Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q3 2024 (September 30)220holders +32
53new positions
24sold out
3famous investors
$90.66avg. 13F price*
At the end of Q3 2024, 220 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 32 from Q2 2024. 53 opened new positions and 24 sold out. The largest holders were Envestnet Asset Management Inc. ($494.1M), Clark Capital Management Group, Inc. ($175.6M) and LPL Financial LLC ($112.6M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $122.8M |
| Exits | 24 | $30.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,761,248 shares bought and 1,752,418 shares sold, net +1,008,830 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 220 holders
| Envestnet Asset Management Inc. | 0.16% | Reduce -0.2% | 5,451,654 | $494.1M |
| Clark Capital Management Group, Inc. | 1.20% | Reduce -9.6% | 1,937,232 | $175.6M |
| LPL Financial LLC | 0.05% | Add +10.0% | 1,242,778 | $112.6M |
| Orion Porfolio Solutions, LLC | 0.65% | Reduce -2.5% | 716,117 | $64.9M |
| Orion Portfolio Solutions, LLC | 0.65% | Reduce -2.5% | 716,117 | $64.9M |
| Osaic Holdings, Inc. | 0.13% | Reduce -10.1% | 616,880 | $55.9M |
| Money Concepts Capital Corp. | 3.86% | Add +909.8% | 560,549 | $50.8M |
| Alpine Bank Wealth Management | 6.70% | — | 462,757 | $41.9M |
| Trilogy Capital Inc. | 1.90% | Reduce -22.3% | 415,378 | $37.6M |
| Principal Securities, Inc. | 0.71% | Add +10.3% | 321,860 | $29.2M |
| One Capital Management, LLC | 0.92% | New | 318,600 | $28.9M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +11.2% | 314,231 | $28.5M |
| Bank of America Corp. | 0.00% | Add +15.2% | 311,884 | $28.3M |
| Family Investment Center, Inc. | 6.68% | Add +1.5% | 293,274 | $26.6M |
| Cetera Investment Advisers | 0.06% | Reduce -25.0% | 283,153 | $25.7M |
| Mainstay Capital Management LLC | 3.89% | New | 256,474 | $23.2M |
| Smart Money Group LLC | 7.93% | Add +21.6% | 244,784 | $22.2M |
| USAdvisors Wealth Management, LLC | 6.30% | Add +10.8% | 199,452 | $18.0M |
| Avidian Wealth Enterprises, LLC | 0.71% | Add +8.6% | 172,580 | $15.6M |
| Fortis Group Advisors, LLC | 2.50% | Reduce -31.6% | 149,203 | $13.5M |
| HBW Advisory Services LLC | 1.95% | New | 147,005 | $13.3M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -5.6% | 135,208 | $12.3M |
| Fischer Investment Strategies, LLC | 9.65% | New | 123,736 | $11.2M |
| Win Advisors, Inc. | 5.17% | Add +69.3% | 121,521 | $11.0M |
| Prudential Financial Inc. | 0.01% | Add +18.0% | 106,224 | $9.6M |
| MML Investors Services, LLC | 0.03% | Reduce -33.1% | 99,643 | $9.0M |
| Marshall Wace, LLP | 0.01% | Reduce -5.4% | 87,967 | $8.0M |
| SigFig Wealth Management, LLC | 0.27% | Add +0.8% | 81,728 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +3.6% | 80,900 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -26.1% | 71,394 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +14.3% | 70,098 | $6.3M |
| Concorde Asset Management, LLC | 3.54% | Add +1788.6% | 69,105 | $6.3M |
| Centennial Wealth Advisory LLC | 2.33% | Reduce -0.6% | 65,824 | $6.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +49.8% | 63,821 | $5.8M |
| StoneCrest Wealth Management, Inc. | 3.84% | Add +35.8% | 58,286 | $5.3M |
| Raymond James & Associates | 0.00% | Add +497.5% | 56,511 | $5.1M |
| Ewa, LLC | 1.83% | New | 53,569 | $5.1M |
| Invesco Ltd. | 0.00% | Add +0.5% | 55,891 | $5.1M |
| Clear Creek Financial Management, LLC | 0.57% | Add +1.3% | 55,828 | $5.1M |
| TAP Consulting, LLC | 0.99% | Reduce -1.0% | 55,340 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +310.8% | 51,676 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -11.8% | 51,127 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +850.9% | 50,653 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +207.8% | 50,214 | $4.6M |
