Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q1 2025 (March 31)391holders +39
81new positions
40sold out
3famous investors
$92.55avg. 13F price*
At the end of Q1 2025, 391 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 39 from Q4 2024. 81 opened new positions and 40 sold out. The largest holders were Envestnet Asset Management Inc. ($556.5M), LPL Financial LLC ($331.2M) and Bank of America Corp. ($171.1M). 3 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $204.0M |
| Exits | 40 | $37.5M |
All 13F filers, Q4 2024 → Q1 2025: 12,937,584 shares bought and 1,761,348 shares sold, net +11,176,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 391 holders
| Envestnet Asset Management Inc. | 0.18% | Add +41.7% | 6,014,557 | $556.5M |
| LPL Financial LLC | 0.13% | Add +64.3% | 3,579,241 | $331.2M |
| Bank of America Corp. | 0.02% | Add +27.8% | 1,849,059 | $171.1M |
| Clark Capital Management Group, Inc. | 1.12% | Add +35.4% | 1,683,208 | $155.7M |
| Cwm, LLC | 0.48% | Add +201.9% | 1,313,198 | $121.5M |
| Mainstay Capital Management LLC | 15.73% | Add +1.9% | 1,240,366 | $114.8M |
| Money Concepts Capital Corp. | 5.53% | Add +30.6% | 798,446 | $73.9M |
| Orion Porfolio Solutions, LLC | 0.65% | Add +49.6% | 712,550 | $65.9M |
| Orion Portfolio Solutions, LLC | 0.65% | Add +49.6% | 712,550 | $65.9M |
| JPMorgan Chase & Co. | 0.00% | Add +10.0% | 679,695 | $62.9M |
| UBS Group AG | 0.01% | Add +396.3% | 616,358 | $57.0M |
| Alpine Bank Wealth Management | 9.04% | — | 608,934 | $56.3M |
| Cetera Investment Advisers | 0.10% | Add +84.0% | 554,807 | $51.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +177.9% | 531,103 | $49.1M |
| Morgan Stanley | 0.00% | Add +191.5% | 529,649 | $49.0M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +22.6% | 523,849 | $48.5M |
| Osaic Holdings, Inc. | 0.10% | Reduce -15.9% | 484,961 | $44.9M |
| BNP Paribas Financial Markets | 0.03% | New | 440,323 | $40.7M |
| One Capital Management, LLC | 1.29% | Add +8.1% | 411,623 | $38.1M |
| Family Investment Center, Inc. | 9.21% | Add +30.8% | 407,197 | $37.7M |
| Trilogy Capital Inc. | 1.85% | Reduce -9.7% | 380,918 | $35.2M |
| Planning Alternatives Ltd. | 5.06% | New | 356,975 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +115.7% | 326,302 | $30.2M |
| Equitable Holdings, Inc. | 0.27% | Add +274.3% | 308,960 | $28.6M |
| Stifel Financial Corp. | 0.03% | Reduce -5.5% | 286,445 | $26.5M |
| MML Investors Services, LLC | 0.09% | Add +74.2% | 283,928 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +1414.5% | 259,821 | $24.0M |
| Wells Fargo & Company | 0.01% | Reduce -17.4% | 257,733 | $23.8M |
| Principal Securities, Inc. | 0.51% | No change | 240,915 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +267.7% | 236,431 | $21.9M |
| Redwood Investment Management, LLC | 2.36% | Add +886.4% | 235,246 | $21.8M |
| Brookwood Investment Group LLC | 3.69% | — | 232,406 | $21.5M |
| USAdvisors Wealth Management, LLC | 7.31% | Add +1.6% | 226,584 | $21.0M |
| Insight Wealth Strategies, LLC | 2.76% | New | 221,372 | $20.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 204,255 | $18.9M |
| RVW Wealth, LLC | 1.75% | Add +213.4% | 200,451 | $18.5M |
| HBW Advisory Services LLC | 2.41% | Add +15.1% | 183,192 | $17.0M |
| Austin Private Wealth, LLC | 1.40% | Add +9.5% | 167,939 | $15.5M |
| Fortis Group Advisors, LLC | 2.97% | Reduce -42.8% | 165,435 | $15.3M |
| Qube Research & Technologies Ltd | 0.02% | Add +192.8% | 158,792 | $14.7M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +44.3% | 155,483 | $14.4M |
| Ascent Group, LLC | 0.61% | Add +231.4% | 154,037 | $14.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | New | 140,518 | $13.0M |
| Seros Financial, LLC | 9.33% | Add +606.5% | 134,896 | $12.5M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +1462.0% | 127,349 | $11.8M |
