INVESCO S&P 500 MOMENTUM ETF SPMO
$150.83
-2.9% 52w: $105.81 – $161.66
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data105.81133.73161.66
Jun 20, 2025 Jul 2, 2026
Institutional holders
647
+6 QoQ
13F value
$6.45B
-9.2% QoQ
Smart-money holders
11
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.8×
$33.5M calls / $12.0M puts
Institutional value by quarter
Number of holders
Who owns SPMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 6.8M | $761.5M | 0.2% | +2.5% |
| CWM, LLC | Wealth advisor | 3.6M | $402.7M | 1.1% | +20.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.2M | $359.8M | 0.0% | -3.0% |
| MORGAN STANLEY | Bank broker | 3.1M | $350.7M | 0.0% | +16.6% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 2.4M | $270.5M | 2.3% | -1.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.6M | $175.5M | 0.1% | -9.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.5M | $173.4M | 0.1% | +12.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $151.5M | 0.0% | +2.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.4M | $147.2M | 0.0% | +10.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.2M | $137.3M | 0.0% | +23.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.1M | $119.3M | 0.3% | +19.7% |
| Cetera Investment Advisers | Wealth advisor | 1.0M | $114.3M | 0.1% | -4.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 815.0K | $91.4M | 0.1% | -19.1% |
| Alpine Bank Wealth Management | Wealth advisor | 791.7K | $88.8M | 12.9% | -6.7% |
| Equitable Holdings, Inc. | Wealth advisor | 711.1K | $84.5M | 0.5% | +22.6% |
| PLANNING ALTERNATIVES LTD /ADV | Wealth advisor | 744.4K | $83.5M | 10.8% | +22.9% |
| Redwood Investment Management, LLC | Wealth advisor | 656.3K | $73.6M | 9.1% | +5.3% |
| MONEY CONCEPTS CAPITAL CORP | Wealth advisor | 619.7K | $69.5M | 3.8% | -39.0% |
| Thrivent Financial for Lutherans | Diversified mechanical | 586.1K | $65.7M | 0.1% | +7.4% |
| Private Advisor Group, LLC | Wealth advisor | 562.5K | $63.1M | 0.3% | +6.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 482.8K | $54.1M | 0.2% | -14.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 461.7K | $50.9M | 0.0% | +38.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 377.9K | $42.4M | 0.1% | -0.6% |
| Family Investment Center, Inc. | Wealth advisor | 359.3K | $40.3M | 7.8% | -4.5% |
| Performance Wealth Partners, LLC | Other | 354.2K | $39.7M | 1.2% | +4.7% |
| UBS Group AG | Bank broker | 344.4K | $38.6M | 0.0% | +15.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 317.8K | $36.5M | 0.1% | -46.5% |
| ROYAL BANK OF CANADA | Bank broker | 320.9K | $36.0M | 0.0% | -19.8% |
| Independent Advisor Alliance | Wealth advisor | 317.7K | $35.6M | 0.4% | +12274.6% |
| Invst, LLC | Wealth advisor | 310.8K | $34.8M | 3.9% | +1.3% |
| Penserra Capital Management LLC | Diversified mechanical | 300.0K | $33.6M | 0.4% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 289.0K | $32.4M | 0.2% | +3.3% |
| HighTower Advisors, LLC | Diversified mechanical | 286.1K | $32.1M | 0.0% | +1.2% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 284.0K | $31.8M | 0.7% | -16.5% |
| Triton Wealth Management, PLLC | Wealth advisor | 274.3K | $31.6M | 11.7% | +13.5% |
| Ascent Group, LLC | Wealth advisor | 266.5K | $29.9M | 1.0% | +5.5% |
| TOMPKINS FINANCIAL CORP | Other | 252.3K | $28.3M | 2.3% | +1.6% |
| Cerity Partners LLC | Diversified mechanical | 252.2K | $28.3M | 0.0% | +3283.7% |
| RVW Wealth, LLC | Wealth advisor | 247.2K | $27.7M | 2.2% | +3.5% |
| Meridian Wealth Management, LLC | Other | 247.0K | $27.7M | 1.0% | +0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 243.9K | $27.3M | 0.0% | +78.8% |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 243.2K | $27.3M | 2.9% | +5.5% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 236.3K | $26.5M | 0.0% | -7.1% |
| Davidson Capital Management Inc. | Wealth advisor | 233.4K | $26.2M | 4.7% | +3883.3% |
| Advance Capital Management, Inc. | Wealth advisor | 232.1K | $26.0M | 1.0% | +0.7% |
| Whitaker-Myers Wealth Managers, LTD. | Wealth advisor | 212.9K | $23.9M | 4.8% | +5.8% |
| Mariner, LLC | Diversified mechanical | 211.2K | $23.7M | 0.0% | -20.8% |
| Goldstein Advisors, LLC | Wealth advisor | 202.7K | $22.7M | 2.5% | +4.2% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 197.1K | $22.1M | 0.3% | -1.3% |
| Insight Wealth Strategies, LLC | Wealth advisor | 188.0K | $21.1M | 2.4% | -15.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.