Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q2 2025 (June 30)474holders +83
108new positions
33sold out
4famous investors
$112.40avg. 13F price*
At the end of Q2 2025, 474 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 83 from Q1 2025. 108 opened new positions and 33 sold out. The largest holders were Envestnet Asset Management Inc. ($918.5M), LPL Financial LLC ($600.8M) and Mainstay Capital Management LLC ($295.6M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 108 | $388.9M |
| Exits | 33 | $62.9M |
All 13F filers, Q1 2025 → Q2 2025: 19,305,272 shares bought and 2,893,137 shares sold, net +16,412,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 474 holders
| Envestnet Asset Management Inc. | 0.27% | Add +35.8% | 8,166,537 | $918.5M |
| LPL Financial LLC | 0.20% | Add +49.3% | 5,342,070 | $600.8M |
| Mainstay Capital Management LLC | 14.58% | Add +111.9% | 2,628,653 | $295.6M |
| Cwm, LLC | 0.97% | Add +87.2% | 2,458,025 | $276.5M |
| Bank of America Corp. | 0.02% | Add +30.4% | 2,411,349 | $271.2M |
| Clark Capital Management Group, Inc. | 1.74% | Add +32.3% | 2,226,301 | $250.4M |
| Morgan Stanley | 0.01% | Add +236.5% | 1,782,141 | $200.4M |
| Osaic Holdings, Inc. | 0.21% | Add +126.3% | 1,097,393 | $120.1M |
| Money Concepts Capital Corp. | 7.48% | Add +24.5% | 994,382 | $111.8M |
| Orion Porfolio Solutions, LLC | 0.94% | Add +37.4% | 978,755 | $110.1M |
| Cetera Investment Advisers | 0.18% | Add +72.4% | 956,288 | $107.6M |
| Raymond James Financial Inc. | 0.03% | Add +153.7% | 827,966 | $93.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +53.0% | 812,704 | $91.4M |
| Alpine Bank Wealth Management | 13.64% | Add +31.8% | 802,816 | $90.3M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Add +34.6% | 705,218 | $79.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -4.5% | 649,186 | $73.0M |
| Planning Alternatives Ltd. | 9.28% | Add +66.1% | 592,909 | $66.7M |
| Wells Fargo & Company | 0.01% | Add +129.6% | 591,633 | $66.5M |
| MML Investors Services, LLC | 0.17% | Add +79.1% | 508,615 | $57.2M |
| Principal Securities, Inc. | 1.04% | Add +104.5% | 492,791 | $55.4M |
| Redhawk Wealth Advisors, Inc. | 6.21% | New | 440,059 | $49.5M |
| Two Sigma Investments, LP | 0.09% | New | 437,400 | $49.2M |
| Marks Wealth, LLC | 15.71% | New | 430,616 | $48.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +65.0% | 428,698 | $48.2M |
| Family Investment Center, Inc. | 10.80% | Add +4.1% | 423,841 | $47.7M |
| Equitable Holdings, Inc. | 0.31% | Add +9.9% | 339,658 | $38.2M |
| Redwood Investment Management, LLC | 3.35% | Add +19.5% | 281,193 | $31.6M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 281,020 | $31.6M |
| UBS Group AG | 0.01% | Reduce -55.5% | 274,208 | $30.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +111.9% | 257,054 | $28.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +218.2% | 247,366 | $27.8M |
| RVW Wealth, LLC | 2.16% | Add +12.8% | 226,007 | $25.4M |
| Fortis Group Advisors, LLC | 4.60% | Add +32.4% | 218,999 | $25.3M |
| HBW Advisory Services LLC | 3.04% | Add +19.5% | 218,875 | $24.6M |
| Insight Wealth Strategies, LLC | 3.09% | Reduce -0.1% | 221,074 | $24.5M |
| Performance Wealth Partners, LLC | 0.78% | New | 215,419 | $24.2M |
| Stifel Financial Corp. | 0.02% | Reduce -28.0% | 206,300 | $23.2M |
| Triton Wealth Management, PLLC | 9.76% | — | 200,151 | $22.9M |
| Bank of Nova Scotia | 0.05% | New | 200,000 | $22.5M |
| Mariner, LLC | 0.03% | Add +237.3% | 190,527 | $21.4M |
| Sanctuary Advisors, LLC | 0.12% | Add +229.9% | 178,106 | $20.0M |
| HighTower Advisors, LLC | 0.02% | Add +80.9% | 170,465 | $19.2M |
| Austin Private Wealth, LLC | 1.51% | Add +1.0% | 169,633 | $19.1M |
| Park Avenue Securities LLC | 0.17% | Add +59.0% | 165,854 | $18.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.1% | 165,330 | $18.6M |
