Who owns Invesco S&P 500 Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPMO from SEC Form 13F filings across 767 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 767 institutions disclosed 60.8M shares of Invesco S&P 500 Momentum ETF worth $9.77B — about 58.7% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
767
13F holders
$9.77B
value, 2026 filers
58.7%
of shares outstanding (60.8M sh)
176
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7.7M | $1.24B | 0.3% | 7.4% | +12.9% |
| 2 | MORGAN STANLEY | 3.5M | $571.6M | 0.0% | 3.4% | +13.1% |
| 3 | BANK OF AMERICA CORP /DE/ | 3.2M | $519.4M | 0.0% | 3.1% | +0.2% |
| 4 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2.2M | $360.3M | 2.7% | 2.2% | -7.6% |
| 5 | RAYMOND JAMES FINANCIAL INC | 1.8M | $294.4M | 0.1% | 1.8% | +16.4% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.7M | $266.7M | 0.1% | 1.6% | +6.7% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1.5M | $239.0M | 0.1% | 1.4% | +9.5% |
| 8 | WELLS FARGO & COMPANY/MN | 1.5M | $237.6M | 0.0% | 1.4% | +20.1% |
| 9 | Cambridge Investment Research Advisors, Inc. | 1.3M | $217.1M | 0.5% | 1.3% | +26.3% |
| 10 | JPMORGAN CHASE & CO | 1.1M | $175.9M | 0.0% | 1.1% | -18.7% |
| 11 | OSAIC HOLDINGS, INC. | 1.0M | $169.6M | 0.2% | 1% | +28.8% |
| 12 | Cetera Investment Advisers | 980,323 | $158.4M | 0.1% | 0.9% | -3.8% |
| 13 | Performance Wealth Partners, LLC | 912,173 | $147.4M | 3.7% | 0.9% | +157.5% |
| 14 | Mirae Asset Global Investments Co., Ltd. | 869,180 | $140.4M | 0.2% | 0.8% | +1092.9% |
| 15 | PLANNING ALTERNATIVES LTD /ADV | 751,352 | $121.4M | 13.0% | 0.7% | +0.9% |
| 16 | JONES FINANCIAL COMPANIES LLLP | 721,878 | $111.3M | 0.0% | 0.7% | +56.3% |
| 17 | Equitable Holdings, Inc. | 711,587 | $114.9M | 0.7% | 0.7% | +0.1% |
| 18 | MML INVESTORS SERVICES, LLC | 659,465 | $106.5M | 0.2% | 0.6% | +36.6% |
| 19 | Redwood Investment Management, LLC | 638,049 | $103.1M | 10.2% | 0.6% | -2.8% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 631,935 | $102.1M | 0.1% | 0.6% | +67.2% |
| 21 | MONEY CONCEPTS CAPITAL CORP | 600,487 | $97.0M | 4.5% | 0.6% | -3.1% |
| 22 | UBS Group AG | 588,006 | $95.0M | 0.0% | 0.6% | +70.7% |
| 23 | AMERIPRISE FINANCIAL INC | 574,305 | $92.9M | 0.0% | 0.6% | +356.8% |
| 24 | Private Advisor Group, LLC | 550,659 | $89.0M | 0.4% | 0.5% | -2.1% |
| 25 | Thrivent Financial for Lutherans | 546,617 | $88.3M | 0.1% | 0.5% | -6.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.