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

Invesco S&P 500 Momentum ETF logo
$145.69 -2.34 (-1.58%)
As of 12:47 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
568
Total
Institutional Inflows
(last 12 months)
$2.66B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$1.64B
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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
10/14/2026Focus Financial Network Inc.5,252$796K0.0%-82.3%0.003%
10/14/2026XY Planning Network Inc.1,429$217K0.0%-87.8%0.001%
10/14/2026Wetzel Investment Advisors Inc.23,269$3.53M1.2%-3.0%0.015%
10/14/2026Financial Architects LLC5,215$790K0.4%-3.3%0.003%
10/14/2026Signal Advisors Wealth LLC3,019$458K0.0%-51.5%0.002%
10/14/2026B. Riley Wealth Advisors Inc.1,414$214K0.0%N/A0.001%
10/14/2026RHS Financial LLC9,222$1.40M0.4%+27.6%0.006%
10/14/2026Trinity Wealth Management LLC20,880$3.17M1.0%-1.4%0.014%
10/13/2026Sax Wealth Advisors LLC3,915$593K0.0%N/A0.003%
10/13/2026Midwest Financial Network LLC2,191$332K0.2%+13.7%0.001%
10/10/2026Castleview Partners LLC2,360$358K0.2%-61.1%0.002%
10/9/2026Sound Income Strategies LLC2,822$426K0.0%-43.7%0.002%
10/9/2026GK Wealth Management LLC2,681$406K0.2%-17.9%0.002%
10/9/2026Balefire LLC6,133$930K0.1%-32.1%0.004%
10/9/2026Wedmont Private Capital48,777$7.36M0.2%+7.6%0.032%
10/9/2026Delta Wealth Advisors LLC30,755$4.66M3.2%-1.5%0.020%
10/9/2026Cadent Capital Advisors LLC74,809$11.34M2.5%+1,496.1%0.049%
10/9/2026Insight Wealth Strategies LLC247,018$37.44M3.8%+14.7%0.162%
10/9/2026McNaughton Wealth Management LLC22,987$3.48M1.2%-27.4%0.015%
10/9/2026Prota Financial LLC24,646$3.77M2.4%+19.1%0.016%
10/9/2026Green Ridge Wealth Planning LLC118,636$17.98M7.3%+7.8%0.078%
10/9/2026First Heartland Consultants Inc.46,578$7.06M0.5%N/A0.030%
10/8/2026Financial Enhancement Group LLC128,321$19.63M2.3%N/A0.084%
10/8/2026Farther Finance Advisors LLC77,066$11.68M0.1%+92.0%0.050%
10/8/2026CoreCap Advisors LLC43,236$6.55M0.2%+4.6%0.028%
10/8/2026Titleist Asset Management LLC4,129$626K0.0%+51.9%0.003%
10/8/2026Avidian Wealth Enterprises LLC142,623$21.62M0.6%N/A0.093%
10/8/2026Valeo Financial Advisors LLC6,620$1.00M0.0%+5.8%0.004%
10/8/2026Tactive Advisors LLC57,145$8.66M2.1%+36.6%0.037%
10/8/2026Toth Financial Advisory Corp227$34K0.0%N/A0.000%
10/8/2026City Center Advisors LLC1,357$206K0.2%+8.2%0.001%
10/7/2026Venture Visionary Partners LLC136,183$20.64M0.5%+4.4%0.089%
10/7/2026Cassilly Financial Group LLC4,115$624K0.4%-23.6%0.003%
10/7/2026Rhodes Investment Advisors Inc. ADV3,065$465K0.3%N/A0.002%
10/7/2026MRA Advisory Group40,320$6.11M2.2%N/A0.026%
10/7/2026Asempa Wealth Advisors6,216$949K0.7%-7.3%0.004%
10/7/2026Weaver Consulting Group25,115$3.81M0.7%+4.1%0.017%
10/6/2026RVW Wealth LLC272,587$41.32M2.7%+5.1%0.179%
10/5/2026Rosenberg Matthew Hamilton215$33K0.0%N/A0.000%
10/5/2026Tompkins Financial Corp244,030$36.99M2.6%N/A0.160%
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10/1/2026 Sarver Vrooman Wealth Advisors1,974$299K0.2%+62.3%0.001%
9/23/2026QRG Capital Management Inc.2,043$330K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.16,334$2.64M0.0%+42.3%0.011%
9/23/2026Envestnet Asset Management Inc.1,479,343$238.97M0.0%+9.5%0.963%
9/9/2026Sequoia Financial Advisors LLC2,323$375K0.0%N/A0.002%
9/9/2026Lunt Capital Management Inc.19,959$3.22M1.2%N/A0.014%
9/9/2026Capital Analysts LLC9,756$1.58M0.0%+18.4%0.007%
9/9/2026Concorde Asset Management LLC59,745$9.65M5.5%+12.2%0.041%
9/9/2026Integrated Wealth Concepts LLC136,683$22.08M0.1%+96.3%0.093%
9/9/2026RFG Advisory LLC52,639$8.50M0.1%-68.3%0.036%
9/9/2026NewEdge Advisors LLC200,379$32.37M0.1%+42.1%0.137%
9/9/2026IFP Advisors Inc9,352$1.51M0.0%+5.8%0.006%
9/9/2026Baird Financial Group Inc.11,030$1.78M0.0%+56.5%0.008%
9/9/2026XY Planning Network Inc.11,669$1.89M0.2%+2.1%0.008%
9/8/2026Allworth Financial LP32,292$5.22M0.0%-4.6%0.022%
9/8/2026Waverly Advisors LLC44,492$7.19M0.0%-19.8%0.030%
