S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
The former chairman of the state-owned Bank of Beijing is being investigated for alleged corruption
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Stock market today: Japan's Nikkei tops 40,000, as investors await China political meeting
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal

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

$78.70
+1.56 (+2.02%)
(As of 03/1/2024 08:53 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$45.22 M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$34.13 M
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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
2/15/2024Buckingham Strategic Partners LLC10,974$0.72M0.0%+55.3%0.319%
2/15/2024Bell Investment Advisors Inc2,310$0.15M0.0%N/A0.067%
2/15/2024Citadel Advisors LLC11,240$0.74M0.0%+67.9%0.327%
2/13/2024Envestnet Asset Management Inc.33,734$2.21M0.0%-19.2%0.981%
2/13/2024Cetera Advisor Networks LLC9,072$0.59M0.0%-10.4%0.264%
2/13/2024Oppenheimer & Co. Inc.6,704$0.44M0.0%N/A0.195%
2/12/2024Harvest Investment Services LLC4,774$0.31M0.1%+3.3%0.139%
2/9/2024Cambridge Investment Research Advisors Inc.17,083$1.12M0.0%+14.3%0.497%
2/9/2024L.M. Kohn & Company3,564$0.23M0.1%N/A0.104%
2/8/2024Financial Advocates Investment Management19,227$1.26M0.1%+11.4%0.559%
2/6/2024Private Advisor Group LLC4,616$0.30M0.0%+7.7%0.134%
2/6/2024Intelligence Driven Advisers LLC7,482$0.52M0.1%-63.0%0.218%
1/26/2024Geneos Wealth Management Inc.5,425$0.36M0.0%-10.3%0.158%
1/24/2024Private Trust Co. NA1,171$77K0.0%N/A0.034%
1/24/2024Clear Creek Financial Management LLC32,592$2.14M0.3%N/A0.947%
1/23/2024Insight Advisors LLC PA7,611$0.50M0.1%-2.4%0.221%
1/22/2024Weaver Consulting Group9,375$0.61M0.2%-19.7%0.273%
1/18/2024Global Retirement Partners LLC10,784$0.72M0.0%-6.1%0.313%
1/18/2024WealthCare Investment Partners LLC23,455$1.54M0.8%-16.3%0.682%
1/18/2024Professional Financial Advisors LLC48,732$3.19M1.1%+2.7%1.417%
1/16/2024Raymond James Financial Services Advisors Inc.100,133$6.56M0.0%-12.6%2.911%
1/16/2024CoreCap Advisors LLC7,735$0.51M0.0%-5.4%0.225%
1/12/2024Trilogy Capital Inc.592,698$38.82M2.4%+7.0%17.230%
1/10/2024Creative Financial Designs Inc. ADV15,564$1.02M0.1%+125.9%0.452%
1/9/2024Southland Equity Partners LLC12,385$0.81M0.3%+60.8%0.360%
11/15/2023Integrated Wealth Concepts LLC6,187$0.35M0.0%+14.6%0.180%
11/15/2023Royal Bank of Canada10,409$0.60M0.0%+4,201.2%0.303%
11/13/2023LPL Financial LLC426,161$24.41M0.0%-0.3%12.388%
11/13/2023Invesco Ltd.127,708$7.32M0.0%-7.9%3.712%
11/13/2023Envestnet Asset Management Inc.41,746$2.39M0.0%+0.7%1.214%
11/13/2023Kestra Advisory Services LLC5,849$0.34M0.0%N/A0.170%
11/9/2023Betterment LLC4,932$0.28M0.0%+4.4%0.143%
11/9/2023DB Wealth Management Group LLC1,546$89K0.1%-38.6%0.045%
11/7/2023Intelligence Driven Advisers LLC20,244$1.15M0.2%-15.6%0.588%
