Invesco S&P 500 Momentum ETFSPMOETF
13F holders, Q1 2026 (March 31)654holders +7
81new positions
64sold out
4famous investors
$112.40avg. 13F price*
At the end of Q1 2026, 654 institutions reported holding Invesco S&P 500 Momentum ETF (SPMO) in their 13F filings, up 7 from Q4 2025. 81 opened new positions and 64 sold out. The largest holders were LPL Financial LLC ($761.5M), Cwm, LLC ($402.7M) and Bank of America Corp. ($359.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $98.6M |
| Exits | 64 | $173.8M |
All 13F filers, Q4 2025 → Q1 2026: 6,064,944 shares bought and 8,542,591 shares sold, net −2,477,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| LPL Financial LLC | 0.20% | Add +2.5% | 6,792,814 | $761.5M |
| Cwm, LLC | 1.06% | Add +20.0% | 3,591,581 | $402.7M |
| Bank of America Corp. | 0.03% | Reduce -3.0% | 3,209,358 | $359.8M |
| Morgan Stanley | 0.02% | Add +16.6% | 3,127,907 | $350.7M |
| Vantagepoint Investment Advisers LLC | 2.29% | Reduce -1.7% | 2,413,072 | $270.5M |
| Raymond James Financial Inc. | 0.05% | Reduce -9.3% | 1,565,729 | $175.5M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +12.3% | 1,546,683 | $173.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +2.2% | 1,351,256 | $151.5M |
| JPMorgan Chase & Co. | 0.01% | Add +10.9% | 1,365,188 | $147.2M |
| Wells Fargo & Company | 0.03% | Add +23.9% | 1,224,459 | $137.3M |
| Cambridge Investment Research Advisors, Inc. | 0.31% | Add +19.7% | 1,063,931 | $119.3M |
| Cetera Investment Advisers | 0.12% | Reduce -4.4% | 1,019,537 | $114.3M |
| Osaic Holdings, Inc. | 0.13% | Reduce -19.1% | 815,004 | $91.4M |
| Alpine Bank Wealth Management | 12.91% | Reduce -6.8% | 791,714 | $88.8M |
| Equitable Holdings, Inc. | 0.54% | Add +22.6% | 711,104 | $84.5M |
| Planning Alternatives Ltd. | 10.77% | Add +22.9% | 744,409 | $83.5M |
| Redwood Investment Management, LLC | 9.14% | Add +5.3% | 656,268 | $73.6M |
| Money Concepts Capital Corp. | 3.84% | Reduce -39.0% | 619,748 | $69.5M |
| Thrivent Financial for Lutherans | 0.13% | Add +7.4% | 586,058 | $65.7M |
| Private Advisor Group, LLC | 0.30% | Add +6.8% | 562,480 | $63.1M |
| MML Investors Services, LLC | 0.15% | Reduce -14.8% | 482,823 | $54.1M |
| Jones Financial Companies LLLP | 0.02% | Add +39.0% | 461,741 | $50.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.6% | 377,857 | $42.4M |
| Family Investment Center, Inc. | 7.75% | Reduce -4.5% | 359,290 | $40.3M |
| Performance Wealth Partners, LLC | 1.15% | Add +4.7% | 354,176 | $39.7M |
| UBS Group AG | 0.01% | Add +15.6% | 344,380 | $38.6M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -46.5% | 317,849 | $36.5M |
| Royal Bank of Canada | 0.01% | Reduce -19.8% | 320,865 | $36.0M |
| Independent Advisor Alliance | 0.38% | Add +12274.6% | 317,656 | $35.6M |
| Invst, LLC | 3.94% | Add +1.3% | 310,790 | $34.8M |
| Penserra Capital Management LLC | 0.39% | New | 300,003 | $33.6M |
| Sanctuary Advisors, LLC | 0.18% | Add +3.3% | 288,988 | $32.4M |
| HighTower Advisors, LLC | 0.03% | Add +1.2% | 286,061 | $32.1M |
| TD Private Client Wealth LLC | 0.66% | Reduce -16.5% | 283,971 | $31.8M |
| Triton Wealth Management, PLLC | 11.71% | Add +13.5% | 274,253 | $31.6M |
| Ascent Group, LLC | 1.03% | Add +5.5% | 266,464 | $29.9M |
| Tompkins Financial Corp. | 2.25% | Add +1.6% | 252,266 | $28.3M |
| Cerity Partners LLC | 0.04% | Add +3283.7% | 252,190 | $28.3M |
| RVW Wealth, LLC | 2.16% | Add +3.5% | 247,209 | $27.7M |
| Meridian Wealth Management, LLC | 0.98% | Add +0.1% | 246,978 | $27.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +78.8% | 243,892 | $27.3M |
| HBW Advisory Services LLC | 2.87% | Add +5.5% | 243,249 | $27.3M |
| Stifel Financial Corp. | 0.02% | Reduce -7.1% | 236,253 | $26.5M |
| Davidson Capital Management Inc. | 4.74% | Add +3883.3% | 233,423 | $26.2M |
| Advance Capital Management, Inc. | 0.99% | Add +0.7% | 232,079 | $26.0M |
| Whitaker-Myers Wealth Managers, LTD. | 4.76% | Add +5.8% | 212,872 | $23.9M |
| Mariner, LLC | 0.03% | Reduce -20.8% | 211,168 | $23.7M |
| Goldstein Advisors, LLC | 2.52% | Add +4.2% | 202,658 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.25% | Reduce -1.3% | 197,069 | $22.1M |
| Insight Wealth Strategies, LLC | 2.35% | Reduce -15.9% | 188,038 | $21.1M |
| Perigon Wealth Management, LLC | 0.38% | Add +8.0% | 187,566 | $21.0M |
| Seros Financial, LLC | 13.31% | Reduce -16.5% | 186,556 | $20.9M |
| CreativeOne Wealth, LLC | 0.48% | Add +8.9% | 185,380 | $20.8M |
| Bull Oak Capital, LLC | 7.56% | Add +11.1% | 175,441 | $19.7M |
| Thoroughbred Financial Services, LLC | 1.14% | Add +14.7% | 170,157 | $19.1M |
| Triad Wealth Partners, LLC | 1.48% | Add +51.1% | 166,082 | $18.6M |
| RFG Advisory, LLC | 0.34% | Add +6.2% | 165,964 | $18.6M |
| Financial Enhancement Group LLC | 2.21% | Add +7.6% | 138,814 | $17.8M |
| Fischer Investment Strategies, LLC | 9.95% | Reduce -24.4% | 152,154 | $17.1M |
| Adapt Wealth Advisors, LLC | 6.10% | Add +5.5% | 150,151 | $16.8M |
| CFS Investment Advisory Services, LLC | 1.15% | Add +0.2% | 130,158 | $16.7M |
| Modern Wealth Management, LLC | 0.29% | Add +13.4% | 145,804 | $16.7M |
| Manchester Financial Inc. | 3.13% | Add +27.6% | 145,509 | $16.3M |
| Park Avenue Securities LLC | 0.13% | Add +10.4% | 142,754 | $16.0M |
| Altus Wealth Group LLC | 6.54% | Reduce -1.9% | 142,258 | $15.9M |
| Venture Visionary Partners LLC | 0.53% | Add +20.3% | 141,074 | $15.8M |
| NewEdge Advisors, LLC | 0.06% | Add +3.5% | 141,030 | $15.8M |
| Legacy Capital Wealth Management, LLC | 9.13% | Add +3.9% | 139,331 | $15.6M |
| Integrity Alliance, Llc. | 0.59% | Add +7.0% | 137,342 | $15.4M |
| Trilogy Capital Inc. | 0.68% | Reduce -1.3% | 136,644 | $15.3M |
| JTC Employer Solutions Trustee Ltd | 1.24% | No change | 126,800 | $14.9M |
| KWB Wealth | 1.46% | Reduce -1.3% | 123,490 | $14.7M |
| Sierra Ocean, LLC | 12.03% | Add +4.2% | 130,761 | $14.7M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +13.7% | 128,422 | $14.4M |
| Horst & Graben Wealth Management LLC | 1.97% | Add +7.2% | 108,755 | $14.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4457.3% | 125,737 | $14.1M |
| Summit Financial, LLC | 0.17% | Add +11.9% | 119,291 | $13.4M |
| Mason & Associates Inc | 2.56% | Add +2.1% | 122,126 | $13.2M |
| Fortis Group Advisors, LLC | 2.13% | Reduce -28.5% | 96,279 | $12.9M |
| Dynamic Advisor Solutions LLC | 0.40% | Add +7.6% | 114,165 | $12.8M |
| Chicago Partners Investment Group LLC | 0.29% | Add +2.4% | 98,727 | $12.7M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +296.6% | 111,534 | $12.5M |
| Truist Financial Corp. | 0.02% | Add +0.7% | 110,677 | $12.4M |
| Green Ridge Wealth Planning LLC | 6.19% | Reduce -7.9% | 104,869 | $11.8M |
| Physician Wealth Advisors, Inc. | 1.63% | Add +5.7% | 104,690 | $11.7M |
| AE Wealth Management LLC | 0.06% | Add +44.4% | 102,886 | $11.5M |
| Lifestyle Asset Management, Inc. | 3.72% | Add +12.9% | 101,659 | $11.4M |
| Concurrent Investment Advisors, LLC | 0.12% | Reduce -39.6% | 97,865 | $11.0M |
| Avidian Wealth Enterprises, LLC | 0.34% | Add +370.5% | 97,009 | $10.9M |
| Alpha Zero LLC | 5.43% | Add +6.4% | 95,683 | $10.7M |
| Clear Creek Financial Management, LLC | 0.80% | Reduce -6.2% | 93,008 | $10.4M |
| StoneCrest Wealth Management, Inc. | 4.39% | Add +1.5% | 92,550 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +0.0% | 92,133 | $10.3M |
| Oxford Wealth Group, LLC | 5.50% | Reduce -46.9% | 89,747 | $10.1M |
| Stonebrook Private Inc. | 2.13% | Add +0.4% | 89,397 | $10.0M |
| Harbour Investments, Inc. | 0.15% | Reduce -17.5% | 89,114 | $10.0M |
| Compass Financial Services Inc | 4.29% | Add +4.1% | 88,356 | $9.9M |
| Level Four Advisory Services, LLC | 0.32% | Add +10.5% | 87,179 | $9.8M |
| Able Wealth Management LLC | 2.61% | Reduce -27.6% | 87,171 | $9.8M |
| Ethos Financial Group, LLC | 0.71% | Reduce -1.1% | 86,153 | $9.7M |
"% 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.