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

Invesco S&P 500 Momentum ETF logo
$99.91 -2.00 (-1.96%)
Closing price 02/21/2025 04:10 PM Eastern
Extended Trading
$99.93 +0.02 (+0.02%)
As of 02/21/2025 07:59 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)
285
Total
Institutional Inflows
(last 12 months)
$1.43B
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$311.27M
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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
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%
2/19/2025 Richmond Investment Services LLC2,825$268K0.2%N/A0.018%
2/18/2025 Strait & Sound Wealth Management LLC8,655$822K0.4%+2.9%0.054%
2/18/2025 Breakthru Advisory Services LLC2,136$203K0.2%N/A0.013%
2/18/2025 Focus Partners Advisor Solutions LLC14,131$1.34M0.0%-9.6%0.088%
2/18/2025 First Heartland Consultants Inc.7,728$734K0.1%-2.5%0.048%
2/18/2025 Continuum Advisory LLC374$36K0.0%-47.0%0.002%
2/18/2025 Lantern Wealth Advisors LLC2,396$228K0.1%N/A0.015%
2/17/2025 Visionary Wealth Advisors5,078$482K0.0%+53.2%0.032%
2/17/2025 Vista Cima Wealth Management LLC24,440$2.32M2.4%N/A0.152%
2/17/2025 Stonebrook Private Inc.50,971$4.84M1.3%N/A0.316%
2/17/2025 Redwood Investment Management LLC23,848$2.27M0.2%+369.9%0.148%
2/17/2025 Investor s Fiduciary Advisor Network LLC4,872$462K0.2%N/A0.030%
2/17/2025 Gen Wealth Partners Inc15,744$1.50M0.6%N/A0.098%
2/17/2025 Fullcircle Wealth LLC4,204$434K0.2%N/A0.026%
2/17/2025 Clark Capital Management Group Inc.1,243,203$118.12M0.8%-35.8%7.717%
2/17/2025 CoreCap Advisors LLC18,087$1.72M0.1%+161.2%0.112%
2/17/2025 Cambridge Investment Research Advisors Inc.427,365$40.60M0.1%+36.0%2.653%
2/17/2025 Cetera Investment Advisers301,544$28.65M0.1%+6.5%1.872%
2/17/2025 Bank of America Corp DE1,446,799$137.46M0.0%+363.9%8.981%
2/17/2025 Ameriprise Financial Inc.7,499$712K0.0%+31.4%0.047%
2/14/2025 ArborFi Advisors LLC13,751$1.31M1.3%N/A0.085%
2/14/2025 LGT Financial Advisors LLC1,737$165K0.4%N/A0.011%
2/14/2025 Jane Street Group LLC9,045$859K0.0%+151.7%0.056%
2/14/2025 Comerica Bank718$68K0.0%N/A0.004%
2/14/2025 Fischer Investment Strategies LLC139,833$13.29M10.6%+13.0%0.868%
2/14/2025 Beacon Pointe Advisors LLC27,495$2.61M0.0%+11.6%0.171%
2/14/2025 Tudor Investment Corp ET AL2,438$232K0.0%N/A0.015%
2/14/2025 Betterment LLC23,742$2.26M0.0%+85.1%0.147%
2/14/2025 Capital Analysts LLC5,165$491K0.0%-3.3%0.032%
2/14/2025 Integrated Wealth Concepts LLC34,947$3.32M0.0%+195.1%0.217%
2/14/2025 Coppell Advisory Solutions LLC8,467$809K0.1%-4.2%0.053%
2/14/2025 MGO One Seven LLC7,513$714K0.0%+75.4%0.047%
2/14/2025 Harvest Investment Services LLC4,609$438K0.1%-2.9%0.029%
2/14/2025 IHT Wealth Management LLC126,878$12.06M0.4%N/A0.788%
2/14/2025 Stifel Financial Corp303,174$28.81M0.0%+734.8%1.882%
2/14/2025 Tower Research Capital LLC TRC 405$38K0.0%-78.0%0.003%
2/14/2025 Tradition Wealth Management LLC17,384$1.65M0.1%N/A0.108%
2/14/2025 MML Investors Services LLC162,991$15.49M0.1%+63.6%1.012%
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2/14/2025 Freedom Investment Management Inc.17,988$1.71M0.1%+165.5%0.112%
2/14/2025 Generation Capital Management LLC38,614$3.67M3.1%N/A0.240%
2/14/2025 GeoWealth Management LLC16,953$1.61M0.1%+399.6%0.105%
2/14/2025 Concourse Financial Group Securities Inc.29,971$3.02M0.2%+2.5%0.186%
2/13/2025 Marshall Wace LLP24,426$2.32M0.0%-72.2%0.152%
2/13/2025 NewEdge Advisors LLC59,963$5.70M0.0%+16.0%0.372%
2/13/2025 Resurgent Financial Advisors LLC2,275$216K0.1%N/A0.014%
2/13/2025 Lifelong Wealth Advisors Inc.14,733$1.40M0.6%N/A0.091%
2/13/2025 Integrity Wealth Advisors Inc.2,446$232K0.2%N/A0.015%
2/13/2025 Kane Investment Management Inc.16,113$1.53M0.9%N/A0.100%
2/13/2025 Belpointe Asset Management LLC4,167$372K0.0%N/A0.026%
2/13/2025 CreativeOne Wealth LLC127,131$12.08M0.4%+5,427.4%0.789%
