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

$95.58 +1.03 (+1.09%)

(As of 12/20/2024 05:45 PM ET)

Number of Institutional Buyers (last 12 months): 144
Total Institutional Inflows (last 12 months): $636.89M

Number of Institutional Sellers (last 12 months): 37
Total Institutional Outflows (last 12 months): $78.81M

Get SPMO Insider Trade Alerts

Want to know when executives and insiders are buying or selling Invesco S&P 500 Momentum ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SPMO Institutional Buying and Selling by Quarter

Ad ProsperityPub

Crypto’s hidden gem + greatest crypto bull run in history = $$$?

You don’t actually want to buy Bitcoin this time around. That’s because there’s a better way to take advantage of this new bull market… One market expert calls it Crypto’s Hidden Gem And it’s a new way that has given folks like you and me the chance to see bigger and faster moves than the traditional way of buying Bitcoin… That means if you’ve stayed away from Bitcoin and crypto because it's confusing or seems risky… This is a much safer and better approach to ride this years’ crypto bull run. Because believe it or not… The 2024 crypto bull run is one you DON’T want to miss.

Click Here to get the full details about Crypto’s Hidden Gem

Invesco S&P 500 Momentum ETF Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/13/2024	B. Riley Wealth Advisors Inc.	70,098	$6.34M	0.2%	+14.2%	0.435%
11/25/2024	World Investment Advisors LLC	5,153	$467K	0.0%	-74.0%	0.032%
11/25/2024	Sanctuary Advisors LLC	45,868	$4.38M	0.0%	N/A	0.285%
11/18/2024	Virtue Capital Management LLC	3,375	$306K	0.1%	-4.3%	0.021%
11/18/2024	Strait & Sound Wealth Management LLC	8,412	$762K	0.4%	+160.0%	0.052%
11/15/2024	Brophy Wealth Management LLC	2,813	$255K	0.1%	N/A	0.017%
Get the Latest News and Ratings for SPMO and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Invesco S&P 500 Momentum ETF and its competitors with MarketBeat's FREE daily newsletter.
11/15/2024	Continuum Advisory LLC	705	$67K	0.0%	+44.2%	0.004%
11/15/2024	EWA LLC	53,569	$5.11M	1.8%	N/A	0.333%
11/15/2024	MML Investors Services LLC	99,643	$9.03M	0.0%	-33.1%	0.619%
11/15/2024	Legacy Investment Solutions LLC	787	$76K	0.0%	N/A	0.005%
11/15/2024	Orion Portfolio Solutions LLC	716,117	$64.91M	1.4%	-2.5%	4.445%
11/15/2024	World Investment Advisors LLC	300,875	$27.27M	0.2%	+1,416.7%	1.868%
11/15/2024	National Bank of Canada FI	17,013	$1.54M	0.0%	+371.9%	0.106%
11/15/2024	Jane Street Group LLC	3,593	$326K	0.0%	N/A	0.022%
11/15/2024	Weaver Consulting Group	10,941	$992K	0.3%	+2.3%	0.068%
11/15/2024	Stifel Financial Corp	36,315	$3.29M	0.0%	-26.6%	0.225%
11/15/2024	Redwood Investment Management LLC	5,075	$493K	0.0%	N/A	0.032%
11/15/2024	Integrated Wealth Concepts LLC	11,841	$1.07M	0.0%	+19.4%	0.074%
11/15/2024	HighTower Advisors LLC	51,127	$4.64M	0.0%	-11.8%	0.317%
11/15/2024	Arizona PSPRS Trust	37,696	$3.42M	0.1%	N/A	0.234%
11/15/2024	Arrowroot Family Office LLC	15,026	$1.36M	0.8%	-3.4%	0.093%
11/14/2024	L.M. Kohn & Company	5,920	$537K	0.1%	-43.1%	0.037%
11/14/2024	Flow Traders U.S. LLC	4,093	$371K	0.0%	N/A	0.025%
11/14/2024	CreativeOne Wealth LLC	2,300	$208K	0.0%	N/A	0.014%
11/13/2024	Freedom Investment Management Inc.	6,776	$614K	0.0%	+184.6%	0.042%
11/13/2024	FMR LLC	2,995	$271K	0.0%	+64.7%	0.019%
11/13/2024	D.A. Davidson & CO.	9,452	$857K	0.0%	+9.8%	0.059%
11/12/2024	StoneX Group Inc.	10,047	$911K	0.1%	N/A	0.062%
