SPMO Institutional Ownership & Shareholders
INVESCO S&P 500 MOMENTUM ETF (SPMO) is currently held by 747 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $9.11B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SPMO tracked by InsiderSet, reporting ownership valued at approximately $1.24B in its June 30, 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 $1.05B, representing an estimated loss of -15.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed SPMO value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, 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
747
Total Reported Value
$9.11B
Largest Holder
Lpl Financial Llc
Largest Position
$1.24B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.28% | 7,669,460 | $1,238,924,582 | $1,045,117,314 | -$193,807,268 | -15.64% | |
| Morgan Stanley | 0.03% | 3,538,672 | $571,637,254 | $482,214,833 | -$89,422,421 | -15.64% | |
| Bank Of America Corp | 0.03% | 3,215,212 | $519,385,279 | $438,136,939 | -$81,248,340 | -15.64% | |
| Cwm, Llc | 1.06% | 3,591,581 | $402,652,128 | $489,424,743 | +$86,772,615 | +21.55% | |
| Vantagepoint Investment Advisers Llc | 2.67% | 2,332,531 | $353,565,049 | $317,853,999 | -$35,711,050 | -10.10% | |
| Raymond James Financial Inc | 0.08% | 1,822,485 | $294,404,137 | $248,350,031 | -$46,054,106 | -15.64% | |
| Envestnet Asset Management Inc | 0.06% | 1,479,343 | $238,973,070 | $201,590,071 | -$37,382,999 | -15.64% | |
| Wells Fargo & Company/Mn | 0.04% | 1,471,099 | $237,641,367 | $200,466,661 | -$37,174,706 | -15.64% | |
| Jpmorgan Chase & Co | 0.01% | 1,109,590 | $175,903,342 | $151,203,829 | -$24,699,513 | -14.04% | |
| Osaic Holdings, Inc. | 0.20% | 1,049,639 | $169,588,087 | $143,034,307 | -$26,553,780 | -15.66% | |
| Cetera Investment Advisers | 0.14% | 980,323 | $158,361,397 | $133,588,615 | -$24,772,782 | -15.64% | |
| Performance Wealth Partners, Llc | 3.66% | 912,173 | $147,352,457 | $124,301,815 | -$23,050,642 | -15.64% | |
| Planning Alternatives Ltd | 13.01% | 751,352 | $121,373,404 | $102,386,737 | -$18,986,667 | -15.64% | |
| Mirae Asset Global Investments Co., Ltd. | 0.21% | 787,429 | $119,358,488 | $107,302,950 | -$12,055,538 | -10.10% | |
| Equitable Holdings, Inc. | 0.69% | 711,587 | $114,949,803 | $96,967,960 | -$17,981,843 | -15.64% | |
| Jones Financial Companies Lllp | 0.04% | 721,878 | $111,313,544 | $98,370,315 | -$12,943,229 | -11.63% | |
| Mml Investors Services, Llc | 0.22% | 659,465 | $106,529,942 | $89,865,296 | -$16,664,646 | -15.64% | |
| Wealth Enhancement Advisory Services, Llc | 0.15% | 677,293 | $102,162,832 | $92,294,717 | -$9,868,115 | -9.66% | |
| Ubs Group Ag | 0.02% | 588,006 | $94,986,489 | $80,127,578 | -$14,858,911 | -15.64% | |
| Ameriprise Financial Inc | 0.02% | 574,305 | $92,873,762 | $78,260,542 | -$14,613,220 | -15.73% | |
| Private Advisor Group, Llc | 0.41% | 550,659 | $88,953,495 | $75,038,302 | -$13,915,193 | -15.64% | |
| Thrivent Financial For Lutherans | 0.15% | 546,617 | $88,301,000 | $74,487,499 | -$13,813,501 | -15.64% | |
| Commonwealth Equity Services, Llc | 0.10% | 505,729 | $76,658,375 | $68,915,691 | -$7,742,684 | -10.10% | |
| Alpine Bank Wealth Management | 9.76% | 498,031 | $75,491,539 | $67,866,684 | -$7,624,855 | -10.10% | |
| Royal Bank Of Canada | 0.01% | 413,793 | $66,844,000 | $56,387,572 | -$10,456,428 | -15.64% | |
| Td Private Client Wealth Llc | 1.04% | 382,186 | $57,931,767 | $52,080,486 | -$5,851,281 | -10.10% | |
| Trilogy Capital Inc. | 1.92% | 327,977 | $49,714,806 | $44,693,426 | -$5,021,380 | -10.10% | |
| Triton Wealth Management, Pllc | 15.18% | 328,079 | $49,398,847 | $44,707,325 | -$4,691,522 | -9.50% | |
