Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q4 2024 (December 31)352holders +132
118new positions
17sold out
3famous investors
$95.00avg. 13F price*
At the end of Q4 2024, 352 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 132 from Q3 2024. 118 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($403.3M), LPL Financial LLC ($207.0M) and Bank of America Corp. ($137.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 118 | $209.6M |
| Exits | 17 | $25.9M |
All 13F filers, Q3 2024 → Q4 2024: 9,033,913 shares bought and 3,071,380 shares sold, net +5,962,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 352 holders
| Envestnet Asset Management Inc. | 0.13% | Reduce -22.1% | 4,244,331 | $403.3M |
| LPL Financial LLC | 0.08% | Add +75.3% | 2,178,729 | $207.0M |
| Bank of America Corp. | 0.01% | Add +363.9% | 1,446,799 | $137.5M |
| Clark Capital Management Group, Inc. | 0.83% | Reduce -35.8% | 1,243,203 | $118.1M |
| Mainstay Capital Management LLC | 17.58% | Add +374.5% | 1,216,892 | $115.6M |
| JPMorgan Chase & Co. | 0.00% | Add +391013.3% | 617,959 | $58.7M |
| Money Concepts Capital Corp. | 4.32% | Add +9.1% | 611,529 | $58.1M |
| Osaic Holdings, Inc. | 0.12% | Reduce -6.5% | 576,565 | $53.2M |
| Orion Porfolio Solutions, LLC | 0.45% | Reduce -33.5% | 476,417 | $45.3M |
| Orion Portfolio Solutions, LLC | 0.45% | Reduce -33.5% | 476,417 | $45.3M |
| Cwm, LLC | 0.17% | Add +117451.1% | 434,939 | $41.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Add +36.0% | 427,365 | $40.6M |
| Trilogy Capital Inc. | 2.06% | Add +1.6% | 421,901 | $40.1M |
| One Capital Management, LLC | 1.20% | Add +19.6% | 380,906 | $36.2M |
| Wells Fargo & Company | 0.01% | Add +75657.3% | 312,120 | $29.7M |
| Family Investment Center, Inc. | 7.50% | Add +6.1% | 311,213 | $29.6M |
| Stifel Financial Corp. | 0.03% | Add +734.9% | 303,174 | $28.8M |
| Cetera Investment Advisers | 0.06% | Add +6.5% | 301,544 | $28.6M |
| Fortis Group Advisors, LLC | 5.11% | Add +93.7% | 288,988 | $27.5M |
| Smart Money Group LLC | 8.38% | Add +4.4% | 255,603 | $24.3M |
| Principal Securities, Inc. | 0.52% | Reduce -25.1% | 240,915 | $22.9M |
| USAdvisors Wealth Management, LLC | 6.88% | Add +11.8% | 222,994 | $21.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +277.3% | 191,124 | $18.2M |
| Avidian Wealth Enterprises, LLC | 0.79% | Add +6.7% | 184,135 | $17.5M |
| Morgan Stanley | 0.00% | Add +3128.4% | 181,692 | $17.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +176.2% | 176,271 | $16.7M |
| MML Investors Services, LLC | 0.05% | Add +63.6% | 162,991 | $15.5M |
| HBW Advisory Services LLC | 1.55% | Add +8.3% | 159,163 | $15.1M |
| Austin Private Wealth, LLC | 1.37% | New | 153,321 | $14.6M |
| Raymond James Financial Inc. | 0.01% | — | 151,274 | $14.4M |
| Fischer Investment Strategies, LLC | 10.56% | Add +13.0% | 139,833 | $13.3M |
| CreativeOne Wealth, LLC | 0.37% | Add +5427.4% | 127,131 | $12.1M |
| IHT Wealth Management, LLC | 0.39% | New | 126,878 | $12.1M |
| UBS Group AG | 0.00% | Add +707.6% | 124,189 | $11.8M |
| Independent Advisor Alliance | 0.14% | New | 115,222 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -20.3% | 107,731 | $10.2M |
| Goldstein Advisors, LLC | 1.48% | New | 107,396 | $10.2M |
| Win Advisors, Inc. | 4.83% | Reduce -13.5% | 105,118 | $10.0M |
| Private Advisor Group, LLC | 0.06% | Add +302.8% | 103,390 | $9.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +549.9% | 94,055 | $9.1M |
| CFS Investment Advisory Services, LLC | 0.71% | New | 83,355 | $7.9M |
| Equitable Holdings, Inc. | 0.07% | Add +64.4% | 82,544 | $7.8M |
| Concorde Asset Management, LLC | 3.92% | Add +14.5% | 79,114 | $7.5M |
| Park Avenue Securities LLC | 0.07% | Add +201.0% | 76,252 | $7.2M |
