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 |
| Triad Wealth Partners, LLC | 1.12% | New | 32,719 | $3.1M |
| Concourse Financial Group Securities, Inc. | 0.17% | Add +2.5% | 29,971 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.24% | New | 30,499 | $2.9M |
| Allworth Financial LP | 0.02% | Add +1.2% | 28,550 | $2.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +5.9% | 29,297 | $2.8M |
| Colonial River Investments, LLC | 1.33% | Add +59.1% | 28,951 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +11.6% | 27,495 | $2.6M |
| Oppenheimer & Co. Inc. | 0.04% | Add +35.8% | 27,316 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +8094.5% | 26,878 | $2.6M |
| Maia Wealth LLC | 0.54% | New | 25,758 | $2.5M |
| Vertex Planning Partners, LLC | 0.56% | New | 26,519 | $2.5M |
| Perigon Wealth Management, LLC | 0.06% | Add +58.0% | 25,749 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | New | 25,824 | $2.5M |
| Vista Cima Wealth Management LLC | 2.41% | — | 24,440 | $2.3M |
| Marshall Wace, LLP | 0.00% | Reduce -72.2% | 24,426 | $2.3M |
| Jackson Wealth Management, LLC | 0.26% | Add +7.4% | 24,329 | $2.3M |
| Redwood Investment Management, LLC | 0.22% | Add +369.9% | 23,848 | $2.3M |
| Betterment LLC | 0.01% | Add +85.1% | 23,742 | $2.3M |
| Assetmark, Inc. | 0.01% | Add +6113.9% | 23,675 | $2.2M |
| Cibc World Market Inc. | 0.01% | Add +216.4% | 23,101 | $2.2M |
| Optima Capital LLC | 1.50% | — | 22,900 | $2.2M |
| Mayflower Financial Advisors, LLC | 0.33% | New | 22,886 | $2.2M |
| Endowment Wealth Management, Inc. | 1.45% | Add +39.5% | 22,786 | $2.2M |
| Fig Financial Advisory Services Inc. | 1.46% | — | 22,562 | $2.1M |
| Lunt Capital Management, Inc. | 0.82% | New | 22,295 | $2.1M |
| Hobbs Wealth Management, LLC | 2.42% | — | 22,249 | $2.1M |
| Cypress Wealth Services, LLC | 0.42% | New | 21,814 | $2.1M |
| National Bank of Canada | 0.00% | Add +27.7% | 21,721 | $2.1M |
| Advance Capital Management, Inc. | 0.09% | Reduce -3.0% | 21,471 | $2.0M |
| MAS Advisors LLC | 3.42% | New | 21,452 | $2.0M |
| Schorn Wealth LLC | 0.66% | New | 21,374 | $2.0M |
| Orca Investment Management, LLC | 1.86% | New | 20,840 | $2.0M |
| Harbour Investments, Inc. | 0.06% | Reduce -45.2% | 20,330 | $1.9M |
| Global Retirement Partners, LLC | 0.05% | Add +130.5% | 19,814 | $1.9M |
| Prostatis Group LLC | 0.53% | New | 19,190 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.37% | Add +100.1% | 19,078 | $1.8M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | New | 18,976 | $1.8M |
| CoreCap Advisors, LLC | 0.08% | Add +161.2% | 18,087 | $1.7M |
| Retireful, LLC | 0.96% | New | 18,037 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Add +165.5% | 17,988 | $1.7M |
| Mutual Advisors, LLC | 0.05% | New | 17,301 | $1.7M |
| Seros Financial, LLC | 1.50% | — | 19,093 | $1.7M |
| TBH Global Asset Management, LLC | 0.39% | Add +1.5% | 17,514 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | New | 17,384 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 17,155 | $1.6M |
| GeoWealth Management, LLC | 0.05% | Add +399.6% | 16,953 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Add +188.1% | 16,655 | $1.6M |
| Moloney Securities Asset Management, LLC | 0.21% | Add +19.0% | 16,345 | $1.6M |