| Penserra Capital Management Llc | 0.37% | 301,526 | $48,708,000 | $41,088,948 | -$7,619,052 | -15.64% | |
| Invst, Llc | 4.50% | 284,962 | $46,032,798 | $38,831,772 | -$7,201,026 | -15.64% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.62% | 267,862 | $43,270,577 | $36,501,555 | -$6,769,022 | -15.64% | |
| Rvw Wealth, Llc | 2.65% | 272,587 | $41,318,694 | $37,145,430 | -$4,173,264 | -10.10% | |
| Sanctuary Advisors, Llc | 0.19% | 255,060 | $41,202,351 | $34,757,026 | -$6,445,325 | -15.64% | |
| Family Investment Center, Inc. | 6.78% | 271,075 | $41,089,566 | $36,939,390 | -$4,150,176 | -10.10% | |
| Thoroughbred Financial Services, Llc | 1.95% | 251,472 | $40,622,000 | $34,268,089 | -$6,353,911 | -15.64% | |
| Mercer Global Advisors Inc | 0.05% | 251,437 | $40,617,146 | $34,263,320 | -$6,353,826 | -15.64% | |
| Whitaker-Myers Wealth Managers, Ltd. | 6.17% | 250,052 | $37,902,863 | $34,074,586 | -$3,828,277 | -10.10% | |
| Insight Wealth Strategies, Llc | 3.70% | 247,018 | $37,442,999 | $33,661,143 | -$3,781,856 | -10.10% | |
| Tompkins Financial Corp | 2.61% | 244,030 | $36,990,067 | $33,253,968 | -$3,736,099 | -10.10% | |
| Nomura Asset Management Co Ltd | 0.08% | 224,100 | $36,201,114 | $30,538,107 | -$5,663,007 | -15.64% | |
| Stifel Financial Corp | 0.03% | 222,301 | $35,912,393 | $30,292,957 | -$5,619,436 | -15.65% | |
| Meridian Wealth Management, Llc | 1.07% | 213,710 | $34,522,695 | $29,122,262 | -$5,400,433 | -15.64% | |
| Davidson Capital Management Inc. | 5.64% | 224,963 | $34,099,892 | $30,655,708 | -$3,444,184 | -10.10% | |
| Oppenheimer & Co Inc | 0.36% | 224,266 | $33,994,240 | $30,560,728 | -$3,433,512 | -10.10% | |
| Advance Capital Management, Inc. | 1.07% | 205,771 | $33,240,325 | $28,040,414 | -$5,199,911 | -15.64% | |
| Stratos Wealth Partners, Ltd. | 0.33% | 201,647 | $32,574,066 | $27,478,437 | -$5,095,629 | -15.64% | |
| Newedge Advisors, Llc | 0.10% | 200,379 | $32,369,286 | $27,305,646 | -$5,063,640 | -15.64% | |
| Cerity Partners Llc | 0.04% | 193,442 | $31,248,561 | $26,360,341 | -$4,888,220 | -15.64% | |
| Bull Oak Capital, Llc | 9.76% | 197,101 | $29,876,620 | $26,858,953 | -$3,017,667 | -10.10% | |
| Meitav Investment House Ltd | 0.19% | 192,322 | $29,152,169 | $26,207,719 | -$2,944,450 | -10.10% |
Frequently asked questions about SPMO
Who are the largest institutional holders of SPMO?
The largest institutional holders of SPMO reported in the latest SEC Form 13F filings include Lpl Financial Llc, Morgan Stanley, Bank Of America Corp, Cwm, Llc, and Vantagepoint Investment Advisers Llc. InsiderSet ranks institutional holders by their latest reported SPMO position.
What is SPMO institutional ownership?
This page tracks SPMO positions reported by institutional investment managers through SEC Form 13F. INVESCO S&P 500 MOMENTUM ETF (SPMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPMO?
InsiderSet currently tracks 747 institutional managers reporting SPMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPMO shareholders.
How much SPMO stock do institutions own?
Institutional investment managers disclosed approximately $9.11B in SPMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPMO institutional ownership last updated?
The latest SPMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPMO position after the reporting date.
Are institutions buying or selling SPMO?
Institutional buying and selling can be analyzed by comparing SPMO positions across consecutive 13F reporting periods. InsiderSet's SPMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPMO ownership changes.
How has SPMO institutional ownership changed over time?
InsiderSet tracks SPMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.