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

Invesco S&P 500 Momentum ETF logo
$112.51 +1.15 (+1.03%)
Closing price 07/3/2025 05:00 PM Eastern
Extended Trading
$112.54 +0.02 (+0.02%)
As of 07/3/2025 05:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. 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)
355
Total
Institutional Inflows
(last 12 months)
$2.24B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$392.89M
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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
7/3/2025 City Center Advisors LLC2,063$232K0.2%N/A0.002%
7/2/2025 HBW Advisory Services LLC218,875$24.62M3.0%+19.5%0.264%
7/1/2025 Bush Investment Group LLC10,044$1.13M0.8%+1.5%0.012%
6/10/2025Compass Financial Services Inc766$71K0.0%N/A0.001%
5/29/2025Nova Wealth Management Inc.41,498$3.84M3.3%+17.0%0.062%
5/29/2025Apeiron RIA LLC17,531$1.62M0.5%+24.2%0.026%
5/28/2025Vista Cima Wealth Management LLC21,347$1.98M1.4%-12.7%0.032%
5/28/2025GK Wealth Management LLC2,171$201K0.2%N/A0.003%
5/22/2025Rollins Financial Advisors LLC11,823$1.09M0.2%N/A0.018%
5/21/2025Beacon Capital Management Inc.31,818$2.94M0.1%-18.0%0.048%
5/21/2025Geneos Wealth Management Inc.39,580$3.66M0.1%+35.1%0.059%
5/20/2025Belpointe Asset Management LLC14,265$1.32M0.1%+242.3%0.021%
5/20/2025Integrity Alliance LLC.124,396$11.51M0.5%+101.0%0.186%
5/19/2025Jane Street Group LLC40,389$3.74M0.0%+346.5%0.060%
5/16/2025Prostatis Group LLC25,540$2.36M0.7%+33.1%0.038%
5/16/2025Semmax Financial Advisors Inc.3,998$394K0.1%+7.2%0.006%
5/16/2025Empowered Funds LLC97,862$9.06M0.1%N/A0.146%
5/16/2025Ascent Group LLC154,037$14.25M0.6%+231.4%0.230%
5/16/2025Strait & Sound Wealth Management LLC14,255$1.32M0.6%+64.7%0.021%
5/16/2025Ashton Thomas Private Wealth LLC20,514$1.90M0.1%+50.2%0.031%
5/16/2025Goldman Sachs Group Inc.204,255$18.90M0.0%N/A0.246%
5/16/2025Kestra Investment Management LLC8,922$826K0.0%+313.2%0.013%
5/16/2025Legacy Wealth Managment LLC ID640$59K0.0%-20.3%0.001%
5/16/2025National Wealth Management Group LLC2,246$208K0.1%N/A0.003%
5/16/2025NewEdge Advisors LLC44,535$4.12M0.0%-25.7%0.066%
5/16/2025Integrated Wealth Concepts LLC38,923$3.60M0.0%+11.4%0.058%
5/16/2025Clark Capital Management Group Inc.1,683,208$155.75M1.1%+35.4%2.513%
5/16/2025Concorde Asset Management LLC13,395$1.23M0.7%-83.1%0.020%
5/15/2025Federation des caisses Desjardins du Quebec19,532$1.81M0.0%+816.1%0.029%
5/15/2025Focus Partners Advisor Solutions LLC17,857$1.65M0.0%+26.4%0.027%
5/15/2025Ameriflex Group Inc.13,411$1.24M0.5%+19.8%0.020%
5/15/2025Royal Bank of Canada236,431$21.88M0.0%+267.7%0.353%
5/15/2025Betterment LLC21,788$2.02M0.0%-8.2%0.033%
5/15/2025Baird Financial Group Inc.4,499$416K0.0%N/A0.007%
5/15/2025TD Capital Management LLC3,329$308K0.0%N/A0.005%
5/15/2025BNP Paribas Financial Markets440,323$40.74M0.0%N/A0.657%
5/14/2025Triad Wealth Partners LLC38,207$3.54M1.1%+16.8%0.057%
5/14/2025CreativeOne Wealth LLC119,058$11.02M0.3%-6.4%0.178%
5/14/2025Redwood Investment Management LLC235,246$21.77M2.4%+886.4%0.351%
5/14/2025Smartleaf Asset Management LLC1,123$104K0.0%N/A0.002%
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5/14/2025Northwestern Mutual Wealth Management Co.531,103$49.14M0.0%+177.9%0.793%
5/14/2025Kestra Advisory Services LLC16,274$1.51M0.0%+21.4%0.024%
5/14/2025MAS Advisors LLC30,540$2.83M4.3%+42.4%0.046%
5/14/2025Compound Planning Inc.11,626$1.08M0.0%+118.7%0.017%
5/14/2025Barnes Wealth Management Group Inc4,240$392K0.3%N/A0.006%
5/14/2025CW Advisors LLC4,177$386K0.0%N/A0.006%
5/14/2025Capital Analysts LLC4,928$456K0.0%-4.6%0.007%
5/14/2025Tradition Wealth Management LLC18,061$1.67M0.1%+3.9%0.027%
5/14/2025Vertex Planning Partners LLC27,888$2.58M0.6%+5.2%0.042%
5/14/2025RWA Wealth Partners LLC8,436$781K0.0%N/A0.013%
5/13/2025Steward Partners Investment Advisory LLC67,661$6.26M0.1%+151.7%0.101%
5/13/2025Raymond James Financial Inc.326,302$30.19M0.0%+115.7%0.487%
5/13/2025Gen Wealth Partners Inc16,128$1.49M0.6%+2.4%0.024%
5/13/2025LWM Advisory Services LLC36,148$3.35M2.3%+3.2%0.054%
5/13/2025MSH Capital Advisors LLC3,199$296K0.1%N/A0.005%
5/13/2025Stone House Investment Management LLC1,642$152K0.0%N/A0.002%
5/13/2025HighTower Advisors LLC94,253$8.72M0.0%+63.7%0.141%
