Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q3 2025 (September 30)573holders +99
134new positions
31sold out
3famous investors
$121.00avg. 13F price*
At the end of Q3 2025, 573 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 99 from Q2 2025. 134 opened new positions and 31 sold out. The largest holders were LPL Financial LLC ($779.9M), Envestnet Asset Management Inc. ($495.9M) and Bank of America Corp. ($337.2M). 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 Cliff Asness (0.0% of AQR Capital 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $655.7M |
| Exits | 31 | $77.1M |
All 13F filers, Q2 2025 → Q3 2025: 14,845,325 shares bought and 9,360,617 shares sold, net +5,484,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 573 holders
| LPL Financial LLC | 0.23% | Add +20.6% | 6,442,003 | $779.9M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -49.8% | 4,096,003 | $495.9M |
| Bank of America Corp. | 0.03% | Add +15.5% | 2,785,766 | $337.2M |
| Cwm, LLC | 0.95% | Add +6.7% | 2,622,555 | $317.5M |
| Vantagepoint Investment Advisers LLC | 2.59% | New | 2,619,913 | $317.2M |
| Morgan Stanley | 0.02% | Add +39.3% | 2,482,943 | $300.6M |
| Mainstay Capital Management LLC | 16.56% | Reduce -48.1% | 1,364,314 | $165.2M |
| Raymond James Financial Inc. | 0.05% | Add +62.0% | 1,341,003 | $162.3M |
| Cetera Investment Advisers | 0.16% | Add +22.0% | 1,166,936 | $141.3M |
| Osaic Holdings, Inc. | 0.19% | Add +5.9% | 1,162,367 | $137.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +35.3% | 1,099,802 | $133.1M |
| Money Concepts Capital Corp. | 7.45% | Add +0.3% | 997,865 | $120.8M |
| Wells Fargo & Company | 0.02% | Add +49.1% | 882,057 | $106.8M |
| Clark Capital Management Group, Inc. | 0.65% | Reduce -61.3% | 861,413 | $104.3M |
| Alpine Bank Wealth Management | 14.56% | Add +6.4% | 854,512 | $103.4M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +18.9% | 838,769 | $101.5M |
| JPMorgan Chase & Co. | 0.01% | Add +7.8% | 699,985 | $84.7M |
| Redwood Investment Management, LLC | 8.16% | Add +121.4% | 622,529 | $75.4M |
| Planning Alternatives Ltd. | 9.31% | Add +1.1% | 599,180 | $72.5M |
| MML Investors Services, LLC | 0.18% | Add +10.2% | 560,360 | $67.8M |
| Marks Wealth, LLC | 20.93% | Add +30.0% | 559,697 | $67.8M |
| Two Sigma Investments, LP | 0.11% | Add +24.3% | 543,500 | $65.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | New | 537,274 | $65.0M |
| Private Advisor Group, LLC | 0.31% | Add +236.7% | 516,283 | $62.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +16.6% | 499,910 | $60.2M |
| Equitable Holdings, Inc. | 0.39% | Add +28.6% | 436,917 | $52.9M |
| Redhawk Wealth Advisors, Inc. | 5.86% | Reduce -5.2% | 417,092 | $50.5M |
| Orion Porfolio Solutions, LLC | 0.36% | Reduce -60.7% | 384,905 | $46.6M |
| Family Investment Center, Inc. | 9.31% | Reduce -12.6% | 370,351 | $44.8M |
| Royal Bank of Canada | 0.01% | Add +20.2% | 337,887 | $40.9M |
| UBS Group AG | 0.01% | Add +16.7% | 319,993 | $38.7M |
| Commonwealth Equity Services, LLC | 0.05% | Add +22.7% | 315,389 | $38.2M |
| Performance Wealth Partners, LLC | 1.06% | Add +45.3% | 313,072 | $37.9M |
| TD Private Client Wealth LLC | 0.81% | Add +460.6% | 296,678 | $35.9M |
| Invst, LLC | 3.88% | Add +91.9% | 281,812 | $34.1M |
| Mariner, LLC | 0.04% | Add +46.8% | 279,763 | $33.9M |
| Qube Research & Technologies Ltd | 0.04% | Add +281.4% | 257,485 | $31.2M |
| Fischer Investment Strategies, LLC | 18.49% | Add +154.6% | 254,544 | $30.8M |
| Tompkins Financial Corp. | 2.55% | New | 251,714 | $30.5M |
| Meridian Wealth Management, LLC | 1.13% | Add +465.4% | 243,512 | $29.5M |
| HighTower Advisors, LLC | 0.03% | Add +42.8% | 243,400 | $29.5M |
| Kovack Advisors, Inc. | 2.71% | Add +95.7% | 237,819 | $28.8M |
| RVW Wealth, LLC | 2.23% | Add +4.4% | 235,879 | $28.6M |
| Stifel Financial Corp. | 0.03% | Add +13.4% | 233,963 | $28.3M |
| Fortis Group Advisors, LLC | 4.83% | Add +5.3% | 230,510 | $28.1M |
