Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q2 2024 (June 30)188holders +45
55new positions
13sold out
2famous investors
$86.35avg. 13F price*
At the end of Q2 2024, 188 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 45 from Q1 2024. 55 opened new positions and 13 sold out. The largest holders were Envestnet Asset Management Inc. ($477.6M), Clark Capital Management Group, Inc. ($187.4M) and LPL Financial LLC ($98.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $106.7M |
| Exits | 13 | $12.2M |
All 13F filers, Q1 2024 → Q2 2024: 5,666,944 shares bought and 784,305 shares sold, net +4,882,639 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Envestnet Asset Management Inc. | 0.17% | Add +36.4% | 5,461,136 | $477.6M |
| Clark Capital Management Group, Inc. | 1.38% | Add +29.5% | 2,142,594 | $187.4M |
| LPL Financial LLC | 0.05% | Add +33.6% | 1,129,339 | $98.8M |
| Orion Porfolio Solutions, LLC | 0.68% | Add +28.0% | 734,257 | $64.2M |
| Orion Portfolio Solutions, LLC | 0.68% | Add +28.0% | 734,257 | $64.2M |
| Osaic Holdings, Inc. | 0.14% | Add +44.2% | 686,108 | $60.0M |
| Trilogy Capital Inc. | 2.54% | Reduce -9.5% | 534,755 | $46.8M |
| Cetera Investment Advisers | 0.08% | Add +61.6% | 377,409 | $33.0M |
| Principal Securities, Inc. | 0.70% | Add +39.4% | 291,727 | $25.5M |
| Family Investment Center, Inc. | 7.55% | Add +4.1% | 289,029 | $25.3M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +505.3% | 282,635 | $24.7M |
| Bank of America Corp. | 0.00% | Add +70.8% | 270,669 | $23.7M |
| Fortis Group Advisors, LLC | 3.79% | Add +0.5% | 218,272 | $19.1M |
| Smart Money Group LLC | 6.19% | New | 201,235 | $17.3M |
| USAdvisors Wealth Management, LLC | 5.54% | New | 180,021 | $15.7M |
| Morgan Stanley | 0.00% | Add +5453.4% | 166,546 | $14.6M |
| Avidian Wealth Enterprises, LLC | 0.67% | New | 158,979 | $13.9M |
| MML Investors Services, LLC | 0.05% | Add +68.2% | 148,918 | $13.0M |
| Two Sigma Investments, LP | 0.03% | New | 146,600 | $12.8M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +23.1% | 143,263 | $12.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +29.0% | 96,627 | $8.5M |
| Marshall Wace, LLP | 0.01% | Add +221.6% | 92,951 | $8.1M |
| Prudential Financial Inc. | 0.01% | Add +88.2% | 90,039 | $7.9M |
| SigFig Wealth Management, LLC | 0.27% | Add +29.8% | 81,065 | $7.1M |
| WNY Asset Management, LLC | 0.92% | New | 79,735 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +43.5% | 78,072 | $6.8M |
| Win Advisors, Inc. | 2.80% | Add +16.3% | 71,798 | $6.3M |
| Centennial Wealth Advisory LLC | 2.51% | Add +33.5% | 66,246 | $5.8M |
| B. Riley Wealth Advisors, Inc. | 0.14% | New | 61,357 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +40.2% | 57,986 | $5.1M |
| GeoWealth Management, LLC | 0.22% | Add +4706.5% | 56,909 | $5.0M |
| TAP Consulting, LLC | 1.03% | Add +62.5% | 55,888 | $4.9M |
| Invesco Ltd. | 0.00% | Reduce -15.3% | 55,607 | $4.9M |
| Money Concepts Capital Corp. | 0.41% | Add +65.9% | 55,512 | $4.9M |
| Clear Creek Financial Management, LLC | 0.58% | Add +4.4% | 55,135 | $4.8M |
| Delta Wealth Advisors LLC | 4.40% | Reduce -18.5% | 51,409 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +58.3% | 49,509 | $4.3M |
| Professional Financial Advisors, LLC | 1.12% | Reduce -1.4% | 46,446 | $4.1M |
| Zimmermann Investment Management & Planning LLC | 1.35% | Add +11.7% | 46,144 | $4.0M |
| StoneCrest Wealth Management, Inc. | 2.87% | New | 42,933 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +127.6% | 42,600 | $3.7M |
| Burt Wealth Advisors | 0.95% | No change | 41,200 | $3.6M |
| Convergence Financial, LLC | 0.93% | New | 40,381 | $3.5M |
| Park Avenue Securities LLC | 0.04% | Add +81.6% | 38,669 | $3.4M |
| Financial Advocates Investment Management | 0.20% | Add +17.8% | 37,358 | $3.3M |