11/7/2023Great Valley Advisor Group Inc.21,036$1.21M0.0%+268.9%0.612%
11/3/2023Private Advisor Group LLC4,286$0.25M0.0%-27.4%0.125%
10/30/2023Perigon Wealth Management LLC15,121$0.87M0.0%-6.2%0.440%
10/27/2023Financial Advocates Investment Management17,262$0.99M0.1%-7.1%0.502%
10/25/2023Professional Financial Advisors LLC47,473$2.72M1.2%+4.5%1.380%
10/24/2023IAG Wealth Partners LLC454$26K0.0%-93.4%0.013%
10/24/2023Cambridge Investment Research Advisors Inc.14,952$0.86M0.0%-55.2%0.435%
10/16/2023Trilogy Capital Inc.554,162$31.74M2.1%-3.5%16.109%
10/13/2023Weaver Consulting Group11,672$0.67M0.3%-9.5%0.339%
10/13/2023Global Retirement Partners LLC11,490$0.65M0.0%+4.2%0.334%
10/11/2023Geneos Wealth Management Inc.6,050$0.35M0.0%-31.6%0.176%
10/11/2023Burt Wealth Advisors41,200$2.36M0.7%-5.0%1.198%
10/10/2023WealthCare Investment Partners LLC28,034$1.61M0.9%-7.9%0.815%
8/21/2023Osaic Holdings Inc.173,717$9.68M0.0%-24.6%5.050%
8/15/2023Integrated Wealth Concepts LLC5,401$0.30M0.0%-14.5%0.157%
8/15/2023Citadel Advisors LLC5,695$0.32M0.0%N/A0.166%
8/14/2023Buckingham Strategic Partners3,707$0.21M0.0%N/A0.108%
8/10/2023Osaic Holdings Inc.173,717$9.68M0.0%-24.6%5.050%
8/10/2023IAG Wealth Partners LLC6,915$0.39M0.1%-44.0%0.201%
8/10/2023US Bancorp DE2,698$0.15M0.0%-73.3%0.078%
8/10/2023Private Advisor Group LLC5,906$0.33M0.0%-12.6%0.172%
8/10/2023Cetera Advisor Networks LLC10,650$0.60M0.0%-4.6%0.310%
8/9/2023Flow Traders U.S. LLC7,282$0.41M0.0%-50.9%0.212%
8/8/2023Geneos Wealth Management Inc.8,850$0.50M0.0%-21.7%0.257%
8/4/2023Envestnet Asset Management Inc.41,446$2.32M0.0%-68.2%1.205%
8/2/2023Perigon Wealth Management LLC16,121$0.90M0.0%+39.6%0.469%
7/31/2023LPL Financial LLC427,632$23.92M0.0%-6.3%12.431%
7/25/2023Raymond James Financial Services Advisors Inc.114,585$6.41M0.0%-19.0%3.201%
7/24/2023Trilogy Capital Inc.574,110$32.66M2.1%+2.4%16.037%
7/20/2023Global Retirement Partners LLC11,026$0.62M0.0%-4.9%0.308%
7/19/2023Weaver Consulting Group12,903$0.72M0.3%-11.2%0.360%
7/18/2023Intelligence Driven Advisers LLC23,972$1.32M0.2%-79.1%0.670%
7/18/2023Burt Wealth Advisors43,350$2.43M0.7%-7.2%1.211%
7/14/2023Trinity Wealth Management LLC3,661$0.21M0.1%N/A0.102%
7/13/2023WealthCare Investment Partners LLC30,431$1.70M1.0%+3.0%0.850%
7/13/2023Cambridge Investment Research Advisors Inc.33,352$1.87M0.0%+93.3%0.932%
7/12/2023Professional Financial Advisors LLC45,410$2.54M1.3%-21.8%1.268%
5/18/2023Titleist Asset Management LLC74,664$4.07M0.9%N/A1.881%
5/18/2023JPMorgan Chase & Co.536$29K0.0%N/A0.014%
5/16/2023Susquehanna International Group LLP10,269$0.56M0.0%+29.3%0.259%
5/16/2023Jane Street Group LLC6,966$0.38M0.0%-23.7%0.175%
5/16/2023Betterment LLC4,141$0.23M0.0%N/A0.104%
5/15/2023Equitable Holdings Inc.4,481$0.24M0.0%-33.2%0.113%
5/15/2023Flow Traders U.S. LLC14,820$0.81M0.0%N/A0.373%
5/12/2023Bank of America Corp DE123,345$6.73M0.0%-1.1%3.107%
5/12/2023UBS Group AG3,096$0.17M0.0%N/A0.078%