9/8/2026Paragon Capital Management Ltd3,933$635K0.1%-48.2%0.003%
8/27/2026Corient Private Wealth LP2,667$431K0.0%-16.6%0.002%
8/23/2026Ameritas Advisory Services LLC150,022$24.24M0.5%+928.3%0.102%
8/23/2026Henrickson Nauta Wealth Advisors Inc.6,659$1.08M0.3%+14.5%0.005%
8/23/2026Wedmont Private Capital45,348$6.97M0.2%+97.5%0.031%
8/23/2026Kintra Wealth LLC9,942$1.52M0.1%+25.0%0.007%
8/23/2026Mid American Wealth Advisory Group Inc.8,038$1.30M0.5%-27.2%0.005%
8/23/2026Hutchens & Kramer Investment Management Group LLC65,767$10.62M2.9%+2.4%0.045%
8/23/2026Asset Allocation Strategies LLC1,658$268K0.0%N/A0.001%
8/22/2026Noble Wealth Partners LLC22,147$3.58M3.1%N/A0.015%
8/22/2026Schuylkill Financial LLC9,364$1.51M1.4%N/A0.006%
8/22/2026Compass Financial Management LLC26,403$4.27M0.5%N/A0.018%
8/22/2026Tenet Wealth Partners LLC1,688$273K0.2%N/A0.001%
8/22/2026Montgomery Financial Services LLC286$46K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC400$65K0.1%N/A0.000%
8/22/2026Cassilly Financial Group LLC5,385$870K0.6%-23.7%0.004%
8/22/2026Hopwood Nicholas Hunter16,670$2.69M0.7%N/A0.011%
8/22/2026Elevation Wealth Management LLC1,353$219K0.2%N/A0.001%
8/22/2026BAM Wealth Management LLC2,489$402K0.3%-9.3%0.002%
8/22/2026Washington Growth Strategies LLC22,767$3.68M2.0%+2.2%0.016%
8/22/2026SMART Wealth LLC45,954$7.42M1.6%+1,733.8%0.031%
8/22/2026Comprehensive Financial Planning Inc. PA4,669$754K0.4%-6.4%0.003%
8/22/2026Valued Retirements Inc.5,221$843K0.7%+6.6%0.004%
8/22/2026Investor s Fiduciary Advisor Network LLC1,446$233K0.1%-76.7%0.001%
8/22/2026Legacy Wealth Managment LLC ID2,490$402K0.2%+219.6%0.002%
8/22/2026NWF Advisory Services Inc.1,532$247K0.0%N/A0.001%
8/22/2026TD Waterhouse Canada Inc.42,322$6.57M0.0%+17.6%0.029%
8/22/2026Kickstand Ventures LLC.16,156$2.61M0.5%-9.5%0.011%
8/22/2026Concurrent Investment Advisors LLC95,787$15.47M0.1%-2.1%0.065%
8/21/2026Lowery Thomas LLC1,921$310K0.2%N/A0.001%
8/21/2026Coppell Advisory Solutions LLC15,801$26K0.0%N/A0.011%
8/21/2026Beacon Financial Advisory LLC7,276$1.18M0.2%-4.7%0.005%
8/21/2026Lionsbridge Wealth Management LLC6,116$988K0.9%N/A0.004%
8/21/2026Symphony Financial Ltd. Co.2,952$469K0.1%+5.1%0.002%
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8/20/2026Avant Capital LLC1,862$301K0.2%N/A0.001%
8/20/2026Nwam LLC5,139$830K0.0%+18.0%0.004%
8/20/2026Denver PWM LLC16,733$2.57M0.7%+4.2%0.011%
8/12/2026Compass Financial Management LLC26,403$4.27M0.5%N/A0.018%
7/10/2026Insight Wealth Strategies LLC215,430$33.46M3.2%+14.6%0.152%
7/10/2026HRC Wealth Management LLC1,488$240K0.1%N/A0.001%
7/10/2026Ocean Park Asset Management LLC4,534$732K0.0%N/A0.003%
7/10/2026KWB Wealth96,390$15.57M1.3%-21.9%0.068%
7/10/2026Fulcrum Equity Management14,031$2.27M1.7%+348.3%0.010%
7/10/2026Redhawk Wealth Advisors Inc.67,258$10.87M1.1%+264.3%0.047%


SPMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 725 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), Bank of America Corp DE ($359.80M), CWM LLC ($357.03M), Morgan Stanley ($320.12M), Vantagepoint Investment Advisers LLC ($292.96M), Envestnet Asset Management Inc. ($238.97M), and Raymond James Financial Inc. ($205.96M).Learn more on Invesco S&P 500 Momentum ETF's institutional investors.

Of the 705 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. ($4.05M), 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 21,626,662 shares in the last 24 months. This purchase volume represents approximately $2.66B in transactions.

Of the 226 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. ($316.93K).

Institutional investors have sold a total of 13,554,859 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.


Related Companies

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 10/14/2026. New 13F filings are added each quarter as they're published.
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