Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Invesco Exchange Traded Fd T (XMMO)

417 + 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
↑ +25
Streak
2Q ▲
Buyers last Q
61%

Smart Money Signals — XMMO

Based on 425 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
425 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 — +30% more funds vs a year ago

fund count last 6Q
+99 new funds entered over the past year (+30% 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 — 61% buying

254 buying164 selling
Last quarter: 254 funds were net buyers (64 opened a brand new position + 190 added to an existing one). Only 164 were sellers (125 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 61 → 38 → 78 → 64. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 36% long-term, 28% new

■ 36% conviction (2yr+) ■ 36% medium ■ 28% new
Of the 425 current holders: 154 (36%) held >2 years, 152 held 1–2 years, and 119 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.
📈

Growing discovery — still being found

45 → 61 → 38 → 78 → 64 new funds/Q
New funds entering each quarter: 61 → 38 → 78 → 64. 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 425 current holders: 166 (39%) held 2+ years, 110 held 1–2 years, 149 (35%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
24 of 424 holders are among the 100 largest funds by AUM, controlling 48% 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.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q1, 254 hedge funds were net buyers of XMMO (64 opened a new position, 190 added to an existing one), while 164 reduced or exited (125 trimmed, 39 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 48% of total institutional value in XMMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +25 funds (more new holders than closures). Total institutional holders: 425.

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 Q1 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 March 31, 2026 · 77d ago
XMMO
+17.7%
SPY
+15.9%

XMMO outperformed SPY by +1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
XMMO
+4.1%
SPY
+2.0%

Since the filing became public, XMMO outperformed SPY by +2.1% .

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.

15 top-rated funds 19 high-conviction
Consensus
5.2
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XMMO
417 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 417 400 4.25%
13F Shares 26M 23M 10.66%
Total Value $3.69B $3.21B 14.84%
New Positions 61 78 -17
Increased Positions 189 168 +21
Closed Positions 44 22 +22
Reduced Positions 122 106 +16
Total Calls 1 1 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XMMO

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

417 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dala Group, LLC 12.63% 104,230 $15.1M
2 Oxford Wealth Group, LLC 10.93% 137,941 $20.0M
3 Oasis Advisors, LLC 10.76% 146,695 $20.3M
4 Affinity Wealth Management LLC 7.08% 322,634 $46.8M
5 Quattro Advisors LLC 5.65% 44,979 $6.5M
6 Sunrise Financial Services, LLC 4.61% 44,821 $6.5M
7 Guilbault Capital LLC 4.60% 28,923 $4.2M
8 FreeGulliver LLC 4.56% 74,628 $10.8M
9 Peak Planning Group, LLC 4.06% 100,984 $14.6M
10 Davidson Capital Management Inc. 3.67% 139,553 $20.2M
11 Capital Developers, LLC 3.56% 27,231 $3.9M
12 Avaii Wealth Management, LLC 3.07% 60,641 $8.8M
13 Greenline Wealth Management LLC 3.04% 18,153 $2.6M
14 Lynch Investment Planning, LLC 2.97% 22,762 $3.3M
15 Paller Financial Services Inc 2.94% 24,471 $3.5M
16 Columbia Advisory Partners LLC 2.93% 31,616 $4.6M
17 Kellett Wealth Advisors, LLC 2.93% 37,215 $5.4M
18 ATX Financial Planning, LLC 2.80% 25,443 $3.7M
19 Flagship Wealth Advisors, LLC 2.76% 49,970 $6.4M
20 Family Investment Center, Inc. 2.73% 97,708 $14.2M
21 Vista Cima Wealth Management LLC 2.65% 18,494 $2.7M
22 Manchester Financial Inc 2.63% 94,402 $13.7M
23 Elm3 Financial Group, LLC 2.62% 21,419 $3.1M
24 Matters Capital LLC 2.51% 19,497 $2.8M
25 Symphony Financial Services, Inc. 2.45% 32,877 $4.8M
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 — 2 quarters in a row: For 2 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 — 61% buying: Last quarter: 254 funds were net buyers (64 opened a brand new position + 190 added to an existing one). Only 164 were sellers (125 trimmed + 39 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XMMO holders?

Elite ownership — 48% AUM from top-100 funds: 24 of 424 holders are among the 100 largest funds by AUM, controlling 48% 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 — 36% long-term, 28% new: Of the 425 current holders: 154 (36%) held >2 years, 152 held 1–2 years, and 119 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 Q1 hedge fund 13F filings?

As of today, XMMO has moved +4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), XMMO has gained +17.7% vs +15.9% 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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