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

$100.06 +1.41 (+1.43%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
165
Total
Institutional Inflows
(last 12 months)
$680.63M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$80.40M
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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
1/21/2025MKT Advisors LLC2,318$229K0.1%N/A0.014%
1/21/2025Park Edge Advisors LLC6,459$614K0.2%-72.1%0.040%
1/21/2025Merkkuri Wealth Advisors LLC4,177$397K0.3%N/A0.026%
1/21/2025CFS Investment Advisory Services LLC83,355$7.92M0.7%N/A0.517%
1/21/2025Geneos Wealth Management Inc.29,297$2.78M0.1%+5.9%0.182%
1/21/2025Firethorn Wealth Partners LLC9,638$916K0.5%N/A0.060%
1/21/2025Harel Insurance Investments & Financial Services Ltd.6,500$618K0.0%+828.6%0.040%
1/21/2025Exchange Traded Concepts LLC5,110$486K0.0%N/A0.032%
1/21/2025Berbice Capital Management LLC13,351$1.27M1.0%N/A0.083%
1/21/2025Southland Equity Partners LLC14,893$1.42M0.3%+6.8%0.092%
1/21/2025RFG Advisory LLC6,783$644K0.0%N/A0.042%
1/17/2025 New Century Financial Group LLC9,425$913K0.4%-28.5%0.059%
1/17/2025 Apeiron RIA LLC14,115$1.34M0.4%N/A0.088%
1/17/2025 Seros Financial LLC19,093$1.67M1.5%N/A0.119%
1/17/2025 Goldstein Advisors LLC107,396$10.20M1.5%N/A0.667%
1/17/2025 Mutual Advisors LLC17,301$1.69M0.0%N/A0.107%
1/17/2025 Janney Montgomery Scott LLC43,997$4.18M0.0%+110.9%0.273%
1/17/2025 Global Trust Asset Management LLC430$41K0.0%+95.5%0.003%
1/17/2025 Atomi Financial Group Inc.5,316$505K0.0%-30.8%0.033%
1/16/2025 Smart Money Group LLC255,603$24.29M8.4%+4.4%1.587%
1/16/2025 My Legacy Advisors LLC8,870$863K0.3%N/A0.055%
1/16/2025 Kelly Financial Services LLC12,563$1.19M0.4%-24.6%0.078%
1/15/2025 Ameritas Advisory Services LLC2,940$279K0.0%N/A0.018%
1/15/2025 Arkadios Wealth Advisors11,141$1.06M0.1%+7.4%0.069%
1/15/2025 Merit Financial Group LLC6,200$589K0.0%N/A0.038%
1/15/2025 Brand Asset Management Group Inc.3,107$295K0.1%+34.4%0.019%
1/15/2025 RDA Financial Network4,206$400K0.1%N/A0.026%
1/15/2025 Goldstone Financial Group LLC2,835$269K0.0%-27.8%0.018%
1/15/2025 StoneCrest Wealth Management Inc.61,705$5.86M3.8%+5.9%0.383%
1/15/2025 Cypress Wealth Services LLC21,814$2.07M0.4%N/A0.135%
1/15/2025 Retireful LLC18,037$1.71M1.0%N/A0.112%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.19,078$1.81M0.4%+100.1%0.118%
1/14/2025 Park Avenue Securities LLC76,252$7.25M0.1%+201.0%0.473%
1/14/2025 Capstone Wealth Management Group LLC50,633$4.81M2.6%+77.0%0.314%
1/14/2025 Professional Financial Advisors LLC48,134$4.57M1.2%+2.6%0.299%
1/13/2025 PSI Advisors LLC288$27K0.0%+61.8%0.002%
1/13/2025 AdvisorNet Financial Inc1,302$124K0.0%+85.7%0.008%
1/13/2025 Cooper Financial Group6,563$624K0.1%+174.1%0.041%
1/13/2025 Wedmont Private Capital6,391$611K0.0%+152.1%0.040%
1/13/2025 Brookstone Capital Management3,075$292K0.0%-38.3%0.019%
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1/10/2025 HBW Advisory Services LLC159,163$15.12M2.1%+8.3%0.988%
1/8/2025 Weaver Consulting Group11,145$1.06M0.3%+1.9%0.069%
1/6/2025 Advance Capital Management Inc.21,471$2.04M0.1%-3.0%0.133%
12/13/2024B. Riley Wealth Advisors Inc.70,098$6.34M0.2%+14.2%0.435%
11/25/2024World Investment Advisors LLC5,153$467K0.0%-74.0%0.032%
11/25/2024Sanctuary Advisors LLC45,868$4.38M0.0%N/A0.285%
11/18/2024Virtue Capital Management LLC3,375$306K0.1%-4.3%0.021%
11/18/2024Strait & Sound Wealth Management LLC8,412$762K0.4%+160.0%0.052%
11/15/2024Brophy Wealth Management LLC2,813$255K0.1%N/A0.017%
11/15/2024Continuum Advisory LLC705$67K0.0%+44.2%0.004%
11/15/2024EWA LLC53,569$5.11M1.8%N/A0.333%
11/15/2024MML Investors Services LLC99,643$9.03M0.0%-33.1%0.619%
11/15/2024Legacy Investment Solutions LLC787$76K0.0%N/A0.005%
11/15/2024Orion Portfolio Solutions LLC716,117$64.91M1.4%-2.5%4.445%
11/15/2024World Investment Advisors LLC300,875$27.27M0.2%+1,416.7%1.868%
11/15/2024National Bank of Canada FI17,013$1.54M0.0%+371.9%0.106%
11/15/2024Jane Street Group LLC3,593$326K0.0%N/A0.022%
11/15/2024 Weaver Consulting Group10,941$992K0.3%+2.3%0.068%
11/15/2024Stifel Financial Corp36,315$3.29M0.0%-26.6%0.225%
11/15/2024Redwood Investment Management LLC5,075$493K0.0%N/A0.032%
11/15/2024Integrated Wealth Concepts LLC11,841$1.07M0.0%+19.4%0.074%