| Clear Creek Financial Management, LLC | 0.74% | Add +28.9% | 71,934 | $6.8M |
| Sierra Ocean, LLC | 5.36% | — | 69,142 | $6.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -15.0% | 68,801 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +473.1% | 64,304 | $6.1M |
| RVW Wealth, LLC | 0.57% | Add +42.3% | 63,953 | $6.1M |
| IFG Advisory, LLC | 0.34% | New | 63,838 | $6.1M |
| Integrity Alliance, Llc. | 0.64% | — | 61,902 | $5.9M |
| StoneCrest Wealth Management, Inc. | 3.83% | Add +5.9% | 61,705 | $5.9M |
| Horst & Graben Wealth Management LLC | 1.02% | New | 60,589 | $5.8M |
| Physician Wealth Advisors, Inc. | 0.97% | New | 60,379 | $5.7M |
| NewEdge Advisors, LLC | 0.03% | Add +16.0% | 59,963 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +12.6% | 57,587 | $5.5M |
| WJ Wealth Management, LLC | 1.87% | New | 57,272 | $5.4M |
| SigFig Wealth Management, LLC | 0.20% | Reduce -31.0% | 56,404 | $5.4M |
| GWN Securities Inc. | 1.43% | — | 52,977 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Reduce -20.4% | 55,797 | $5.3M |
| Ewa, LLC | 1.95% | Add +2.0% | 54,631 | $5.2M |
| Security Financial Services, INC. | 1.05% | New | 54,292 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +67.3% | 54,241 | $5.2M |
| Invesco Ltd. | 0.00% | Reduce -5.4% | 52,873 | $5.0M |
| Watershed Private Wealth LLC | 1.95% | New | 52,627 | $5.0M |
| One Wealth Advisors, LLC | 0.74% | New | 52,567 | $5.0M |
| Able Wealth Management LLC | 3.25% | Add +28.4% | 52,047 | $4.9M |
| TAP Consulting, LLC | 1.01% | Reduce -6.1% | 51,949 | $4.9M |
| Mariner, LLC | 0.01% | Add +41.8% | 51,070 | $4.9M |
| Stonebrook Private Inc. | 1.27% | New | 50,971 | $4.8M |
| Capstone Wealth Management Group, LLC | 2.58% | Add +77.0% | 50,633 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.0% | 47,229 | $4.8M |
| Professional Financial Advisors, LLC | 1.17% | Add +2.6% | 48,134 | $4.6M |
| Citadel Advisors | 0.00% | Add +1372.4% | 48,043 | $4.6M |
| Ascent Group, LLC | 0.33% | New | 46,479 | $4.4M |
| Vicus Capital | 0.39% | New | 45,876 | $4.4M |
| Centennial Wealth Advisory LLC | 1.70% | Reduce -30.8% | 45,564 | $4.3M |
| Axxcess Wealth Management, LLC | 0.11% | Add +147.0% | 44,747 | $4.3M |
| Renaissance Technologies | 0.01% | Add +612.9% | 44,200 | $4.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +110.9% | 43,997 | $4.2M |
| BlackRock, Inc. | 0.00% | New | 43,047 | $4.1M |
| Burt Wealth Advisors | 0.99% | No change | 41,200 | $3.9M |
| Detalus Advisors, LLC | 1.27% | New | 40,597 | $3.9M |
| Financial Advocates Investment Management | 0.22% | Add +16.0% | 40,003 | $3.8M |
| Delta Wealth Advisors LLC | 3.50% | Reduce -20.3% | 39,099 | $3.7M |
| Tempus Wealth Planning, LLC | 1.13% | New | 39,079 | $3.7M |
| Wetzel Investment Advisors, Inc. | 1.84% | Add +4.2% | 38,845 | $3.7M |
| Beacon Capital Management, Inc. | 0.16% | Reduce -1.3% | 38,806 | $3.7M |
| Generation Capital Management LLC | 3.14% | — | 38,614 | $3.7M |
| WealthCare Investment Partners, LLC | 1.58% | Add +9.9% | 37,811 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +1.0% | 37,232 | $3.5M |
| Cardinal Strategic Wealth Guidance | 1.12% | New | 37,100 | $3.5M |
| Tidemark, LLC | 1.35% | New | 37,044 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +236.6% | 36,982 | $3.5M |
| Altus Wealth Group LLC | 1.53% | New | 36,449 | $3.5M |
| Nova Wealth Management, Inc. | 2.92% | — | 35,456 | $3.4M |
| LWM Advisory Services, LLC | 2.31% | Add +19.3% | 35,044 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +195.1% | 34,947 | $3.3M |
| AIFG Consultants Ltd. | 5.12% | New | 33,027 | $3.1M |
| TSA Wealth Managment LLC | 1.27% | New | 32,874 | $3.1M |
"% 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.