | +30.1% | $813,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | CIBC Bancorp USA Inc. | 4.64K | Новый | $788,982 | 0.0% | New | 1 | SEC ↗ |
| 71 | Cibc World Market Inc. | 3.43K | -52.8% | $583,070 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Baird Financial Group, Inc. | 2.87K | -19.9% | $488,982 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 2.21K | +1.6% | $375,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 2.21K | +1.6% | $375,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Pnc Financial Services Group, Inc. | 2.21K | +1.6% | $375,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Pnc Financial Services Group, Inc. | 2.21K | +1.6% | $375,840 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 2.02K | +54.2% | $344,534 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Northern Trust Corp | 1.86K | -23.0% | $317,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Northern Trust Corp | 1.86K | -23.0% | $317,141 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | BlackRock ✦ (пассивный) | 1.60K | 0.0% | $272,224 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Quantinno Capital Management LP | 1.57K | Новый | $268,131 | 0.0% | New | 1 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.51K | +5.9% | $256,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.51K | +5.9% | $256,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 1.51K | +5.9% | $256,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Nuveen, LLC | 1.39K | Новый | $236,835 | 0.0% | New | 1 | SEC ↗ |
| 86 | Assetmark, Inc | 757 | +71.7% | $128,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | TD Waterhouse Canada Inc. | 220 | 0.0% | $36,491 | 0.0% | Held | 2 | SEC ↗ |
| 88 | Russell Investments Group, Ltd. | 191 | -45.7% | $32,497 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | National Bank Of Canada /Fi/ | 138 | 0.0% | $23,463 | 0.0% | Held | 3 | SEC ↗ |
| 90 | Simplex Trading, Llc | 4 | Новый | $680 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $33.50M | 0.0% |
| Susquehanna International… | $7.66M | 0.0% |
| Focus Partners Wealth | $2.85M | 0.0% |
| Qube Research & Technologies… | $2.62M | 0.0% |
| Tudor Investment Corp Et Al | $1.91M | 0.0% |
| Tidal Investments LLC | $1.48M | 0.0% |
| CIBC Bancorp USA Inc. | $788,982 | 0.0% |
| Quantinno Capital Management… | $268,131 | 0.0% |
| Nuveen, LLC | $236,835 | 0.0% |
| Simplex Trading, Llc | $680 | 0.0% |
Закрыто
| Bnp Paribas Financial Markets | $5.80M | составлял 0.0% |
| Goldman Sachs Group | $2.30M | составлял 0.0% |
| D. E. Shaw & Co. | $536,574 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 420 держатели, 30.50M акции, $3.69B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q2 2026 ·
Методология ·
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