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

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$76.11
-0.61 (-0.80%)
(As of 04/25/2024 ET)
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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)
40
Total
Institutional Inflows
(last 12 months)
$108.53M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$31.03M
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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
4/25/2024L.M. Kohn & Company6,120$491K0.1%+71.7%0.039%
4/25/2024 Cambridge Investment Research Advisors Inc.46,696$3.75M0.0%+173.3%0.300%
4/24/2024 Win Advisors Inc.61,718$4.95M2.2%N/A0.397%
4/24/2024 Fulcrum Equity Management21,634$1.74M2.0%N/A0.139%
4/24/2024 Spire Wealth Management2,217$178K0.0%N/A0.014%
4/23/2024 Global Retirement Partners LLC10,565$848K0.0%-2.0%0.068%
4/23/2024 Raymond James Financial Services Advisors Inc.74,884$6.01M0.0%-25.2%0.482%
4/22/2024 Centennial Wealth Advisory LLC49,627$3.98M1.8%N/A0.319%
4/22/2024 Family Investment Center Inc.277,696$22.28M7.2%N/A1.787%
4/19/2024 New Century Financial Group LLC6,209$498K0.3%N/A0.040%
4/18/2024 Synergy Asset Management LLC56,981$4.57M0.8%N/A0.367%
4/17/2024 Strata Wealth Advisors LLC3,095$248K0.1%N/A0.020%
4/17/2024 Trilogy Capital Inc.591,040$47.41M2.7%-0.3%3.803%
4/15/2024 WealthCare Investment Partners LLC26,402$2.12M1.0%+12.6%0.170%
4/15/2024 Brookstone Capital Management2,668$214K0.0%N/A0.017%
4/12/2024 Worth Asset Management LLC2,935$235K0.1%N/A0.085%
4/12/2024 Southland Equity Partners LLC13,551$1.09M0.3%+9.4%0.394%
4/12/2024 Global Trust Asset Management LLC430$34K0.0%N/A0.013%
4/10/2024 Park Avenue Securities LLC21,289$1.71M0.0%N/A0.619%
4/9/2024 Foster Group Inc.2,769$222K0.0%N/A0.080%
4/4/2024 Advance Capital Management Inc.463,822$37.21M2.6%N/A13.483%
2/15/2024Bell Investment Advisors Inc2,310$151K0.0%N/A0.067%
2/12/2024Harvest Investment Services LLC4,774$313K0.1%+3.3%0.139%
2/9/2024L.M. Kohn & Company3,564$233K0.1%N/A0.104%
2/8/2024Financial Advocates Investment Management19,227$1.26M0.1%+11.4%0.559%
2/6/2024Private Advisor Group LLC4,616$302K0.0%+7.7%0.134%
2/6/2024Intelligence Driven Advisers LLC7,482$518K0.1%-63.0%0.218%
1/26/2024Geneos Wealth Management Inc.5,425$355K0.0%-10.3%0.158%
1/24/2024 Private Trust Co. NA1,171$77K0.0%N/A0.034%
1/24/2024Clear Creek Financial Management LLC32,592$2.14M0.3%N/A0.947%
1/23/2024Insight Advisors LLC PA7,611$498K0.1%-2.4%0.221%
1/22/2024 Weaver Consulting Group9,375$614K0.2%-19.7%0.273%
1/18/2024 Global Retirement Partners LLC10,784$718K0.0%-6.1%0.313%
1/18/2024 WealthCare Investment Partners LLC23,455$1.54M0.8%-16.3%0.682%
1/18/2024Professional Financial Advisors LLC48,732$3.19M1.1%+2.7%1.417%
1/16/2024 Raymond James Financial Services Advisors Inc.100,133$6.56M0.0%-12.6%2.911%
1/16/2024CoreCap Advisors LLC7,735$507K0.0%-5.4%0.225%
1/12/2024 Trilogy Capital Inc.592,698$38.82M2.4%+7.0%17.230%
1/10/2024Creative Financial Designs Inc. ADV15,564$1.02M0.1%+125.9%0.452%
1/9/2024 Southland Equity Partners LLC12,385$811K0.3%+60.8%0.360%
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11/13/2023LPL Financial LLC426,161$24.41M0.0%-0.3%12.388%
11/13/2023Invesco Ltd.127,708$7.32M0.0%-7.9%3.712%
11/13/2023Kestra Advisory Services LLC5,849$335K0.0%N/A0.170%
11/9/2023Betterment LLC4,932$283K0.0%+4.4%0.143%
11/9/2023DB Wealth Management Group LLC1,546$89K0.1%-38.6%0.045%
11/7/2023Intelligence Driven Advisers LLC20,244$1.15M0.2%-15.6%0.588%
11/7/2023Great Valley Advisor Group Inc.21,036$1.21M0.0%+268.9%0.612%
11/3/2023Private Advisor Group LLC4,286$246K0.0%-27.4%0.125%
10/30/2023Perigon Wealth Management LLC15,121$866K0.0%-6.2%0.440%
10/27/2023Financial Advocates Investment Management17,262$989K0.1%-7.1%0.502%
10/25/2023Professional Financial Advisors LLC47,473$2.72M1.2%+4.5%1.380%
10/24/2023 IAG Wealth Partners LLC454$26K0.0%-93.4%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.14,952$856K0.0%-55.2%0.435%
10/16/2023 Trilogy Capital Inc.554,162$31.74M2.1%-3.5%16.109%
10/13/2023 Weaver Consulting Group11,672$669K0.3%-9.5%0.339%
10/13/2023 Global Retirement Partners LLC11,490$654K0.0%+4.2%0.334%
10/11/2023Geneos Wealth Management Inc.6,050$347K0.0%-31.6%0.176%
10/11/2023 Burt Wealth Advisors41,200$2.36M0.7%-5.0%1.198%
10/10/2023 WealthCare Investment Partners LLC28,034$1.61M0.9%-7.9%0.815%
8/14/2023Buckingham Strategic Partners3,707$207K0.0%N/A0.108%
