Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q2 2026 (June 30)765holders +111
149new positions
41sold out
3famous investors
$160.82avg. 13F price*
At the end of Q2 2026, 765 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 111 from Q1 2026. 149 opened new positions and 41 sold out. The largest holders were LPL Financial LLC ($1.2B), Morgan Stanley ($571.6M) and Bank of America Corp. ($519.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Invesco S&P 500 Momentum ETF
- CUSIP
- 46138E339
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 149 | $347.8M |
| Exits | 41 | $38.2M |
All 13F filers, Q1 2026 → Q2 2026: 10,186,904 shares bought and 3,368,339 shares sold, net +6,818,565 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| LPL Financial LLC | 0.28% | Add +12.9% | 7,669,460 | $1.2B |
| Morgan Stanley | 0.03% | Add +13.1% | 3,538,672 | $571.6M |
| Bank of America Corp. | 0.03% | Add +0.2% | 3,215,212 | $519.4M |
| Vantagepoint Investment Advisers LLC | 2.70% | Reduce -7.6% | 2,230,110 | $360.3M |
| Raymond James Financial Inc. | 0.08% | Add +16.4% | 1,822,485 | $294.4M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +6.8% | 1,651,011 | $266.7M |
| Envestnet Asset Management Inc. | 0.06% | Add +9.5% | 1,479,343 | $239.0M |
| Wells Fargo & Company | 0.04% | Add +20.1% | 1,471,099 | $237.6M |
| Cambridge Investment Research Advisors, Inc. | 0.49% | Add +26.3% | 1,343,836 | $217.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -18.7% | 1,109,590 | $175.9M |
| Osaic Holdings, Inc. | 0.20% | Add +28.8% | 1,049,639 | $169.6M |
| Cetera Investment Advisers | 0.14% | Reduce -3.9% | 980,323 | $158.4M |
| Performance Wealth Partners, LLC | 3.66% | Add +157.6% | 912,173 | $147.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | Add +1092.9% | 869,180 | $140.4M |
| Planning Alternatives Ltd. | 13.01% | Add +0.9% | 751,352 | $121.4M |
| Equitable Holdings, Inc. | 0.69% | Add +0.1% | 711,587 | $114.9M |
| Jones Financial Companies LLLP | 0.04% | Add +56.3% | 721,878 | $111.3M |
| MML Investors Services, LLC | 0.22% | Add +36.6% | 659,465 | $106.5M |
| Redwood Investment Management, LLC | 10.22% | Reduce -2.8% | 638,049 | $103.1M |
| Commonwealth Equity Services, LLC | 0.13% | Add +67.2% | 631,935 | $102.1M |
| Money Concepts Capital Corp. | 4.49% | Reduce -3.1% | 600,487 | $97.0M |
| UBS Group AG | 0.02% | Add +70.7% | 588,006 | $95.0M |
| Ameriprise Financial Inc. | 0.02% | Add +356.8% | 574,305 | $92.9M |
| Private Advisor Group, LLC | 0.41% | Reduce -2.1% | 550,659 | $89.0M |
| Thrivent Financial for Lutherans | 0.15% | Reduce -6.7% | 546,617 | $88.3M |
| Alpine Bank Wealth Management | 10.18% | Reduce -38.0% | 490,988 | $79.3M |
| Royal Bank of Canada | 0.01% | Add +29.0% | 413,793 | $66.8M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +35.0% | 429,242 | $66.0M |
| TD Private Client Wealth LLC | 1.03% | Add +22.7% | 348,450 | $56.3M |
| HighTower Advisors, LLC | 0.05% | Add +18.3% | 338,517 | $54.7M |
| Family Investment Center, Inc. | 8.86% | Reduce -8.1% | 330,159 | $53.3M |
| Triton Wealth Management, PLLC | 15.18% | Add +19.6% | 328,079 | $49.4M |
| Penserra Capital Management LLC | 0.37% | Add +0.5% | 301,526 | $48.7M |
| Invst, LLC | 4.49% | Reduce -8.3% | 284,962 | $46.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.63% | New | 267,862 | $43.3M |
| HBW Advisory Services LLC | 3.85% | Add +8.2% | 263,212 | $42.5M |
| RVW Wealth, LLC | 2.76% | Add +4.9% | 259,247 | $41.9M |
| Sanctuary Advisors, LLC | 0.19% | Reduce -11.7% | 255,060 | $41.2M |
| Thoroughbred Financial Services, LLC | 1.95% | Add +47.8% | 251,472 | $40.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +3.1% | 251,437 | $40.6M |
| Tompkins Financial Corp. | 2.77% | Reduce -2.8% | 245,323 | $39.6M |
| Marks Wealth, LLC | 8.37% | New | 239,332 | $38.7M |
| Davidson Capital Management Inc. | 5.90% | Reduce -2.3% | 228,169 | $36.9M |
| Nomura Asset Management Co. Ltd. | 0.08% | Add +937.5% | 224,100 | $36.2M |
| Stifel Financial Corp. | 0.03% | Reduce -5.9% | 222,301 | $35.9M |
| Whitaker-Myers Wealth Managers, LTD. | 5.96% | Add +3.7% | 220,770 | $35.7M |
