Free Trial
→ SpaceX will crumble without these 5 companies (From InvestPub) (Ad)tc pixel Free SPMO Stock Alerts

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

Invesco S&P 500 Momentum ETF logo
$152.48 0.00 (0.00%)
As of 06/12/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)

Number of
Institutional Buyers
(last 12 months)
615
Total
Institutional Inflows
(last 12 months)
$4.01B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$1.74B
Get SPMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/4/2026 Fischer Investment Strategies LLC152,154$17.06M10.0%-24.4%0.125%
6/4/2026 Midwest Financial Network LLC4,489$503K0.4%N/A0.004%
6/3/2026 Parallel Advisors LLC522$59K0.0%+1,988.0%0.000%
6/3/2026 NewEdge Advisors LLC141,030$15.81M0.1%+3.5%0.116%
6/1/2026 Concorde Asset Management LLC53,272$5.97M2.9%-33.4%0.044%
5/28/2026 Cozad Asset Management Inc.10,767$1.21M0.1%-1.2%0.009%
5/27/2026 Security Financial Services INC.85,329$9.57M1.5%+2.4%0.070%
5/22/2026 Wellington Grp LLC458$51K0.0%+43.6%0.000%
5/22/2026 Verus Capital Partners LLC13,457$1.51M0.1%+5.8%0.011%
5/20/2026 Cadia Private Client LLC3,250$364K0.3%N/A0.003%
5/19/2026 Western Wealth Management LLC863$97K0.0%N/A0.001%
5/19/2026 Mascagni Wealth Management Inc.34,414$3.86M2.7%+3.7%0.028%
5/19/2026 Sonoma Allocations LLC5,061$589K0.2%N/A0.004%
5/19/2026 NewEdge Advisors LLC43,508$4.88M0.1%-68.1%0.036%
5/19/2026 Bank of America Corp DE3,209,358$359.80M0.0%-3.0%2.632%
5/19/2026 Centaurus Financial Inc.4,233$475K0.0%+8.0%0.003%
5/19/2026 Arkadios Wealth Advisors32,802$3.68M0.1%+43.7%0.027%
5/19/2026 Claris Financial LLC10,184$1.14M0.6%-1.9%0.008%
5/18/2026 EverSource Wealth Advisors LLC9,095$1.02M0.0%+889.7%0.007%
5/18/2026 Royal Bank of Canada320,865$35.97M0.0%-19.8%0.263%
5/18/2026 Estate Counselors LLC4,195$470K0.0%N/A0.003%
5/16/2026 Quantinno Capital Management LP6,982$783K0.0%-33.5%0.006%
5/15/2026 Gateway Wealth Partners LLC5,010$562K0.0%N/A0.004%
5/15/2026 Waverly Advisors LLC55,500$6.22M0.0%+16.0%0.046%
5/15/2026 Wealth Alliance LLC17,603$1.97M0.2%+159.5%0.014%
5/14/2026 Compound Planning Inc.13,424$1.51M0.0%+249.7%0.011%
5/14/2026 Modern Wealth Management LLC145,804$16.70M0.3%+13.4%0.120%
5/14/2026 Greenline Wealth Management LLC33,590$3.77M4.3%+6.1%0.028%
5/14/2026 Bank of Nova Scotia10,200$1.15M0.0%N/A0.008%
5/13/2026 Cetera Investment Advisers1,019,537$114.30M0.1%-4.4%0.836%
5/13/2026 Envision Financial Transparency LLC14,255$1.60M1.6%N/A0.012%
5/13/2026 Lavaca Capital LLC575$64K0.0%N/A0.000%
5/12/2026 Insight Advisors LLC PA4,021$451K0.1%-2.4%0.003%
5/8/2026 PNC Financial Services Group Inc.4,091$459K0.0%+124.2%0.003%
5/8/2026 Alpha Zero LLC95,683$10.73M5.4%+6.4%0.078%
5/7/2026 Legacy Wealth Managment LLC ID779$87K0.0%+38,850.0%0.001%
5/7/2026 Florida Financial Advisors LLC29,242$3.28M0.8%+7.2%0.024%
5/7/2026 Scarborough Advisors LLC39,839$4.47M0.5%+63,136.5%0.033%
5/7/2026 Parallel Advisors LLC522$59K0.0%+1,988.0%0.000%
5/7/2026 Planning Alternatives Ltd. ADV744,409$83.46M10.8%+22.9%0.611%
The REAL Reason Trump is Invading Iran (Ad)