2/13/2025 Mariner LLC51,070$4.85M0.0%+41.8%0.317%
2/13/2025 Primoris Wealth Advisors LLC3,100$295K0.2%-3.1%0.019%
2/13/2025 Townsquare Capital LLC2,582$245K0.0%N/A0.016%
2/13/2025 Concorde Asset Management LLC79,114$7.52M3.9%+14.5%0.491%
2/13/2025 Hobbs Wealth Management LLC22,249$2.11M2.4%N/A0.138%
2/13/2025 Glass Jacobson Investment Advisors llc842$80K0.0%+607.6%0.005%
2/13/2025 Raymond James Financial Inc.151,274$14.37M0.0%N/A0.939%
2/13/2025 Advisory Services Network LLC9,270$881K0.0%-36.6%0.058%
2/13/2025 Renaissance Technologies LLC44,200$4.20M0.0%+612.9%0.274%
2/13/2025 Bush Investment Group LLC9,520$904K0.7%N/A0.059%
2/13/2025 Invesco Ltd.52,873$5.02M0.0%-5.4%0.328%
2/13/2025 Trek Financial LLC6,751$641K0.0%N/A0.042%
2/13/2025 Envestnet Asset Management Inc.4,244,331$403.25M0.1%-22.1%26.346%
2/13/2025 Perennial Investment Advisors LLC16,152$1.54M0.2%N/A0.100%
2/13/2025 Wells Fargo & Company MN312,120$29.66M0.0%+75,657.3%1.937%
2/12/2025 World Investment Advisors4,642$441K0.0%-9.9%0.029%
2/12/2025 OneAscent Financial Services LLC6,225$591K0.1%N/A0.039%
2/12/2025 StoneX Group Inc.15,976$1.52M0.1%+59.0%0.099%
2/12/2025 National Bank of Canada FI21,721$2.06M0.0%+27.7%0.135%
2/12/2025 Physician Wealth Advisors Inc.60,379$5.74M1.0%N/A0.375%
2/12/2025 BlueChip Wealth Advisors LLC11,856$1.13M0.6%+18.6%0.074%
2/12/2025 WealthTrak Capital Management LLC4,214$400K0.3%N/A0.026%
2/12/2025 Horizon Investment Services LLC13,340$1.27M0.5%N/A0.083%
2/12/2025 Vertex Planning Partners LLC26,519$2.52M0.6%N/A0.165%
2/12/2025 Orion Portfolio Solutions LLC476,417$45.26M0.4%-33.5%2.957%
2/12/2025 JPMorgan Chase & Co.617,959$58.71M0.0%+391,013.3%3.836%
2/11/2025 Sequent Planning LLC3,860$367K0.1%-49.2%0.024%
2/11/2025 LPL Financial LLC2,178,729$207.00M0.1%+75.3%13.524%
2/11/2025 Beacon Capital Management Inc.38,806$3.69M0.2%-1.3%0.241%
2/11/2025 SigFig Wealth Management LLC56,404$5.39M0.2%-31.0%0.350%
2/11/2025 Absolute Capital Management LLC2,607$249K0.1%-11.3%0.016%
2/11/2025 TAP Consulting LLC51,949$4.94M1.0%-6.1%0.322%
2/10/2025 Thrivent Financial for Lutherans94,055$9.07M0.0%+549.9%0.584%
2/10/2025 Petra Financial Advisors Inc.5,936$564K0.4%N/A0.037%
2/10/2025 BlackDiamond Wealth Management LLC15,393$1.46M0.8%+11.8%0.096%
2/10/2025 Axxcess Wealth Management LLC44,747$4.25M0.1%+147.0%0.278%
2/10/2025 Cozad Asset Management Inc.6,679$635K0.1%N/A0.041%
2/10/2025 Creative Financial Designs Inc. ADV13,256$1.26M0.1%+79.3%0.082%
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2/10/2025 GWN Securities Inc.52,977$5.37M1.4%N/A0.329%
2/10/2025 Altus Wealth Group LLC36,449$3.46M1.5%N/A0.226%
2/10/2025 Harbour Investments Inc.20,330$1.93M0.1%-45.2%0.126%
2/10/2025 Envestnet Portfolio Solutions Inc.107,731$10.24M0.0%-20.3%0.669%
2/10/2025 Tidemark LLC37,044$3.52M1.3%N/A0.230%
2/10/2025 Commonwealth Equity Services LLC176,271$16.75M0.0%+176.2%1.094%
2/10/2025 Avantax Advisory Services Inc.16,655$1.58M0.0%+188.1%0.103%
2/7/2025 PFG Advisors10,935$1.04M0.1%+39.0%0.068%
2/7/2025 HighTower Advisors LLC57,587$5.47M0.0%+12.6%0.357%
2/7/2025 Endowment Wealth Management Inc.22,786$2.17M1.5%+39.5%0.141%
(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, 314 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 293 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. ($463.82K).

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

Institutional investors have bought a total of 16,445,404 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

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

Of the 83 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 3,862,169 shares in the last 24 months. This volume of shares sold represents approximately $341.00M in transactions.



This page (NYSEARCA:SPMO) was last updated on 2/22/2025 by MarketBeat.com Staff
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