11/12/2024	Great Valley Advisor Group Inc.	36,848	$3.34M	0.1%	+596.3%	0.229%
11/12/2024	Concorde Asset Management LLC	69,105	$6.26M	3.5%	+1,788.6%	0.429%
11/9/2024	LPL Financial LLC	1,242,778	$112.65M	0.1%	+10.0%	7.714%
11/8/2024	Darwin Wealth Management LLC	1,741	$158K	0.0%	N/A	0.011%
11/7/2024	Thrivent Financial for Lutherans	14,473	$1.31M	0.0%	N/A	0.090%
11/6/2024	Intelligence Driven Advisers LLC	2,877	$261K	0.0%	-61.5%	0.018%
11/6/2024	Endowment Wealth Management Inc.	16,331	$1.48M	1.0%	+8.4%	0.101%
11/6/2024	Oppenheimer & Co. Inc.	20,120	$1.82M	0.0%	-22.8%	0.125%
11/5/2024	First Heartland Consultants Inc.	7,923	$718K	0.1%	+20.7%	0.049%
11/5/2024	Harbour Investments Inc.	37,128	$3.37M	0.1%	+21.5%	0.230%
11/4/2024	Colonial River Investments LLC	18,197	$1.65M	0.8%	-26.0%	0.113%
11/4/2024	Axxcess Wealth Management LLC	18,119	$1.64M	0.0%	-25.9%	0.112%
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown.
11/4/2024	Sigma Planning Corp	4,702	$426K	0.0%	+50.4%	0.029%
11/1/2024	Atria Investments Inc	11,471	$1.04M	0.0%	-22.8%	0.071%
11/1/2024	Primoris Wealth Advisors LLC	3,200	$290K	0.2%	N/A	0.020%
11/1/2024	Able Wealth Management LLC	40,548	$3.68M	2.8%	+10.3%	0.252%
11/1/2024	Leavell Investment Management Inc.	8,395	$761K	0.0%	N/A	0.052%
10/30/2024	Centennial Wealth Advisory LLC	65,824	$5.97M	2.3%	-0.6%	0.409%
10/30/2024	Avidian Wealth Enterprises LLC	172,580	$15.64M	0.7%	+8.6%	1.071%
10/30/2024	Moloney Securities Asset Management LLC	13,737	$1.25M	0.2%	N/A	0.085%
10/30/2024	TKG Advisors LLC	2,246	$204K	0.1%	N/A	0.014%
10/30/2024	Wetzel Investment Advisors Inc.	37,272	$3.38M	1.7%	N/A	0.231%
10/29/2024	Janney Montgomery Scott LLC	20,859	$1.89M	0.0%	+61.7%	0.129%
10/29/2024	Clear Creek Financial Management LLC	55,828	$5.06M	0.6%	+1.3%	0.347%
10/28/2024	Creative Financial Designs Inc. ADV	7,395	$670K	0.1%	+17.7%	0.046%
10/28/2024	Principal Securities Inc.	321,860	$29.17M	0.7%	+10.3%	1.998%
10/28/2024	US Bancorp DE	5,988	$543K	0.0%	-18.5%	0.037%
10/28/2024	Goldstone Financial Group LLC	3,925	$356K	0.1%	N/A	0.024%
10/25/2024	Financial Advocates Investment Management	34,480	$2.98M	0.2%	-7.7%	0.214%
10/24/2024	TCP Asset Management LLC	8,024	$727K	0.2%	N/A	0.050%
10/24/2024	Patriot Financial Group Insurance Agency LLC	2,684	$243K	0.0%	N/A	0.017%
10/24/2024	Family Investment Center Inc.	293,274	$26.58M	6.7%	+1.5%	1.820%
10/24/2024	J.W. Cole Advisors Inc.	6,430	$583K	0.0%	+112.2%	0.040%
10/24/2024	Park Edge Advisors LLC	23,164	$2.10M	0.6%	N/A	0.144%
10/24/2024	Fischer Investment Strategies LLC	123,736	$11.22M	9.7%	N/A	0.768%
10/24/2024	Manchester Financial Inc.	3,679	$333K	0.1%	N/A	0.023%
10/24/2024	Arkadios Wealth Advisors	10,375	$940K	0.1%	+9.7%	0.064%
10/23/2024	Allworth Financial LP	28,222	$2.56M	0.0%	+30.9%	0.175%
10/23/2024	Convergence Financial LLC	40,832	$3.70M	0.8%	+1.1%	0.253%
10/23/2024	Mainstay Capital Management LLC ADV	256,474	$23.25M	3.9%	N/A	1.592%
10/23/2024	Jackson Wealth Management LLC	22,650	$2.05M	0.2%	+101.1%	0.141%
10/22/2024	Private Advisor Group LLC	25,667	$2.33M	0.0%	+26.6%	0.159%
10/21/2024	Fortis Group Advisors LLC	149,203	$13.52M	2.5%	-31.6%	0.926%
10/21/2024	Trilogy Capital Inc.	415,378	$37.65M	1.9%	-22.3%	2.578%
10/19/2024	New Century Financial Group LLC	13,183	$1.20M	0.4%	+42.2%	0.082%
10/18/2024	Raymond James & Associates	56,511	$5.12M	0.0%	+497.5%	0.351%
