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

Invesco S&P 500 Momentum ETF logo
$113.23 -2.46 (-2.13%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$113.22 -0.01 (-0.01%)
As of 08/1/2025 08:00 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)
397
Total
Institutional Inflows
(last 12 months)
$3.10B
Number of
Institutional Sellers
(last 12 months)
131
Total
Institutional Outflows
(last 12 months)
$437.96M
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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
8/1/2025Bull Oak Capital LLC113,569$12.77M5.8%N/A0.124%
8/1/2025Austin Private Wealth LLC169,633$19.08M1.5%+1.0%0.185%
8/1/2025Reliant Investment Partners LLC3,819$430K0.4%N/A0.004%
8/1/2025Petra Financial Advisors Inc.10,029$1.13M0.7%+206.4%0.011%
8/1/2025GWN Securities Inc.2,215$250K0.0%-35.8%0.002%
8/1/2025Rossby Financial LCC304$34K0.0%+237.8%0.000%
8/1/2025Brookwood Investment Group LLC121,584$13.68M2.2%-47.7%0.132%
8/1/2025Yukon Wealth Management Inc.3,117$351K0.1%N/A0.003%
8/1/2025Ashton Thomas Private Wealth LLC21,115$2.38M0.1%+2.9%0.023%
8/1/2025Envestnet Asset Management Inc.8,166,537$918.49M0.3%+35.8%8.883%
7/31/2025 Strait & Sound Wealth Management LLC14,349$1.61M0.7%+0.7%0.016%
7/31/2025 Leavell Investment Management Inc.17,400$1.96M0.1%+42.1%0.019%
7/31/2025 TSA Wealth Managment LLC28,834$3.24M1.2%-1.8%0.031%
7/31/2025 Focus Partners Advisor Solutions LLC16,965$1.91M0.0%-5.0%0.018%
7/31/2025 MN Wealth Advisors LLC2,704$304K0.2%N/A0.003%
7/31/2025 Trademark Financial Management LLC3,187$358K0.2%N/A0.003%
7/31/2025 CAP Partners LLC6,905$777K0.5%+6.6%0.008%
7/31/2025 Avion Wealth1,500$168K0.0%N/A0.002%
7/30/2025 Roman Butler Fullerton & Co.8,442$971K0.3%N/A0.009%
7/30/2025 Insight Advisors LLC PA4,254$478K0.1%-15.0%0.005%
7/30/2025 Strategic Blueprint LLC7,821$880K0.0%-3.7%0.009%
7/30/2025 Freedom Investment Management Inc.18,175$2.04M0.2%+0.9%0.020%
7/30/2025 Caliber Wealth Management LLC KS1,855$209K0.0%N/A0.002%
7/30/2025 BlueChip Wealth Advisors LLC15,391$1.73M0.7%+5.9%0.017%
7/30/2025 Brookstone Capital Management12,043$1.36M0.0%+144.3%0.013%
7/30/2025 D.A. Davidson & CO.25,062$2.82M0.0%+0.8%0.027%
7/30/2025 Lionsbridge Wealth Management LLC25,136$2.83M2.8%N/A0.027%
7/30/2025 LGT Financial Advisors LLC2,027$228K0.6%+18.0%0.002%
7/30/2025 Darrow Company Inc.45,666$5.14M2.6%+8.7%0.050%
7/30/2025 Avidian Wealth Enterprises LLC16,975$1.91M0.1%-2.1%0.018%
7/30/2025 Fiduciary Planning LLC37,923$4.27M1.4%-2.3%0.041%
7/29/2025 Stephens Inc. AR4,408$496K0.0%+2.1%0.005%
7/29/2025 Altus Wealth Group LLC131,514$14.79M6.5%+3.4%0.143%
7/29/2025 Balboa Wealth Partners18,350$2.06M0.4%N/A0.020%
7/29/2025 Chicago Partners Investment Group LLC46,313$5.30M0.2%N/A0.050%
7/29/2025 Goldstein Advisors LLC106,381$11.97M1.6%-1.7%0.116%
7/29/2025 International Assets Investment Management LLC10,488$1.18M0.1%N/A0.011%
