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

Invesco S&P 500 Momentum ETF logo
$150.83 0.00 (0.00%)
As of 07/2/2026 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)
614
Total
Institutional Inflows
(last 12 months)
$4.01B
Number of
Institutional Sellers
(last 12 months)
238
Total
Institutional Outflows
(last 12 months)
$1.74B
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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
6/26/2026WealthPoint Financial LLC17,063$1.91M1.5%+5.7%0.014%
6/24/2026Redwood Investment Management LLC656,268$73.57M9.1%+5.3%0.538%
6/4/2026Fischer Investment Strategies LLC152,154$17.06M10.0%-24.4%0.125%
6/4/2026Midwest Financial Network LLC4,489$503K0.4%N/A0.004%
6/3/2026Parallel Advisors LLC522$59K0.0%+1,988.0%0.000%
6/3/2026NewEdge Advisors LLC141,030$15.81M0.1%+3.5%0.116%
6/1/2026Concorde Asset Management LLC53,272$5.97M2.9%-33.4%0.044%
5/28/2026Cozad Asset Management Inc.10,767$1.21M0.1%-1.2%0.009%
5/27/2026Security Financial Services INC.85,329$9.57M1.5%+2.4%0.070%
5/22/2026Wellington Grp LLC458$51K0.0%+43.6%0.000%
5/22/2026Verus Capital Partners LLC13,457$1.51M0.1%+5.8%0.011%
5/20/2026Cadia Private Client LLC3,250$364K0.3%N/A0.003%
5/19/2026Western Wealth Management LLC863$97K0.0%N/A0.001%
5/19/2026Mascagni Wealth Management Inc.34,414$3.86M2.7%+3.7%0.028%
5/19/2026Sonoma Allocations LLC5,061$589K0.2%N/A0.004%
5/19/2026NewEdge Advisors LLC43,508$4.88M0.1%-68.1%0.036%
5/19/2026Bank of America Corp DE3,209,358$359.80M0.0%-3.0%2.632%
5/19/2026Centaurus Financial Inc.4,233$475K0.0%+8.0%0.003%
5/19/2026Arkadios Wealth Advisors32,802$3.68M0.1%+43.7%0.027%
5/19/2026Claris Financial LLC10,184$1.14M0.6%-1.9%0.008%
5/18/2026EverSource Wealth Advisors LLC9,095$1.02M0.0%+889.7%0.007%
5/18/2026Royal Bank of Canada320,865$35.97M0.0%-19.8%0.263%
5/18/2026Estate Counselors LLC4,195$470K0.0%N/A0.003%
5/16/2026Quantinno Capital Management LP6,982$783K0.0%-33.5%0.006%
5/15/2026Gateway Wealth Partners LLC5,010$562K0.0%N/A0.004%
5/15/2026Waverly Advisors LLC55,500$6.22M0.0%+16.0%0.046%
5/15/2026Wealth Alliance LLC17,603$1.97M0.2%+159.5%0.014%
5/14/2026Compound Planning Inc.13,424$1.51M0.0%+249.7%0.011%
5/14/2026Modern Wealth Management LLC145,804$16.70M0.3%+13.4%0.120%
5/14/2026Greenline Wealth Management LLC33,590$3.77M4.3%+6.1%0.028%
5/14/2026Bank of Nova Scotia10,200$1.15M0.0%N/A0.008%
5/13/2026Cetera Investment Advisers1,019,537$114.30M0.1%-4.4%0.836%
5/13/2026Envision Financial Transparency LLC14,255$1.60M1.6%N/A0.012%
5/13/2026Lavaca Capital LLC575$64K0.0%N/A0.000%
5/12/2026Insight Advisors LLC PA4,021$451K0.1%-2.4%0.003%
5/8/2026PNC Financial Services Group Inc.4,091$459K0.0%+124.2%0.003%
5/8/2026Alpha Zero LLC95,683$10.73M5.4%+6.4%0.078%
5/7/2026Legacy Wealth Managment LLC ID779$87K0.0%+38,850.0%0.001%
5/7/2026Florida Financial Advisors LLC29,242$3.28M0.8%+7.2%0.024%
5/7/2026Scarborough Advisors LLC39,839$4.47M0.5%+63,136.5%0.033%
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5/7/2026Parallel Advisors LLC522$59K0.0%+1,988.0%0.000%
5/7/2026Planning Alternatives Ltd. ADV744,409$83.46M10.8%+22.9%0.611%
5/7/2026Hershey Financial Advisers LLC4,184$469K0.4%N/A0.003%
5/6/2026GatePass Capital LLC6,273$703K0.3%+20.1%0.005%
5/6/2026Assetmark Inc.44,648$5.01M0.0%+6.7%0.037%
5/6/2026SteelPeak Wealth LLC37,127$4.16M0.1%+26.6%0.030%
5/6/2026Independent Financial Group LLC52,442$5.88M0.2%N/A0.043%
5/6/2026Smart Money Group LLC8,919$1M0.3%-20.0%0.007%
5/5/2026D.A. Davidson & CO.10,621$1.19M0.0%-57.7%0.009%
