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

Invesco S&P 500 Momentum ETF logo
$147.41 +1.07 (+0.73%)
As of 04:10 PM Eastern
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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)
562
Total
Institutional Inflows
(last 12 months)
$2.66B
Number of
Institutional Sellers
(last 12 months)
222
Total
Institutional Outflows
(last 12 months)
$1.61B
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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
8/27/2026 Corient Private Wealth LP2,667$431K0.0%-16.6%0.002%
8/23/2026 Ameritas Advisory Services LLC150,022$24.24M0.5%+928.3%0.102%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.6,659$1.08M0.3%+14.5%0.005%
8/23/2026 Wedmont Private Capital45,348$6.97M0.2%+97.5%0.031%
8/23/2026 Kintra Wealth LLC9,942$1.52M0.1%+25.0%0.007%
8/23/2026 Mid American Wealth Advisory Group Inc.8,038$1.30M0.5%-27.2%0.005%
8/23/2026 Hutchens & Kramer Investment Management Group LLC65,767$10.62M2.9%+2.4%0.045%
8/23/2026 Asset Allocation Strategies LLC1,658$268K0.0%N/A0.001%
8/22/2026 Noble Wealth Partners LLC22,147$3.58M3.1%N/A0.015%
8/22/2026 Schuylkill Financial LLC9,364$1.51M1.4%N/A0.006%
8/22/2026 Compass Financial Management LLC26,403$4.27M0.5%N/A0.018%
8/22/2026 Tenet Wealth Partners LLC1,688$273K0.2%N/A0.001%
8/22/2026 Montgomery Financial Services LLC286$46K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC400$65K0.1%N/A0.000%
8/22/2026 Cassilly Financial Group LLC5,385$870K0.6%-23.7%0.004%
8/22/2026 Hopwood Nicholas Hunter16,670$2.69M0.7%N/A0.011%
8/22/2026 Elevation Wealth Management LLC1,353$219K0.2%N/A0.001%
8/22/2026 BAM Wealth Management LLC2,489$402K0.3%-9.3%0.002%
8/22/2026 Washington Growth Strategies LLC22,767$3.68M2.0%+2.2%0.016%
8/22/2026 SMART Wealth LLC45,954$7.42M1.6%+1,733.8%0.031%
8/22/2026 Comprehensive Financial Planning Inc. PA4,669$754K0.4%-6.4%0.003%
8/22/2026 Valued Retirements Inc.5,221$843K0.7%+6.6%0.004%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,446$233K0.1%-76.7%0.001%
8/22/2026 Legacy Wealth Managment LLC ID2,490$402K0.2%+219.6%0.002%
8/22/2026 NWF Advisory Services Inc.1,532$247K0.0%N/A0.001%
8/22/2026 TD Waterhouse Canada Inc.42,322$6.57M0.0%+17.6%0.029%
8/22/2026 Kickstand Ventures LLC.16,156$2.61M0.5%-9.5%0.011%
8/22/2026 Concurrent Investment Advisors LLC95,787$15.47M0.1%-2.1%0.065%
8/21/2026 Lowery Thomas LLC1,921$310K0.2%N/A0.001%
8/21/2026 Coppell Advisory Solutions LLC15,801$26K0.0%N/A0.011%
8/21/2026 Beacon Financial Advisory LLC7,276$1.18M0.2%-4.7%0.005%
8/21/2026 Lionsbridge Wealth Management LLC6,116$988K0.9%N/A0.004%
8/21/2026 Symphony Financial Ltd. Co.2,952$469K0.1%+5.1%0.002%
8/20/2026 Avant Capital LLC1,862$301K0.2%N/A0.001%
8/20/2026 Nwam LLC5,139$830K0.0%+18.0%0.004%
8/20/2026 Denver PWM LLC16,733$2.57M0.7%+4.2%0.011%
8/12/2026 Compass Financial Management LLC26,403$4.27M0.5%N/A0.018%
7/10/2026 Insight Wealth Strategies LLC215,430$33.46M3.2%+14.6%0.152%
7/10/2026 HRC Wealth Management LLC1,488$240K0.1%N/A0.001%
7/10/2026 Ocean Park Asset Management LLC4,534$732K0.0%N/A0.003%
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7/10/2026 KWB Wealth96,390$15.57M1.3%-21.9%0.068%
7/10/2026 Fulcrum Equity Management14,031$2.27M1.7%+348.3%0.010%
7/10/2026 Redhawk Wealth Advisors Inc.67,258$10.87M1.1%+264.3%0.047%
