INVESCO S&P 500 MOMENTUM ETF (SPMO) Institutional Shareholders
INVESCO S&P 500 MOMENTUM ETF (SPMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $6.74B in SPMO holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPMO tracked by InsiderSet, reporting ownership valued at approximately $761.54M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $977.01M, representing an estimated gain of +28.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed SPMO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Cwm, Llc, Bank Of America Corp, and several other long-term asset managers with concentrated positions in INVESCO S&P 500 MOMENTUM ETF (SPMO).
This page ranks the largest institutional SPMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
690
Total Reported Value
$6.74B
Largest Holder
Lpl Financial Llc
Largest Position
$761.54M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
62
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.20% | 6,792,814 | $761,542,325 | $977,010,438 | +$215,468,113 | +28.29% | |
| Cwm, Llc | 1.06% | 3,591,581 | $402,652,128 | $516,577,095 | +$113,924,967 | +28.29% | |
| Bank Of America Corp | 0.03% | 3,209,358 | $359,801,175 | $461,601,961 | +$101,800,786 | +28.29% | |
| Morgan Stanley | 0.02% | 3,127,907 | $350,669,696 | $449,886,864 | +$99,217,168 | +28.29% | |
| Vantagepoint Investment Advisers Llc | 2.29% | 2,413,072 | $270,529,502 | $347,072,146 | +$76,542,644 | +28.29% | |
| Raymond James Financial Inc | 0.05% | 1,565,729 | $175,533,812 | $225,198,802 | +$49,664,990 | +28.29% | |
| Northwestern Mutual Wealth Management Co | 0.11% | 1,546,683 | $173,398,618 | $222,459,416 | +$49,060,798 | +28.29% | |
| Envestnet Asset Management Inc | 0.04% | 1,351,256 | $151,489,277 | $194,351,150 | +$42,861,873 | +28.29% | |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | 869,180 | $140,407,337 | $125,014,159 | -$15,393,178 | -10.96% | |
| Wells Fargo & Company/Mn | 0.03% | 1,224,459 | $137,274,106 | $176,113,938 | +$38,839,832 | +28.29% | |
| Cetera Investment Advisers | 0.12% | 1,019,537 | $114,300,304 | $146,640,007 | +$32,339,703 | +28.29% | |
| Commonwealth Equity Services, Llc | 0.13% | 631,935 | $102,082,807 | $90,891,211 | -$11,191,596 | -10.96% | |
| Osaic Holdings, Inc. | 0.13% | 815,004 | $91,381,583 | $117,222,025 | +$25,840,442 | +28.28% | |
| Private Advisor Group, Llc | 0.41% | 550,659 | $88,953,495 | $79,201,284 | -$9,752,211 | -10.96% | |
| Alpine Bank Wealth Management | 12.91% | 791,714 | $88,759,056 | $113,872,225 | +$25,113,169 | +28.29% | |
| Equitable Holdings, Inc. | 0.54% | 711,104 | $84,508,198 | $102,278,088 | +$17,769,890 | +21.03% | |
| Planning Alternatives Ltd | 10.77% | 744,409 | $83,455,710 | $107,068,346 | +$23,612,636 | +28.29% | |
| Money Concepts Capital Corp | 3.84% | 619,748 | $69,479,937 | $89,138,355 | +$19,658,418 | +28.29% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 429,242 | $65,995,984 | $61,737,877 | -$4,258,107 | -6.45% | |
| Mml Investors Services, Llc | 0.15% | 482,823 | $54,129,242 | $69,444,432 | +$15,315,190 | +28.29% | |
| Family Investment Center, Inc. | 8.86% | 330,159 | $53,333,818 | $47,486,769 | -$5,847,049 | -10.96% | |
| Jones Financial Companies Lllp | 0.02% | 461,741 | $50,934,691 | $66,412,208 | +$15,477,517 | +30.39% | |
| Hbw Advisory Services Llc | 3.85% | 263,212 | $42,519,314 | $37,857,782 | -$4,661,532 | -10.96% | |
| Rvw Wealth, Llc | 2.76% | 259,247 | $41,878,803 | $37,287,496 | -$4,591,307 | -10.96% | |
| Performance Wealth Partners, Llc | 1.15% | 354,176 | $39,706,685 | $50,941,134 | +$11,234,449 | +28.29% | |
| Tompkins Financial Corp | 2.77% | 245,323 | $39,629,477 | $35,284,807 | -$4,344,670 | -10.96% | |
| Marks Wealth, Llc | 8.37% | 239,332 | $38,661,691 | $34,423,122 | -$4,238,569 | -10.96% | |
| Ubs Group Ag | 0.01% | 344,380 | $38,608,442 | $49,532,175 | +$10,923,733 | +28.29% | |
| Davidson Capital Management Inc. | 5.90% | 228,169 | $36,858,421 | $32,817,547 | -$4,040,874 | -10.96% | |
| Royal Bank Of Canada | 0.01% | 320,865 | $35,973,000 | $46,150,013 | +$10,177,013 | +28.29% | |
| Whitaker-Myers Wealth Managers, Ltd. | 5.96% | 220,770 | $35,663,207 | $31,753,349 | -$3,909,858 | -10.96% | |
| Independent Advisor Alliance | 0.38% | 317,656 | $35,612,432 | $45,688,462 | +$10,076,030 | +28.29% | |
| Invst, Llc | 3.94% | 310,790 | $34,842,618 | $44,700,926 | +$9,858,308 | +28.29% | |
| Onyx Bridge Wealth Group Llc | 3.10% | 213,011 | $34,409,825 | $30,637,372 | -$3,772,453 | -10.96% | |
| Insight Wealth Strategies, Llc | 3.27% | 215,430 | $33,460,653 | $30,985,297 | -$2,475,356 | -7.40% | |
| Sanctuary Advisors, Llc | 0.18% | 288,988 | $32,398,445 | $41,565,144 | +$9,166,699 | +28.29% | |
| Hightower Advisors, Llc | 0.03% | 286,061 | $32,071,830 | $41,144,154 | +$9,072,324 | +28.29% | |
| Td Private Client Wealth Llc | 0.66% | 283,971 | $31,835,996 | $40,843,549 | +$9,007,553 | +28.29% | |
| Triton Wealth Management, Pllc | 11.71% | 274,253 | $31,565,152 | $39,445,809 | +$7,880,657 | +24.97% | |
| Ascent Group, Llc | 1.03% | 266,464 | $29,873,328 | $38,325,517 | +$8,452,189 | +28.29% | |
| Cerity Partners Llc | 0.04% | 252,190 | $28,272,980 | $36,272,488 | +$7,999,508 | +28.29% | |
| Meridian Wealth Management, Llc | 0.98% | 246,978 | $27,688,667 | $35,522,846 | +$7,834,179 | +28.29% | |
| Mercer Global Advisors Inc | 0.04% | 243,892 | $27,342,743 | $35,078,986 | +$7,736,243 | +28.29% | |
| Stifel Financial Corp | 0.02% | 236,253 | $26,487,454 | $33,980,269 | +$7,492,815 | +28.29% | |
| Manchester Financial Inc | 4.70% | 163,474 | $26,407,565 | $23,512,465 | -$2,895,100 | -10.96% | |
| Advance Capital Management, Inc. | 0.99% | 232,079 | $26,018,372 | $33,379,923 | +$7,361,551 | +28.29% | |
| Mariner, Llc | 0.03% | 211,168 | $23,674,093 | $30,372,293 | +$6,698,200 | +28.29% | |
| Altus Wealth Group Llc | 8.39% | 143,826 | $23,233,721 | $20,686,494 | -$2,547,227 | -10.96% | |
| Goldstein Advisors, Llc | 2.09% | 141,576 | $22,870,187 | $20,362,876 | -$2,507,311 | -10.96% | |
| Fischer Investment Strategies, Llc | 10.76% | 139,640 | $22,557,509 | $20,084,421 | -$2,473,088 | -10.96% |
Frequently asked questions about SPMO
Who owns the most SPMO stock?
The largest holders of SPMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO S&P 500 MOMENTUM ETF (SPMO).
Is SPMO widely held by superinvestors?
Many widely followed stocks like SPMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SPMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.