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

$84.72

+0.96 (+1.15%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 77
Total Institutional Inflows (last 12 months): $272.76M

Number of Institutional Sellers (last 12 months): 26
Total Institutional Outflows (last 12 months): $58.65M

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SPMO Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Zimmermann Investment Management & Planning LLC	46,144	$4.04M	1.3%	+11.7%	0.286%
7/26/2024	Harbour Investments Inc.	30,558	$2.67M	0.1%	+4,652.4%	0.190%
7/26/2024	Atomi Financial Group Inc.	8,214	$718K	0.1%	+36.7%	0.051%
7/26/2024	Cambridge Investment Research Advisors Inc.	282,635	$24.72M	0.1%	+505.3%	1.754%
7/25/2024	First Heartland Consultants Inc.	6,565	$574K	0.0%	N/A	0.041%
7/25/2024	Clear Creek Financial Management LLC	55,135	$4.82M	0.6%	+4.4%	0.342%
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7/23/2024	Concourse Financial Group Securities Inc.	569	$50K	0.0%	+103.9%	0.004%
7/22/2024	Atria Wealth Solutions Inc.	78,072	$6.83M	0.1%	+43.5%	0.485%
7/22/2024	Centennial Wealth Advisory LLC	66,246	$5.79M	2.5%	+33.5%	0.411%
7/22/2024	Colonial River Wealth Management LLC	24,606	$2.15M	1.2%	+71.9%	0.153%
7/19/2024	Financial Partners Group Inc	6,573	$575K	0.1%	+4.4%	0.041%
7/19/2024	Family Investment Center Inc.	289,029	$25.28M	7.5%	+4.1%	1.794%
7/18/2024	WealthCare Investment Partners LLC	30,467	$2.67M	1.2%	+15.4%	0.189%
7/18/2024	Brookstone Capital Management	6,176	$538K	0.0%	+131.5%	0.038%
7/18/2024	Professional Financial Advisors LLC	46,446	$4.06M	1.1%	-1.4%	0.288%
7/16/2024	Envestnet Portfolio Solutions Inc.	143,263	$12.53M	0.0%	+23.1%	0.889%
7/16/2024	ORG Partners LLC	430	$38K	0.0%	N/A	0.003%
7/16/2024	Great Valley Advisor Group Inc.	5,292	$462K	0.0%	N/A	0.033%
7/16/2024	Insight Advisors LLC PA	7,246	$634K	0.1%	-3.9%	0.045%
7/16/2024	Cooper Financial Group	2,983	$261K	0.0%	N/A	0.019%
7/12/2024	Lion Street Advisors LLC	3,118	$273K	0.1%	N/A	0.019%
7/10/2024	Csenge Advisory Group	9,973	$872K	0.0%	+78.8%	0.062%
7/10/2024	CWM LLC	508	$44K	0.0%	-59.3%	0.003%
7/9/2024	Park Avenue Securities LLC	38,669	$3.38M	0.0%	+81.6%	0.240%
7/9/2024	Kingswood Wealth Advisors LLC	5,141	$450K	0.0%	N/A	0.032%
7/8/2024	RVW Wealth LLC	14,448	$1.26M	0.1%	N/A	0.090%
7/8/2024	Advance Capital Management Inc.	23,934	$2.09M	0.1%	-94.8%	0.149%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	5,497	$481K	0.1%	N/A	0.034%
7/1/2024	Jackson Wealth Management LLC	11,265	$985K	0.2%	N/A	0.070%
5/24/2024	Cetera Advisors LLC	50,039	$4.01M	0.0%	+1,436.8%	0.311%
5/24/2024	Cetera Investment Advisers	233,599	$18.74M	0.0%	N/A	1.450%
5/21/2024	Atria Investments Inc	16,842	$1.35M	0.0%	N/A	0.105%
5/17/2024	Coppell Advisory Solutions Corp.	19,712	$1.58M	0.3%	N/A	0.129%
5/16/2024	Jane Street Group LLC	54,620	$4.38M	0.0%	+841.7%	0.356%
5/14/2024	Lake Street Advisors Group LLC	5,050	$405K	0.0%	N/A	0.033%
5/10/2024	Osaic Holdings Inc.	475,857	$38.14M	0.1%	+141.5%	3.102%
