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 |
| Detalus Advisors, LLC | 1.24% | Add +5.0% | 42,630 | $3.9M |
| Tempus Wealth Planning, LLC | 1.17% | Add +8.0% | 42,203 | $3.9M |
| Darrow Company, Inc. | 2.17% | New | 42,011 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | New | 42,088 | $3.9M |
| Nova Wealth Management, Inc. | 3.31% | Add +17.0% | 41,498 | $3.8M |
| Burt Wealth Advisors | 0.96% | No change | 41,200 | $3.8M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +9.2% | 40,667 | $3.8M |
| Tidemark, LLC | 1.38% | Add +9.7% | 40,634 | $3.8M |
| Delta Wealth Advisors LLC | 3.40% | Add +3.5% | 40,461 | $3.7M |
| Jane Street Group, LLC | 0.01% | Add +346.5% | 40,389 | $3.7M |
| Independent Financial Group, LLC | 0.13% | Add +317.7% | 40,357 | $3.7M |
| Geneos Wealth Management Inc. | 0.12% | Add +35.1% | 39,580 | $3.7M |
| Integrity Investment Advisors, LLC | 3.33% | — | 39,449 | $3.7M |
| Wetzel Investment Advisors, Inc. | 1.83% | Add +0.5% | 39,048 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +11.4% | 38,923 | $3.6M |
| Schorn Wealth LLC | 1.18% | Add +81.7% | 38,832 | $3.6M |
| Triad Wealth Partners, LLC | 1.10% | Add +16.8% | 38,207 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.3% | 37,704 | $3.5M |
| Manchester Financial Inc. | 0.77% | Add +144.9% | 37,042 | $3.4M |
| LWM Advisory Services, LLC | 2.32% | Add +3.1% | 36,148 | $3.3M |
| Beacon Capital Management, Inc. | 0.17% | Reduce -18.0% | 31,818 | $3.3M |
| Financial Advocates Investment Management | 0.22% | Reduce -13.9% | 34,453 | $3.2M |
| AIFG Consultants Ltd. | 5.14% | Add +2.2% | 33,749 | $3.1M |
| Watershed Private Wealth LLC | 1.20% | Reduce -38.2% | 32,507 | $3.0M |
| Kane Investment Management, Inc. | 1.45% | Add +101.0% | 32,395 | $3.0M |
| MAS Advisors LLC | 4.34% | Add +42.4% | 30,540 | $2.8M |
| Cobblestone Asset Management LLC | 1.60% | New | 29,681 | $2.7M |
| Merit Financial Group, LLC | 0.04% | Add +375.4% | 29,476 | $2.7M |
| TSA Wealth Managment LLC | 1.08% | Reduce -10.6% | 29,376 | $2.7M |
| McNaughton Wealth Management, LLC | 1.32% | New | 29,283 | $2.7M |
| Win Advisors, Inc. | 1.36% | Reduce -72.7% | 28,681 | $2.7M |
| Allworth Financial LP | 0.01% | Reduce -2.2% | 27,923 | $2.6M |
| Vertex Planning Partners, LLC | 0.56% | Add +5.2% | 27,888 | $2.6M |
| Focus Financial Network, Inc. | 0.10% | Add +7.4% | 27,741 | $2.6M |
| Beacon Pointe Advisors, LLC | 0.03% | No change | 27,495 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +13.7% | 26,925 | $2.5M |
| Maia Wealth LLC | 0.56% | Add +7.0% | 27,569 | $2.5M |
| Prostatis Group LLC | 0.75% | Add +33.1% | 25,540 | $2.4M |
| Endowment Wealth Management, Inc. | 1.48% | Add +9.2% | 24,880 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +159.3% | 24,853 | $2.3M |
| Advance Capital Management, Inc. | 0.11% | Add +15.4% | 24,781 | $2.3M |
| Centerpoint Advisory Group | 2.25% | Add +54.6% | 24,752 | $2.3M |
| US Bancorp \de | 0.00% | Add +68.0% | 24,745 | $2.3M |
| Berbice Capital Management LLC | 1.96% | Add +83.8% | 24,536 | $2.3M |
| National Bank of Canada | 0.00% | Add +10.7% | 24,040 | $2.2M |
| Hobbs Wealth Management, LLC | 2.44% | Add +7.0% | 23,809 | $2.2M |
| Jackson Wealth Management, LLC | 0.27% | Reduce -2.4% | 23,749 | $2.2M |