| Altus Wealth Group LLC | 5.51% | Add +248.8% | 127,133 | $11.8M |
| Private Advisor Group, LLC | 0.07% | Add +21.5% | 125,575 | $11.6M |
| Integrity Alliance, Llc. | 0.46% | Add +101.0% | 124,396 | $11.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -31.2% | 121,333 | $11.2M |
| IHT Wealth Management, LLC | 0.34% | Reduce -6.1% | 119,095 | $11.0M |
| CreativeOne Wealth, LLC | 0.33% | Reduce -6.3% | 119,058 | $11.0M |
| Financial Enhancement Group LLC | 1.72% | New | 124,576 | $11.0M |
| Capstone Wealth Management Group, LLC | 6.13% | Add +129.4% | 116,148 | $10.7M |
| Goldstein Advisors, LLC | 1.46% | Add +0.7% | 108,173 | $10.0M |
| Park Avenue Securities LLC | 0.12% | Add +36.8% | 104,294 | $9.7M |
| Empowered Funds, LLC | 0.13% | New | 97,862 | $9.1M |
| IFG Advisory, LLC | 0.50% | Add +51.8% | 96,894 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +39.7% | 96,107 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Add +63.7% | 94,253 | $8.7M |
| SigFig Wealth Management, LLC | 0.30% | Add +58.6% | 89,450 | $8.2M |
| WJ Wealth Management, LLC | 2.90% | Add +54.8% | 88,679 | $8.2M |
| Harbour Investments, Inc. | 0.23% | Add +327.9% | 86,998 | $8.0M |
| Surience Private Wealth LLC | 13.97% | New | 86,547 | $8.0M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -17.4% | 77,735 | $7.5M |
| CFS Investment Advisory Services, LLC | 0.67% | Reduce -2.6% | 81,164 | $7.5M |
| Clear Creek Financial Management, LLC | 0.72% | Add +4.8% | 75,391 | $7.0M |
| Sierra Ocean, LLC | 5.38% | Add +6.7% | 73,744 | $6.8M |
| Perigon Wealth Management, LLC | 0.17% | Add +176.5% | 71,203 | $6.6M |
| Vicus Capital | 0.61% | Add +54.3% | 70,782 | $6.5M |
| B. Riley Wealth Advisors, Inc. | 0.19% | Add +23.5% | 68,931 | $6.4M |
| Susquehanna International Group, LLP | 0.01% | Add +571.1% | 68,505 | $6.3M |
| Able Wealth Management LLC | 3.75% | Add +31.4% | 68,370 | $6.3M |
| Centennial Wealth Advisory LLC | 2.29% | Add +49.8% | 68,251 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +151.7% | 67,661 | $6.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +290.7% | 65,077 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +402.4% | 64,727 | $6.0M |
| Horst & Graben Wealth Management LLC | 1.05% | Add +4.9% | 63,541 | $5.9M |
| StoneCrest Wealth Management, Inc. | 3.66% | Add +0.8% | 62,200 | $5.8M |
| Physician Wealth Advisors, Inc. | 0.99% | Add +2.8% | 62,083 | $5.7M |
| Citadel Advisors | 0.01% | Add +29.0% | 61,962 | $5.7M |
| Tudor Investment Corporation | 0.05% | Add +2438.9% | 61,899 | $5.7M |
| KWB Wealth | 0.68% | New | 59,714 | $5.7M |
| Axxcess Wealth Management, LLC | 0.15% | Add +34.0% | 59,976 | $5.5M |
| Ewa, LLC | 2.03% | Add +8.1% | 59,028 | $5.5M |
| Financial Partners Group, Inc | 0.83% | Add +679.6% | 57,927 | $5.4M |
| Mariner, LLC | 0.01% | Add +10.6% | 56,478 | $5.2M |
| Primoris Wealth Advisors, LLC | 4.00% | Add +1702.3% | 55,871 | $5.2M |
| Security Financial Services, INC. | 1.00% | Add +0.3% | 54,451 | $5.0M |
| Sanctuary Advisors, LLC | 0.04% | Add +14.3% | 53,988 | $5.0M |
| Invesco Ltd. | 0.00% | Add +0.0% | 52,877 | $4.9M |
| Colonial River Investments, LLC | 2.67% | Add +81.2% | 52,460 | $4.9M |
| Stonebrook Private Inc. | 1.24% | Add +1.5% | 51,739 | $4.8M |
| VestGen Advisors, LLC | 0.21% | — | 51,020 | $4.7M |
| One Wealth Advisors, LLC | 0.69% | Reduce -4.6% | 50,163 | $4.6M |
| WealthCare Investment Partners, LLC | 1.92% | Add +39.0% | 52,564 | $4.5M |
| Vigilare Wealth Management | 1.76% | New | 47,624 | $4.4M |
| Professional Financial Advisors, LLC | 1.12% | Reduce -1.4% | 47,454 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -25.7% | 44,535 | $4.1M |
| Cardinal Strategic Wealth Guidance | 1.29% | Add +18.0% | 43,781 | $4.1M |
| AE Wealth Management LLC | 0.03% | Add +16.4% | 43,049 | $4.0M |
"% 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.