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Invesco S&P 500 Momentum ETF (SPMO) Institutional Ownership

Invesco S&P 500 Momentum ETF logo
$121.80 +0.37 (+0.30%)
Closing price 04:10 PM Eastern
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$121.90 +0.10 (+0.08%)
As of 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)

Number of
Institutional Buyers
(last 12 months)
446
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$506.36M
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Skip Chart & View Institutional Buying and Selling Data

SPMO Institutional Buying and Selling by Quarter

Invesco S&P 500 Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2025Financial Enhancement Group LLC120,670$14.65M2.0%-0.8%0.110%
10/9/2025Meadowbrook Wealth Management LLC3,056$370K0.4%N/A0.003%
10/9/2025Lifestyle Asset Management Inc.91,770$11.11M3.8%N/A0.083%
10/9/2025U.S. Capital Wealth Advisors LLC2,864$347K0.0%+6.9%0.003%
10/9/2025Redhawk Wealth Advisors Inc.417,092$50.49M5.9%-5.2%0.379%
10/9/2025Dynamic Advisor Solutions LLC48,952$5.93M0.2%+199.8%0.045%
10/8/2025 Patriot Financial Group Insurance Agency LLC11,340$1.37M0.2%+1.7%0.010%
10/8/2025 Peak Financial Advisors LLC36,643$4.44M2.1%+7.4%0.033%
10/8/2025 Fiduciary Alliance LLC10,647$1.29M0.1%+35.0%0.010%
10/8/2025 RDA Financial Network3,902$472K0.1%-3.2%0.004%
10/8/2025 Firethorn Wealth Partners LLC9,771$1.18M0.5%+2.2%0.009%
10/8/2025 Tompkins Financial Corp251,714$30.47M2.5%N/A0.229%
10/8/2025 Wedmont Private Capital8,588$1.04M0.0%-8.0%0.008%
10/8/2025 Ignite Planners LLC2,494$302K0.0%N/A0.002%
10/8/2025 KWB Wealth64,493$7.25M0.8%+6.4%0.059%
10/8/2025 Trinity Wealth Management LLC6,229$754K0.3%+10.1%0.006%
10/8/2025 McNaughton Wealth Management LLC27,134$3.29M1.4%-7.6%0.025%
10/7/2025 Orser Capital Management LLC24,555$2.97M1.6%-6.2%0.022%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.1,094$132K0.3%-80.0%0.001%
10/7/2025 Threadgill Financial LLC46,997$5.69M2.8%N/A0.043%
10/7/2025 Nova Wealth Management Inc.58,934$7.14M5.0%+4.0%0.054%
10/6/2025 Insight Wealth Strategies LLC219,768$26.61M3.1%-0.6%0.200%
10/6/2025 Venture Visionary Partners LLC115,414$13.97M0.5%N/A0.105%
10/3/2025 Jackson Wealth Management LLC59,806$7.24M0.7%+1.8%0.055%
10/1/2025 Vigilare Wealth Management119,871$14.51M5.0%-12.2%0.126%
9/25/2025National Wealth Management Group LLC2,942$331K0.2%+31.0%0.003%
9/4/2025Osaic Holdings Inc.1,097,393$120.11M0.2%+126.3%1.155%
9/4/2025Beacon Capital Management Inc.31,495$3.54M0.2%-1.0%0.033%
8/29/2025Evolution Wealth Management Inc.1,303$147K0.2%N/A0.001%
8/29/2025Centaurus Financial Inc.1,301$146K0.0%+9.1%0.001%
8/27/2025Barnes Wealth Management Group Inc6,323$711K0.4%+49.1%0.007%
8/27/2025Orion Porfolio Solutions LLC978,755$110.08M0.9%+37.4%1.030%
8/26/2025Thrivent Financial for Lutherans247,366$27.82M0.1%+218.2%0.260%
8/26/2025Claris Financial LLC9,439$1.06M0.8%+22.1%0.010%
8/25/2025Fulcrum Equity Management4,117$463K0.5%+88.9%0.004%
8/20/2025Coppell Advisory Solutions LLC18,926$2.12M0.3%N/A0.020%
8/19/2025B. Riley Wealth Advisors Inc.62,728$7.06M0.3%N/A0.066%
8/19/2025Advisory Services Network LLC11,964$1.38M0.0%+51.1%0.013%
8/18/2025Tactive Advisors LLC53,600$6.03M1.9%N/A0.056%
8/18/2025Geneos Wealth Management Inc.49,886$5.61M0.1%+26.0%0.053%
8/18/2025Hershey Financial Advisers LLC4,995$562K0.5%N/A0.005%
8/18/2025Kestra Investment Management LLC15,439$1.74M0.1%+73.0%0.016%
8/15/2025Tower Research Capital LLC TRC 52,231$5.87M0.2%+134.5%0.055%
8/15/2025First Heartland Consultants Inc.29,153$3.28M0.3%+231.4%0.031%