| Cypress Wealth Services, LLC | 0.44% | Add +8.6% | 23,693 | $2.2M |
| Fig Financial Advisory Services Inc. | 1.52% | Add +3.4% | 23,319 | $2.2M |
| M1 Capital Management LLC | 1.30% | Add +625.4% | 22,435 | $2.1M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +5400.0% | 22,275 | $2.1M |
| CoreCap Advisors, LLC | 0.09% | Add +22.5% | 22,150 | $2.0M |
| Betterment LLC | 0.00% | Reduce -8.2% | 21,788 | $2.0M |
| Spectrum Planning & Advisory Services Inc. | 1.66% | Add +36.7% | 21,572 | $2.0M |
| Vista Cima Wealth Management LLC | 2.13% | Reduce -12.7% | 21,347 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | New | 21,337 | $2.0M |
| Orca Investment Management, LLC | 1.93% | Add +0.1% | 20,868 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +50.2% | 20,514 | $1.9M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -26.3% | 20,126 | $1.9M |
| ArborFi Advisors, LLC | 1.84% | Add +45.4% | 19,995 | $1.9M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +816.1% | 19,532 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.27% | Reduce -15.4% | 19,349 | $1.8M |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.30% | Add +1.4% | 19,335 | $1.8M |
| Synergy Investment Management, LLC | 0.74% | Add +22.1% | 19,122 | $1.8M |
| Sigma Planning Corp | 0.06% | Add +362.1% | 19,010 | $1.8M |
| Fischer Investment Strategies, LLC | 1.25% | Reduce -86.9% | 18,280 | $1.7M |
| Tradition Wealth Management, LLC | 0.15% | Add +3.9% | 18,061 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Add +0.1% | 18,005 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +26.4% | 17,857 | $1.7M |
| Quadrature Capital Ltd | 0.04% | New | 17,718 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +0.1% | 17,321 | $1.6M |
| Apeiron RIA LLC | 0.49% | Add +24.2% | 17,531 | $1.6M |
| BlackRock, Inc. | 0.00% | Reduce -59.3% | 17,507 | $1.6M |
| Kelly Financial Services LLC | 0.56% | Add +39.3% | 17,495 | $1.6M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -90.6% | 17,339 | $1.6M |
| Southland Equity Partners LLC | 0.37% | Add +16.2% | 17,309 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +65.1% | 16,620 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +8.8% | 16,381 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +21.4% | 16,274 | $1.5M |
| Gen-Wealth Partners Inc | 0.62% | Add +2.4% | 16,128 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -30.8% | 15,992 | $1.5M |
| Lifelong Wealth Advisors, Inc. | 0.69% | Add +7.8% | 15,883 | $1.5M |
| GTS Securities LLC | 0.06% | New | 15,868 | $1.5M |
| HRT Financial LP | 0.01% | New | 15,385 | $1.4M |
| Northwest Capital Management Inc | 0.56% | Reduce -1.5% | 14,853 | $1.4M |
| BlueChip Wealth Advisors LLC | 0.66% | Add +22.6% | 14,537 | $1.3M |
| Atom Investors LP | 0.16% | New | 14,479 | $1.3M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +31.6% | 14,394 | $1.3M |
| Creative Financial Designs Inc. | 0.11% | Add +8.3% | 14,355 | $1.3M |
| Belpointe Asset Management LLC | 0.07% | Add +242.3% | 14,265 | $1.3M |
| Strait & Sound Wealth Management LLC | 0.61% | Add +64.7% | 14,255 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +149.9% | 14,203 | $1.3M |
| StoneX Group Inc. | 0.07% | Reduce -11.2% | 14,194 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Add +25.1% | 13,939 | $1.3M |
