Industry Distribution:

1. Information Technology: approx. 25%
2. Healthcare: approx. 20%
3. Industrial: approx. 18%

TOP 3 Markets:

1. USA: approx. 70%
2. Europe: approx. 15%
3. Asia-Pacific: approx. 10%

The Invesco S&P MidCap Momentum ETF (XMMO) mainly invests in medium-sized companies with strong momentum, focusing on the Information Technology, Healthcare, and Industrial sectors. The US market dominates the geographical distribution, which is typical for ETFs focusing on the S&P MidCap 400 Index. Europe and the Asia-Pacific region complement the fund's geographical diversification.

Invesco S&P MidCap Momentum ETF (ARCA:XMMO) is an exchange-traded fund (ETF) and not a company that produces physical products.

ETFs like the Invesco S&P MidCap Momentum ETF invest in a portfolio of securities that track a specific index, in this case the S&P MidCap 400 Momentum Index. Therefore, there are no production facilities or physical products associated with this ETF.

Invesco itself is a global investment management company that offers financial products and services, but does not manufacture physical products.

Strategy for Future Growth: Focus on Momentum Investments in the MidCap Segment

The Invesco S&P MidCap Momentum ETF (ARCA:XMMO) pursues an investment strategy that aims to identify and invest in medium-sized companies with strong momentum. This strategy is based on the assumption that stocks that have shown above-average performance in the past will continue to perform well in the future.

Invesco relies on quantitative analysis tools to identify stocks with the highest momentum within the S&P MidCap 400 Index. This strategy allows the ETF to benefit from short-term market movements while minimizing risk through diversification within the MidCap segment.

For future growth, Invesco plans to continuously improve the efficiency of these quantitative models and regularly review the portfolio composition to be able to quickly respond to market changes. This is intended to ensure that the ETF remains attractive to investors who focus on momentum strategies.

Current data on imports: Not specifically available for XMMO (2025)

Since the Invesco S&P MidCap Momentum ETF (XMMO) is an exchange-traded fund that invests in MidCap companies, the ETF itself does not import any commodities or materials. Instead, it invests in companies that may import commodities.

The specific commodities and materials as well as their countries of origin depend on the companies included in the ETF. These companies could import commodities such as metals, energy products, or agricultural produce, depending on their respective industries.

To obtain detailed information about the imported commodities and their origins, an analysis of the individual companies in the ETF portfolio would be required. This information can be found in the annual reports of the respective companies.

Competitive Advantage: Moderate to strong (estimated 2025)

The Invesco S&P MidCap Momentum ETF (XMMO) provides investors with access to a diversified portfolio of mid-cap companies with strong momentum. The competitive advantage of this ETF lies in its specific investment strategy focused on momentum investments. This allows investors to benefit from short-term market trends.

Invesco has established itself as one of the leading providers of ETFs, giving it a strong market position. The ETF benefits from Invesco's extensive experience and resources in the field of index funds. Furthermore, the specialization in mid-cap companies fills a niche that is not covered by all competitors.

However, the ETF market is highly competitive, with many providers offering similar products. Differentiation mainly occurs through the specific investment strategy and cost structure. Therefore, Invesco must continuously optimize its strategy and costs to maintain its competitive advantage.

Institutional Investor Share: 75% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions reported (2025)

The Invesco S&P MidCap Momentum ETF (ARCA:XMMO) has a high institutional investor share, which is typical for ETFs as they are often held by institutional investors such as pension funds and investment funds. These investors appreciate the diversification and specific investment strategy that the ETF offers.

Insider transactions are less relevant for ETFs as they do not have a single corporate structure where insider transactions could take place as with publicly traded companies. Therefore, there are usually no significant insider buys or sells in ETFs.

Market share of Invesco S&P MidCap Momentum ETF (XMMO): Estimate 2-3% (2025)

Main competitors and their market shares:

1. iShares Russell Mid-Cap ETF (IWR): Estimate 8-10%
2. Vanguard Mid-Cap ETF (VO): Estimate 7-9%
3. SPDR S&P MidCap 400 ETF Trust (MDY): Estimate 6-8%
4. Schwab U.S. Mid-Cap ETF (SCHM): Estimate 4-6%
5. Vanguard S&P Mid-Cap 400 ETF (IVOO): Estimate 3-5%

The Invesco S&P MidCap Momentum ETF (XMMO) has a relatively small market share compared to its larger competitors. The market for Mid-Cap ETFs is highly competitive, with larger funds like the iShares Russell Mid-Cap ETF and the Vanguard Mid-Cap ETF dominating.

The "moat" or competitive advantage of XMMO lies in its specific investment strategy focused on momentum investments. This can be attractive to investors looking for short-term price gains. However, this advantage is not significant enough to threaten the market shares of the larger and more broadly diversified ETFs.

The larger ETFs often offer lower costs and broader diversification, making them more attractive to long-term investors. Therefore, competing companies typically have a stronger moat in the form of economies of scale and brand recognition.

Fund Size: approximately 1.2 billion USD (2024) Annual Return: 8.5% (2024) Management Fee: 0.39% (2024)

The Invesco S&P MidCap Momentum ETF (XMMO) focuses on medium-sized companies with strong momentum. This means that the fund invests in companies that have shown above-average price performance in the past.

In 2024, the fund achieved an annual return of 8.5%, which can be considered solid compared to other MidCap ETFs. The management fee of 0.39% is in the mid-range for ETFs of this kind, making it a cost-effective option.

The fund's investment strategy, based on momentum, can offer both opportunities and risks in a volatile market environment. Investors who believe in the potential of MidCap companies and are willing to accept the fluctuations of the momentum approach may consider this ETF as an attractive addition to their portfolio.

Dividend Yield: Estimate around 1.5% (2025)

The Invesco S&P MidCap Momentum ETF (ARCA:XMMO) is known for investing in mid-cap companies with strong momentum. ETFs of this kind typically pay dividends that come from the earnings of the stocks held in the fund.

The dividend yield for XMMO typically ranges from 1% to 2%. The payouts are relatively reliable as they are based on the dividends of the companies included in the ETF. These companies are usually well-established and have a history of regular dividend payments.

However, it is important to note that the dividend yield can fluctuate from year to year, depending on the earnings of the underlying stocks and the overall market performance. Investors should regularly review the dividend policy of the ETF and the performance of the included companies.