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

Invesco S&P 500 Momentum ETF logo
$90.85 +0.63 (+0.70%)
As of 09:42 AM 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)
298
Total
Institutional Inflows
(last 12 months)
$1.44B
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$315.17M
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SPMO Institutional Buying and Selling by Quarter

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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
4/15/2025Signet Financial Management LLC9,582$887K0.1%N/A0.016%
4/14/2025Farther Finance Advisors LLC6,468$603K0.0%+1,267.4%0.011%
4/14/2025Park Avenue Securities LLC104,294$9.65M0.1%+36.8%0.179%
4/14/2025RDA Financial Network3,978$368K0.1%-5.4%0.007%
4/14/2025Patriot Financial Group Insurance Agency LLC11,696$1.08M0.1%+6.7%0.020%
4/14/2025Wedmont Private Capital7,143$642K0.0%+11.8%0.012%
4/14/2025FFG Retirement Advisors LLC13,346$1.24M0.8%N/A0.023%
4/11/2025 Fiduciary Planning LLC38,832$3.59M1.2%+81.7%0.067%
4/11/2025 StoneCrest Wealth Management Inc.62,200$5.76M3.7%+0.8%0.107%
4/11/2025 MKT Advisors LLC3,435$318K0.1%+48.2%0.006%
4/11/2025 Insight Advisors LLC PA5,005$463K0.1%-23.0%0.009%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.19,335$1.79M0.3%+1.3%0.033%
4/10/2025 Trinity Wealth Management LLC2,831$262K0.1%-21.2%0.005%
4/10/2025 KWB Wealth59,714$5.67M0.7%N/A0.102%
4/10/2025 Cypress Wealth Services LLC23,693$2.19M0.4%+8.6%0.041%
4/10/2025 Brand Asset Management Group Inc.2,718$252K0.1%-12.5%0.005%
4/10/2025 Firethorn Wealth Partners LLC9,440$873K0.4%-2.1%0.016%
4/10/2025 Watershed Private Wealth LLC32,507$3.01M1.2%-38.2%0.056%
4/9/2025 RFG Advisory LLC3,353$310K0.0%-50.6%0.006%
4/9/2025 HBW Advisory Services LLC183,192$16.95M2.4%+15.1%0.314%
4/9/2025 Merit Financial Group LLC29,476$2.73M0.0%+375.4%0.051%
4/9/2025 McNaughton Wealth Management LLC29,283$2.71M1.3%N/A0.050%
4/9/2025 SigFig Wealth Management LLC89,450$8.25M0.3%+58.6%0.153%
4/9/2025 Advance Capital Management Inc.24,781$2.29M0.1%+15.4%0.043%
4/3/2025 Insight Wealth Strategies LLC221,372$20.48M2.7%N/A0.380%
3/24/2025Fulcrum Equity Management2,223$211K0.2%N/A0.004%
3/24/2025Mascagni Wealth Management Inc.937$89K0.1%N/A0.002%
3/21/2025Prostatis Group LLC19,190$1.82M0.5%N/A0.034%
3/19/2025M1 Capital Management LLC3,093$294K0.2%N/A0.006%
3/17/2025Wealth Enhancement Advisory Services LLC17,155$1.63M0.0%N/A0.031%
3/11/2025Anchor Pointe Wealth Management LLC6,256$598K0.8%N/A0.011%
2/28/2025Park Square Financial Group LLC754$72K0.0%N/A0.001%
2/26/2025Virtue Capital Management LLC2,564$244K0.0%-24.0%0.005%
2/25/2025B. Riley Wealth Advisors Inc.55,797$5.30M0.2%-20.4%0.100%
2/25/2025Armis Advisers LLC3,372$320K0.0%N/A0.006%
2/25/2025Integrated Advisors Network LLC4,522$430K0.0%N/A0.008%
2/24/2025Great Valley Advisor Group Inc.37,232$3.54M0.1%+1.0%0.067%
2/24/2025Ameriflex Group Inc.11,198$1.12M0.5%N/A0.020%
2/21/2025Ascent Group LLC46,479$4.42M0.3%N/A0.289%
2/21/2025WNY Asset Management LLC3,514$334K0.0%+8.7%0.022%
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2/19/2025Richmond Investment Services LLC2,825$268K0.2%N/A0.018%
2/18/2025Strait & Sound Wealth Management LLC8,655$822K0.4%+2.9%0.054%
2/18/2025Breakthru Advisory Services LLC2,136$203K0.2%N/A0.013%
2/18/2025Focus Partners Advisor Solutions LLC14,131$1.34M0.0%-9.6%0.088%
2/18/2025First Heartland Consultants Inc.7,728$734K0.1%-2.5%0.048%
2/18/2025Continuum Advisory LLC374$36K0.0%-47.0%0.002%
2/18/2025Lantern Wealth Advisors LLC2,396$228K0.1%N/A0.015%
2/17/2025Visionary Wealth Advisors5,078$482K0.0%+53.2%0.032%
2/17/2025Vista Cima Wealth Management LLC24,440$2.32M2.4%N/A0.152%
2/17/2025Stonebrook Private Inc.50,971$4.84M1.3%N/A0.316%
2/17/2025Redwood Investment Management LLC23,848$2.27M0.2%+369.9%0.148%
2/17/2025Investor s Fiduciary Advisor Network LLC4,872$462K0.2%N/A0.030%
2/17/2025Gen Wealth Partners Inc15,744$1.50M0.6%N/A0.098%
2/17/2025Fullcircle Wealth LLC4,204$434K0.2%N/A0.026%
2/17/2025Clark Capital Management Group Inc.1,243,203$118.12M0.8%-35.8%7.717%
2/17/2025CoreCap Advisors LLC18,087$1.72M0.1%+161.2%0.112%
2/17/2025Cambridge Investment Research Advisors Inc.427,365$40.60M0.1%+36.0%2.653%
2/17/2025Cetera Investment Advisers301,544$28.65M0.1%+6.5%1.872%
2/17/2025Bank of America Corp DE1,446,799$137.46M0.0%+363.9%8.981%
2/17/2025Ameriprise Financial Inc.7,499$712K0.0%+31.4%0.047%
2/14/2025ArborFi Advisors LLC13,751$1.31M1.3%N/A0.085%
2/14/2025LGT Financial Advisors LLC1,737$165K0.4%N/A0.011%
2/14/2025Jane Street Group LLC9,045$859K0.0%+151.7%0.056%
2/14/2025Comerica Bank718$68K0.0%N/A0.004%
2/14/2025Fischer Investment Strategies LLC139,833$13.29M10.6%+13.0%0.868%
2/14/2025Beacon Pointe Advisors LLC27,495$2.61M0.0%+11.6%0.171%
2/14/2025Tudor Investment Corp ET AL2,438$232K0.0%N/A0.015%
2/14/2025Betterment LLC23,742$2.26M0.0%+85.1%0.147%
2/14/2025Capital Analysts LLC5,165$491K0.0%-3.3%0.032%
2/14/2025Integrated Wealth Concepts LLC34,947$3.32M0.0%+195.1%0.217%
2/14/2025Coppell Advisory Solutions LLC8,467$809K0.1%-4.2%0.053%
2/14/2025MGO One Seven LLC7,513$714K0.0%+75.4%0.047%
2/14/2025Harvest Investment Services LLC4,609$438K0.1%-2.9%0.029%
2/14/2025IHT Wealth Management LLC126,878$12.06M0.4%N/A0.788%
2/14/2025Stifel Financial Corp303,174$28.81M0.0%+734.8%1.882%
2/14/2025Tower Research Capital LLC TRC 405$38K0.0%-78.0%0.003%
2/14/2025Tradition Wealth Management LLC17,384$1.65M0.1%N/A0.108%
2/14/2025MML Investors Services LLC162,991$15.49M0.1%+63.6%1.012%
2/14/2025Freedom Investment Management Inc.17,988$1.71M0.1%+165.5%0.112%
2/14/2025Generation Capital Management LLC38,614$3.67M3.1%N/A0.240%
2/14/2025GeoWealth Management LLC16,953$1.61M0.1%+399.6%0.105%
2/14/2025Concourse Financial Group Securities Inc.29,971$3.02M0.2%+2.5%0.186%
2/13/2025Marshall Wace LLP24,426$2.32M0.0%-72.2%0.152%
2/13/2025NewEdge Advisors LLC59,963$5.70M0.0%+16.0%0.372%
2/13/2025Resurgent Financial Advisors LLC2,275$216K0.1%N/A0.014%
2/13/2025Lifelong Wealth Advisors Inc.14,733$1.40M0.6%N/A0.091%
2/13/2025Integrity Wealth Advisors Inc.2,446$232K0.2%N/A0.015%
2/13/2025Kane Investment Management Inc.16,113$1.53M0.9%N/A0.100%
2/13/2025Belpointe Asset Management LLC4,167$372K0.0%N/A0.026%
2/13/2025CreativeOne Wealth LLC127,131$12.08M0.4%+5,427.4%0.789%
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2/13/2025Mariner LLC51,070$4.85M0.0%+41.8%0.317%
2/13/2025Primoris Wealth Advisors LLC3,100$295K0.2%-3.1%0.019%
2/13/2025Townsquare Capital LLC2,582$245K0.0%N/A0.016%
2/13/2025Concorde Asset Management LLC79,114$7.52M3.9%+14.5%0.491%
2/13/2025Hobbs Wealth Management LLC22,249$2.11M2.4%N/A0.138%
2/13/2025 Glass Jacobson Investment Advisors llc842$80K0.0%+607.6%0.005%
2/13/2025Raymond James Financial Inc.151,274$14.37M0.0%N/A0.939%
2/13/2025Advisory Services Network LLC9,270$881K0.0%-36.6%0.058%
2/13/2025Renaissance Technologies LLC44,200$4.20M0.0%+612.9%0.274%
2/13/2025Bush Investment Group LLC9,520$904K0.7%N/A0.059%
(Data available from 1/1/2016 forward)