8/10/2023Osaic Holdings Inc.173,717$9.68M0.0%-24.6%5.050%
8/10/2023 IAG Wealth Partners LLC6,915$387K0.1%-44.0%0.201%
8/10/2023US Bancorp DE2,698$151K0.0%-73.3%0.078%
8/10/2023Private Advisor Group LLC5,906$330K0.0%-12.6%0.172%
8/10/2023Cetera Advisor Networks LLC10,650$596K0.0%-4.6%0.310%
8/9/2023Flow Traders U.S. LLC7,282$407K0.0%-50.9%0.212%
8/8/2023Geneos Wealth Management Inc.8,850$495K0.0%-21.7%0.257%
8/4/2023Envestnet Asset Management Inc.41,446$2.32M0.0%-68.2%1.205%
8/2/2023Perigon Wealth Management LLC16,121$902K0.0%+39.6%0.469%
7/31/2023LPL Financial LLC427,632$23.92M0.0%-6.3%12.431%
7/25/2023 Raymond James Financial Services Advisors Inc.114,585$6.41M0.0%-19.0%3.201%
7/24/2023 Trilogy Capital Inc.574,110$32.66M2.1%+2.4%16.037%
7/20/2023 Global Retirement Partners LLC11,026$617K0.0%-4.9%0.308%
7/19/2023 Weaver Consulting Group12,903$722K0.3%-11.2%0.360%
7/18/2023Intelligence Driven Advisers LLC23,972$1.32M0.2%-79.1%0.670%
7/18/2023 Burt Wealth Advisors43,350$2.43M0.7%-7.2%1.211%
7/14/2023 Trinity Wealth Management LLC3,661$205K0.1%N/A0.102%
7/13/2023 WealthCare Investment Partners LLC30,431$1.70M1.0%+3.0%0.850%
7/13/2023 Cambridge Investment Research Advisors Inc.33,352$1.87M0.0%+93.3%0.932%
7/12/2023Professional Financial Advisors LLC45,410$2.54M1.3%-21.8%1.268%
5/18/2023Titleist Asset Management LLC74,664$4.07M0.9%N/A1.881%
5/11/2023Financial Advocates Investment Management58,434$3.19M0.2%+248.0%1.472%
5/11/2023Intelligence Driven Advisers LLC114,626$6.40M1.2%+17.3%2.887%
5/10/2023Private Advisor Group LLC6,756$368K0.0%N/A0.170%
5/10/2023LPL Financial LLC456,590$24.90M0.0%+16.4%11.501%
5/9/2023US Bancorp DE10,112$551K0.0%-82.0%0.255%
5/8/2023MGO One Seven LLC90,843$4.95M0.3%N/A2.288%
5/8/2023 Global Retirement Partners LLC11,589$636K0.0%+463.4%0.292%
5/5/2023Lowery Thomas LLC4,143$226K0.2%-67.5%0.104%
5/3/2023Perigon Wealth Management LLC11,548$630K0.0%+35.6%0.291%
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5/3/2023Insight Advisors LLC PA7,869$429K0.1%+2.6%0.198%
5/3/2023Integrated Wealth Concepts LLC6,318$345K0.0%+6.4%0.159%
4/27/2023Professional Financial Advisors LLC58,101$3.55M2.1%+32.2%1.464%
4/25/2023Creative Financial Designs Inc. ADV2,348$128K0.0%-10.6%0.059%
4/25/2023 IAG Wealth Partners LLC12,354$674K0.2%-45.0%0.311%
4/25/2023Geneos Wealth Management Inc.11,300$616K0.0%-3.8%0.285%
4/17/2023 Trilogy Capital Inc.560,450$30.56M2.2%+5.2%14.117%
4/14/2023 Raymond James Financial Services Advisors Inc.141,526$7.72M0.0%+1,296.7%3.744%
4/14/2023 Raymond James & Associates19,904$1.09M0.0%N/A0.527%
4/13/2023 Burt Wealth Advisors46,700$2.55M0.8%-25.7%1.235%
(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, 70 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($47.41M), Advance Capital Management Inc. ($37.21M), LPL Financial LLC ($24.41M), Family Investment Center Inc. ($22.28M), Advisor Group Holdings Inc. ($10.47M), Osaic Holdings Inc. ($9.68M), and Invesco Ltd. ($7.32M).Learn more on SPMO's institutional investors.

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

Of the 61 institutional investors that purchased Invesco S&P 500 Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trilogy Capital Inc. ($612.65K), Advance Capital Management Inc. ($463.82K), LPL Financial LLC ($317.75K), Family Investment Center Inc. ($277.70K), Raymond James Financial Services Advisors Inc. ($141.53K), MGO One Seven LLC ($90.84K), and Tcwp LLC ($90.21K).

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

Institutional investors have bought a total of 3,153,251 shares in the last 24 months. This purchase volume represents approximately $201.80M in transactions.

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

Of the 32 institutional investors that sold Invesco S&P 500 Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intelligence Driven Advisers LLC ($115.93K), Envestnet Asset Management Inc. ($88.86K), IAG Wealth Partners LLC ($86.06K), Raymond James Financial Services Advisors Inc. ($66.63K), Burt Wealth Advisors ($59.06K), Osaic Holdings Inc. ($56.67K), and US Bancorp DE ($53.48K).

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

Institutional investors have sold a total of 712,240 shares in the last 24 months. This volume of shares sold represents approximately $40.24M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 4/25/2024 by MarketBeat.com Staff

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