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Security record

SPMO

Invesco S&P 500 Momentum ETF · Financial Services · Asset Management - Global

147.39 +0.9% mkt cap $15.26B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
66Tracked holders
+3Δ holders
31.05MShares held
$5.00BReported value
+9New positions
−6Exits
Strongly Rising Conviction score 65/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.8% · share flow +16.8% · net new positions +4.5%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 66 +3 31.05M $5.00B +9 −6
Q1 2026 64 +8 30.17M $3.38B +11 −3
Q4 2025 55 -3 30.16M $3.60B −3
Q3 2025 9 0 4.75M $574.44M +2 −2
Q2 2025 7 +3 614.48K $69.11M +4 −1
Q1 2025 2 -1 70.32K $6.51M +1 −2
Q4 2024 3 -1 116.67K $11.08M −1
Q3 2024 4 0 108.56K $9.84M +2 −2
Q2 2024 4 261.92K $22.91M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 7.67M +12.9% $1.24B 0.3% ▲ Add 3 SEC ↗
2 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
3 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
4 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
5 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
6 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 3.54M +13.1% $571.64M 0.0% ▲ Add 4 SEC ↗
8 Bank Of America Corp /De/ 3.22M +0.2% $519.39M 0.0% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 3.22M +0.2% $519.39M 0.0% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 3.22M +0.2% $519.39M 0.0% ▲ Add 3 SEC ↗
11 Raymond James Financial Inc 1.82M +16.4% $294.40M 0.1% ▲ Add 3 SEC ↗
12 Raymond James Financial Inc 1.82M +16.4% $294.40M 0.1% ▲ Add 3 SEC ↗
13 Raymond James Financial Inc 1.82M +16.4% $294.40M 0.1% ▲ Add 3 SEC ↗
14 Northwestern Mutual Wealth… 1.65M +6.8% $266.70M 0.1% ▲ Add 3 SEC ↗
15 Envestnet Asset Management Inc 1.48M +9.5% $238.97M 0.1% ▲ Add 3 SEC ↗
16 Wells Fargo & Company/Mn 1.47M +20.1% $237.64M 0.0% ▲ Add 3 SEC ↗
17 Wells Fargo & Company/Mn 1.47M +20.1% $237.64M 0.0% ▲ Add 3 SEC ↗
18 JPMorgan Chase 1.11M -18.7% $175.90M 0.0% ▼ Trim 4 SEC ↗
19 JPMorgan Chase 1.11M -18.7% $175.90M 0.0% ▼ Trim 4 SEC ↗
20 JPMorgan Chase 1.11M -18.7% $175.90M 0.0% ▼ Trim 4 SEC ↗
21 JPMorgan Chase 1.11M -18.7% $175.90M 0.0% ▼ Trim 4 SEC ↗
22 JPMorgan Chase 1.11M -18.7% $175.90M 0.0% ▼ Trim 4 SEC ↗
23 Osaic Holdings, Inc. 1.05M +28.8% $169.59M 0.2% ▲ Add 3 SEC ↗
24 Osaic Holdings, Inc. 1.05M +28.8% $169.59M 0.2% ▲ Add 3 SEC ↗
25 Osaic Holdings, Inc. 1.05M +28.8% $169.59M 0.2% ▲ Add 3 SEC ↗
26 Osaic Holdings, Inc. 1.05M +28.8% $169.59M 0.2% ▲ Add 3 SEC ↗
27 Cetera Investment Advisers 980.32K -3.9% $158.36M 0.1% ▼ Trim 3 SEC ↗
