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

Invesco S&P 500 Momentum ETF logo
$137.88 +3.44 (+2.56%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
611
Total
Institutional Inflows
(last 12 months)
$4.47B
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$1.71B
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SPMO Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
5/2/2026 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%
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%
4/28/2026 Latitude Advisors LLC3,756$421K0.2%+47.4%0.003%
4/28/2026 Beacon Financial Advisory LLC7,631$856K0.2%+14.8%0.006%
4/28/2026 Evolution Wealth Management Inc.24,169$2.71M2.0%+90.9%0.020%
4/28/2026 WBH Advisory Inc.8,032$920K0.1%+24.8%0.007%
4/27/2026 Apeiron RIA LLC14,600$1.64M0.4%+6.1%0.012%
4/27/2026 Moran Wealth Management LLC2,293$257K0.0%+23.8%0.002%
4/27/2026 Altus Wealth Group LLC142,258$15.95M6.5%-1.9%0.119%
4/27/2026 Sierra Ocean LLC130,761$14.66M12.0%+4.2%0.110%
4/27/2026 PFG Investments LLC2,901$325K0.0%N/A0.002%
4/27/2026 World Investment Advisors55,992$6.28M0.1%-9.6%0.047%
4/27/2026 Private Advisor Group LLC562,480$63.06M0.3%+6.8%0.471%
4/27/2026 Trademark Financial Management LLC63,409$7.11M3.5%+7.4%0.053%
4/27/2026 Sound Income Strategies LLC5,004$573K0.0%-3.0%0.004%
4/25/2026 Peregrine Asset Advisers Inc.3,282$368K0.1%+3.1%0.003%
4/25/2026 Patten Group Inc.9,472$1.06M0.2%-1.5%0.008%
4/25/2026 Physician Wealth Advisors Inc.104,690$11.74M1.6%+5.7%0.088%
4/25/2026 Able Wealth Management LLC87,171$9.77M2.6%-27.6%0.073%
4/25/2026 TSG Advice Partners LLC5,701$639K0.1%-1.5%0.005%
4/24/2026 Root Financial Partners LLC715$80K0.0%-10.3%0.001%
4/24/2026 Family Investment Center Inc.359,290$40.28M7.8%-4.5%0.302%
4/24/2026 Eagle Wealth Advisors LLC3,541$397K0.4%+20.3%0.003%
4/23/2026 Daviman Financial LLC36,698$4.11M2.4%+9.1%0.031%
4/23/2026 Caliber Wealth Management LLC KS3,282$368K0.0%+22.1%0.003%
4/23/2026 Mayflower Financial Advisors LLC39,350$4.41M0.4%+7.5%0.033%
4/23/2026 Capital Investment Counsel LLC43,228$4.85M0.7%+2.3%0.036%
4/23/2026 WMG Financial Advisors LLC40,973$4.59M1.9%+154.4%0.034%
4/23/2026 Brown Miller Wealth Management LLC15,199$1.70M0.5%+39.1%0.013%
4/23/2026 Catalina Capital Group LLC6,307$707K0.4%+6.4%0.005%
4/23/2026 Oregon Pacific Wealth Management LLC2,953$331K0.3%+12.3%0.002%
4/23/2026 Next Level Private LLC57,026$6.39M1.4%N/A0.048%
4/23/2026 Orca Investment Management LLC16,939$1.90M1.6%-5.0%0.014%
4/23/2026 Networth Advisors LLC431$48K0.0%N/A0.000%
4/23/2026 Detalus Advisors LLC76,156$8.54M1.9%+7.0%0.064%
4/23/2026 Peak Financial Advisors LLC29,815$3.34M1.5%-19.4%0.025%
4/23/2026 Apollon Wealth Management LLC25,137$2.82M0.0%+27.8%0.021%
4/23/2026 Vicus Capital43,130$4.84M0.4%+1.3%0.036%
4/23/2026 Wetzel Investment Advisors Inc.24,387$2.73M1.1%-1.5%0.020%
4/22/2026 Bay Capital Advisors LLC3,332$374K0.2%N/A0.003%
4/22/2026 Patriot Financial Group Insurance Agency LLC35,034$3.93M0.2%+102.2%0.029%
4/22/2026 Onyx Bridge Wealth Group LLC7,575$849K0.1%+56.3%0.006%
4/22/2026 Trilogy Capital Inc.136,644$15.32M0.7%-1.3%0.117%
4/22/2026 Merkkuri Wealth Advisors LLC9,580$1.07M0.7%+4.0%0.008%
4/22/2026 Meridian Financial Advisors LLC4,158$466K0.3%+34.8%0.004%
4/21/2026 Maridea Wealth Management LLC1,997$224K0.0%+13.2%0.002%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC3,935$441K0.0%N/A0.003%
4/21/2026 Sugar Maple Asset Management LLC1,944$218K0.1%-58.8%0.002%
4/21/2026 Sequent Planning LLC2,736$307K0.1%+22.5%0.002%
4/21/2026 Delta Wealth Advisors LLC34,696$3.89M3.0%-3.9%0.030%
4/21/2026 RCS Financial Planning LLC5,203$583K0.3%N/A0.004%
4/21/2026 Financial Architects LLC5,800$650K0.3%+48.7%0.005%


SPMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMO shares?

During the previous two years, 694 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), CWM LLC ($357.03M), Bank of America Corp DE ($337.25M), 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.

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

Of the 677 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).

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

Institutional investors have bought a total of 39,318,971 shares in the last 24 months. This purchase volume represents approximately $4.47B in transactions.

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

Of the 236 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).

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

Institutional investors have sold a total of 14,378,184 shares in the last 24 months. This volume of shares sold represents approximately $1.71B in transactions.



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