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 $9.09B 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 $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 $1.18B, representing an estimated loss of -5.09% 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
743
Total Reported Value
$9.09B
Largest Holder
Lpl Financial Llc
Largest Position
$1.24B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
86
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.28% | 7,669,460 | $1,238,924,582 | $1,175,804,913 | -$63,119,669 | -5.09% | |
| Morgan Stanley | 0.03% | 3,538,672 | $571,637,254 | $542,513,804 | -$29,123,450 | -5.09% | |
| Bank Of America Corp | 0.03% | 3,215,212 | $519,385,279 | $492,924,152 | -$26,461,127 | -5.09% | |
| Cwm, Llc | 1.06% | 3,591,581 | $402,652,128 | $550,625,283 | +$147,973,155 | +36.75% | |
| Vantagepoint Investment Advisers Llc | 2.70% | 2,230,110 | $360,251,970 | $341,898,164 | -$18,353,806 | -5.09% | |
| Raymond James Financial Inc | 0.08% | 1,822,485 | $294,404,137 | $279,405,175 | -$14,998,962 | -5.09% | |
| Envestnet Asset Management Inc | 0.06% | 1,479,343 | $238,973,070 | $226,798,075 | -$12,174,995 | -5.09% | |
| Wells Fargo & Company/Mn | 0.04% | 1,471,099 | $237,641,367 | $225,534,188 | -$12,107,179 | -5.09% | |
| Jpmorgan Chase & Co | 0.01% | 1,109,590 | $175,903,342 | $170,111,243 | -$5,792,099 | -3.29% | |
| Osaic Holdings, Inc. | 0.20% | 1,049,639 | $169,588,087 | $160,920,155 | -$8,667,932 | -5.11% | |
| Cetera Investment Advisers | 0.14% | 980,323 | $158,361,397 | $150,293,319 | -$8,068,078 | -5.09% | |
| Performance Wealth Partners, Llc | 3.66% | 912,173 | $147,352,457 | $139,845,243 | -$7,507,214 | -5.09% | |
| Mirae Asset Global Investments Co., Ltd. | 0.27% | 869,180 | $140,407,337 | $133,253,986 | -$7,153,351 | -5.09% | |
| Planning Alternatives Ltd | 13.01% | 751,352 | $121,373,404 | $115,189,775 | -$6,183,629 | -5.09% | |
| Jones Financial Companies Lllp | 0.04% | 721,878 | $111,313,544 | $110,671,116 | -$642,428 | -0.58% | |
| Mml Investors Services, Llc | 0.22% | 659,465 | $106,529,942 | $101,102,579 | -$5,427,363 | -5.09% | |
| Commonwealth Equity Services, Llc | 0.13% | 631,935 | $102,082,807 | $96,881,955 | -$5,200,852 | -5.09% | |
| Ubs Group Ag | 0.02% | 588,006 | $94,986,489 | $90,147,200 | -$4,839,289 | -5.09% | |
| Ameriprise Financial Inc | 0.02% | 574,305 | $92,873,762 | $88,046,700 | -$4,827,062 | -5.20% | |
| Private Advisor Group, Llc | 0.41% | 550,659 | $88,953,495 | $84,421,531 | -$4,531,964 | -5.09% | |
| Equitable Holdings, Inc. | 0.54% | 711,104 | $84,508,198 | $109,019,354 | +$24,511,156 | +29.00% | |
| Alpine Bank Wealth Management | 10.18% | 490,988 | $79,314,202 | $75,273,370 | -$4,040,832 | -5.09% | |
| Royal Bank Of Canada | 0.01% | 413,793 | $66,844,000 | $63,438,605 | -$3,405,395 | -5.09% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 429,242 | $65,995,984 | $65,807,091 | -$188,893 | -0.29% | |
| Td Private Client Wealth Llc | 1.03% | 348,450 | $56,288,625 | $53,420,870 | -$2,867,756 | -5.09% | |
| Hightower Advisors, Llc | 0.05% | 338,517 | $54,684,088 | $51,898,041 | -$2,786,047 | -5.09% | |
| Family Investment Center, Inc. | 8.86% | 330,159 | $53,333,818 | $50,616,676 | -$2,717,142 | -5.09% | |
| Triton Wealth Management, Pllc | 15.18% | 328,079 | $49,398,847 | $50,297,791 | +$898,944 | +1.82% | |
| Invst, Llc | 4.50% | 284,962 | $46,032,798 | $43,687,524 | -$2,345,274 | -5.09% | |
| Baltimore-Washington Financial Advisors, Inc. | 1.62% | 267,862 | $43,270,577 | $41,065,923 | -$2,204,654 | -5.10% | |
| Hbw Advisory Services Llc | 3.85% | 263,212 | $42,519,314 | $40,353,032 | -$2,166,282 | -5.09% | |
| Rvw Wealth, Llc | 2.76% | 259,247 | $41,878,803 | $39,745,158 | -$2,133,645 | -5.09% | |
| Sanctuary Advisors, Llc | 0.19% | 255,060 | $41,202,351 | $39,103,249 | -$2,099,102 | -5.09% | |
| Mercer Global Advisors Inc | 0.05% | 251,437 | $40,617,146 | $38,547,806 | -$2,069,340 | -5.09% | |
| Tompkins Financial Corp | 2.77% | 245,323 | $39,629,477 | $37,610,469 | -$2,019,008 | -5.09% | |
| Marks Wealth, Llc | 8.37% | 239,332 | $38,661,691 | $36,691,989 | -$1,969,702 | -5.09% | |
| Davidson Capital Management Inc. | 5.90% | 228,169 | $36,858,421 | $34,980,589 | -$1,877,832 | -5.09% | |
| Nomura Asset Management Co Ltd | 0.08% | 224,100 | $36,201,114 | $34,356,771 | -$1,844,343 | -5.09% | |
| Stifel Financial Corp | 0.03% | 222,301 | $35,912,393 | $34,080,966 | -$1,831,427 | -5.10% | |
| Whitaker-Myers Wealth Managers, Ltd. | 5.96% | 220,770 | $35,663,207 | $33,846,249 | -$1,816,958 | -5.09% | |
| Meridian Wealth Management, Llc | 1.07% | 213,710 | $34,522,695 | $32,763,880 | -$1,758,815 | -5.09% | |
| Onyx Bridge Wealth Group Llc | 3.10% | 213,011 | $34,409,825 | $32,656,716 | -$1,753,109 | -5.09% | |
| Insight Wealth Strategies, Llc | 3.27% | 215,430 | $33,460,653 | $33,027,573 | -$433,080 | -1.29% | |
| Advance Capital Management, Inc. | 1.07% | 205,771 | $33,240,325 | $31,546,752 | -$1,693,573 | -5.09% | |
| Stratos Wealth Partners, Ltd. | 0.33% | 201,647 | $32,574,066 | $30,914,502 | -$1,659,564 | -5.09% | |
| Newedge Advisors, Llc | 0.10% | 200,379 | $32,369,286 | $30,720,104 | -$1,649,182 | -5.09% | |
| Ascent Group, Llc | 0.96% | 197,756 | $31,945,478 | $30,317,972 | -$1,627,506 | -5.09% | |
| Cerity Partners Llc | 0.04% | 193,442 | $31,248,561 | $29,656,593 | -$1,591,968 | -5.09% | |
| Bull Oak Capital, Llc | 10.17% | 189,004 | $30,531,759 | $28,976,203 | -$1,555,556 | -5.09% | |
| Seros Financial, Llc | 14.97% | 177,943 | $28,744,982 | $27,280,441 | -$1,464,541 | -5.09% |
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.