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Invesco S&P 500 Momentum ETF (SPMO) Institutional Ownership

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$79.44
+0.21 (+0.27%)
(As of 05/9/2024 ET)
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Institutional Ownership Changes (13F Filings) for Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$194.46M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$27.60M
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SPMO Institutional Buying and Selling by Quarter

Invesco S&P 500 Momentum ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/9/2024Orion Portfolio Solutions LLC573,576$46.01M0.5%N/A3.739%
5/9/2024Endowment Wealth Management Inc.13,163$1.06M0.8%N/A0.086%
5/8/2024US Bancorp DE5,284$424K0.0%N/A0.034%
5/8/2024 Legacy Capital Group California Inc.3,877$311K0.1%N/A0.025%
5/7/2024 Concurrent Investment Advisors LLC12,483$1.00M0.0%N/A0.081%
5/7/2024 Atomi Financial Group Inc.6,010$482K0.0%N/A0.039%
5/7/2024 Oppenheimer & Co. Inc.7,981$640K0.0%+19.0%0.052%
5/7/2024 PFG Advisors5,477$439K0.0%N/A0.036%
5/6/2024 Envestnet Portfolio Solutions Inc.116,387$9.34M0.0%N/A0.759%
5/4/2024 Geneos Wealth Management Inc.17,073$1.37M0.1%+214.7%0.111%
5/4/2024 Csenge Advisory Group5,578$447K0.0%N/A0.036%
5/4/2024 Richardson Financial Services Inc.746$60K0.0%N/A0.005%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors29,898$2.40M0.3%N/A0.195%
5/3/2024 GSA Capital Partners LLP18,514$1.49M0.1%N/A0.121%
5/2/2024 Lionsbridge Wealth Management LLC31,730$2.55M2.0%N/A0.207%
5/2/2024 Lincoln National Corp45,344$3.64M0.1%N/A0.296%
5/1/2024 Janney Montgomery Scott LLC8,010$643K0.0%N/A0.052%
5/1/2024 Private Advisor Group LLC5,697$457K0.0%+23.4%0.037%
4/30/2024 J.W. Cole Advisors Inc.3,074$247K0.0%N/A0.020%
4/30/2024 Fortis Group Advisors LLC217,273$17.43M3.2%N/A1.416%
4/30/2024 BlueChip Wealth Advisors LLC4,597$369K0.2%N/A0.030%
4/30/2024 Perigon Wealth Management LLC14,891$1.20M0.0%-1.5%0.097%
4/29/2024Commonwealth Equity Services LLC18,720$1.50M0.0%+186.0%0.122%
4/27/2024 Vigilare Wealth Management3,456$277K0.1%N/A0.022%
4/26/2024 YHB Investment Advisors Inc.620$50K0.0%N/A0.004%
4/26/2024 Clear Creek Financial Management LLC52,827$4.24M0.5%+62.1%0.340%
4/25/2024 Professional Financial Advisors LLC47,100$3.78M1.1%-3.3%0.303%
4/25/2024 L.M. Kohn & Company6,120$491K0.1%+71.7%0.039%
4/25/2024 Cambridge Investment Research Advisors Inc.46,696$3.75M0.0%+173.3%0.300%
4/24/2024 Win Advisors Inc.61,718$4.95M2.2%N/A0.397%
4/24/2024 Fulcrum Equity Management21,634$1.74M2.0%N/A0.139%
4/24/2024 Spire Wealth Management2,217$178K0.0%N/A0.014%
4/23/2024 Global Retirement Partners LLC10,565$848K0.0%-2.0%0.068%
4/23/2024 Raymond James Financial Services Advisors Inc.74,884$6.01M0.0%-25.2%0.482%
4/22/2024 Centennial Wealth Advisory LLC49,627$3.98M1.8%N/A0.319%
4/22/2024 Family Investment Center Inc.277,696$22.28M7.2%N/A1.787%
4/19/2024 New Century Financial Group LLC6,209$498K0.3%N/A0.040%
4/18/2024 Synergy Asset Management LLC56,981$4.57M0.8%N/A0.367%
4/17/2024 Strata Wealth Advisors LLC3,095$248K0.1%N/A0.020%
4/17/2024 Trilogy Capital Inc.591,040$47.41M2.7%-0.3%3.803%
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4/15/2024 WealthCare Investment Partners LLC26,402$2.12M1.0%+12.6%0.170%
4/15/2024 Brookstone Capital Management2,668$214K0.0%N/A0.017%
4/12/2024 Worth Asset Management LLC2,935$235K0.1%N/A0.085%
4/12/2024 Southland Equity Partners LLC13,551$1.09M0.3%+9.4%0.394%
4/12/2024 Global Trust Asset Management LLC430$34K0.0%N/A0.013%
4/10/2024 Park Avenue Securities LLC21,289$1.71M0.0%N/A0.619%