For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Because my research has led me to believe we’re risking World War 3 with Iran for a completely different reason.tc pixel

Click here to find out what it is.
5/7/2026 Hershey Financial Advisers LLC4,184$469K0.4%N/A0.003%
5/6/2026 GatePass Capital LLC6,273$703K0.3%+20.1%0.005%
5/6/2026 Assetmark Inc.44,648$5.01M0.0%+6.7%0.037%
5/6/2026 SteelPeak Wealth LLC37,127$4.16M0.1%+26.6%0.030%
5/6/2026 Independent Financial Group LLC52,442$5.88M0.2%N/A0.043%
5/6/2026 Smart Money Group LLC8,919$1M0.3%-20.0%0.007%
5/5/2026 D.A. Davidson & CO.10,621$1.19M0.0%-57.7%0.009%
5/5/2026 Bank of New York Mellon Corp3,481$390K0.0%+5.6%0.003%
5/5/2026 Seros Financial LLC186,556$20.92M13.3%-16.5%0.153%
5/5/2026 Theory Financial LLC18,256$2.05M0.7%-0.7%0.015%
5/5/2026 Geneos Wealth Management Inc.51,515$5.78M0.1%+4.6%0.042%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.35,580$3.99M0.0%+205.7%0.029%
5/5/2026 Ethos Financial Group LLC86,153$9.66M0.7%-1.1%0.071%
5/5/2026 Signet Financial Management LLC28,780$3.23M0.4%+8.7%0.024%
5/5/2026 Sanctuary Advisors LLC288,988$32.40M0.2%+3.3%0.237%
5/5/2026 Sigma Planning Corp55,845$6.26M0.2%+5.8%0.046%
5/5/2026 Mosaic Advisors LLC2,555$286K0.4%N/A0.002%
5/5/2026 Wealthgarden F.S. LLC11,269$1.26M0.9%+3.3%0.009%
5/5/2026 Nwam LLC4,354$488K0.0%+30.4%0.004%
5/4/2026 Retirement Planning Group LLC3,862$433K0.0%N/A0.003%
5/4/2026 NBZ Investment Advisors LLC1,898$213K0.1%N/A0.002%
5/4/2026 HBW Advisory Services LLC243,249$27.27M2.9%+5.5%0.200%
5/4/2026 Chicago Partners Investment Group LLC98,727$11.07M0.2%+2.4%0.081%
5/4/2026 Team Financial Group LLC469$53K0.0%+58.4%0.000%
5/4/2026 Vantage Point Financial LLC3,633$407K0.1%+30.0%0.003%
5/4/2026 Uptick Partners LLC7,243$812K0.2%+87.9%0.006%
5/2/2026 CAP Partners LLC9,983$1.12M0.6%+36.3%0.008%
5/2/2026 International Assets Investment Management LLC6,406$733K0.0%-2.4%0.005%
5/2/2026 Diversify Wealth Management LLC11,804$1.32M0.0%+401.0%0.010%
5/2/2026 Valmark Advisers Inc.3,166$355K0.0%N/A0.003%
5/1/2026 Fifth Third Bancorp3,852$432K0.0%N/A0.003%
5/1/2026 Sovran Advisors LLC5,290$593K0.0%-4.7%0.004%
5/1/2026 Compass Financial Services Inc88,356$9.91M4.3%+4.1%0.072%
5/1/2026 TSA Wealth Managment LLC49,789$5.58M1.8%+8.7%0.041%
5/1/2026 Triton Wealth Management PLLC274,253$31.57M11.7%+13.5%0.226%
5/1/2026 Simplicity Wealth LLC6,958$780K0.0%+82.0%0.006%
5/1/2026 Paladin Advisory Group LLC25,007$2.80M2.1%-1.6%0.021%
4/30/2026 Elevated Capital Advisors LLC587$66K0.0%+110.4%0.000%
4/30/2026 Roman Butler Fullerton & Co.7,152$868K0.2%-9.2%0.006%
4/30/2026 Mason & Associates Inc122,126$13.17M2.5%+2.1%0.101%
4/30/2026 Financial Freedom LLC2,985$335K0.2%+52.8%0.002%
4/30/2026 Beacon Financial Group2,556$287K0.0%+7.5%0.002%
4/30/2026 ATX Financial Planning LLC15,990$1.79M1.4%+15.2%0.013%
4/30/2026 Kestra Advisory Services LLC40,069$4.49M0.0%+15.3%0.033%
4/30/2026 Money Concepts Capital Corp619,748$69.48M3.8%-39.0%0.511%
4/30/2026 Integrity Investment Advisors LLC85,321$9.57M5.2%+8.7%0.070%
4/30/2026 CFS Investment Advisory Services LLC130,158$14.59M1.0%+0.2%0.107%
4/29/2026 Axxcess Wealth Management LLC82,534$9.25M0.3%-50.4%0.068%
4/29/2026 Capstone Wealth Management Group LLC57,831$6.48M2.7%-59.5%0.048%
4/29/2026 WealthPLAN Partners LLC13,932$1.56M0.3%+6.7%0.011%
Goldman Sachs just told you what to buy (most people missed it) (Ad)