| Creative Planning | 0.00% | Add +293.9% | 13,509 | $1.2M |
| Horizon Investment Services, LLC | 0.61% | Add +1.1% | 13,483 | $1.2M |
| Ameriflex Group, Inc. | 0.51% | Add +19.8% | 13,411 | $1.2M |
| FFG Retirement Advisors LLC | 0.84% | New | 13,346 | $1.2M |
| Concorde Asset Management, LLC | 0.66% | Reduce -83.1% | 13,395 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | New | 12,859 | $1.2M |
| PFG Advisors | 0.06% | Add +12.2% | 12,273 | $1.1M |
| Leavell Investment Management, Inc. | 0.06% | Add +31.6% | 12,244 | $1.1M |
| Perennial Investment Advisors, LLC | 0.13% | Reduce -24.9% | 12,139 | $1.1M |
| Rollins Financial Advisors, LLC | 0.19% | New | 11,823 | $1.1M |
| Patriot Financial Group Insurance Agency, LLC | 0.15% | Add +6.7% | 11,696 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +118.7% | 11,626 | $1.1M |
| Theory Financial LLC | 0.44% | Add +1.9% | 11,349 | $1.1M |
| Weaver Consulting Group | 0.31% | Reduce -0.2% | 11,119 | $1.0M |
| Kickstand Ventures, Llc. | 0.26% | Reduce -11.0% | 10,851 | $1.0M |
| Alpha Zero LLC | 0.76% | Reduce -0.1% | 10,757 | $995K |
| Cornerstone Wealth Management, LLC | 0.07% | New | 10,583 | $979K |
| Brown Advisory Inc. | 0.00% | Add +56.1% | 10,122 | $937K |
| Harel Insurance Investments & Financial Services Ltd. | 0.01% | Add +51.5% | 9,850 | $925K |
| Bush Investment Group, LLC | 0.69% | Add +4.0% | 9,899 | $916K |
| Cyr Financial Inc. | 0.81% | Reduce -5.3% | 9,738 | $901K |
| Sovran Advisors, LLC | 0.12% | Add +17.8% | 10,160 | $897K |
| Signet Financial Management, LLC | 0.12% | New | 9,582 | $887K |
| BFI Infinity Ltd. | 0.95% | New | 9,526 | $881K |
| Firethorn Wealth Partners, LLC | 0.42% | Reduce -2.0% | 9,440 | $873K |
| TBH Global Asset Management, LLC | 0.17% | Reduce -59.6% | 7,083 | $868K |
| My Legacy Advisors, LLC | 0.33% | Add +4.5% | 9,268 | $858K |
| Mgo One Seven LLC | 0.03% | Add +21.5% | 9,128 | $845K |
| Kestra Investment Management, LLC | 0.02% | Add +313.3% | 8,922 | $826K |
| First Heartland Consultants, Inc. | 0.08% | Add +13.8% | 8,796 | $814K |
| World Equity Group, Inc. | 0.23% | Reduce -36.9% | 8,542 | $790K |
| Rwa Wealth Partners, LLC | 0.01% | New | 8,436 | $781K |
| Good Life Advisors, LLC | 0.05% | Add +177.8% | 8,419 | $779K |
| Millennium Management | 0.00% | New | 8,361 | $774K |
| Medallion Wealth Advisors, LLC | 0.35% | Add +43.0% | 8,289 | $772K |
| Cooper Financial Group | 0.10% | Add +26.8% | 8,319 | $770K |
| Cozad Asset Management Inc. | 0.08% | Add +23.5% | 8,249 | $763K |
| Strategic Blueprint, LLC | 0.04% | Add +1.0% | 8,122 | $751K |
| Townsquare Capital LLC | 0.01% | Add +214.3% | 8,116 | $751K |
| World Investment Advisors | 0.02% | Add +74.5% | 8,099 | $749K |
| TCP Asset Management, LLC | 0.17% | Reduce -0.5% | 7,986 | $739K |
| Claris Financial LLC | 0.48% | No change | 7,733 | $735K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.6% | 7,917 | $733K |
| Wealthgarden F.S. LLC | 0.70% | Reduce -3.8% | 7,914 | $732K |
| WealthPLAN Partners, LLC | 0.10% | Add +2.9% | 7,624 | $705K |
| GeoWealth Management, LLC | 0.03% | Reduce -56.1% | 7,447 | $689K |
| OneAscent Financial Services LLC | 0.04% | Add +16.4% | 7,249 | $671K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +16.8% | 7,024 | $650K |
| Wedmont Private Capital | 0.03% | Add +11.8% | 7,143 | $642K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -77.5% | 6,846 | $638K |
| Per Stirling Capital Management, LLC. | 0.09% | Reduce -0.5% | 6,751 | $625K |
| Csenge Advisory Group | 0.03% | Add +12.0% | 6,843 | $604K |
| Farther Finance Advisors, LLC | 0.02% | Add +1267.4% | 6,468 | $603K |
| CAP Partners, LLC | 0.43% | Add +11.6% | 6,476 | $599K |
| RAM Investment Partners, LLC | 0.14% | No change | 6,147 | $569K |
| Spire Wealth Management | 0.02% | Add +113.7% | 6,087 | $563K |
| Sutton Place Investors LLC | 0.37% | Reduce -1.3% | 5,906 | $546K |
| Alta Wealth Advisors LLC | 0.25% | Add +7.5% | 5,772 | $534K |
| Clearview Wealth Advisors LLC | 0.40% | New | 5,771 | $534K |
| Level Four Advisory Services, LLC | 0.02% | New | 5,714 | $529K |
| Silver Oak Securities, Incorporated | 0.05% | New | 5,486 | $506K |
| Smart Money Group LLC | 0.17% | Reduce -97.9% | 5,317 | $492K |
| Synergy Asset Management, LLC | 0.06% | Reduce -56.2% | 5,310 | $491K |
| Visionary Wealth Advisors | 0.03% | Add +2.3% | 5,193 | $481K |
| Private Trust Co. NA | 0.05% | Add +79.4% | 5,098 | $472K |
| OMNI 360 Wealth, Inc. | 0.32% | Add +28.1% | 5,086 | $471K |
| Emergent Wealth Advisors, LLC | 0.34% | New | 5,084 | $470K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -23.0% | 5,005 | $463K |
| Investor's Fiduciary Advisor Network, LLC | 0.22% | Add +2.3% | 4,983 | $461K |
| Brookstone Capital Management | 0.01% | Add +60.3% | 4,929 | $456K |
| Capital Analysts, LLC | 0.02% | Reduce -4.6% | 4,928 | $456K |
| Mascagni Wealth Management, Inc. | 0.45% | No change | 4,863 | $450K |
| FMR LLC | 0.00% | Add +89.0% | 4,791 | $443K |
| Merkkuri Wealth Advisors LLC | 0.36% | Add +9.7% | 4,583 | $424K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -45.2% | 4,549 | $421K |
| Baird Financial Group, Inc. | 0.00% | New | 4,499 | $416K |
| Harvest Investment Services, LLC | 0.11% | Reduce -4.1% | 4,420 | $409K |
| Stephens Inc. | 0.01% | New | 4,319 | $400K |
| WealthTrak Capital Management LLC | 0.34% | Add +2.4% | 4,313 | $399K |
| Semmax Financial Advisors Inc. | 0.11% | Add +7.2% | 3,998 | $394K |
| Barnes Wealth Management Group, Inc | 0.25% | New | 4,240 | $392K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 4,178 | $387K |
| CW Advisors, LLC | 0.00% | New | 4,177 | $386K |
| Ameritas Advisory Services, LLC | 0.01% | Add +33.8% | 3,934 | $371K |
| RDA Financial Network | 0.11% | Reduce -5.4% | 3,978 | $368K |
| Fullcircle Wealth LLC | 0.15% | Reduce -7.2% | 3,900 | $367K |
| Nwam LLC | 0.03% | Add +3.6% | 3,951 | $366K |
| Smith Shellnut Wilson LLC | 0.16% | New | 3,886 | $360K |
| Ameriprise Financial Inc. | 0.00% | Reduce -49.4% | 3,793 | $351K |
| Virtue Capital Management, LLC | 0.04% | Add +44.0% | 3,691 | $341K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,660 | $339K |
| Sequent Planning LLC | 0.12% | Reduce -6.0% | 3,627 | $336K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,501 | $324K |
| Lion Street Advisors, LLC | 0.10% | Add +41.0% | 3,486 | $323K |
| GWN Securities Inc. | 0.02% | Reduce -93.5% | 3,451 | $319K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -81.8% | 3,449 | $319K |