| Perennial Investment Advisors, LLC | 0.18% | New | 16,152 | $1.5M |
| Kane Investment Management, Inc. | 0.86% | — | 16,113 | $1.5M |
| Centerpoint Advisory Group | 1.47% | — | 16,011 | $1.5M |
| StoneX Group Inc. | 0.08% | Add +59.0% | 15,976 | $1.5M |
| Spectrum Planning & Advisory Services Inc. | 1.30% | New | 15,779 | $1.5M |
| Gen-Wealth Partners Inc | 0.64% | New | 15,744 | $1.5M |
| Synergy Investment Management, LLC | 0.64% | — | 15,663 | $1.5M |
| BlackDiamond Wealth Management, LLC | 0.84% | Add +11.8% | 15,393 | $1.5M |
| Manchester Financial Inc. | 0.31% | Add +311.1% | 15,123 | $1.4M |
| Northwest Capital Management Inc | 0.61% | New | 15,080 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +31.2% | 15,052 | $1.4M |
| Arrowroot Family Office, LLC | 0.74% | Add +0.1% | 15,045 | $1.4M |
| Southland Equity Partners LLC | 0.33% | Add +6.8% | 14,893 | $1.4M |
| Lifelong Wealth Advisors, Inc. | 0.63% | — | 14,733 | $1.4M |
| US Bancorp \de | 0.00% | Add +145.9% | 14,727 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -9.6% | 14,131 | $1.3M |
| Apeiron RIA LLC | 0.38% | New | 14,115 | $1.3M |
| ArborFi Advisors, LLC | 1.31% | — | 13,751 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.05% | New | 13,657 | $1.3M |
| World Equity Group, Inc. | 0.28% | New | 13,546 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +106.5% | 13,406 | $1.3M |
| Berbice Capital Management LLC | 1.02% | — | 13,351 | $1.3M |
| Horizon Investment Services, LLC | 0.54% | New | 13,340 | $1.3M |
| Creative Financial Designs Inc. | 0.10% | Add +79.3% | 13,256 | $1.3M |
| Truist Financial Corp. | 0.00% | Add +22.6% | 12,884 | $1.2M |
| Kelly Financial Services LLC | 0.43% | Reduce -24.6% | 12,563 | $1.2M |
| Kickstand Ventures, Llc. | 0.30% | New | 12,198 | $1.2M |
| Synergy Asset Management, LLC | 0.09% | Add +100.8% | 12,127 | $1.1M |
| BlueChip Wealth Advisors LLC | 0.62% | Add +18.6% | 11,856 | $1.1M |
| Ameriflex Group, Inc. | 0.51% | — | 11,198 | $1.1M |
| Weaver Consulting Group | 0.33% | Add +1.9% | 11,145 | $1.1M |
| Theory Financial LLC | 0.44% | New | 11,142 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +7.4% | 11,141 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +308.5% | 10,963 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.08% | Add +80.0% | 10,942 | $1.0M |
| PFG Advisors | 0.06% | Add +39.0% | 10,935 | $1.0M |
| Alpha Zero LLC | 0.78% | — | 10,762 | $1.0M |
| Cyr Financial Inc. | 0.89% | New | 10,288 | $977K |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.1% | 10,208 | $970K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +61.3% | 10,065 | $956K |
| Independent Financial Group, LLC | 0.03% | Add +62.0% | 9,662 | $918K |
| Firethorn Wealth Partners, LLC | 0.45% | New | 9,638 | $916K |
| New Century Financial Group, LLC | 0.39% | Reduce -28.5% | 9,425 | $913K |
| D.A. Davidson & Co. | 0.01% | Add +1.4% | 9,586 | $911K |
| Bush Investment Group, LLC | 0.71% | New | 9,520 | $904K |
| Leavell Investment Management, Inc. | 0.04% | Add +10.8% | 9,301 | $884K |
| Advisory Services Network, LLC | 0.02% | Reduce -36.6% | 9,270 | $881K |
| Fifth Third Securities, Inc. | 0.07% | New | 9,106 | $865K |
| My Legacy Advisors, LLC | 0.33% | New | 8,870 | $863K |