5/5/2026Bank of New York Mellon Corp3,481$390K0.0%+5.6%0.003%
5/5/2026Seros Financial LLC186,556$20.92M13.3%-16.5%0.153%
5/5/2026Theory Financial LLC18,256$2.05M0.7%-0.7%0.015%
5/5/2026Geneos Wealth Management Inc.51,515$5.78M0.1%+4.6%0.042%
5/5/2026Harel Insurance Investments & Financial Services Ltd.35,580$3.99M0.0%+205.7%0.029%
5/5/2026Ethos Financial Group LLC86,153$9.66M0.7%-1.1%0.071%
5/5/2026Signet Financial Management LLC28,780$3.23M0.4%+8.7%0.024%
5/5/2026Sanctuary Advisors LLC288,988$32.40M0.2%+3.3%0.237%
5/5/2026Sigma Planning Corp55,845$6.26M0.2%+5.8%0.046%
5/5/2026Mosaic Advisors LLC2,555$286K0.4%N/A0.002%
5/5/2026Wealthgarden F.S. LLC11,269$1.26M0.9%+3.3%0.009%
5/5/2026Nwam LLC4,354$488K0.0%+30.4%0.004%
5/4/2026Retirement Planning Group LLC3,862$433K0.0%N/A0.003%
5/4/2026NBZ Investment Advisors LLC1,898$213K0.1%N/A0.002%
5/4/2026HBW Advisory Services LLC243,249$27.27M2.9%+5.5%0.200%
5/4/2026Chicago Partners Investment Group LLC98,727$11.07M0.2%+2.4%0.081%
5/4/2026Team Financial Group LLC469$53K0.0%+58.4%0.000%
5/4/2026Vantage Point Financial LLC3,633$407K0.1%+30.0%0.003%
5/4/2026Uptick Partners LLC7,243$812K0.2%+87.9%0.006%
5/2/2026CAP Partners LLC9,983$1.12M0.6%+36.3%0.008%
5/2/2026International Assets Investment Management LLC6,406$733K0.0%-2.4%0.005%
5/2/2026Diversify Wealth Management LLC11,804$1.32M0.0%+401.0%0.010%
5/2/2026Valmark Advisers Inc.3,166$355K0.0%N/A0.003%
5/1/2026Fifth Third Bancorp3,852$432K0.0%N/A0.003%
5/1/2026Sovran Advisors LLC5,290$593K0.0%-4.7%0.004%
5/1/2026Compass Financial Services Inc88,356$9.91M4.3%+4.1%0.072%
5/1/2026TSA Wealth Managment LLC49,789$5.58M1.8%+8.7%0.041%
5/1/2026Triton Wealth Management PLLC274,253$31.57M11.7%+13.5%0.226%
5/1/2026Simplicity Wealth LLC6,958$780K0.0%+82.0%0.006%
5/1/2026Paladin Advisory Group LLC25,007$2.80M2.1%-1.6%0.021%
4/30/2026Elevated Capital Advisors LLC587$66K0.0%+110.4%0.000%
4/30/2026Roman Butler Fullerton & Co.7,152$868K0.2%-9.2%0.006%
4/30/2026Mason & Associates Inc122,126$13.17M2.5%+2.1%0.101%
4/30/2026Financial Freedom LLC2,985$335K0.2%+52.8%0.002%
4/30/2026Beacon Financial Group2,556$287K0.0%+7.5%0.002%
4/30/2026ATX Financial Planning LLC15,990$1.79M1.4%+15.2%0.013%
4/30/2026Kestra Advisory Services LLC40,069$4.49M0.0%+15.3%0.033%
4/30/2026Money Concepts Capital Corp619,748$69.48M3.8%-39.0%0.511%
4/30/2026Integrity Investment Advisors LLC85,321$9.57M5.2%+8.7%0.070%
4/30/2026CFS Investment Advisory Services LLC130,158$14.59M1.0%+0.2%0.107%
4/29/2026Axxcess Wealth Management LLC82,534$9.25M0.3%-50.4%0.068%
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4/29/2026Capstone Wealth Management Group LLC57,831$6.48M2.7%-59.5%0.048%
4/29/2026WealthPLAN Partners LLC13,932$1.56M0.3%+6.7%0.011%
4/29/2026ArborFi Advisors LLC29,354$3.29M2.7%+4.0%0.024%
4/29/2026Horst & Graben Wealth Management LLC108,755$12.19M1.7%+7.2%0.090%
4/29/2026Centerpoint Advisory Group74,300$8.33M6.3%+14.1%0.061%
4/29/2026Advance Capital Management Inc.232,079$26.02M1.0%+0.7%0.192%
4/29/2026Signet Private Wealth LLC11,352$1.27M1.2%-28.6%0.009%
4/29/2026Integrated Advisors Network LLC6,894$773K0.0%+49.2%0.006%
4/28/2026Fortitude Advisory Group L.L.C.3,904$438K0.2%+45.3%0.003%
4/28/2026Stephens Inc. AR3,527$395K0.0%-18.5%0.003%


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 34,280,701 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.


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This page (NYSEARCA:SPMO) was last updated on 7/5/2026 by MarketBeat.com Staff.
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