INVESCO S&P 500 MOMENTUM ETF (SPMO) Institutional Ownership Changes & 13F Activity

INVESCO S&P 500 MOMENTUM ETF (SPMO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Jones Financial Companies Lllp, Raymond James Financial Inc, Wells Fargo & Company/Mn, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+128,087+9.5%1,479,343$238.97MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+4,854+42.3%16,334$2.64MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+2,043—2,043$330.03KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+67,068+96.3%136,683$22.08MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+2+200.0%3$485.00Q2 2026Sep 04, 2026
Citadel Advisors LlcBuy+33,772—33,772$5.46MQ2 2026Sep 02, 2026
Envision Financial Transparency, LlcSell-11,005-77.2%3,250$311.36KQ2 2026Aug 21, 2026
Atx Financial Planning, LlcBuy+102+0.6%16,092$2.60MQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+10,063+23.1%53,599$8.66MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+7,545+3.1%251,437$40.62MQ2 2026Aug 19, 2026
Concorde Asset Management, LlcBuy+59,745—59,745$9.65MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+680+4.2%16,733$2.57MQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcSell-51-0.3%14,648$2.37MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+30+0.1%46,459$7.51MQ2 2026Aug 18, 2026
Redwood Investment Management, LlcSell-18,219-2.8%638,049$103.07MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+9,111+51.7%26,722$4.32MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+6,337+149.7%10,570$1.71MQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Sell-5,011-30.3%11,542$1.86MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+1,658—1,658$267.83KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+793—793$128.24KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+483+0.1%711,587$114.95MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+103—103$16.66KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+574,305—574,305$92.87MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+260,137+56.3%721,878$111.31MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+256,756+16.4%1,822,485$294.40MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+246,640+20.1%1,471,099$237.64MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+234,635+28.8%1,049,639$169.59MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+135,432+928.3%150,022$24.23MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+92,928+29.0%413,793$66.84MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+69,060—69,060$11.16MQ2 2026Aug 14, 2026
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Frequently asked questions about SPMO activity

  • Which institutional owners are buying SPMO?

    Institutional owners buying SPMO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPMO activity?

    "Buy" means an investor increased their reported position in SPMO compared to the prior reporting period. This reflects growing exposure to INVESCO S&P 500 MOMENTUM ETF (SPMO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPMO increasing?

    Institutional interest in SPMO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.