10/16/2024	Global Retirement Partners LLC	8,597	$779K	0.0%	-15.8%	0.053%
10/16/2024	Good Life Advisors LLC	5,254	$476K	0.0%	N/A	0.033%
10/16/2024	Capstone Wealth Management Group LLC	28,612	$2.59M	1.5%	+7.0%	0.178%
10/11/2024	Thurston Springer Miller Herd & Titak Inc.	9,533	$864K	0.2%	+73.4%	0.059%
10/10/2024	Professional Financial Advisors LLC	46,908	$4.25M	1.1%	+1.0%	0.291%
10/10/2024	Concourse Financial Group Securities Inc.	29,228	$2.65M	0.2%	+5,036.7%	0.181%
10/10/2024	Westend Capital Management LLC	5,271	$478K	0.2%	N/A	0.033%
10/10/2024	Lion Street Advisors LLC	2,522	$229K	0.1%	-19.1%	0.016%
10/10/2024	Simplicity Wealth LLC	2,350	$213K	0.0%	N/A	0.015%
10/9/2024	TAP Consulting LLC	55,340	$5.02M	1.0%	-1.0%	0.344%
10/9/2024	Castle Rock Wealth Management LLC	24,713	$2.26M	0.5%	N/A	0.153%
10/9/2024	Kelly Financial Services LLC	16,665	$1.51M	0.6%	+20.1%	0.103%
10/9/2024	Wedmont Private Capital	2,535	$231K	0.0%	N/A	0.016%
10/8/2024	StoneCrest Wealth Management Inc.	58,286	$5.28M	3.8%	+35.8%	0.362%
10/8/2024	WealthCare Investment Partners LLC	34,395	$3.13M	1.4%	+12.9%	0.214%
10/8/2024	Brookstone Capital Management	4,984	$452K	0.0%	-19.3%	0.031%
Why I'm telling friends to avoid gold stocks (Ad) Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles." And if you’d like to get your hands on this, here you go, the complete breakdown.
10/8/2024	Atomi Financial Group Inc.	7,681	$696K	0.0%	-6.5%	0.048%
10/8/2024	Advance Capital Management Inc.	22,134	$2.01M	0.1%	-7.5%	0.137%
10/4/2024	HBW Advisory Services LLC	147,005	$13.33M	1.9%	N/A	0.913%
10/3/2024	Park Avenue Securities LLC	25,335	$2.30M	0.0%	-34.5%	0.157%
8/27/2024	New Century Financial Group LLC	9,271	$811K	0.3%	+49.3%	0.058%
8/22/2024	Cetera Investment Advisers	377,409	$33.01M	0.1%	+61.6%	2.343%
8/21/2024	Truist Financial Corp	6,010	$526K	0.0%	+17.0%	0.037%
8/19/2024	Hershey Financial Advisers LLC	3,551	$311K	0.3%	N/A	0.022%
8/19/2024	B. Riley Wealth Advisors Inc.	61,357	$5.37M	0.1%	N/A	0.381%
8/16/2024	Northwestern Mutual Wealth Management Co.	5,327	$466K	0.0%	+33.2%	0.033%

(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, 176 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 163 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 9,309,275 shares in the last 24 months. This purchase volume represents approximately $739.49M in transactions.

Which Invesco S&P 500 Momentum ETF major shareholders have been selling company stock?: Of the 52 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 ($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 1,416,806 shares in the last 24 months. This volume of shares sold represents approximately $107.67M in transactions.

Related Companies

This page (NYSEARCA:SPMO) was last updated on 12/21/2024 by MarketBeat.com Staff

From Our Partners

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

SPMO Institutional Buying and Selling by Quarter

Invesco S&P 500 Momentum ETF Major Shareholders & Ownership History

SPMO Institutional Ownership - Frequently Asked Questions

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

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

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

SPMO Institutional Buying and Selling by Quarter

Invesco S&P 500 Momentum ETF Major Shareholders & Ownership History

SPMO Institutional Ownership - Frequently Asked Questions

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools