Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q4 2025 (December 31)647holders +74
83new positions
51sold out
2famous investors
$117.66avg. 13F price*
At the end of Q4 2025, 647 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 74 from Q3 2025. 83 opened new positions and 51 sold out. The largest holders were LPL Financial LLC ($790.4M), Bank of America Corp. ($394.8M) and Cwm, LLC ($357.0M). 2 famous investors held it, including 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 83 | $147.7M |
| Exits | 51 | $328.4M |
All 13F filers, Q3 2025 → Q4 2025: 10,081,219 shares bought and 8,736,399 shares sold, net +1,344,820 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 647 holders
| LPL Financial LLC | 0.22% | Add +2.8% | 6,624,488 | $790.4M |
| Bank of America Corp. | 0.03% | Add +18.8% | 3,308,649 | $394.8M |
| Cwm, LLC | 0.97% | Add +14.1% | 2,992,182 | $357.0M |
| Morgan Stanley | 0.02% | Add +8.1% | 2,682,877 | $320.1M |
| Vantagepoint Investment Advisers LLC | 2.36% | Reduce -6.3% | 2,455,282 | $293.0M |
| Raymond James Financial Inc. | 0.06% | Add +28.7% | 1,726,149 | $206.0M |
| BNP Paribas Financial Markets | 0.11% | Add +1586.1% | 1,423,949 | $169.9M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +25.2% | 1,376,905 | $164.3M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -67.7% | 1,321,709 | $157.7M |
| JPMorgan Chase & Co. | 0.01% | Add +75.9% | 1,231,078 | $146.9M |
| Cetera Investment Advisers | 0.14% | Reduce -8.6% | 1,066,595 | $127.3M |
| Money Concepts Capital Corp. | 6.80% | Add +1.8% | 1,015,733 | $121.2M |
| Mainstay Capital Management LLC | 9.24% | Reduce -25.9% | 1,011,079 | $120.6M |
| Osaic Holdings, Inc. | 0.18% | Reduce -13.3% | 1,007,696 | $120.3M |
| Wells Fargo & Company | 0.02% | Add +12.0% | 988,134 | $117.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +6.0% | 888,674 | $106.0M |
| Alpine Bank Wealth Management | 14.33% | Reduce -0.6% | 849,001 | $101.3M |
| Redwood Investment Management, LLC | 8.36% | Add +0.1% | 623,111 | $74.3M |
| Planning Alternatives Ltd. | 9.10% | Add +1.1% | 605,494 | $72.2M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +18.8% | 594,032 | $71.9M |
| Equitable Holdings, Inc. | 0.47% | Add +32.8% | 580,152 | $69.2M |
| MML Investors Services, LLC | 0.16% | Add +1.2% | 567,000 | $67.7M |
| RMG Wealth Management LLC | 8.66% | New | 1,406,205 | $66.9M |
| Thrivent Financial for Lutherans | 0.12% | Add +254.4% | 545,673 | $65.4M |
| Private Advisor Group, LLC | 0.30% | Add +2.0% | 526,850 | $62.9M |
| Royal Bank of Canada | 0.01% | Add +18.4% | 400,225 | $47.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +20.5% | 380,048 | $45.3M |
| Family Investment Center, Inc. | 9.07% | Add +1.6% | 376,333 | $44.9M |
| TD Private Client Wealth LLC | 0.86% | Add +14.6% | 340,032 | $40.6M |
| Performance Wealth Partners, LLC | 1.09% | Add +8.0% | 338,142 | $40.3M |
| Jones Financial Companies LLLP | 0.02% | Add +59.9% | 332,316 | $39.7M |
| Invst, LLC | 3.98% | Add +8.9% | 306,818 | $36.6M |
| UBS Group AG | 0.01% | Reduce -6.9% | 297,856 | $35.5M |
| Kovack Advisors, Inc. | 1.63% | Add +20.4% | 286,374 | $34.2M |
| HighTower Advisors, LLC | 0.04% | Add +16.1% | 282,662 | $33.7M |
| Sanctuary Advisors, LLC | 0.18% | Add +41.3% | 279,801 | $33.4M |
| Mariner, LLC | 0.04% | Reduce -4.7% | 266,532 | $31.8M |
| Stifel Financial Corp. | 0.03% | Add +8.7% | 254,366 | $30.4M |
| Ascent Group, LLC | 1.03% | Add +68.4% | 252,643 | $30.1M |
| Tompkins Financial Corp. | 2.30% | Reduce -1.3% | 248,342 | $29.6M |
| Meridian Wealth Management, LLC | 1.04% | Add +1.3% | 246,665 | $29.4M |
| Triton Wealth Management, PLLC | 10.79% | Add +13.5% | 241,617 | $28.7M |
| Austin Private Wealth, LLC | 2.14% | Add +58.5% | 239,034 | $28.5M |
| RVW Wealth, LLC | 2.18% | Add +1.3% | 238,886 | $28.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Reduce -55.9% | 237,209 | $28.3M |
| HBW Advisory Services LLC | 2.99% | Add +0.5% | 230,500 | $27.5M |
| Advance Capital Management, Inc. | 1.17% | Add +1.9% | 230,374 | $27.5M |
| Insight Wealth Strategies, LLC | 3.06% | Add +1.7% | 223,586 | $26.7M |
| Seros Financial, LLC | 15.64% | Add +11.0% | 223,525 | $26.7M |
| Fischer Investment Strategies, LLC | 14.00% | Reduce -20.9% | 201,388 | $24.0M |
| Whitaker-Myers Wealth Managers, LTD. | 5.01% | Reduce -3.4% | 201,238 | $24.0M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +20.9% | 199,635 | $23.8M |
| Goldstein Advisors, LLC | 2.65% | Add +92.2% | 194,548 | $23.2M |
| Perigon Wealth Management, LLC | 0.37% | Add +63.3% | 173,674 | $20.7M |
| Orion Porfolio Solutions, LLC | 0.15% | Reduce -54.9% | 173,491 | $20.7M |
| CreativeOne Wealth, LLC | 0.49% | Add +41.4% | 170,165 | $20.3M |
| Oxford Wealth Group, LLC | 9.80% | — | 168,947 | $20.2M |
| NRI Wealth Management LC | 10.14% | Add +1.7% | 166,619 | $19.9M |
| Axxcess Wealth Management, LLC | 0.35% | Add +10.4% | 166,557 | $19.9M |
| Concurrent Investment Advisors, LLC | 0.22% | Add +17.0% | 162,175 | $19.4M |
| Bull Oak Capital, LLC | 7.70% | Add +6.7% | 157,953 | $18.8M |
| Brookstone Capital Management | 0.21% | Reduce -19.8% | 156,955 | $18.7M |
| RFG Advisory, LLC | 0.35% | Add +23.6% | 156,241 | $18.6M |
| Thoroughbred Financial Services, LLC | 1.05% | Add +157.7% | 148,367 | $17.7M |
| Federation des caisses Desjardins du Quebec | 0.07% | Add +3.4% | 146,851 | $17.5M |
| Altus Wealth Group LLC | 6.92% | Add +5.3% | 145,039 | $17.3M |
| Capstone Wealth Management Group, LLC | 7.15% | Add +1.4% | 142,945 | $17.1M |
| Adapt Wealth Advisors, LLC | 5.84% | Add +29.9% | 142,368 | $17.0M |
| Trilogy Capital Inc. | 0.74% | Reduce -7.5% | 138,499 | $16.5M |
| Mercer Global Advisors Inc. | 0.02% | Add +489.3% | 136,420 | $16.3M |
| NewEdge Advisors, LLC | 0.06% | Add +171.4% | 136,247 | $16.3M |
| Fortis Group Advisors, LLC | 2.71% | Reduce -41.6% | 134,655 | $16.1M |
| Legacy Capital Wealth Management, LLC | 9.69% | — | 134,135 | $16.0M |
| CFS Investment Advisory Services, LLC | 1.13% | Add +66.2% | 129,902 | $15.5M |
| Park Avenue Securities LLC | 0.13% | Reduce -5.8% | 129,280 | $15.4M |
| Modern Wealth Management, LLC | 0.28% | New | 128,596 | $15.3M |
| Integrity Alliance, Llc. | 0.56% | Add +9.1% | 128,312 | $15.3M |
| Financial Enhancement Group LLC | 1.98% | Add +6.9% | 129,039 | $15.2M |
| Sierra Ocean, LLC | 12.40% | Add +3.9% | 125,531 | $15.0M |
| KWB Wealth | 1.41% | Add +94.0% | 125,125 | $14.9M |
| JTC Employer Solutions Trustee Ltd | 1.01% | Add +48.3% | 126,800 | $14.9M |
| Able Wealth Management LLC | 4.54% | Add +13.0% | 120,379 | $14.4M |
| Mason & Associates Inc | 2.69% | New | 119,601 | $14.3M |
| Venture Visionary Partners LLC | 0.46% | Add +1.6% | 117,297 | $14.1M |
| Atria Investments, Inc | 0.16% | Reduce -6.6% | 117,647 | $14.0M |
| Manchester Financial Inc. | 2.54% | Add +22.1% | 113,990 | $13.6M |
| Green Ridge Wealth Planning LLC | 6.94% | — | 113,810 | $13.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +23.7% | 112,936 | $13.5M |
| Triad Wealth Partners, LLC | 1.25% | Add +99.5% | 109,907 | $13.1M |
| Truist Financial Corp. | 0.02% | Reduce -2.7% | 109,876 | $13.1M |
| Harbour Investments, Inc. | 0.26% | Reduce -8.4% | 107,998 | $12.9M |
| Summit Financial, LLC | 0.19% | Reduce -0.8% | 106,618 | $12.7M |
| Dynamic Advisor Solutions LLC | 0.41% | Add +116.7% | 106,101 | $12.7M |
| Horst & Graben Wealth Management LLC | 1.83% | Add +52.2% | 101,438 | $12.1M |
| Redhawk Wealth Advisors, Inc. | 1.34% | Reduce -76.0% | 100,162 | $12.0M |
| Mutual Advisors, LLC | 0.25% | Add +7.7% | 99,490 | $11.9M |
| Clear Creek Financial Management, LLC | 0.97% | Add +31.1% | 99,195 | $11.8M |
| Physician Wealth Advisors, Inc. | 1.65% | Add +60.5% | 99,074 | $11.8M |
| Chicago Partners Investment Group LLC | 0.28% | Add +26.6% | 96,409 | $11.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +14.1% | 92,100 | $11.0M |
"% 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.