5/12/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,846$638K0.1%-77.6%0.010%
5/12/2025Meridian Wealth Management LLC14,203$1.31M0.1%+149.9%0.021%
5/12/2025Maia Wealth LLC27,569$2.49M0.6%+7.0%0.041%
5/12/2025Cooper Financial Group8,319$770K0.1%+26.8%0.012%
5/12/2025Darrow Company Inc.42,011$3.89M2.2%N/A0.063%
5/12/2025Townsquare Capital LLC8,116$751K0.0%+214.3%0.012%
5/12/2025National Bank of Canada FI24,040$2.22M0.0%+10.7%0.036%
5/12/2025AlphaCore Capital LLC1,005$93K0.0%N/A0.002%
5/9/2025Tidemark LLC40,634$3.76M1.4%+9.7%0.069%
5/9/2025WealthShield Partners LLC307$28K0.0%+51.2%0.001%
5/9/2025Planning Alternatives Ltd. ADV356,975$33.03M5.1%N/A0.609%
5/9/2025Endowment Wealth Management Inc.24,880$2.30M1.5%+9.2%0.042%
5/9/2025Atria Wealth Solutions Inc.96,107$8.89M0.1%+39.7%0.164%
5/9/2025Thoroughbred Financial Services LLC21,337$1.97M0.1%N/A0.036%
5/9/2025Kickstand Ventures LLC.10,851$1.00M0.3%-11.0%0.019%
5/9/2025Liberty Wealth Management LLC83,238$7.70M0.1%+3,381.3%0.142%
5/9/2025PNC Financial Services Group Inc.2,082$193K0.0%+96.8%0.004%
5/8/2025IFG Advisory LLC96,894$8.97M0.5%+51.8%0.165%
5/8/2025Moors & Cabot Inc.2,710$251K0.0%N/A0.005%
5/8/2025US Bancorp DE24,745$2.29M0.0%+68.0%0.042%
5/8/2025Harbour Investments Inc.86,998$8.05M0.2%+327.9%0.148%
5/8/2025RVW Wealth LLC200,451$18.55M1.7%+213.4%0.342%
5/8/2025CAP Partners LLC6,476$599K0.4%+11.6%0.011%
5/8/2025NorthRock Partners LLC791$73K0.0%N/A0.001%
5/8/2025Arkadios Wealth Advisors13,939$1.29M0.0%+25.1%0.024%
5/8/2025Geneos Wealth Management Inc.40,112$3.71M0.1%+36.9%0.068%
5/8/2025Cozad Asset Management Inc.8,249$763K0.1%+23.5%0.014%
5/7/2025Foundations Investment Advisors LLC3,660$339K0.0%N/A0.006%
5/7/2025LPL Financial LLC3,579,241$331.19M0.1%+64.3%6.109%
5/7/2025Security Financial Services INC.54,451$5.04M1.0%+0.3%0.093%
5/7/2025First Heartland Consultants Inc.8,796$814K0.1%+13.8%0.015%
5/7/2025Trilogy Capital Inc.380,918$35.25M1.8%-9.7%0.650%
5/6/2025Assetmark Inc.26,925$2.49M0.0%+13.7%0.046%
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5/6/2025USAdvisors Wealth Management LLC226,584$20.97M7.3%+1.6%0.387%
5/6/2025Cetera Investment Advisers554,807$51.34M0.1%+84.0%0.947%
5/6/2025Avantax Advisory Services Inc.65,077$6.02M0.0%+290.7%0.111%
5/6/2025Tempus Wealth Planning LLC42,203$3.91M1.2%+8.0%0.072%
5/6/2025Brookwood Investment Group LLC232,406$21.51M3.7%N/A0.397%
5/6/2025One Wealth Advisors LLC50,163$4.64M0.7%-4.6%0.086%
5/6/2025Lifeworks Advisors LLC2,771$256K0.0%N/A0.005%
5/6/2025AE Wealth Management LLC43,049$3.98M0.0%+16.4%0.073%
5/6/2025M1 Capital Management LLC22,435$2.08M1.3%+625.3%0.038%
5/6/2025Richardson Financial Services Inc.963$89K0.1%+51.9%0.002%
(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, 393 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($556.53M), LPL Financial LLC ($331.19M), Clark Capital Management Group Inc. ($155.75M), Bank of America Corp DE ($137.46M), CWM LLC ($121.51M), Mainstay Capital Management LLC ADV ($114.77M), and Money Concepts Capital Corp ($73.88M).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 372 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. ($3.23M), LPL Financial LLC ($2.73M), Mainstay Capital Management LLC ADV ($1.24M), Bank of America Corp DE ($1.13M), CWM LLC ($878.26K), Cetera Investment Advisers ($649.06K), and JPMorgan Chase & Co. ($617.80K).

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

Institutional investors have bought a total of 24,123,948 shares in the last 24 months. This purchase volume represents approximately $2.24B in transactions.

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

Of the 103 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. ($1.21M), Clark Capital Management Group Inc. ($694.03K), Advance Capital Management Inc. ($442.35K), Orion Portfolio Solutions LLC ($257.84K), Smart Money Group LLC ($250.29K), Fortis Group Advisors LLC ($192.62K), and Avidian Wealth Enterprises LLC ($166.80K).

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

Institutional investors have sold a total of 4,213,301 shares in the last 24 months. This volume of shares sold represents approximately $392.89M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 7/4/2025 by MarketBeat.com Staff
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