7/29/2025 Manchester Financial Inc.72,492$8.15M1.7%+95.7%0.079%
7/29/2025 Tradewinds Capital Management LLC354$40K0.0%+342.5%0.000%
7/29/2025 Stratos Wealth Partners LTD.154,539$17.38M0.2%+829.8%0.168%
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7/29/2025 Primoris Wealth Advisors LLC2,615$294K0.2%-95.3%0.003%
7/29/2025 Private Trust Co. NA3,719$418K0.0%-27.0%0.004%
7/29/2025 Roof Eidam Maycock Peralta LLC5,875$661K0.2%N/A0.006%
7/29/2025 Latitude Advisors LLC2,554$287K0.1%+5.0%0.003%
7/29/2025 Horst & Graben Wealth Management LLC66,581$7.49M1.2%+4.8%0.072%
7/28/2025 WealthPLAN Partners LLC7,808$878K0.1%+2.4%0.008%
7/28/2025 Turtle Creek Wealth Advisors LLC6,370$716K0.1%N/A0.007%
7/28/2025 WJ Wealth Management LLC78,242$8.80M2.8%-11.8%0.085%
7/28/2025 Mutual Advisors LLC88,561$10.19M0.3%+411.3%0.096%
7/28/2025 Lunt Capital Management Inc.10,653$1.20M0.5%N/A0.012%
7/28/2025 Triton Wealth Management PLLC200,151$22.89M9.8%N/A0.218%
7/28/2025 Harbour Investments Inc.112,714$12.68M0.3%+29.6%0.123%
7/28/2025 Cypress Wealth Services LLC24,904$2.80M0.5%+5.1%0.027%
7/28/2025 Sagespring Wealth Partners LLC27,220$3.06M0.0%N/A0.030%
7/28/2025 RFG Advisory LLC17,024$1.92M0.0%+407.7%0.019%
7/28/2025 Perfromance Wealth Partners LLC215,419$24.23M0.8%N/A0.234%
7/28/2025 Axxcess Wealth Management LLC162,649$18.29M0.4%+171.2%0.177%
7/25/2025 Northwest Capital Management Inc6,495$730K0.4%-56.3%0.007%
7/25/2025 NorthRock Partners LLC226$25K0.0%-71.4%0.000%
7/25/2025 Atria Wealth Solutions Inc.79,320$8.92M0.2%-17.5%0.086%
7/25/2025 Envestnet Portfolio Solutions Inc.154,183$17.34M0.1%-0.8%0.168%
7/25/2025 Endowment Wealth Management Inc.26,370$2.97M1.5%+6.0%0.029%
7/25/2025 MGO One Seven LLC12,016$1.35M0.0%+31.6%0.013%
7/25/2025 RHS Financial LLC3,174$357K0.2%N/A0.003%
7/25/2025 Prostatis Group LLC23,770$2.67M0.8%-6.9%0.026%
7/25/2025 Orca Investment Management LLC18,736$2.11M1.9%-10.2%0.020%
7/25/2025 CWM LLC2,458,025$276.45M1.0%+87.2%2.674%
7/25/2025 Concurrent Investment Advisors LLC135,238$15.21M0.3%+6.2%0.147%
7/25/2025 Apollon Wealth Management LLC10,964$1.23M0.0%N/A0.012%
7/25/2025 Richardson Financial Services Inc.1,373$152K0.1%+42.6%0.001%
7/24/2025 Fischer Investment Strategies LLC99,987$11.25M7.5%+447.0%0.109%
7/24/2025 M1 Capital Management LLC22,567$2.54M1.3%+0.6%0.025%
7/24/2025 WMG Financial Advisors LLC4,396$494K0.2%N/A0.005%
7/24/2025 McKinley Carter Wealth Services Inc.1,867$210K0.0%N/A0.002%
7/24/2025 IFP Advisors Inc5,472$615K0.0%+1,040.0%0.006%
7/24/2025 Mainstay Capital Management LLC ADV2,628,653$295.65M14.6%+111.9%2.859%
7/24/2025 MSH Capital Advisors LLC3,320$373K0.1%+3.8%0.004%
7/24/2025 US Bancorp DE26,298$2.96M0.0%+6.3%0.029%
7/23/2025 Tectonic Advisors LLC2,464$277K0.0%-5.2%0.003%
7/23/2025 Clear Creek Financial Management LLC80,248$9.03M0.9%+6.4%0.087%