| Jane Street Group, LLC | 0.00% | Add +151.7% | 9,045 | $859K |
| Sovran Advisors, LLC | 0.12% | — | 8,622 | $823K |
| Strait & Sound Wealth Management LLC | 0.38% | Add +2.9% | 8,655 | $822K |
| Coppell Advisory Solutions LLC | 0.11% | Reduce -4.2% | 8,467 | $809K |
| Beacon Financial Advisory LLC | 0.26% | Add +97.7% | 8,301 | $789K |
| Wealthgarden F.S. LLC | 0.73% | New | 8,230 | $782K |
| ADG Wealth Management Group, LLC | 0.69% | — | 8,180 | $777K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 8,153 | $775K |
| Strategic Blueprint, LLC | 0.05% | New | 8,043 | $764K |
| TCP Asset Management, LLC | 0.17% | No change | 8,024 | $762K |
| Claris Financial LLC | 0.48% | — | 7,733 | $735K |
| First Heartland Consultants, Inc. | 0.08% | Reduce -2.5% | 7,728 | $734K |
| Mgo One Seven LLC | 0.03% | Add +75.4% | 7,513 | $714K |
| Ameriprise Financial Inc. | 0.00% | Add +31.4% | 7,499 | $712K |
| Financial Partners Group, Inc | 0.10% | Add +24.1% | 7,430 | $706K |
| WealthPLAN Partners, LLC | 0.10% | New | 7,413 | $704K |
| Per Stirling Capital Management, LLC. | 0.09% | New | 6,784 | $645K |
| RFG Advisory, LLC | 0.02% | New | 6,783 | $644K |
| Trek Financial, LLC | 0.05% | New | 6,751 | $641K |
| Cozad Asset Management Inc. | 0.06% | New | 6,679 | $635K |
| Cooper Financial Group | 0.08% | Add +174.1% | 6,563 | $624K |
| Insight Advisors, LLC/ PA | 0.11% | Reduce -12.8% | 6,500 | $621K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +828.6% | 6,500 | $618K |
| Brown Advisory Inc. | 0.00% | New | 6,486 | $616K |
| Park Edge Advisors, LLC | 0.18% | Reduce -72.1% | 6,459 | $614K |
| Wedmont Private Capital | 0.03% | Add +152.1% | 6,391 | $611K |
| Anchor Pointe Wealth Management, LLC | 0.78% | — | 6,256 | $598K |
| OneAscent Financial Services LLC | 0.05% | New | 6,225 | $591K |
| Merit Financial Group, LLC | 0.01% | New | 6,200 | $589K |
| RAM Investment Partners, LLC | 0.14% | No change | 6,147 | $584K |
| Csenge Advisory Group | 0.03% | Reduce -20.4% | 6,110 | $581K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -6.5% | 6,013 | $571K |
| Sutton Place Investors LLC | 0.33% | New | 5,985 | $569K |
| Petra Financial Advisors Inc. | 0.38% | New | 5,936 | $564K |
| CAP Partners, LLC | 0.39% | New | 5,802 | $551K |
| Medallion Wealth Advisors, LLC | 0.27% | — | 5,798 | $551K |
| Meridian Wealth Management, LLC | 0.03% | New | 5,683 | $540K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 5,601 | $532K |
| Alta Wealth Advisors LLC | 0.22% | New | 5,370 | $510K |
| Compound Planning, Inc. | 0.03% | Reduce -30.8% | 5,316 | $505K |
| Capital Analysts, LLC | 0.02% | Reduce -3.3% | 5,165 | $491K |
| Exchange Traded Concepts, LLC | 0.01% | New | 5,110 | $486K |
| Visionary Wealth Advisors | 0.03% | Add +53.2% | 5,078 | $482K |
| Ocean Park Asset Management, LLC | 0.02% | New | 4,968 | $472K |
| Investor's Fiduciary Advisor Network, LLC | 0.18% | — | 4,872 | $462K |
| Mascagni Wealth Management, Inc. | 0.45% | — | 4,863 | $450K |
| World Investment Advisors | 0.01% | Reduce -9.9% | 4,642 | $441K |
| Harvest Investment Services, LLC | 0.11% | Reduce -2.9% | 4,609 | $438K |
| Fullcircle Wealth LLC | 0.18% | New | 4,204 | $434K |
| Integrated Advisors Network LLC | 0.02% | New | 4,522 | $430K |
| Capital Wealth Alliance, LLC | 0.24% | New | 4,376 | $416K |