28 Mirae Asset Global Investments Co.… 869.18K +1092.9% $140.41M 0.3% ▲ Add 3 SEC ↗
29 Jones Financial Companies Lllp 721.88K +56.3% $111.31M 0.0% ▲ Add 3 SEC ↗
30 Mml Investors Services, Llc 659.47K +36.6% $106.53M 0.2% ▲ Add 3 SEC ↗
31 Commonwealth Equity Services, Llc 631.93K +67.2% $102.08M 0.1% ▲ Add 3 SEC ↗
32 UBS Group AG 588.01K +70.7% $94.99M 0.0% ▲ Add 3 SEC ↗
33 UBS Group AG 588.01K +70.7% $94.99M 0.0% ▲ Add 3 SEC ↗
34 UBS Group AG 588.01K +70.7% $94.99M 0.0% ▲ Add 3 SEC ↗
35 Ameriprise Financial Inc 574.30K +356.8% $92.87M 0.0% ▲ Add 3 SEC ↗
36 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
37 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
38 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
39 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
40 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
41 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
42 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
43 Royal Bank Of Canada 413.79K +29.0% $66.84M 0.0% ▲ Add 3 SEC ↗
44 Wealth Enhancement Advisory… 429.24K +35.0% $66.00M 0.1% ▲ Add 3 SEC ↗
45 HighTower Advisors, LLC 338.52K +18.3% $54.68M 0.1% ▲ Add 3 SEC ↗
46 Mercer Global Advisors Inc /Adv 251.44K +3.1% $40.62M 0.1% ▲ Add 3 SEC ↗
47 Nomura Asset Management Co Ltd 224.10K +937.5% $36.20M 0.1% ▲ Add 2 SEC ↗
48 Nomura Asset Management Co Ltd 224.10K +937.5% $36.20M 0.1% ▲ Add 2 SEC ↗
49 Stifel Financial Corp 222.30K -5.9% $35.91M 0.0% ▼ Trim 3 SEC ↗
50 Cerity Partners LLC 193.44K -23.3% $31.25M 0.0% ▼ Trim 3 SEC ↗
51 Cerity Partners LLC 193.44K -23.3% $31.25M 0.0% ▼ Trim 3 SEC ↗
52 Cerity Partners LLC 193.44K -23.3% $31.25M 0.0% ▼ Trim 3 SEC ↗
53 Truist Financial Corp 108.84K -1.7% $17.58M 0.0% ▼ Trim 3 SEC ↗
54 Mariner, LLC 71.82K -66.0% $11.60M 0.0% ▼ Trim 3 SEC ↗
55 Mariner, LLC 71.82K -66.0% $11.60M 0.0% ▼ Trim 3 SEC ↗
56 Invesco Ltd. 69.06K -7.4% $11.16M 0.0% ▼ Trim 3 SEC ↗
57 Invesco Ltd. 69.06K -7.4% $11.16M 0.0% ▼ Trim 3 SEC ↗
58 Invesco Ltd. 69.06K -7.4% $11.16M 0.0% ▼ Trim 3 SEC ↗
59 Goldman Sachs Group 66.36K +99.2% $10.72M 0.0% ▲ Add 2 SEC ↗
60 Bank Of Nova Scotia 59.13K +479.7% $9.55M 0.0% ▲ Add 2 SEC ↗
61 Bank Of Nova Scotia 59.13K +479.7% $9.55M 0.0% ▲ Add 2 SEC ↗
62 Creative Planning 56.18K -8.3% $9.08M 0.0% ▼ Trim 3 SEC ↗
63 Citigroup Inc 47.49K +53.9% $7.67M 0.0% ▲ Add 3 SEC ↗
64 AQR Capital Management 46.98K +46.1% $7.59M 0.0% ▲ Add 4 SEC ↗
65 TD Waterhouse Canada Inc. 42.32K +17.6% $6.57M 0.0% ▲ Add 3 SEC ↗
66 Assetmark, Inc 35.68K -20.1% $5.76M 0.0% ▼ Trim 3 SEC ↗
67 Citadel Advisors 33.77K New $5.46M 0.0% New 1 SEC ↗
68 Hrt Financial Lp 32.22K -26.5% $5.20M 0.0% ▼ Trim 3 SEC ↗