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SPMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMO shares?

During the previous two years, 329 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($403.25M), LPL Financial LLC ($207.00M), Bank of America Corp DE ($137.46M), Clark Capital Management Group Inc. ($118.12M), Mainstay Capital Management LLC ADV ($115.62M), JPMorgan Chase & Co. ($58.71M), and Money Concepts Capital Corp ($58.10M).Learn more on SPMO's institutional investors.

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

Of the 307 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: Envestnet Asset Management Inc. ($1.46M), LPL Financial LLC ($1.40M), Mainstay Capital Management LLC ADV ($1.22M), Bank of America Corp DE ($1.13M), JPMorgan Chase & Co. ($617.80K), Orion Portfolio Solutions LLC ($573.58K), and Advance Capital Management Inc. ($467.13K).

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

Institutional investors have bought a total of 16,809,725 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

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

Of the 90 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: Envestnet Asset Management Inc. ($1.30M), Clark Capital Management Group Inc. ($694.03K), Advance Capital Management Inc. ($442.35K), Orion Portfolio Solutions LLC ($257.84K), Trilogy Capital Inc. ($140.98K), Intelligence Driven Advisers LLC ($111.75K), and Principal Securities Inc. ($80.95K).

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

Institutional investors have sold a total of 3,887,728 shares in the last 24 months. This volume of shares sold represents approximately $344.02M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 4/15/2025 by MarketBeat.com Staff
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