4/9/2024 Foster Group Inc.2,769$222K0.0%N/A0.080%
4/4/2024 Advance Capital Management Inc.463,822$37.21M2.6%N/A13.483%
2/15/2024Bell Investment Advisors Inc2,310$151K0.0%N/A0.067%
2/12/2024Harvest Investment Services LLC4,774$313K0.1%+3.3%0.139%
2/9/2024 L.M. Kohn & Company3,564$233K0.1%N/A0.104%
2/8/2024 Financial Advocates Investment Management19,227$1.26M0.1%+11.4%0.559%
2/6/2024 Private Advisor Group LLC4,616$302K0.0%+7.7%0.134%
2/6/2024 Intelligence Driven Advisers LLC7,482$518K0.1%-63.0%0.218%
1/26/2024 Geneos Wealth Management Inc.5,425$355K0.0%-10.3%0.158%
1/24/2024 Private Trust Co. NA1,171$77K0.0%N/A0.034%
1/24/2024 Clear Creek Financial Management LLC32,592$2.14M0.3%N/A0.947%
1/23/2024 Insight Advisors LLC PA7,611$498K0.1%-2.4%0.221%
1/22/2024 Weaver Consulting Group9,375$614K0.2%-19.7%0.273%
1/18/2024 Global Retirement Partners LLC10,784$718K0.0%-6.1%0.313%
1/18/2024 WealthCare Investment Partners LLC23,455$1.54M0.8%-16.3%0.682%
1/18/2024 Professional Financial Advisors LLC48,732$3.19M1.1%+2.7%1.417%
1/16/2024 Raymond James Financial Services Advisors Inc.100,133$6.56M0.0%-12.6%2.911%
1/16/2024CoreCap Advisors LLC7,735$507K0.0%-5.4%0.225%
1/12/2024 Trilogy Capital Inc.592,698$38.82M2.4%+7.0%17.230%
1/10/2024 Creative Financial Designs Inc. ADV15,564$1.02M0.1%+125.9%0.452%
1/9/2024 Southland Equity Partners LLC12,385$811K0.3%+60.8%0.360%
11/13/2023LPL Financial LLC426,161$24.41M0.0%-0.3%12.388%
11/13/2023Invesco Ltd.127,708$7.32M0.0%-7.9%3.712%
11/13/2023Kestra Advisory Services LLC5,849$335K0.0%N/A0.170%
11/9/2023Betterment LLC4,932$283K0.0%+4.4%0.143%
11/9/2023DB Wealth Management Group LLC1,546$89K0.1%-38.6%0.045%
11/7/2023 Intelligence Driven Advisers LLC20,244$1.15M0.2%-15.6%0.588%
11/7/2023 Great Valley Advisor Group Inc.21,036$1.21M0.0%+268.9%0.612%
11/3/2023 Private Advisor Group LLC4,286$246K0.0%-27.4%0.125%
10/30/2023 Perigon Wealth Management LLC15,121$866K0.0%-6.2%0.440%
10/27/2023 Financial Advocates Investment Management17,262$989K0.1%-7.1%0.502%
10/25/2023 Professional Financial Advisors LLC47,473$2.72M1.2%+4.5%1.380%
10/24/2023 IAG Wealth Partners LLC454$26K0.0%-93.4%0.013%
10/24/2023 Cambridge Investment Research Advisors Inc.14,952$856K0.0%-55.2%0.435%
10/16/2023 Trilogy Capital Inc.554,162$31.74M2.1%-3.5%16.109%
10/13/2023 Weaver Consulting Group11,672$669K0.3%-9.5%0.339%
10/13/2023 Global Retirement Partners LLC11,490$654K0.0%+4.2%0.334%
10/11/2023 Geneos Wealth Management Inc.6,050$347K0.0%-31.6%0.176%
10/11/2023 Burt Wealth Advisors41,200$2.36M0.7%-5.0%1.198%
10/10/2023 WealthCare Investment Partners LLC28,034$1.61M0.9%-7.9%0.815%
8/14/2023Buckingham Strategic Partners3,707$207K0.0%N/A0.108%
8/10/2023Osaic Holdings Inc.173,717$9.68M0.0%-24.6%5.050%
8/10/2023 IAG Wealth Partners LLC6,915$387K0.1%-44.0%0.201%
8/10/2023US Bancorp DE2,698$151K0.0%-73.3%0.078%
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8/10/2023 Private Advisor Group LLC5,906$330K0.0%-12.6%0.172%
8/10/2023Cetera Advisor Networks LLC10,650$596K0.0%-4.6%0.310%
8/9/2023Flow Traders U.S. LLC7,282$407K0.0%-50.9%0.212%
8/8/2023 Geneos Wealth Management Inc.8,850$495K0.0%-21.7%0.257%
8/4/2023Envestnet Asset Management Inc.41,446$2.32M0.0%-68.2%1.205%
8/2/2023 Perigon Wealth Management LLC16,121$902K0.0%+39.6%0.469%
7/31/2023LPL Financial LLC427,632$23.92M0.0%-6.3%12.431%
7/25/2023 Raymond James Financial Services Advisors Inc.114,585$6.41M0.0%-19.0%3.201%
7/24/2023 Trilogy Capital Inc.574,110$32.66M2.1%+2.4%16.037%
7/20/2023 Global Retirement Partners LLC11,026$617K0.0%-4.9%0.308%
(Data available from 1/1/2016 forward)

SPMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPMO shares?

During the previous two years, 90 institutional investors and hedge funds held shares of Invesco S&P 500 Momentum ETF. The most heavily invested institutionals were Trilogy Capital Inc. ($47.41M), Orion Portfolio Solutions LLC ($46.01M), Advance Capital Management Inc. ($37.21M), LPL Financial LLC ($24.41M), Family Investment Center Inc. ($22.28M), Fortis Group Advisors LLC ($17.43M), and Advisor Group Holdings Inc. ($10.47M).Learn more on SPMO's institutional investors.

Which institutional investors have been buying Invesco S&P 500 Momentum ETF stock?

Of the 82 institutional investors that purchased Invesco S&P 500 Momentum ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trilogy Capital Inc. ($612.65K), Orion Portfolio Solutions LLC ($573.58K), Advance Capital Management Inc. ($463.82K), LPL Financial LLC ($317.75K), Family Investment Center Inc. ($277.70K), Fortis Group Advisors LLC ($217.27K), and Raymond James Financial Services Advisors Inc. ($141.53K).

How much institutional buying is happening at Invesco S&P 500 Momentum ETF?

Institutional investors have bought a total of 4,240,586 shares in the last 24 months. This purchase volume represents approximately $290.25M in transactions.

Which Invesco S&P 500 Momentum ETF major shareholders have been selling company stock?

Of the 32 institutional investors that sold Invesco S&P 500 Momentum ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Intelligence Driven Advisers LLC ($115.93K), Envestnet Asset Management Inc. ($88.86K), IAG Wealth Partners LLC ($86.06K), Raymond James Financial Services Advisors Inc. ($66.63K), Burt Wealth Advisors ($59.06K), Osaic Holdings Inc. ($56.67K), and US Bancorp DE ($53.48K).

How much institutional selling is happening at Invesco S&P 500 Momentum ETF?

Institutional investors have sold a total of 712,470 shares in the last 24 months. This volume of shares sold represents approximately $40.26M in transactions.


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This page (NYSEARCA:SPMO) was last updated on 5/10/2024 by MarketBeat.com Staff

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