5/9/2024	Orion Portfolio Solutions LLC	573,576	$46.01M	0.5%	N/A	3.739%
5/9/2024	Endowment Wealth Management Inc.	13,163	$1.06M	0.8%	N/A	0.086%
5/8/2024	US Bancorp DE	5,284	$424K	0.0%	N/A	0.034%
5/8/2024	Legacy Capital Group California Inc.	3,877	$311K	0.1%	N/A	0.025%
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5/7/2024	Concurrent Investment Advisors LLC	12,483	$1.00M	0.0%	N/A	0.081%
5/7/2024	Atomi Financial Group Inc.	6,010	$482K	0.0%	N/A	0.039%
5/7/2024	Oppenheimer & Co. Inc.	7,981	$640K	0.0%	+19.0%	0.052%
5/7/2024	PFG Advisors	5,477	$439K	0.0%	N/A	0.036%
5/6/2024	Envestnet Portfolio Solutions Inc.	116,387	$9.34M	0.0%	N/A	0.759%
5/4/2024	Geneos Wealth Management Inc.	17,073	$1.37M	0.1%	+214.7%	0.111%
5/4/2024	Csenge Advisory Group	5,578	$447K	0.0%	N/A	0.036%
5/4/2024	Richardson Financial Services Inc.	746	$60K	0.0%	N/A	0.005%
5/3/2024	C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors	29,898	$2.40M	0.3%	N/A	0.195%
5/3/2024	GSA Capital Partners LLP	18,514	$1.49M	0.1%	N/A	0.121%
5/2/2024	Lionsbridge Wealth Management LLC	31,730	$2.55M	2.0%	N/A	0.207%
5/2/2024	Lincoln National Corp	45,344	$3.64M	0.1%	N/A	0.296%
5/1/2024	Janney Montgomery Scott LLC	8,010	$643K	0.0%	N/A	0.052%
5/1/2024	Private Advisor Group LLC	5,697	$457K	0.0%	+23.4%	0.037%
4/30/2024	J.W. Cole Advisors Inc.	3,074	$247K	0.0%	N/A	0.020%
4/30/2024	Fortis Group Advisors LLC	217,273	$17.43M	3.2%	N/A	1.416%
4/30/2024	BlueChip Wealth Advisors LLC	4,597	$369K	0.2%	N/A	0.030%
4/30/2024	Perigon Wealth Management LLC	14,891	$1.20M	0.0%	-1.5%	0.097%
4/29/2024	Commonwealth Equity Services LLC	18,720	$1.50M	0.0%	+186.0%	0.122%
4/27/2024	Vigilare Wealth Management	3,456	$277K	0.1%	N/A	0.022%
4/26/2024	YHB Investment Advisors Inc.	620	$50K	0.0%	N/A	0.004%
4/26/2024	Clear Creek Financial Management LLC	52,827	$4.24M	0.5%	+62.1%	0.340%
4/25/2024	Professional Financial Advisors LLC	47,100	$3.78M	1.1%	-3.3%	0.303%
4/25/2024	L.M. Kohn & Company	6,120	$491K	0.1%	+71.7%	0.039%
4/25/2024	Cambridge Investment Research Advisors Inc.	46,696	$3.75M	0.0%	+173.3%	0.300%
4/24/2024	Win Advisors Inc.	61,718	$4.95M	2.2%	N/A	0.397%
4/24/2024	Fulcrum Equity Management	21,634	$1.74M	2.0%	N/A	0.139%
4/24/2024	Spire Wealth Management	2,217	$178K	0.0%	N/A	0.014%
4/23/2024	Global Retirement Partners LLC	10,565	$848K	0.0%	-2.0%	0.068%
4/23/2024	Raymond James Financial Services Advisors Inc.	74,884	$6.01M	0.0%	-25.2%	0.482%
4/22/2024	Centennial Wealth Advisory LLC	49,627	$3.98M	1.8%	N/A	0.319%
4/22/2024	Family Investment Center Inc.	277,696	$22.28M	7.2%	N/A	1.787%
4/19/2024	New Century Financial Group LLC	6,209	$498K	0.3%	N/A	0.040%
4/18/2024	Synergy Asset Management LLC	56,981	$4.57M	0.8%	N/A	0.367%
4/17/2024	Strata Wealth Advisors LLC	3,095	$248K	0.1%	N/A	0.020%
4/17/2024	Trilogy Capital Inc.	591,040	$47.41M	2.7%	-0.3%	3.803%
4/15/2024	WealthCare Investment Partners LLC	26,402	$2.12M	1.0%	+12.6%	0.170%
4/15/2024	Brookstone Capital Management	2,668	$214K	0.0%	N/A	0.017%
4/12/2024	Worth Asset Management LLC	2,935	$235K	0.1%	N/A	0.085%