| Able Wealth Management LLC | 2.65% | Add +413.8% | 36,755 | $3.2M |
| IFG Advisory, LLC | 0.19% | New | 34,354 | $3.0M |
| Harbour Investments, Inc. | 0.09% | Add +4652.4% | 30,558 | $2.7M |
| WealthCare Investment Partners, LLC | 1.24% | Add +15.4% | 30,467 | $2.7M |
| Synergy Asset Management, LLC | 0.40% | Reduce -48.8% | 29,158 | $2.6M |
| Optivise Advisory Services LLC | 1.28% | — | 27,139 | $2.4M |
| Capstone Wealth Management Group, LLC | 1.53% | Add +48.2% | 26,751 | $2.3M |
| Oppenheimer & Co. Inc. | 0.04% | Add +226.7% | 26,070 | $2.3M |
| Geneos Wealth Management Inc. | 0.10% | Add +48.3% | 25,313 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.8% | 24,630 | $2.2M |
| Colonial River Investments, LLC | 1.16% | Add +71.9% | 24,606 | $2.2M |
| Axxcess Wealth Management, LLC | 0.06% | New | 24,448 | $2.1M |
| Advance Capital Management, Inc. | 0.10% | Reduce -94.8% | 23,934 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +52.9% | 22,027 | $1.9M |
| Allworth Financial LP | 0.01% | Add +9.4% | 21,565 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +255.8% | 20,271 | $1.8M |
| Coppell Advisory Solutions LLC | 0.29% | — | 20,257 | $1.8M |
| Renaissance Technologies | 0.00% | New | 19,900 | $1.7M |
| World Investment Advisors | 0.11% | Add +40.0% | 19,837 | $1.7M |
| LWM Advisory Services, LLC | 1.38% | New | 18,845 | $1.6M |
| Perigon Wealth Management, LLC | 0.05% | Add +23.6% | 18,406 | $1.6M |
| Gsa Capital Partners LLP | 0.10% | Reduce -10.1% | 16,652 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +167.4% | 16,311 | $1.4M |
| Arrowroot Family Office, LLC | 0.87% | Add +27.2% | 15,551 | $1.4M |
| Ferguson Shapiro LLC | 0.52% | New | 15,234 | $1.3M |
| Endowment Wealth Management, Inc. | 0.96% | Add +14.4% | 15,063 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -11.8% | 14,858 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +32.4% | 14,618 | $1.3M |
| RVW Wealth, LLC | 0.13% | New | 14,448 | $1.3M |
| Creative Planning | 0.00% | New | 14,429 | $1.3M |
| Kelly Financial Services LLC | 0.43% | Add +60.6% | 13,874 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +11.5% | 13,828 | $1.2M |
| Southland Equity Partners LLC | 0.34% | Add +0.1% | 13,565 | $1.2M |
| Stegent Equity Advisors, Inc. | 1.22% | New | 13,429 | $1.2M |
| Janney Montgomery Scott LLC | 0.00% | Add +61.0% | 12,899 | $1.1M |
| Sequent Planning LLC | 0.38% | Reduce -0.8% | 12,595 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +121.4% | 12,578 | $1.1M |
| Betterment LLC | 0.00% | Add +156.2% | 12,212 | $1.1M |
| Lunt Capital Management, Inc. | 0.52% | New | 12,115 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.7% | 11,520 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +18.6% | 11,380 | $995K |
| Jackson Wealth Management, LLC | 0.21% | New | 11,265 | $985K |
| Weaver Consulting Group | 0.33% | Add +14.4% | 10,695 | $935K |
| TBH Global Asset Management, LLC | 0.20% | New | 10,427 | $912K |
| L.M. Kohn & Company | 0.25% | Add +70.1% | 10,410 | $910K |
| Global Retirement Partners, LLC | 0.03% | Reduce -3.4% | 10,208 | $893K |
| Csenge Advisory Group | 0.05% | Add +78.8% | 9,973 | $872K |
| Integrated Wealth Concepts LLC | 0.01% | Add +30.9% | 9,914 | $867K |
| Royal Bank of Canada | 0.00% | Reduce -68.6% | 9,764 | $854K |
| Goldstone Financial Group, LLC | 0.17% | Add +2.7% | 9,520 | $833K |
| Raymond James & Associates | 0.00% | Add +106.4% | 9,458 | $827K |
| Arkadios Wealth Advisors | 0.06% | New | 9,456 | $827K |
| New Century Financial Group, LLC | 0.34% | Add +49.3% | 9,271 | $811K |
| Morningstar Investment Services LLC | 0.01% | Add +71.6% | 9,170 | $807K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | Reduce -69.3% | 9,190 | $804K |
"% 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.