| WealthTrak Capital Management LLC | 0.34% | — | 4,214 | $400K |
| RDA Financial Network | 0.12% | New | 4,206 | $400K |
| Merkkuri Wealth Advisors LLC | 0.31% | New | 4,177 | $397K |
| Sigma Planning Corp | 0.01% | Reduce -12.5% | 4,114 | $391K |
| Semmax Financial Advisors Inc. | 0.10% | New | 3,730 | $385K |
| OMNI 360 Wealth, Inc. | 0.25% | New | 3,972 | $377K |
| Belpointe Asset Management LLC | 0.02% | New | 4,167 | $372K |
| Sequent Planning LLC | 0.13% | Reduce -49.2% | 3,860 | $367K |
| Nwam LLC | 0.02% | New | 3,814 | $362K |
| Trinity Wealth Management, LLC | 0.15% | Add +8.4% | 3,593 | $341K |
| WNY Asset Management, LLC | 0.04% | Add +8.7% | 3,514 | $334K |
| Creative Planning | 0.00% | New | 3,430 | $326K |
| Catalina Capital Group, LLC | 0.11% | New | 3,401 | $323K |
| Bison Wealth, LLC | 0.04% | — | 3,372 | $320K |
| Johnson Investment Counsel Inc. | 0.00% | New | 3,325 | $316K |
| Comprehensive Financial Planning, Inc. | 0.26% | — | 3,252 | $309K |
| RHS Financial, LLC | 0.16% | New | 3,158 | $300K |
| Narwhal Capital Management | 0.03% | New | 3,135 | $298K |
| Brand Asset Management Group, Inc. | 0.12% | Add +34.4% | 3,107 | $295K |
| Primoris Wealth Advisors, LLC | 0.22% | Reduce -3.1% | 3,100 | $295K |
| M1 Capital Management LLC | 0.16% | — | 3,093 | $294K |
| Brookstone Capital Management | 0.00% | Reduce -38.3% | 3,075 | $292K |
| Good Life Advisors, LLC | 0.02% | Reduce -42.3% | 3,030 | $288K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,940 | $279K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 2,877 | $273K |
| Spire Wealth Management | 0.01% | Reduce -18.7% | 2,849 | $271K |
| Private Trust Co. NA | 0.03% | Add +77.6% | 2,842 | $270K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -27.8% | 2,835 | $269K |
| Richmond Investment Services, LLC | 0.15% | — | 2,825 | $268K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 2,713 | $258K |
| Absolute Capital Management, LLC | 0.14% | Reduce -11.3% | 2,607 | $249K |
| Tectonic Advisors LLC | 0.02% | New | 2,595 | $247K |
| Townsquare Capital LLC | 0.00% | New | 2,582 | $245K |
| Virtue Capital Management, LLC | 0.05% | Reduce -24.0% | 2,564 | $244K |
| FMR LLC | 0.00% | Reduce -15.4% | 2,535 | $241K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 2,513 | $239K |
| Lion Street Advisors, LLC | 0.07% | Reduce -2.0% | 2,472 | $235K |
| Integrity Wealth Advisors, Inc. | 0.17% | — | 2,446 | $232K |
| Tudor Investment Corporation | 0.00% | New | 2,438 | $232K |
| MKT Advisors LLC | 0.10% | New | 2,318 | $229K |
| Lantern Wealth Advisors, LLC | 0.15% | New | 2,396 | $228K |
| Liberty Wealth Management LLC | 0.04% | Reduce -3.9% | 2,391 | $227K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.2% | 2,322 | $221K |
| Resurgent Financial Advisors LLC | 0.13% | New | 2,275 | $216K |
| Fulcrum Equity Management | 0.21% | New | 2,223 | $211K |
| IFP Advisors, Inc | 0.01% | New | 2,216 | $211K |
| Simplicity Wealth,LLC | 0.04% | Reduce -7.7% | 2,170 | $206K |
| Kestra Investment Management, LLC | 0.01% | New | 2,159 | $205K |
| Breakthru Advisory Services, LLC | 0.18% | — | 2,136 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,132 | $203K |
| Lavaca Capital LLC | 0.07% | New | 1,750 | $166K |
