Invesco S&P 500 Momentum ETFSPMOETF

13F holders, Q1 2024 (March 31)
143holders
$80.22avg. 13F price*

At the end of Q1 2024, 143 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($321.2M), Clark Capital Management Group, Inc. ($132.7M) and LPL Financial LLC ($67.8M).

Company
Invesco S&P 500 Momentum ETF
CUSIP
46138E339
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 143Q1 2024Q2 2024: 188Q2 2024Q3 2024: 220Q3 2024Q4 2024: 352Q4 2024Q1 2025: 391Q1 2025Q2 2025: 474Q2 2025Q3 2025: 573Q3 2025Q4 2025: 647Q4 2025Q1 2026: 654Q1 2026Q2 2026: 765Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions87$416.6M
Exits4$1.2M

Ownership 143 holders

Envestnet Asset Management Inc. 0.12% Add +11769.9% 4,004,179 $321.2M
Clark Capital Management Group, Inc. 0.99% New 1,654,564 $132.7M
LPL Financial LLC 0.04% Add +94.2% 844,980 $67.8M
Trilogy Capital Inc. 2.73% Reduce -0.3% 591,040 $47.4M
Orion Porfolio Solutions, LLC 0.49% New 573,576 $46.0M
Orion Portfolio Solutions, LLC 0.49% New 573,576 $46.0M
Osaic Holdings, Inc. 0.09% Add +141.5% 475,857 $38.1M
Advance Capital Management, Inc. 2.58% New 463,822 $37.2M
Family Investment Center, Inc. 7.18% New 277,696 $22.3M
Cetera Investment Advisers 0.04% New 233,599 $18.7M
Fortis Group Advisors, LLC 3.21% New 217,273 $17.4M
Principal Securities, Inc. 0.52% Add +348803.3% 209,342 $16.8M
Bank of America Corp. 0.00% Add +48.9% 158,492 $12.7M
Envestnet Portfolio Solutions, Inc. 0.04% New 116,387 $9.3M
MML Investors Services, LLC 0.03% New 88,530 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -25.2% 74,884 $6.0M
Invesco Ltd. 0.00% Reduce -11.3% 65,652 $5.3M
Delta Wealth Advisors LLC 5.23% — 63,106 $5.1M
SigFig Wealth Management, LLC 0.18% New 62,442 $5.0M
Win Advisors, Inc. 2.18% New 61,718 $5.0M
Synergy Asset Management, LLC 0.78% New 56,981 $4.6M
Jane Street Group, LLC 0.01% Add +841.7% 54,620 $4.4M
Atria Wealth Solutions, Inc. 0.05% New 54,417 $4.4M
Clear Creek Financial Management, LLC 0.54% Add +62.1% 52,827 $4.2M
Centennial Wealth Advisory LLC 1.84% New 49,627 $4.0M
Prudential Financial Inc. 0.01% New 47,849 $3.8M
Professional Financial Advisors, LLC 1.08% Reduce -3.4% 47,100 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +173.3% 46,696 $3.7M
Lincoln National Corp. 0.06% New 45,344 $3.6M
HighTower Advisors, LLC 0.01% New 41,358 $3.3M
Zimmermann Investment Management & Planning LLC 1.19% New 41,313 $3.3M
Burt Wealth Advisors 0.84% No change 41,200 $3.3M
TAP Consulting, LLC 0.61% New 34,404 $2.8M
Money Concepts Capital Corp. 0.25% Reduce -25.9% 33,464 $2.7M
Lionsbridge Wealth Management LLC 1.97% New 31,730 $2.5M
Financial Advocates Investment Management 0.15% Add +64.9% 31,712 $2.5M
Stifel Financial Corp. 0.00% New 31,280 $2.5M
Royal Bank of Canada 0.00% Add +2954.5% 31,064 $2.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% New 29,898 $2.4M
Marshall Wace, LLP 0.00% New 28,907 $2.3M
WealthCare Investment Partners, LLC 1.02% Add +12.6% 26,402 $2.1M
Beacon Pointe Advisors, LLC 0.02% No change 24,440 $2.0M
Fulcrum Equity Management 2.05% New 21,634 $1.7M