7/23/2025 Detalus Advisors LLC41,202$4.63M1.3%-3.3%0.045%
7/23/2025 Watershed Private Wealth LLC31,278$3.52M1.3%-3.8%0.034%
7/23/2025 Kingswood Wealth Advisors LLC27,545$3.10M0.2%+91.4%0.030%
7/23/2025 SteelPeak Wealth LLC11,706$1.32M0.1%+234.4%0.013%
7/22/2025 Belpointe Asset Management LLC12,908$1.45M0.1%-9.5%0.014%
7/22/2025 MAS Advisors LLC25,994$2.92M4.8%-14.9%0.028%
7/22/2025 Duncan Williams Asset Management LLC12,371$1.39M0.2%N/A0.013%
7/22/2025 CPR Investments Inc.5,133$577K0.4%N/A0.006%
7/22/2025 Merit Financial Group LLC32,290$3.63M0.0%+9.5%0.035%
7/22/2025 Fortitude Advisory Group L.L.C.1,845$208K0.1%N/A0.002%
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7/22/2025 Beacon Financial Advisory LLC5,170$582K0.2%+13.7%0.006%
7/22/2025 Kickstand Ventures LLC.12,371$1.39M0.3%+14.0%0.013%
7/22/2025 Simplicity Wealth LLC2,247$253K0.0%N/A0.002%
7/22/2025 Sutton Place Investors LLC6,015$677K0.4%+1.8%0.007%
7/22/2025 Wealthcare Advisory Partners LLC31,304$3.52M0.1%N/A0.034%
7/22/2025 Firethorn Wealth Partners LLC9,556$1.08M0.5%+1.2%0.010%
7/22/2025 USAdvisors Wealth Management LLC17,086$1.92M0.7%-92.5%0.019%
7/21/2025 AIFG Consultants Ltd.32,485$3.65M7.1%-3.7%0.035%
7/21/2025 Ameriflex Group Inc.14,593$1.62M0.9%+8.8%0.016%
7/21/2025 Cardinal Strategic Wealth Guidance40,893$4.60M1.3%-6.6%0.044%
(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, 439 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($918.49M), LPL Financial LLC ($331.19M), Mainstay Capital Management LLC ADV ($295.65M), CWM LLC ($276.45M), Clark Capital Management Group Inc. ($155.75M), Bank of America Corp DE ($137.46M), and Alpine Bank Wealth Management ($90.29M).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 417 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. ($5.38M), LPL Financial LLC ($2.73M), Mainstay Capital Management LLC ADV ($2.63M), CWM LLC ($2.02M), Bank of America Corp DE ($1.13M), Alpine Bank Wealth Management ($802.82K), and Cetera Investment Advisers ($649.06K).

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

Institutional investors have bought a total of 31,734,421 shares in the last 24 months. This purchase volume represents approximately $3.11B in transactions.

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

Of the 131 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), Trilogy Capital Inc. ($405.54K), Orion Portfolio Solutions LLC ($257.84K), Smart Money Group LLC ($250.29K), USAdvisors Wealth Management LLC ($209.50K), and Fortis Group Advisors LLC ($192.62K).

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

Institutional investors have sold a total of 4,511,659 shares in the last 24 months. This volume of shares sold represents approximately $437.96M in transactions.



This page (NYSEARCA:SPMO) was last updated on 8/2/2025 by MarketBeat.com Staff
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