| Darwin Wealth Management, LLC | 0.06% | No change | 1,741 | $165K |
| LGT Financial Advisors LLC | 0.37% | New | 1,737 | $165K |
| NFSG Corp | 0.04% | New | 1,555 | $148K |
| AdvisorNet Financial, Inc | 0.01% | Add +85.7% | 1,302 | $124K |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.1% | 1,058 | $101K |
| Chilton Capital Management LLC | 0.00% | New | 967 | $92K |
| Legacy Investment Solutions, LLC | 0.05% | Add +2.0% | 803 | $82K |
| Legacy Wealth Managment, LLC | 0.05% | Add +2.0% | 803 | $82K |
| Glass Jacobson Investment Advisors llc | 0.03% | Add +607.6% | 842 | $80K |
| Park Square Financial Group, LLC | 0.05% | — | 754 | $72K |
| Comerica Bank | 0.00% | New | 718 | $68K |
| Richardson Financial Services Inc. | 0.04% | Reduce -33.0% | 634 | $61K |
| FLP Wealth Management, LLC | 0.12% | — | 509 | $48K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 453 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.1% | 473 | $45K |
| Citigroup Inc. | 0.00% | New | 442 | $42K |
| ORG Partners LLC | 0.01% | No change | 430 | $41K |
| Global Trust Asset Management, LLC | 0.02% | Add +95.5% | 430 | $41K |
| Advisors Preferred, LLC | 0.01% | Reduce -95.5% | 419 | $40K |
| Caitlin John, LLC | 0.03% | Add +8.8% | 408 | $39K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -78.0% | 405 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 393 | $38K |
| Continuum Advisory, LLC | 0.00% | Reduce -47.0% | 374 | $36K |
| PSI Advisors, LLC | 0.01% | Add +61.8% | 288 | $27K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 253 | $24K |
| Smithfield Trust Co | 0.00% | Add +3.7% | 226 | $22K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 226 | $21K |
| Realta Investment Advisors | 0.01% | New | 200 | $19K |
| WealthShield Partners, LLC | 0.00% | Reduce -31.2% | 203 | $19K |
| Hollencrest Capital Management | 0.00% | Add +40.6% | 201 | $19K |
| Tucker Asset Management LLC | 0.00% | New | 194 | $18K |
| Archer Investment Corp | 0.00% | Add +46.8% | 182 | $17K |
| Belvedere Trading LLC | 0.00% | New | 175 | $17K |
| Copia Wealth Management | 0.01% | — | 161 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -83.2% | 158 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 153 | $15K |
| Westend Capital Management, LLC | 0.00% | Reduce -97.2% | 146 | $14K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $13K |
| Parallel Advisors, LLC | 0.00% | New | 109 | $10K |
| Mb, Levis & Associates, LLC | 0.00% | New | 85 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | New | 80 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Add +40.4% | 73 | $7K |
| Robinswood Financial LLC | 0.00% | New | 69 | $7K |
| YANKCOM Partnership | 0.00% | — | 68 | $6K |
| POM Investment Strategies, LLC | 0.00% | New | 65 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 50 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -22.2% | 42 | $4K |
| West Paces Advisors Inc. | 0.00% | New | 36 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -68.9% | 32 | $3K |
| Truvestments Capital LLC | 0.00% | New | 27 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 27 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 20 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 19 | $2K |
"% 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.