5/11/2023Cambridge Investment Research Advisors Inc.17,255$0.94M0.0%-22.9%0.435%
5/11/2023Financial Advocates Investment Management58,434$3.19M0.2%+248.0%1.472%
5/11/2023Envestnet Asset Management Inc.130,304$7.11M0.0%+71.5%3.282%
5/11/2023Intelligence Driven Advisers LLC114,626$6.40M1.2%+17.3%2.887%
5/11/2023Commonwealth Equity Services LLC6,522$0.36M0.0%+3.0%0.164%
5/10/2023Private Advisor Group LLC6,756$0.37M0.0%N/A0.170%
5/10/2023LPL Financial LLC456,590$24.90M0.0%+16.4%11.501%
5/9/2023US Bancorp DE10,112$0.55M0.0%-82.0%0.255%
5/8/2023MGO One Seven LLC90,843$4.95M0.3%N/A2.288%
5/8/2023Global Retirement Partners LLC11,589$0.64M0.0%+463.4%0.292%
5/5/2023Lowery Thomas LLC4,143$0.23M0.2%-67.5%0.104%
5/3/2023Perigon Wealth Management LLC11,548$0.63M0.0%+35.6%0.291%
5/3/2023Insight Advisors LLC PA7,869$0.43M0.1%+2.6%0.198%
5/3/2023Integrated Wealth Concepts LLC6,318$0.35M0.0%+6.4%0.159%
4/27/2023Professional Financial Advisors LLC58,101$3.55M2.1%+32.2%1.464%
4/25/2023Creative Financial Designs Inc. ADV2,348$0.13M0.0%-10.6%0.059%
4/25/2023IAG Wealth Partners LLC12,354$0.67M0.2%-45.0%0.311%
4/25/2023Geneos Wealth Management Inc.11,300$0.62M0.0%-3.8%0.285%
4/17/2023Trilogy Capital Inc.560,450$30.56M2.2%+5.2%14.117%
4/14/2023Raymond James Financial Services Advisors Inc.141,526$7.72M0.0%+1,296.7%3.744%
(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, 70 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($38.82M), LPL Financial LLC ($24.41M), Advisor Group Holdings Inc. ($10.47M), Osaic Holdings Inc. ($9.68M), Invesco Ltd. ($7.32M), Bank of America Corp DE ($6.73M), and Raymond James Financial Services Advisors Inc. ($6.56M).Learn more on SPMO's institutional investors.

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

Of the 64 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. ($0.61M), LPL Financial LLC ($0.32M), Raymond James Financial Services Advisors Inc. ($0.14M), Envestnet Asset Management Inc. ($0.13M), Burt Wealth Advisors ($0.10M), MGO One Seven LLC ($90.84K), and Tcwp LLC ($90.21K).

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

Institutional investors have bought a total of 2,451,298 shares in the last 24 months. This purchase volume represents approximately $138.32M in transactions.

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

Of the 39 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: Goldman Sachs Group Inc. ($0.14M), Intelligence Driven Advisers LLC ($0.12M), Osaic Holdings Inc. ($0.11M), Envestnet Asset Management Inc. ($96.87K), IAG Wealth Partners LLC ($86.06K), Burt Wealth Advisors ($59.06K), and US Bancorp DE ($53.48K).

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

Institutional investors have sold a total of 924,729 shares in the last 24 months. This volume of shares sold represents approximately $52.26M in transactions.


This page (NYSEARCA:SPMO) was last updated on 3/4/2024 by MarketBeat.com Staff