| Delta Wealth Advisors LLC | 4.26% | Reduce -4.6% | 49,044 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | New | 45,868 | $4.4M |
| Professional Financial Advisors, LLC | 1.10% | Add +1.0% | 46,908 | $4.3M |
| RVW Wealth, LLC | 0.38% | Add +211.0% | 44,937 | $4.1M |
| Burt Wealth Advisors | 0.92% | No change | 41,200 | $3.7M |
| Convergence Financial, LLC | 0.79% | Add +1.1% | 40,832 | $3.7M |
| Able Wealth Management LLC | 2.79% | Add +10.3% | 40,548 | $3.7M |
| Beacon Capital Management, Inc. | 0.15% | New | 39,311 | $3.6M |
| Arizona PSPRS Trust | 0.14% | New | 37,696 | $3.4M |
| Wetzel Investment Advisors, Inc. | 1.71% | New | 37,272 | $3.4M |
| Harbour Investments, Inc. | 0.10% | Add +21.5% | 37,128 | $3.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +596.3% | 36,848 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -26.6% | 36,315 | $3.3M |
| Mariner, LLC | 0.01% | New | 36,008 | $3.3M |
| WealthCare Investment Partners, LLC | 1.37% | Add +12.9% | 34,395 | $3.1M |
| Financial Advocates Investment Management | 0.17% | Reduce -7.7% | 34,480 | $3.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +32988.8% | 32,427 | $2.9M |
| LWM Advisory Services, LLC | 1.97% | Add +55.8% | 29,364 | $2.7M |
| Concourse Financial Group Securities, Inc. | 0.16% | Add +5036.7% | 29,228 | $2.6M |
| Capstone Wealth Management Group, LLC | 1.54% | Add +7.0% | 28,612 | $2.6M |
| Allworth Financial LP | 0.02% | Add +30.9% | 28,222 | $2.6M |
| Geneos Wealth Management Inc. | 0.10% | Add +9.3% | 27,673 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +26.6% | 25,667 | $2.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -34.5% | 25,335 | $2.3M |
| Castle Rock Wealth Management, LLC | 0.54% | New | 24,713 | $2.3M |
| Personal Cfo Solutions, LLC | 0.32% | New | 24,951 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | No change | 24,630 | $2.2M |
| Park Edge Advisors, LLC | 0.60% | New | 23,164 | $2.1M |
| Jackson Wealth Management, LLC | 0.25% | Add +101.1% | 22,650 | $2.1M |
| Advance Capital Management, Inc. | 0.09% | Reduce -7.5% | 22,134 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +61.7% | 20,859 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -22.8% | 20,120 | $1.8M |
| Colonial River Investments, LLC | 0.82% | Reduce -26.1% | 18,197 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -25.9% | 18,119 | $1.6M |
| TBH Global Asset Management, LLC | 0.34% | Add +65.5% | 17,253 | $1.6M |
| National Bank of Canada | 0.00% | Add +371.9% | 17,013 | $1.5M |
| Kelly Financial Services LLC | 0.55% | Add +20.1% | 16,665 | $1.5M |
| Endowment Wealth Management, Inc. | 0.97% | Add +8.4% | 16,331 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -11.5% | 16,296 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +13.1% | 15,635 | $1.4M |
| UBS Group AG | 0.00% | New | 15,377 | $1.4M |
| Arrowroot Family Office, LLC | 0.79% | Reduce -3.4% | 15,026 | $1.4M |
| BlackDiamond Wealth Management, LLC | 0.80% | New | 13,764 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 14,473 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 14,618 | $1.3M |
| Southland Equity Partners LLC | 0.31% | Add +2.8% | 13,944 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.17% | New | 13,737 | $1.2M |
| New Century Financial Group, LLC | 0.44% | Add +42.2% | 13,183 | $1.2M |
| Betterment LLC | 0.00% | Add +5.0% | 12,825 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.0% | 12,782 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +19.4% | 11,841 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -22.8% | 11,471 | $1.0M |
| Morningstar Investment Services LLC | 0.01% | Add +23.8% | 11,352 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +14.9% | 11,220 | $1.0M |
| D. E. Shaw & Co. | 0.00% | New | 11,128 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -3.5% | 10,987 | $996K |
"% 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.