8/15/2025Sugar Maple Asset Management LLC11,495$1.29M1.0%N/A0.012%
8/15/2025Semmax Financial Advisors Inc.4,125$483K0.1%+3.2%0.004%
8/15/2025Equitable Holdings Inc.339,658$38.20M0.3%+9.9%0.357%
8/15/2025Florida Financial Advisors LLC9,633$1.08M0.4%+209.3%0.010%
8/15/2025Lantern Wealth Advisors LLC2,546$286K0.2%N/A0.003%
8/15/2025Visionary Wealth Advisors4,542$511K0.0%-12.5%0.005%
8/15/2025Smartleaf Asset Management LLC7,357$823K0.1%+555.1%0.008%
8/15/2025Redwood Investment Management LLC281,193$31.63M3.3%+19.5%0.296%
8/15/2025Orion Porfolio Solutions LLC978,370$110.04M0.8%+37.3%1.030%
8/15/2025MML Investors Services LLC508,615$57.20M0.2%+79.1%0.535%
8/15/2025IHT Wealth Management LLC121,171$13.63M0.4%+1.7%0.128%
8/15/2025Great Valley Advisor Group Inc.42,228$4.75M0.1%+3.8%0.044%
8/15/2025BNP Paribas Financial Markets24,734$2.78M0.0%-94.4%0.026%
8/15/2025Bank of America Corp DE2,411,349$271.20M0.0%+30.4%2.538%
8/15/2025Ameriprise Financial Inc.3,496$393K0.0%-7.8%0.004%
8/14/2025Florida Financial Advisors LLC11,328$1.28M0.9%+263.8%0.012%
8/14/2025Raymond James Financial Inc.827,966$93.12M0.0%+153.7%0.871%
8/14/2025Darwin Wealth Management LLC1,646$185K0.1%N/A0.002%
8/14/2025Betterment LLC21,346$2.40M0.0%-2.0%0.022%
8/14/2025Quantinno Capital Management LP6,267$705K0.0%N/A0.007%
8/14/2025Diversify Advisory Services LLC4,451$527K0.0%+41.3%0.005%
8/14/2025LWM Advisory Services LLC38,862$4.37M3.0%+7.5%0.041%
8/14/2025NewEdge Advisors LLC49,744$5.60M0.0%+11.7%0.052%
8/14/2025Qube Research & Technologies Ltd67,517$7.59M0.0%-57.5%0.071%
8/14/2025Tripletail Wealth Management LLC2,155$253K0.4%N/A0.002%
8/14/2025Vertex Planning Partners LLC28,543$3.21M0.7%+2.3%0.030%
8/14/2025Bank of Nova Scotia200,000$22.49M0.0%N/A0.210%
8/13/2025StoneX Group Inc.18,001$2.03M0.1%+26.8%0.019%
8/13/2025Flow Traders U.S. LLC9,486$1.07M0.0%N/A0.010%
8/13/2025Marshall Wace LLP105,820$11.90M0.0%N/A0.111%
8/13/2025GeoWealth Management LLC50,889$5.72M0.2%+583.3%0.054%
8/13/2025Baird Financial Group Inc.2,625$295K0.0%-41.7%0.003%
8/13/2025JBR Co Financial Management Inc3,059$344K0.2%N/A0.003%
8/13/2025Invesco Ltd.76,100$8.56M0.0%+43.9%0.080%
8/13/2025Elios Financial Group Inc.5,376$605K0.3%N/A0.006%
8/13/2025Twin Peaks Wealth Advisors LLC1,186$141K0.0%N/A0.001%
8/13/2025Berbice Capital Management LLC53,909$6.06M4.2%+119.7%0.057%
8/13/2025Beacon Pointe Advisors LLC27,375$3.08M0.0%-0.4%0.029%
8/13/2025Valued Retirements Inc.2,711$305K0.3%N/A0.003%
8/13/2025Smith Moore & CO.39,513$4.44M0.4%N/A0.042%
8/13/2025VestGen Advisors LLC55,017$6.19M0.2%+7.8%0.058%
8/13/2025Schroder Investment Management Group235$26K0.0%N/A0.000%
8/13/2025Virtue Capital Management LLC5,538$623K0.1%+50.0%0.006%
8/13/2025Level Four Advisory Services LLC48,769$5.49M0.2%+753.5%0.051%
8/13/2025Northwestern Mutual Wealth Management Co.812,704$91.41M0.1%+53.0%0.855%
8/13/2025Hobbs Wealth Management LLC25,030$2.82M2.7%+5.1%0.026%
8/13/2025Integrity Investment Advisors LLC47,430$5.33M4.1%+20.2%0.050%
8/13/2025Maia Wealth LLC28,108$3.16M0.6%+2.0%0.030%
8/12/2025J.W. Cole Advisors Inc.12,858$1.45M0.0%+83.1%0.014%
8/12/2025Richmond Investment Services LLC2,374$267K0.1%-13.1%0.002%
8/12/2025Financial Advocates Investment Management34,946$3.93M0.3%+1.4%0.037%
8/12/2025Steward Partners Investment Advisory LLC65,494$7.37M0.1%-3.2%0.069%
8/12/2025CreativeOne Wealth LLC124,805$14.04M0.4%+4.8%0.131%
8/12/2025Maripau Wealth Management LLC2,682$302K0.2%N/A0.003%
8/12/2025Vawter Financial Ltd.1,851$208K2.3%N/A0.002%
8/12/2025Global Retirement Partners LLC60,206$6.77M0.2%N/A0.063%
(Data available from 1/1/2016 forward)

SPMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMO shares?

During the previous two years, 484 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($918.49M), LPL Financial LLC ($331.19M), Mainstay Capital Management LLC ADV ($295.65M), CWM LLC ($276.45M), Bank of America Corp DE ($271.20M), Clark Capital Management Group Inc. ($155.75M), and Osaic Holdings Inc. ($120.11M).Learn more on Invesco S&P 500 Momentum ETF's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Momentum ETF's stock?

Of the 469 institutional investors that purchased Invesco S&P 500 Momentum ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($5.38M), LPL Financial LLC ($2.73M), Mainstay Capital Management LLC ADV ($2.63M), CWM LLC ($2.02M), Bank of America Corp DE ($1.70M), Cetera Investment Advisers ($1.05M), and Raymond James Financial Inc. ($979.24K).

How much institutional buying is happening at Invesco S&P 500 Momentum ETF?

Institutional investors have bought a total of 35,029,468 shares in the last 24 months. This purchase volume represents approximately $3.55B in transactions.

Which of Invesco S&P 500 Momentum ETF's major shareholders have been selling company stock?

Of the 151 institutional investors that sold Invesco S&P 500 Momentum ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($1.21M), Clark Capital Management Group Inc. ($694.03K), BNP Paribas Financial Markets ($415.59K), Trilogy Capital Inc. ($405.54K), Orion Portfolio Solutions LLC ($257.84K), Smart Money Group LLC ($253.66K), and USAdvisors Wealth Management LLC ($209.50K).

How much institutional selling is happening at Invesco S&P 500 Momentum ETF?

Institutional investors have sold a total of 5,106,324 shares in the last 24 months. This volume of shares sold represents approximately $506.36M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 10/9/2025 by MarketBeat.com Staff
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