| Meridian Wealth Management, LLC | 1.07% | Reduce -13.5% | 213,710 | $34.5M |
| Onyx Bridge Wealth Group LLC | 3.10% | Add +2712.0% | 213,011 | $34.4M |
| Insight Wealth Strategies, LLC | 3.27% | Add +14.6% | 215,430 | $33.5M |
| Advance Capital Management, Inc. | 1.07% | Reduce -11.3% | 205,771 | $33.2M |
| Stratos Wealth Partners, LTD. | 0.33% | Add +2.3% | 201,647 | $32.6M |
| NewEdge Advisors, LLC | 0.10% | Add +42.1% | 200,379 | $32.4M |
| Ascent Group, LLC | 0.96% | Reduce -25.8% | 197,756 | $31.9M |
| Cerity Partners LLC | 0.04% | Reduce -23.3% | 193,442 | $31.2M |
| Bull Oak Capital, LLC | 10.17% | Add +7.7% | 189,004 | $30.5M |
| Park Avenue Securities LLC | 0.18% | Add +25.1% | 178,623 | $28.9M |
| Seros Financial, LLC | 14.97% | Reduce -4.6% | 177,943 | $28.7M |
| Perigon Wealth Management, LLC | 0.42% | Reduce -12.5% | 164,120 | $26.5M |
| Manchester Financial Inc. | 4.70% | Add +12.3% | 163,474 | $26.4M |
| Legacy Capital Wealth Management, LLC | 12.14% | Add +16.0% | 161,592 | $26.1M |
| Ameritas Advisory Services, LLC | 0.49% | Add +928.3% | 150,022 | $24.2M |
| Adapt Wealth Advisors, LLC | 7.73% | Reduce -2.6% | 146,285 | $23.6M |
| CreativeOne Wealth, LLC | 0.50% | Reduce -22.1% | 144,435 | $23.3M |
| Altus Wealth Group LLC | 8.39% | Add +1.1% | 143,826 | $23.2M |
| Goldstein Advisors, LLC | 2.09% | Reduce -30.1% | 141,576 | $22.9M |
| JTC Employer Solutions Trustee Ltd | 1.82% | Add +52.8% | 193,800 | $22.7M |
| Fischer Investment Strategies, LLC | 10.76% | Reduce -8.2% | 139,640 | $22.6M |
| Integrated Wealth Concepts LLC | 0.14% | Add +96.3% | 136,683 | $22.1M |
| Modern Wealth Management, LLC | 0.26% | Reduce -6.9% | 135,772 | $21.9M |
| Triad Wealth Partners, LLC | 1.29% | Reduce -10.2% | 149,188 | $21.7M |
| Trilogy Capital Inc. | 0.84% | Reduce -2.2% | 133,625 | $21.6M |
| Sierra Ocean, LLC | 14.90% | Add +1.9% | 133,258 | $21.5M |
| Venture Visionary Partners LLC | 0.59% | Reduce -7.5% | 130,488 | $21.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +0.7% | 129,338 | $20.9M |
| Dynamic Advisor Solutions LLC | 0.59% | Add +12.2% | 128,073 | $20.7M |
| Integrity Alliance, Llc. | 0.64% | Reduce -8.3% | 125,946 | $20.3M |
| Financial Enhancement Group LLC | 2.40% | Reduce -10.5% | 124,217 | $20.1M |
| Kovack Advisors, Inc. | 0.95% | Add +51.1% | 125,282 | $19.7M |
| Quadrature Capital Ltd | 0.16% | New | 117,803 | $19.0M |
| Summit Financial, LLC | 0.21% | Reduce -1.5% | 117,528 | $19.0M |
| Keating Financial Advisory Services, Inc. | 2.45% | Add +72.7% | 114,970 | $18.6M |
| Pioneer Family Office, LLC | 9.18% | New | 110,355 | $17.8M |
| Green Ridge Wealth Planning LLC | 7.48% | Add +4.9% | 110,026 | $17.8M |
| Truist Financial Corp. | 0.02% | Reduce -1.7% | 108,842 | $17.6M |
| AE Wealth Management LLC | 0.08% | Add +4.9% | 107,973 | $17.4M |
| Level Four Advisory Services, LLC | 0.49% | Add +22.1% | 106,491 | $17.2M |
| StoneCrest Wealth Management, Inc. | 5.25% | Add +9.9% | 101,696 | $16.4M |
| Colonial River Investments, LLC | 4.59% | Add +41.6% | 99,908 | $16.1M |
| Fortis Group Advisors, LLC | 2.53% | Add +1.7% | 97,895 | $15.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +5.7% | 97,417 | $15.7M |
| KWB Wealth | 1.33% | Reduce -21.9% | 96,390 | $15.6M |
| Concurrent Investment Advisors, LLC | 0.13% | Reduce -2.1% | 95,787 | $15.5M |
| Chicago Partners Investment Group LLC | 0.30% | Add +2.9% | 101,550 | $15.2M |
| Harbour Investments, Inc. | 0.20% | Add +5.2% | 93,707 | $15.1M |
| Clear Creek Financial Management, LLC | 0.97% | Add +0.7% | 93,671 | $15.1M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Reduce -16.1% | 93,613 | $15.1M |
| Avidian Wealth Enterprises, LLC | 0.42% | Reduce -4.3% | 92,795 | $15.0M |
| BlueStem Wealth Partners, LLC | 1.49% | New | 92,559 | $15.0M |
| Lifestyle Asset Management, Inc. | 3.99% | Reduce -9.6% | 91,872 | $14.8M |
| Compass Financial Services Inc | 5.52% | Add +3.4% | 91,396 | $14.8M |
"% of holder's portfolio" is SPMO's weight in each manager's 13F, not the share of Invesco S&P 500 Momentum ETF the manager owns.