Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XMMO)

477 + Investors. Track Smart Money conviction in XMMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +56
Streak
3Q ▲
Buyers last Q
71%

Smart Money Signals — XMMO

Based on 482 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XMMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
482 hedge funds hold XMMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+132 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 71% buying

316 buying130 selling
Last quarter: 316 funds were net buyers (82 opened a brand new position + 234 added to an existing one). Only 130 were sellers (104 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+17 vs last Q)

new funds entering per quarter
Funds opening a new XMMO position: 38 → 78 → 65 → 82. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 37% long-term, 30% new

■ 37% conviction (2yr+) ■ 33% medium ■ 30% new
Of the 482 current holders: 176 (37%) held >2 years, 159 held 1–2 years, and 147 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +37% but shares only +18% — price-driven

Value
+37%
Shares
+17%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +18%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

62 → 38 → 78 → 65 → 82 new funds/Q
New funds entering each quarter: 38 → 78 → 65 → 82. A growing number of institutions are discovering XMMO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 39% veterans, 35% new entrants

■ 39% veterans ■ 26% 1-2yr ■ 35% new
Of 484 current holders: 189 (39%) held 2+ years, 126 held 1–2 years, 169 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
26 of 481 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XMMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XMMO

In 2026 Q2, 316 hedge funds were net buyers of XMMO (82 opened a new position, 234 added to an existing one), while 130 reduced or exited (104 trimmed, 26 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in XMMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +56 funds (more new holders than closures). Total institutional holders: 482.

Hedge Fund Ownership: XMMO

How many hedge funds hold XMMO — quarterly history vs. share price
Quarterly hedge fund ownership of XMMO vs. share price

Market Analysis: XMMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XMMO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Invesco Exchange Traded Fd T (XMMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XMMO has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 81d ago
XMMO
-13.5%
SPY
+2.1%

XMMO outperformed SPY by -15.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 36d ago
XMMO
-10.9%
SPY
-1.8%

Since the filing became public, XMMO outperformed SPY by -9.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 29 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XMMO
477 + Investors

Track Smart Money conviction in XMMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 477 426 11.97%
13F Shares 31M 26M 17.39%
Total Value $5.09B $3.71B 36.96%
New Positions 79 65 +14
Increased Positions 234 190 +44
Closed Positions 27 40 -13
Reduced Positions 103 125 -22
Total Calls 1 1 -
Total Puts 2 0 100%
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: XMMO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

477 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XMMO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XMMO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dala Group, LLC 15.70% 112,019 $19.1M
2 Affinity Wealth LLC 14.04% 111,586 $13.8M
3 Oxford Wealth Group, LLC 10.51% 138,113 $23.5M
4 Oasis Advisors, LLC 9.33% 84,481 $14.4M
5 Affinity Wealth Management LLC 7.02% 320,484 $54.5M
6 Guilbault Capital LLC 5.41% 31,670 $5.4M
7 Quattro Advisors LLC 5.21% 46,049 $7.8M
8 FreeGulliver LLC 5.19% 86,510 $14.7M
9 Sunrise Financial Services, LLC 4.85% 47,947 $8.2M
10 Win Advisors, Inc 4.65% 76,701 $13.0M
11 Peak Planning Group, LLC 4.21% 109,569 $18.6M
12 Davidson Capital Management Inc. 3.76% 138,042 $23.5M
13 BNB Wealth Management, LLC 3.38% 36,378 $6.2M
14 Avaii Wealth Management, LLC 3.19% 63,778 $10.9M
15 Paller Financial Services Inc 3.12% 24,545 $4.2M
16 AssuredPartners Investment Advisors, LLC 3.10% 188,397 $32.1M
17 Kellett Wealth Advisors, LLC 3.07% 38,712 $6.6M
18 Columbia Advisory Partners LLC 3.03% 32,238 $5.5M
19 Manchester Financial Inc 2.92% 96,580 $16.4M
20 Guardian Asset Advisors, LLC 2.88% 36,761 $6.3M
21 Lynch Investment Planning, LLC 2.88% 22,049 $3.8M
22 ATX Financial Planning, LLC 2.86% 25,433 $4.3M
23 Flagship Wealth Advisors, LLC 2.72% 71,307 $12.1M
24 Greenline Wealth Management LLC 2.68% 19,148 $3.3M
25 Family Investment Center, Inc. 2.63% 93,073 $15.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Invesco Exchange Traded Fd T (XMMO)

What does the Smart Money Trend signal show for XMMO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XMMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XMMO?

More buyers than sellers — 71% buying: Last quarter: 316 funds were net buyers (82 opened a brand new position + 234 added to an existing one). Only 130 were sellers (104 trimmed + 26 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XMMO holders?

Elite ownership — 50% AUM from top-100 funds: 26 of 481 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XMMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XMMO?

Mixed — 37% long-term, 30% new: Of the 482 current holders: 176 (37%) held >2 years, 159 held 1–2 years, and 147 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Invesco Exchange Traded Fd T (XMMO) following the 2026 Q2 hedge fund 13F filings?

As of today, XMMO has moved -10.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of -9.1%. Since the quarter end (June 30, 2026), XMMO has gained -13.5% vs +2.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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