| HBW Advisory Services LLC | 3.13% | Add +4.8% | 229,405 | $27.8M |
| Advance Capital Management, Inc. | 1.19% | Add +684.2% | 226,193 | $27.4M |
| Insight Wealth Strategies, LLC | 3.13% | Reduce -0.6% | 219,768 | $26.6M |
| Triton Wealth Management, PLLC | 9.92% | Add +6.4% | 212,958 | $26.1M |
| Marshall Wace, LLP | 0.03% | Add +101.2% | 212,881 | $25.8M |
| Whitaker-Myers Wealth Managers, LTD. | 5.50% | New | 208,284 | $25.2M |
| Jones Financial Companies LLLP | 0.02% | Add +197.5% | 207,825 | $25.1M |
| Seros Financial, LLC | 14.75% | Add +62.7% | 201,404 | $24.4M |
| Principal Securities, Inc. | 0.40% | Reduce -59.7% | 198,768 | $24.1M |
| Sanctuary Advisors, LLC | 0.14% | Add +11.2% | 197,974 | $24.0M |
| Brookstone Capital Management | 0.28% | Add +1525.4% | 195,748 | $23.7M |
| Tudor Investment Corporation | 0.14% | Add +334.4% | 171,820 | $20.8M |
| Ethos Financial Group, LLC | 1.61% | Add +13.9% | 169,005 | $20.5M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +6.8% | 165,051 | $20.0M |
| NRI Wealth Management LC | 10.60% | New | 163,848 | $19.8M |
| Cibc World Market Inc. | 0.04% | Add +546.5% | 162,554 | $19.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -37.8% | 153,979 | $18.6M |
| Axxcess Wealth Management, LLC | 0.39% | Reduce -7.3% | 150,833 | $18.3M |
| Austin Private Wealth, LLC | 1.41% | Reduce -11.1% | 150,764 | $18.3M |
| Ascent Group, LLC | 0.64% | Reduce -1.4% | 150,056 | $18.2M |
| Trilogy Capital Inc. | 0.84% | Add +10.2% | 149,642 | $18.1M |
| BFI Infinity Ltd. | 12.05% | Add +8.3% | 149,570 | $18.1M |
| Bull Oak Capital, LLC | 7.61% | Add +30.4% | 148,095 | $17.9M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +583.8% | 142,092 | $17.2M |
| Capstone Wealth Management Group, LLC | 7.23% | New | 141,047 | $17.1M |
| Concurrent Investment Advisors, LLC | 0.29% | Add +2.5% | 138,644 | $16.8M |
| Altus Wealth Group LLC | 6.85% | Add +4.7% | 137,743 | $16.7M |
| Park Avenue Securities LLC | 0.13% | Reduce -17.2% | 137,273 | $16.6M |
| Win Advisors, Inc. | 7.87% | Reduce -15.0% | 133,510 | $16.2M |
| RFG Advisory, LLC | 0.32% | Add +642.2% | 126,354 | $15.3M |
| Atria Investments, Inc | 0.17% | Reduce -3.2% | 125,995 | $15.3M |
| Financial Enhancement Group LLC | 1.97% | Reduce -0.8% | 120,670 | $14.7M |
| Sierra Ocean, LLC | 12.29% | Add +47.7% | 120,824 | $14.6M |
| CreativeOne Wealth, LLC | 0.36% | Reduce -3.6% | 120,346 | $14.6M |
| Vigilare Wealth Management | 5.03% | Reduce -12.2% | 119,871 | $14.5M |
| Harbour Investments, Inc. | 0.32% | Add +4.6% | 117,913 | $14.3M |
| One Capital Management, LLC | 0.46% | Reduce -13.5% | 117,896 | $14.3M |
| Integrity Alliance, Llc. | 0.67% | Add +10.3% | 117,652 | $14.2M |
| Venture Visionary Partners LLC | 0.48% | New | 115,414 | $14.0M |
| Truist Financial Corp. | 0.02% | Add +51.1% | 112,883 | $13.7M |
| Adapt Wealth Advisors, LLC | 4.90% | New | 109,570 | $13.3M |
| Summit Financial, LLC | 0.20% | New | 107,470 | $13.0M |
| Able Wealth Management LLC | 4.85% | Add +42.4% | 106,496 | $12.9M |
| Perigon Wealth Management, LLC | 0.26% | Add +27.9% | 106,328 | $12.9M |
| Goldstein Advisors, LLC | 1.49% | Reduce -4.9% | 101,206 | $12.3M |
| Manchester Financial Inc. | 2.26% | Add +28.8% | 93,341 | $11.3M |
| Mutual Advisors, LLC | 0.25% | Add +4.4% | 92,424 | $11.1M |
| Lifestyle Asset Management, Inc. | 3.79% | New | 91,770 | $11.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +39.4% | 91,314 | $11.1M |
| StoneCrest Wealth Management, Inc. | 4.49% | Add +25.7% | 84,728 | $10.3M |
| BNP Paribas Financial Markets | 0.01% | Add +241.4% | 84,452 | $10.2M |
| JTC Employer Solutions Trustee Ltd | 0.86% | New | 85,500 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +106.3% | 80,692 | $9.8M |
| Compass Financial Services Inc | 4.29% | Add +15.1% | 80,182 | $9.7M |
| CFS Investment Advisory Services, LLC | 0.71% | Reduce -3.0% | 78,176 | $9.5M |
"% 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.