7/10/2026 Wealthcare Advisory Partners LLC59,401$9.60M0.2%+4.8%0.042%
7/10/2026 FFG Retirement Advisors LLC23,126$3.74M2.0%+1.4%0.016%
7/9/2026 Centurion Wealth Management LLC3,890$628K0.2%-17.7%0.003%
7/9/2026 Professional Financial Advisors LLC51,034$8.24M1.4%+5.6%0.036%
7/9/2026 Next Level Private LLC67,911$10.97M2.1%+19.1%0.048%
7/9/2026 Focus Financial Network Inc.29,699$4.80M0.1%-24.5%0.021%
7/9/2026 IFC & Insurance Marketing Inc.62,342$10.07M8.9%+3.3%0.044%
7/9/2026 Herbst Group LLC15,365$2.48M1.4%N/A0.010%
7/9/2026 StoneCrest Wealth Management Inc.101,696$16.43M5.2%+9.9%0.072%
7/9/2026 Whitaker Myers Wealth Managers LTD.220,770$35.66M6.0%+3.7%0.156%
7/9/2026 Tactive Advisors LLC41,841$6.76M1.7%N/A0.030%
7/9/2026 Valeo Financial Advisors LLC6,258$1.01M0.0%N/A0.004%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.2,392$386K0.1%+751.2%0.002%
7/8/2026 First Heartland Consultants Inc.35,945$5.81M0.4%+5.8%0.025%
7/8/2026 Green Ridge Wealth Planning LLC110,026$17.77M7.5%+4.9%0.078%
7/8/2026 Threadgill Financial LLC26,828$4.33M1.8%-54.4%0.019%
7/8/2026 RVW Wealth LLC259,247$41.88M2.8%+4.9%0.183%
7/8/2026 Midwest Financial Network LLC1,927$311K0.2%-57.1%0.001%
7/7/2026 Trinity Wealth Management LLC21,168$3.42M1.1%+118.0%0.015%
7/7/2026 Balefire LLC9,031$1.46M0.2%N/A0.006%
7/7/2026 Dynamic Advisor Solutions LLC128,073$20.69M0.6%+12.2%0.091%
7/7/2026 McNaughton Wealth Management LLC31,673$5.12M1.8%-25.7%0.023%
7/7/2026 GK Wealth Management LLC3,264$527K0.3%N/A0.002%
7/7/2026 GAMMA Investing LLC703$114K0.0%-21.5%0.000%
7/7/2026 Prota Financial LLC20,699$3.22M2.1%+11.3%0.015%
7/7/2026 Financial Enhancement Group LLC124,217$20.07M2.4%-10.5%0.088%
7/7/2026 CoreCap Advisors LLC41,322$6.68M0.2%+4.7%0.029%
7/7/2026 City Center Advisors LLC1,254$203K0.2%N/A0.001%
7/7/2026 Howard Financial Services LTD.1,546$250K0.0%N/A0.001%
7/6/2026 Vigilare Wealth Management10,110$1.63M0.5%-73.3%0.007%
7/6/2026 RDA Financial Network5,518$891K0.2%-28.9%0.004%
7/6/2026 Trilogy Capital Inc.133,625$21.59M0.8%-2.2%0.095%
6/26/2026 WealthPoint Financial LLC17,063$1.91M1.5%+5.7%0.014%
6/24/2026 Redwood Investment Management LLC656,268$73.57M9.1%+5.3%0.538%
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%
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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%
5/19/2026Claris 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%


SPMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 718 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 699 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. ($3.92M), LPL Financial LLC ($2.63M), 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 21,985,386 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

Of the 222 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), Money Concepts Capital Corp ($395.99K), and Redhawk Wealth Advisors Inc. ($339.90K).

Institutional investors have sold a total of 13,421,346 shares in the last 24 months. This volume of shares sold represents approximately $1.61B in transactions.


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Institutional ownership data for NYSEARCA:SPMO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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