4/12/2024	Southland Equity Partners LLC	13,551	$1.09M	0.3%	+9.4%	0.394%
4/12/2024	Global Trust Asset Management LLC	430	$34K	0.0%	N/A	0.013%
4/10/2024	Park Avenue Securities LLC	21,289	$1.71M	0.0%	N/A	0.619%
4/9/2024	Foster Group Inc.	2,769	$222K	0.0%	N/A	0.080%
4/4/2024	Advance Capital Management Inc.	463,822	$37.21M	2.6%	N/A	13.483%
2/15/2024	Bell Investment Advisors Inc	2,310	$151K	0.0%	N/A	0.067%
2/12/2024	Harvest Investment Services LLC	4,774	$313K	0.1%	+3.3%	0.139%
2/9/2024	L.M. Kohn & Company	3,564	$233K	0.1%	N/A	0.104%
2/8/2024	Financial Advocates Investment Management	19,227	$1.26M	0.1%	+11.4%	0.559%
2/6/2024	Private Advisor Group LLC	4,616	$302K	0.0%	+7.7%	0.134%
2/6/2024	Intelligence Driven Advisers LLC	7,482	$518K	0.1%	-63.0%	0.218%
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1/26/2024	Geneos Wealth Management Inc.	5,425	$355K	0.0%	-10.3%	0.158%
1/24/2024	Private Trust Co. NA	1,171	$77K	0.0%	N/A	0.034%
1/24/2024	Clear Creek Financial Management LLC	32,592	$2.14M	0.3%	N/A	0.947%
1/23/2024	Insight Advisors LLC PA	7,611	$498K	0.1%	-2.4%	0.221%
1/22/2024	Weaver Consulting Group	9,375	$614K	0.2%	-19.7%	0.273%
1/18/2024	Global Retirement Partners LLC	10,784	$718K	0.0%	-6.1%	0.313%
1/18/2024	WealthCare Investment Partners LLC	23,455	$1.54M	0.8%	-16.3%	0.682%
1/18/2024	Professional Financial Advisors LLC	48,732	$3.19M	1.1%	+2.7%	1.417%
1/16/2024	Raymond James Financial Services Advisors Inc.	100,133	$6.56M	0.0%	-12.6%	2.911%
1/16/2024	CoreCap Advisors LLC	7,735	$507K	0.0%	-5.4%	0.225%

(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, 107 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), Orion Portfolio Solutions LLC ($46.01M), Osaic Holdings Inc. ($38.14M), Family Investment Center Inc. ($25.28M), Cambridge Investment Research Advisors Inc. ($24.72M), LPL Financial LLC ($24.41M), and Cetera Investment Advisers ($18.74M).Learn more on SPMO's institutional investors.
Which institutional investors have been buying Invesco S&P 500 Momentum ETF stock?: Of the 101 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), Orion Portfolio Solutions LLC ($573.58K), Advance Capital Management Inc. ($463.82K), LPL Financial LLC ($317.75K), Cambridge Investment Research Advisors Inc. ($297.52K), Family Investment Center Inc. ($289.03K), and Osaic Holdings Inc. ($278.80K).
How much institutional buying is happening at Invesco S&P 500 Momentum ETF?: Institutional investors have bought a total of 5,261,834 shares in the last 24 months. This purchase volume represents approximately $377.60M 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: Advance Capital Management Inc. ($439.89K), 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), and Osaic Holdings Inc. ($56.67K).
How much institutional selling is happening at Invesco S&P 500 Momentum ETF?: Institutional investors have sold a total of 1,133,069 shares in the last 24 months. This volume of shares sold represents approximately $77.76M in transactions.