| Catalina Capital Group, LLC | 0.21% | Reduce -0.0% | 3,400 | $315K |
| RFG Advisory, LLC | 0.01% | Reduce -50.6% | 3,353 | $310K |
| TD Capital Management LLC | 0.03% | New | 3,329 | $308K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 3,325 | $308K |
| Petra Financial Advisors Inc. | 0.25% | Reduce -44.9% | 3,273 | $303K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,151 | $299K |
| WNY Asset Management, LLC | 0.04% | Reduce -8.7% | 3,208 | $297K |
| MSH Capital Advisors LLC | 0.09% | New | 3,199 | $296K |
| Comprehensive Financial Planning, Inc. | 0.29% | Reduce -1.8% | 3,194 | $296K |
| Fifth Third Securities, Inc. | 0.02% | Reduce -65.3% | 3,159 | $292K |
| Hilltop Holdings Inc. | 0.02% | New | 3,154 | $292K |
| Narwhal Capital Management | 0.03% | No change | 3,135 | $290K |
| Florida Financial Advisors, LLC | 0.11% | New | 3,114 | $287K |
| Absolute Capital Management, LLC | 0.17% | Add +18.9% | 3,099 | $287K |
| MKT Advisors LLC | 0.13% | Add +48.2% | 3,435 | $287K |
| United Advisor Group, LLC | 0.06% | New | 3,090 | $286K |
| Integrated Advisors Network LLC | 0.01% | Reduce -32.0% | 3,073 | $284K |
| Verus Capital Partners, LLC | 0.03% | New | 2,924 | $271K |
| Evoke Wealth, LLC | 0.01% | New | 2,923 | $270K |
| Intelligence Driven Advisers, LLC | 0.05% | No change | 2,877 | $266K |
| Trinity Wealth Management, LLC | 0.12% | Reduce -21.2% | 2,831 | $262K |
| Lifeworks Advisors, LLC | 0.04% | New | 2,771 | $256K |
| Richmond Investment Services, LLC | 0.14% | Reduce -3.3% | 2,732 | $253K |
| Brand Asset Management Group, Inc. | 0.10% | Reduce -12.5% | 2,718 | $252K |
| MIdWestOne Financial Group, Inc. | 0.04% | No change | 2,713 | $251K |
| Moors & Cabot, Inc. | 0.01% | New | 2,710 | $251K |
| Trail Ridge Investment Advisors, LLC | 0.13% | New | 2,632 | $244K |
| Tectonic Advisors LLC | 0.01% | Add +0.2% | 2,600 | $241K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -9.1% | 2,576 | $238K |
| Certified Advisory Corp | 0.03% | Add +0.2% | 2,518 | $233K |
| Latitude Advisors, LLC | 0.13% | New | 2,432 | $225K |
| SMART Wealth LLC | 0.08% | New | 2,375 | $220K |
| Resurgent Financial Advisors LLC | 0.13% | Add +2.7% | 2,336 | $216K |
| Bell Investment Advisors, Inc | 0.04% | Add +0.2% | 2,326 | $215K |
| Wood Tarver Financial Group, LLC | 0.07% | New | 2,320 | $215K |
| GK Wealth Management LLC | 0.27% | New | 2,319 | $215K |
| National Wealth Management Group, LLC | 0.14% | New | 2,246 | $208K |
| Sowell Financial Services LLC | 0.01% | New | 2,181 | $202K |
| Fulcrum Equity Management | 0.22% | Reduce -2.0% | 2,179 | $202K |
| Herold Advisors, Inc. | 0.04% | New | 2,170 | $201K |
| PNC Financial Services Group, Inc. | 0.00% | Add +96.8% | 2,082 | $193K |
| Darwin Wealth Management, LLC | 0.06% | No change | 1,741 | $165K |
| LGT Financial Advisors LLC | 0.49% | Reduce -1.1% | 1,718 | $159K |
| Stone House Investment Management, LLC | 0.03% | New | 1,642 | $152K |
| Bank of Montreal | 0.00% | New | 1,483 | $137K |
| Citigroup Inc. | 0.00% | Add +226.7% | 1,444 | $134K |
| Financial Freedom, LLC | 0.08% | New | 1,433 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 1,304 | $121K |
| Realta Investment Advisors | 0.05% | Add +520.0% | 1,240 | $115K |