11/15/2024HighTower Advisors LLC51,127$4.64M0.0%-11.8%0.317%
11/15/2024Arizona PSPRS Trust37,696$3.42M0.1%N/A0.234%
11/15/2024Arrowroot Family Office LLC15,026$1.36M0.8%-3.4%0.093%
11/14/2024L.M. Kohn & Company5,920$537K0.1%-43.1%0.037%
11/14/2024Flow Traders U.S. LLC4,093$371K0.0%N/A0.025%
11/14/2024CreativeOne Wealth LLC2,300$208K0.0%N/A0.014%
11/13/2024Freedom Investment Management Inc.6,776$614K0.0%+184.6%0.042%
11/13/2024FMR LLC2,995$271K0.0%+64.7%0.019%
11/13/2024D.A. Davidson & CO.9,452$857K0.0%+9.8%0.059%
11/12/2024StoneX Group Inc.10,047$911K0.1%N/A0.062%
11/12/2024Great Valley Advisor Group Inc.36,848$3.34M0.1%+596.3%0.229%
11/12/2024Concorde Asset Management LLC69,105$6.26M3.5%+1,788.6%0.429%
11/9/2024LPL Financial LLC1,242,778$112.65M0.1%+10.0%7.714%
11/8/2024Darwin Wealth Management LLC1,741$158K0.0%N/A0.011%
11/7/2024Thrivent Financial for Lutherans14,473$1.31M0.0%N/A0.090%
11/6/2024Intelligence Driven Advisers LLC2,877$261K0.0%-61.5%0.018%
11/6/2024Endowment Wealth Management Inc.16,331$1.48M1.0%+8.4%0.101%
11/6/2024Oppenheimer & Co. Inc.20,120$1.82M0.0%-22.8%0.125%
11/5/2024First Heartland Consultants Inc.7,923$718K0.1%+20.7%0.049%
11/5/2024Harbour Investments Inc.37,128$3.37M0.1%+21.5%0.230%
11/4/2024Colonial River Investments LLC18,197$1.65M0.8%-26.0%0.113%
11/4/2024Axxcess Wealth Management LLC18,119$1.64M0.0%-25.9%0.112%
11/4/2024Sigma Planning Corp4,702$426K0.0%+50.4%0.029%
11/1/2024Atria Investments Inc11,471$1.04M0.0%-22.8%0.071%
11/1/2024Primoris Wealth Advisors LLC3,200$290K0.2%N/A0.020%
11/1/2024Able Wealth Management LLC40,548$3.68M2.8%+10.3%0.252%
11/1/2024Leavell Investment Management Inc.8,395$761K0.0%N/A0.052%
10/30/2024Centennial Wealth Advisory LLC65,824$5.97M2.3%-0.6%0.409%
10/30/2024Avidian Wealth Enterprises LLC172,580$15.64M0.7%+8.6%1.071%
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10/30/2024Moloney Securities Asset Management LLC13,737$1.25M0.2%N/A0.085%
10/30/2024TKG Advisors LLC2,246$204K0.1%N/A0.014%
10/30/2024Wetzel Investment Advisors Inc.37,272$3.38M1.7%N/A0.231%
10/29/2024 Janney Montgomery Scott LLC20,859$1.89M0.0%+61.7%0.129%
10/29/2024Clear Creek Financial Management LLC55,828$5.06M0.6%+1.3%0.347%
10/28/2024Creative Financial Designs Inc. ADV7,395$670K0.1%+17.7%0.046%
10/28/2024Principal Securities Inc.321,860$29.17M0.7%+10.3%1.998%
10/28/2024US Bancorp DE5,988$543K0.0%-18.5%0.037%
10/28/2024 Goldstone Financial Group LLC3,925$356K0.1%N/A0.024%
10/25/2024Financial Advocates Investment Management34,480$2.98M0.2%-7.7%0.214%
(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, 198 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($477.63M), LPL Financial LLC ($112.65M), Orion Portfolio Solutions LLC ($64.91M), Osaic Holdings Inc. ($38.14M), Trilogy Capital Inc. ($37.65M), Cetera Investment Advisers ($33.01M), and Principal Securities Inc. ($29.17M).Learn more on SPMO's institutional investors.

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

Of the 184 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. ($1.51M), LPL Financial LLC ($687.91K), Trilogy Capital Inc. ($598.09K), Orion Portfolio Solutions LLC ($573.58K), Advance Capital Management Inc. ($463.82K), Cetera Investment Advisers ($377.41K), and Cambridge Investment Research Advisors Inc. ($297.52K).

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

Institutional investors have bought a total of 9,717,164 shares in the last 24 months. This purchase volume represents approximately $781.65M in transactions.

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

Of the 56 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: Advance Capital Management Inc. ($442.35K), Trilogy Capital Inc. ($140.98K), Intelligence Driven Advisers LLC ($111.75K), Envestnet Asset Management Inc. ($88.86K), Fortis Group Advisors LLC ($69.07K), Raymond James Financial Services Advisors Inc. ($66.63K), and Osaic Holdings Inc. ($56.67K).

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

Institutional investors have sold a total of 1,444,242 shares in the last 24 months. This volume of shares sold represents approximately $110.40M in transactions.



This page (NYSEARCA:SPMO) was last updated on 1/21/2025 by MarketBeat.com Staff
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