Park Avenue Securities LLC 0.02% New 21,289 $1.7M
WESPAC Advisors, LLC 0.95% New 20,436 $1.6M
Allworth Financial LP 0.01% New 19,715 $1.6M
Coppell Advisory Solutions Corp. 0.30% — 19,712 $1.6M
Commonwealth Equity Services, LLC 0.00% Add +186.0% 18,720 $1.5M
Gsa Capital Partners LLP 0.12% New 18,514 $1.5M
Capstone Wealth Management Group, LLC 1.04% New 18,046 $1.4M
Geneos Wealth Management Inc. 0.06% Add +214.7% 17,073 $1.4M
Atria Investments, Inc 0.02% New 16,842 $1.4M
Perigon Wealth Management, LLC 0.04% Reduce -1.5% 14,891 $1.2M
Susquehanna International Group, LLP 0.00% Add +13.5% 14,411 $1.2M
Colonial River Investments, LLC 0.65% New 14,312 $1.1M
World Investment Advisors 0.16% New 14,167 $1.1M
Southland Equity Partners LLC 0.31% Add +9.4% 13,551 $1.1M
Endowment Wealth Management, Inc. 0.79% New 13,163 $1.1M
Sequent Planning LLC 0.37% — 12,703 $1.0M
Concurrent Investment Advisors, LLC 0.04% New 12,483 $1.0M
Focus Partners Advisor Solutions, LLC 0.03% Add +13.0% 12,397 $995K
Arrowroot Family Office, LLC 0.63% Add +147.2% 12,224 $981K
Advisory Services Network, LLC 0.02% New 11,042 $886K
Global Retirement Partners, LLC 0.03% Reduce -2.0% 10,565 $848K
AE Wealth Management LLC 0.01% New 9,596 $770K
Weaver Consulting Group 0.28% Reduce -0.3% 9,348 $750K
Goldstone Financial Group, LLC 0.17% New 9,268 $743K
Kelly Financial Services LLC 0.27% New 8,639 $693K
Janney Montgomery Scott LLC 0.00% New 8,010 $643K
Oppenheimer & Co. Inc. 0.01% Add +19.1% 7,981 $640K
Integrated Wealth Concepts LLC 0.01% Add +23.0% 7,575 $608K
CoreCap Advisors, LLC 0.03% Reduce -2.1% 7,573 $607K
Insight Advisors, LLC/ PA 0.12% Reduce -1.0% 7,538 $605K
Intelligence Driven Advisers, LLC 0.09% No change 7,482 $600K
Able Wealth Management LLC 0.50% New 7,153 $574K
Financial Partners Group, Inc 0.08% New 6,294 $505K
New Century Financial Group, LLC 0.35% New 6,209 $498K
L.M. Kohn & Company 0.14% Add +71.7% 6,120 $491K
Equitable Holdings, Inc. 0.01% New 6,099 $489K
Creative Financial Designs Inc. 0.05% Reduce -61.2% 6,033 $484K
Compound Planning, Inc. 0.04% New 6,010 $482K
Private Advisor Group, LLC 0.00% Add +23.4% 5,697 $457K
NewEdge Advisors, LLC 0.00% New 5,681 $456K
Csenge Advisory Group 0.03% New 5,578 $447K
PFG Advisors 0.03% New 5,477 $439K
Morningstar Investment Services LLC 0.00% New 5,343 $429K
US Bancorp \de 0.00% New 5,284 $424K
Trek Financial, LLC 0.03% New 5,245 $421K
Truist Financial Corp. 0.00% New 5,138 $412K
Lake Street Advisors Group, LLC 0.02% New 5,050 $405K
Betterment LLC 0.00% Reduce -3.1% 4,766 $382K
Harvest Investment Services, LLC 0.15% Reduce -0.3% 4,759 $382K
Kestra Advisory Services, LLC 0.00% New 4,759 $382K
BlueChip Wealth Advisors LLC 0.24% New 4,597 $369K
Raymond James & Associates 0.00% New 4,582 $368K
City Center Advisors, LLC 0.43% — 4,555 $365K
HRT Financial LP 0.00% New 4,126 $330K
Northwestern Mutual Wealth Management Co. 0.00% New 4,000 $321K
Cibc World Market Inc. 0.00% New 3,956 $317K
Legacy Capital Group California, Inc. 0.11% New 3,877 $311K

"% 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.

Show all 143 holders