| Sarver Vrooman Wealth Advisors | 0.07% | — | 1,216 | $113K |
| Centaurus Financial, Inc. | 0.01% | New | 1,192 | $110K |
| Park Square Financial Group, LLC | 0.08% | Add +50.5% | 1,135 | $105K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,123 | $104K |
| AlphaCore Capital LLC | 0.01% | New | 1,005 | $93K |
| Richardson Financial Services Inc. | 0.07% | Add +51.9% | 963 | $89K |
| Glass Jacobson Investment Advisors llc | 0.03% | No change | 842 | $80K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +226.5% | 826 | $76K |
| NorthRock Partners, LLC | 0.00% | New | 791 | $73K |
| Compass Financial Services Inc | 0.04% | New | 766 | $71K |
| Fifth Third Bancorp | 0.00% | New | 751 | $69K |
| Coldstream Capital Management Inc. | 0.00% | New | 650 | $60K |
| Chilton Capital Management LLC | 0.00% | Reduce -33.7% | 641 | $59K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -20.3% | 640 | $59K |
| Highline Wealth Partners LLC | 0.02% | New | 600 | $56K |
| Sound Income Strategies, LLC | 0.00% | Add +1859.3% | 529 | $49K |
| Continuum Advisory, LLC | 0.01% | Add +41.2% | 528 | $49K |
| IFP Advisors, Inc | 0.00% | Reduce -78.3% | 480 | $44K |
| Ascentis Wealth Management, LLC | 0.01% | New | 430 | $40K |
| WealthShield Partners, LLC | 0.00% | Add +51.2% | 307 | $28K |
| Fourth Dimension Wealth, LLC | 0.01% | New | 300 | $28K |
| TD Waterhouse Canada Inc. | 0.00% | Add +274.0% | 273 | $25K |
| Smithfield Trust Co | 0.00% | No change | 226 | $22K |
| Cornerstone Planning Group LLC | 0.00% | New | 225 | $20K |
| Lanark Financial, Inc. | 0.00% | — | 222 | $20K |
| Hollencrest Capital Management | 0.00% | No change | 201 | $19K |
| Bogart Wealth, LLC | 0.00% | New | 200 | $19K |
| Archer Investment Corp | 0.00% | No change | 182 | $17K |
| Westend Capital Management, LLC | 0.01% | No change | 146 | $14K |
| PSI Advisors, LLC | 0.00% | Reduce -50.0% | 144 | $13K |
| Copia Wealth Management | 0.01% | Reduce -13.7% | 139 | $13K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 133 | $12K |
| Park Place Capital Corp | 0.00% | New | 124 | $11K |
| Costello Asset Management, INC | 0.00% | New | 117 | $11K |
| BankPlus Trust Department | 0.00% | New | 93 | $9K |
| Rossby Financial, LCC | 0.00% | New | 90 | $8K |
| Simplex Trading, LLC | 0.00% | New | 97 | $8K |
| Headlands Technologies LLC | 0.00% | New | 86 | $8K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 80 | $7K |
| Belvedere Trading LLC | 0.00% | Reduce -60.6% | 69 | $6K |
| Robinswood Financial LLC | 0.00% | Reduce -5.8% | 65 | $6K |
| Cape Investment Advisory, Inc. | 0.00% | Add +33.3% | 56 | $5K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -75.7% | 55 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -65.4% | 53 | $5K |
| Golden State Wealth Management, LLC | 0.00% | No change | 50 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 41 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -9.4% | 29 | $3K |
| Truvestments Capital LLC | 0.00% | No change | 27 | $2K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -70.0% | 6 | $555 |
| NBT Bank, N.A. | 0.00% | New | 6 | $555 |
| Washington Growth Strategies LLC | 0.33% | — | 93 | $363 |
| Proathlete Wealth Management LLC | 0.00% | New | 3 | $278 |
"% 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.