| Axxcess Wealth Management, LLC | 0.44% | Add +171.2% | 162,649 | $18.3M |
| Win Advisors, Inc. | 8.52% | Add +447.6% | 157,070 | $17.7M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +829.8% | 154,539 | $17.4M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -0.8% | 154,183 | $17.3M |
| Private Advisor Group, LLC | 0.09% | Add +22.1% | 153,358 | $17.2M |
| Ascent Group, LLC | 0.67% | Reduce -1.2% | 152,214 | $17.1M |
| Ethos Financial Group, LLC | 1.44% | New | 148,375 | $16.7M |
| Invst, LLC | 2.06% | New | 146,839 | $16.5M |
| Parker Investment Management, LLC | 2.44% | New | 141,338 | $15.9M |
| BFI Infinity Ltd. | 12.99% | Add +1350.5% | 138,176 | $15.5M |
| Vigilare Wealth Management | 5.75% | Add +186.6% | 136,473 | $15.3M |
| One Capital Management, LLC | 0.53% | Reduce -66.9% | 136,330 | $15.3M |
| Trilogy Capital Inc. | 0.74% | Reduce -64.4% | 135,739 | $15.3M |
| Concurrent Investment Advisors, LLC | 0.30% | Add +6.2% | 135,238 | $15.2M |
| Altus Wealth Group LLC | 6.54% | Add +3.5% | 131,514 | $14.8M |
| Atria Investments, Inc | 0.17% | Add +694.8% | 130,195 | $14.6M |
| SigFig Wealth Management, LLC | 0.47% | Add +43.5% | 128,364 | $14.4M |
| CreativeOne Wealth, LLC | 0.37% | Add +4.8% | 124,805 | $14.0M |
| Seros Financial, LLC | 8.82% | Reduce -8.3% | 123,761 | $13.9M |
| Brookwood Investment Group LLC | 2.20% | Reduce -47.7% | 121,584 | $13.7M |
| Kovack Advisors, Inc. | 1.34% | New | 121,504 | $13.7M |
| Financial Enhancement Group LLC | 1.95% | Reduce -2.4% | 121,605 | $13.6M |
| IHT Wealth Management, LLC | 0.37% | Add +1.7% | 121,171 | $13.6M |
| Bull Oak Capital, LLC | 5.82% | New | 113,569 | $12.8M |
| Harbour Investments, Inc. | 0.32% | Add +29.6% | 112,714 | $12.7M |
| Avantax Advisory Services, Inc. | 0.07% | Add +66.0% | 108,008 | $12.1M |
| Integrity Alliance, Llc. | 0.66% | Reduce -14.3% | 106,652 | $12.0M |
| Goldstein Advisors, LLC | 1.61% | Reduce -1.7% | 106,381 | $12.0M |
| Marshall Wace, LLP | 0.01% | New | 105,820 | $11.9M |
| Fischer Investment Strategies, LLC | 7.55% | Add +447.0% | 99,987 | $11.2M |
| IFG Advisory, LLC | 0.55% | Add +1.2% | 98,070 | $11.0M |
| Capitolis Liquid Global Markets LLC | 0.08% | New | 91,800 | $10.3M |
| Mutual Advisors, LLC | 0.25% | Add +411.3% | 88,561 | $10.2M |
| Perigon Wealth Management, LLC | 0.22% | Add +16.8% | 83,168 | $9.4M |
| Sierra Ocean, LLC | 6.63% | Add +10.9% | 81,799 | $9.2M |
| CFS Investment Advisory Services, LLC | 0.74% | Reduce -0.7% | 80,634 | $9.1M |
| Clear Creek Financial Management, LLC | 0.86% | Add +6.4% | 80,248 | $9.0M |
| Atria Wealth Solutions, Inc. | 0.20% | Reduce -17.5% | 79,320 | $8.9M |
| WJ Wealth Management, LLC | 2.78% | Reduce -11.8% | 78,242 | $8.8M |
| Invesco Ltd. | 0.00% | Add +43.9% | 76,100 | $8.6M |
| Able Wealth Management LLC | 4.24% | Add +9.4% | 74,796 | $8.4M |
| Truist Financial Corp. | 0.01% | Add +15.4% | 74,686 | $8.4M |
| Centennial Wealth Advisory LLC | 2.60% | Add +8.4% | 73,986 | $8.2M |
| Manchester Financial Inc. | 1.71% | Add +95.7% | 72,492 | $8.2M |
| Compass Financial Services Inc | 3.79% | Add +8992.8% | 69,651 | $7.8M |
| Jones Financial Companies LLLP | 0.01% | Add +66.0% | 69,853 | $7.8M |
| Tempus Wealth Planning, LLC | 1.92% | Add +62.1% | 68,406 | $7.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -57.5% | 67,517 | $7.6M |
| StoneCrest Wealth Management, Inc. | 3.61% | Add +8.4% | 67,427 | $7.6M |
| Horst & Graben Wealth Management LLC | 1.24% | Add +4.8% | 66,581 | $7.5M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -3.2% | 65,494 | $7.4M |
| Financial Partners Group, Inc | 1.00% | Add +11.4% | 64,509 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.34% | Reduce -9.0% | 62,728 | $7.1M |
| Physician Wealth Advisors, Inc. | 1.10% | Add +0.3% | 62,266 | $7.0M |
| Colonial River Investments, LLC | 2.96% | Add +16.7% | 61,221 | $6.9M |
"% 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.