Goldman Sachs just revealed that 40% of AI data centers will be crippled by electricity shortages by 2027 - not chips, not funding, but power. Demand is growing 15% per year and the grid can't keep up. One small company makes the exact equipment these data centers need. They're sitting on $1.5 billion in orders, their hardware is already inside Musk's Colossus, and the stock still trades like a name nobody's heard of. Analyst Dylan Jovine is releasing the ticker for free.tc pixel

See the stock positioned to solve AI's biggest power crisis
4/29/2026 ArborFi Advisors LLC29,354$3.29M2.7%+4.0%0.024%
4/29/2026 Horst & Graben Wealth Management LLC108,755$12.19M1.7%+7.2%0.090%
4/29/2026 Centerpoint Advisory Group74,300$8.33M6.3%+14.1%0.061%
4/29/2026 Advance Capital Management Inc.232,079$26.02M1.0%+0.7%0.192%
4/29/2026 Signet Private Wealth LLC11,352$1.27M1.2%-28.6%0.009%
4/29/2026 Integrated Advisors Network LLC6,894$773K0.0%+49.2%0.006%
4/28/2026 Fortitude Advisory Group L.L.C.3,904$438K0.2%+45.3%0.003%
4/28/2026 Stephens Inc. AR3,527$395K0.0%-18.5%0.003%
4/28/2026 Astoria Portfolio Advisors LLC.22,379$2.51M0.5%+213.5%0.019%
4/28/2026 Cobblestone Asset Management LLC43,970$4.93M2.2%+3.2%0.037%


SPMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 707 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were LPL Financial LLC ($790.43M), Envestnet Asset Management Inc. ($495.86M), Bank of America Corp DE ($359.80M), CWM LLC ($357.03M), Morgan Stanley ($320.12M), Vantagepoint Investment Advisers LLC ($292.96M), and Raymond James Financial Inc. ($205.96M).Learn more on Invesco S&P 500 Momentum ETF's institutional investors.

Of the 690 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 ($2.92M), Mainstay Capital Management LLC ADV ($2.63M), Vantagepoint Investment Advisers LLC ($2.62M), CWM LLC ($2.56M), Bank of America Corp DE ($2.07M), and Raymond James Financial Inc. ($1.88M).

Institutional investors have bought a total of 34,284,515 shares in the last 24 months. This purchase volume represents approximately $4.01B in transactions.

Of the 238 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. ($4.07M), Mainstay Capital Management LLC ADV ($1.62M), Clark Capital Management Group Inc. ($1.36M), Northwestern Mutual Wealth Management Co. ($827.07K), Orion Porfolio Solutions LLC ($805.26K), BNP Paribas Financial Markets ($415.59K), and Money Concepts Capital Corp ($395.99K).

Institutional investors have sold a total of 14,623,232 shares in the last 24 months. This volume of shares sold represents approximately $1.74B in transactions.


Related Companies

This page (NYSEARCA:SPMO) was last updated on 6/15/2026 by MarketBeat.com Staff.
From Our Partners
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Is SpaceX really worth 1.78 Trillion?
With SpaceX approaching a near-$2 trillion valuation, most investors are focused on the IPO itself - but analy...
InvestPub | Sponsoredtc pixel
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
SpaceX is chump change compared to Elon’s $20T ‘iPhone’
Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider source...
StocksToTrade | Sponsoredtc pixel
The roadshow starts Monday. This stock isn't ready.
The SpaceX roadshow kicks off June 8. Goldman Sachs, the lead underwriter, will present the full S-1 to the wo...
Behind the Markets | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel