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

$90.99
-0.43 (-0.47%)
(As of 11/4/2024 ET)
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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)
127
Total
Institutional Inflows
(last 12 months)
$572.96M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$69.12M
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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
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%
11/1/2024 Atria Investments Inc11,471$1.04M0.0%-22.8%0.071%
11/1/2024 Primoris Wealth Advisors LLC3,200$290K0.2%N/A0.020%
11/1/2024 Able Wealth Management LLC40,548$3.68M2.8%+10.3%0.252%
11/1/2024 Leavell Investment Management Inc.8,395$761K0.0%N/A0.052%
10/30/2024 Centennial Wealth Advisory LLC65,824$5.97M2.3%-0.6%0.409%
10/30/2024 Avidian Wealth Enterprises LLC172,580$15.64M0.7%+8.6%1.071%
10/30/2024 Moloney Securities Asset Management LLC13,737$1.25M0.2%N/A0.085%
10/30/2024 TKG Advisors LLC2,246$204K0.1%N/A0.014%
10/30/2024 Wetzel 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%
10/29/2024 Clear Creek Financial Management LLC55,828$5.06M0.6%+1.3%0.347%
10/28/2024 Creative Financial Designs Inc. ADV7,395$670K0.1%+17.7%0.046%
10/28/2024 Principal Securities Inc.321,860$29.17M0.7%+10.3%1.998%
10/28/2024 US Bancorp DE5,988$543K0.0%-18.5%0.037%
10/28/2024 Goldstone Financial Group LLC3,925$356K0.1%N/A0.024%
10/25/2024 Financial Advocates Investment Management34,480$2.98M0.2%-7.7%0.214%
10/24/2024 TCP Asset Management LLC8,024$727K0.2%N/A0.050%
10/24/2024 Patriot Financial Group Insurance Agency LLC2,684$243K0.0%N/A0.017%
10/24/2024 Family Investment Center Inc.293,274$26.58M6.7%+1.5%1.820%
10/24/2024 J.W. Cole Advisors Inc.6,430$583K0.0%+112.2%0.040%
10/24/2024 Park Edge Advisors LLC23,164$2.10M0.6%N/A0.144%
10/24/2024 Fischer Investment Strategies LLC123,736$11.22M9.7%N/A0.768%
10/24/2024 Manchester Financial Inc.3,679$333K0.1%N/A0.023%
10/24/2024 Arkadios Wealth Advisors10,375$940K0.1%+9.7%0.064%
10/23/2024 Allworth Financial LP28,222$2.56M0.0%+30.9%0.175%
10/23/2024 Convergence Financial LLC40,832$3.70M0.8%+1.1%0.253%
10/23/2024 Mainstay Capital Management LLC ADV256,474$23.25M3.9%N/A1.592%
10/23/2024 Jackson Wealth Management LLC22,650$2.05M0.2%+101.1%0.141%
10/22/2024 Private Advisor Group LLC25,667$2.33M0.0%+26.6%0.159%
10/21/2024 Fortis Group Advisors LLC149,203$13.52M2.5%-31.6%0.926%
10/21/2024 Trilogy Capital Inc.415,378$37.65M1.9%-22.3%2.578%
10/19/2024New Century Financial Group LLC13,183$1.20M0.4%+42.2%0.082%
10/18/2024Raymond James & Associates56,511$5.12M0.0%+497.5%0.351%
10/16/2024 Global Retirement Partners LLC8,597$779K0.0%-15.8%0.053%
10/16/2024 Good Life Advisors LLC5,254$476K0.0%N/A0.033%
10/16/2024 Capstone Wealth Management Group LLC28,612$2.59M1.5%+7.0%0.178%
10/11/2024 Thurston Springer Miller Herd & Titak Inc.9,533$864K0.2%+73.4%0.059%
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10/10/2024 Professional Financial Advisors LLC46,908$4.25M1.1%+1.0%0.291%
10/10/2024 Concourse Financial Group Securities Inc.29,228$2.65M0.2%+5,036.7%0.181%
10/10/2024 Westend Capital Management LLC5,271$478K0.2%N/A0.033%
10/10/2024 Lion Street Advisors LLC2,522$229K0.1%-19.1%0.016%
10/10/2024 Simplicity Wealth LLC2,350$213K0.0%N/A0.015%
10/9/2024 TAP Consulting LLC55,340$5.02M1.0%-1.0%0.344%
10/9/2024 Castle Rock Wealth Management LLC24,713$2.26M0.5%N/A0.153%
10/9/2024 Kelly Financial Services LLC16,665$1.51M0.6%+20.1%0.103%
10/9/2024 Wedmont Private Capital2,535$231K0.0%N/A0.016%
10/8/2024 StoneCrest Wealth Management Inc.58,286$5.28M3.8%+35.8%0.362%
10/8/2024 WealthCare Investment Partners LLC34,395$3.13M1.4%+12.9%0.214%
10/8/2024 Brookstone Capital Management4,984$452K0.0%-19.3%0.031%
10/8/2024 Atomi Financial Group Inc.7,681$696K0.0%-6.5%0.048%
10/8/2024 Advance Capital Management Inc.22,134$2.01M0.1%-7.5%0.137%
10/4/2024 HBW Advisory Services LLC147,005$13.33M1.9%N/A0.913%
10/3/2024 Park Avenue Securities LLC25,335$2.30M0.0%-34.5%0.157%
8/27/2024New Century Financial Group LLC9,271$811K0.3%+49.3%0.058%
8/22/2024Cetera Investment Advisers377,409$33.01M0.1%+61.6%2.343%
8/21/2024Truist Financial Corp6,010$526K0.0%+17.0%0.037%
8/19/2024Hershey Financial Advisers LLC3,551$311K0.3%N/A0.022%
8/19/2024B. Riley Wealth Advisors Inc.61,357$5.37M0.1%N/A0.381%
8/16/2024Northwestern Mutual Wealth Management Co.5,327$466K0.0%+33.2%0.033%
8/16/2024NewEdge Advisors LLC12,578$1.10M0.0%+121.4%0.078%
8/16/2024 Creative Planning14,429$1.26M0.0%N/A0.090%
8/16/2024MidWestOne Financial Group Inc.2,713$237K0.0%N/A0.017%
8/14/2024Strata Wealth Advisors LLC3,796$332K0.1%+22.6%0.024%
8/14/2024Marshall Wace LLP92,951$8.13M0.0%+221.6%0.577%
8/13/2024AE Wealth Management LLC11,380$995K0.0%+18.6%0.071%
8/12/2024 Richardson Financial Services Inc.946$83K0.1%+26.8%0.006%
8/12/2024Concorde Asset Management LLC3,659$320K0.2%N/A0.023%
8/10/2024Axxcess Wealth Management LLC24,448$2.14M0.1%N/A0.152%
8/9/2024 Capstone Wealth Management Group LLC26,751$2.34M1.5%+48.2%0.166%
8/9/2024Renaissance Technologies LLC19,900$1.74M0.0%N/A0.124%
8/9/2024SigFig Wealth Management LLC81,065$7.09M0.3%+29.8%0.503%
8/8/2024Envestnet Asset Management Inc.5,461,136$477.63M0.2%+36.4%33.899%
8/8/2024LWM Advisory Services LLC18,845$1.65M1.4%N/A0.117%
8/8/2024CoreCap Advisors LLC6,571$575K0.1%N/A0.041%
8/8/2024Oppenheimer & Co. Inc.26,070$2.28M0.0%+226.7%0.162%
8/8/2024LPL Financial LLC1,129,339$98.77M0.0%+33.7%7.010%
8/7/2024Liberty Wealth Management LLC217,596$19.03M0.5%N/A1.351%
8/6/2024 TAP Consulting LLC55,888$4.89M1.0%+62.4%0.347%
8/6/2024 Lake Street Advisors Group LLC5,600$490K0.0%+10.9%0.035%
8/5/2024 Private Advisor Group LLC20,271$1.77M0.0%+255.8%0.126%
8/5/2024 Synergy Asset Management LLC29,158$2.55M0.4%-48.8%0.181%
8/3/2024National Bank of Canada FI3,605$316K0.0%+1,044.4%0.022%
8/2/2024 Ferguson Shapiro LLC15,234$1.33M0.5%N/A0.095%
8/2/2024Endowment Wealth Management Inc.15,063$1.32M1.0%+14.4%0.094%
8/1/2024Stegent Equity Advisors Inc.13,429$1.17M1.2%N/A0.083%
7/31/2024 Spire Wealth Management3,312$290K0.0%+49.4%0.021%
7/31/2024Commonwealth Equity Services LLC42,600$3.73M0.0%+127.6%0.264%
Rigged election? (Ad)

Porter Stansberry’s viral Breaking Point 2024 broadcast has now been by tens of thousands of Americans who finally understand the grim reality of our next election. With November 5 just around the corner, it’s imperative for your financial future that you read Porter’s message below now and then watch Breaking Point before it’s too late.

Watch this video, it is being taken down Monday night
7/31/2024 IFG Advisory LLC34,354$3.01M0.2%N/A0.213%
7/31/2024 Concurrent Investment Advisors LLC11,520$1.01M0.0%-7.7%0.072%
7/31/2024 Fortis Group Advisors LLC218,272$19.09M3.8%+0.5%1.355%
7/30/2024WESPAC Advisors LLC2,544$222K0.2%-87.6%0.016%
7/30/2024 RAM Investment Partners LLC6,147$538K0.2%N/A0.038%
7/29/2024 Arkadios Wealth Advisors9,456$827K0.1%N/A0.059%
7/29/2024 Financial Advocates Investment Management37,358$3.27M0.2%+17.8%0.232%
7/27/2024 Zimmermann Investment Management & Planning LLC46,144$4.04M1.3%+11.7%0.286%
7/26/2024Harbour Investments Inc.30,558$2.67M0.1%+4,652.4%0.190%
7/26/2024 Atomi Financial Group Inc.8,214$718K0.1%+36.7%0.051%
(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, 155 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 ($98.77M), Orion Portfolio Solutions LLC ($46.01M), 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 147 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), Trilogy Capital Inc. ($598.09K), LPL Financial LLC ($574.47K), 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 8,590,619 shares in the last 24 months. This purchase volume represents approximately $674.35M in transactions.

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

Of the 43 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. ($441.69K), Trilogy Capital Inc. ($140.98K), Intelligence Driven Advisers LLC ($107.14K), 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 1,298,931 shares in the last 24 months. This volume of shares sold represents approximately $96.98M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 11/4/2024 by MarketBeat.com Staff
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