69 National Bank Of Canada /Fi/ 28.95K -44.9% $4.68M 0.0% ▼ Trim 3 SEC ↗
70 Us Bancorp \De\ 26.69K +148.7% $4.31M 0.0% ▲ Add 3 SEC ↗
71 Us Bancorp \De\ 26.69K +148.7% $4.31M 0.0% ▲ Add 3 SEC ↗
72 CIBC Bancorp USA Inc. 22.02K +41.8% $3.56M 0.0% ▲ Add 2 SEC ↗
73 Qube Research & Technologies Ltd 20.57K New $3.32M 0.0% New 1 SEC ↗
74 Belvedere Trading LLC 19.55K New $3.16M 0.3% New 1 SEC ↗
75 Fidelity (FMR) 16.52K +33.5% $2.67M 0.0% ▲ Add 5 SEC ↗
76 Cibc World Market Inc. 15.39K -23.1% $2.49M 0.0% ▼ Trim 3 SEC ↗
77 Baird Financial Group, Inc. 11.03K +56.5% $1.78M 0.0% ▲ Add 3 SEC ↗
78 Gotham Asset Management 10.77K +49.0% $1.74M 0.0% ▲ Add 2 SEC ↗
79 IMC-Chicago, LLC 10.71K New $1.73M 0.0% New 1 SEC ↗
80 Rockefeller Capital Management L.P. 10.54K -4.1% $1.70M 0.0% ▼ Trim 3 SEC ↗
81 Brown Advisory Inc 10.23K 0.0% $1.65M 0.0% Held 3 SEC ↗
82 Focus Partners Wealth 9.28K -53.1% $1.50M 0.0% ▼ Trim 3 SEC ↗
83 Quantinno Capital Management LP 7.75K +11.0% $1.25M 0.0% ▲ Add 3 SEC ↗
84 Bank of New York Mellon Corp 7.26K +108.6% $1.17M 0.0% ▲ Add 3 SEC ↗
85 Bank of New York Mellon Corp 7.26K +108.6% $1.17M 0.0% ▲ Add 3 SEC ↗
86 Bank of New York Mellon Corp 7.26K +108.6% $1.17M 0.0% ▲ Add 3 SEC ↗
87 Bank Of Montreal /Can/ 6.65K +20.4% $1.07M 0.0% ▲ Add 3 SEC ↗
88 Bank Of Montreal /Can/ 6.65K +20.4% $1.07M 0.0% ▲ Add 3 SEC ↗
89 Bank Of Montreal /Can/ 6.65K +20.4% $1.07M 0.0% ▲ Add 3 SEC ↗
90 Fifth Third Bancorp 5.82K +51.1% $940,490 0.0% ▲ Add 2 SEC ↗
91 Pnc Financial Services Group, Inc. 5.54K +35.4% $895,093 0.0% ▲ Add 3 SEC ↗
92 BlackRock (passive) 5.15K -0.6% $832,390 0.0% ▼ Trim 5 SEC ↗
93 BlackRock (passive) 5.15K -0.6% $832,390 0.0% ▼ Trim 5 SEC ↗
94 BlackRock (passive) 5.15K -0.6% $832,390 0.0% ▼ Trim 5 SEC ↗
95 BlackRock (passive) 5.15K -0.6% $832,390 0.0% ▼ Trim 5 SEC ↗
96 Bnp Paribas Financial Markets 5.06K -37.4% $817,392 0.0% ▼ Trim 3 SEC ↗
97 Jane Street Group, Llc 4.18K -91.2% $675,883 0.0% ▼ Trim 2 SEC ↗
98 Captrust Financial Advisors 4.07K +33.0% $657,150 0.0% ▲ Add 3 SEC ↗
99 Nuveen, LLC 3.79K New $612,722 0.0% New 1 SEC ↗
100 Corient Private Wealth LP 2.67K -16.6% $430,766 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $5.46M 0.0%
Qube Research & Technologies… $3.32M 0.0%
Belvedere Trading LLC $3.16M 0.3%
IMC-Chicago, LLC $1.73M 0.0%
Nuveen, LLC $612,722 0.0%

Exited

Tudor Investment Corp Et Al $3.38M was 0.0%
Susquehanna International… $1.70M was 0.0%
D. E. Shaw & Co. $1.56M was 0.0%
Balyasny Asset Management L.P. $437,229 was 0.0%
Neuberger Berman Group LLC $272,876 was 0.0%
Two Sigma Investments $257,853 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 644 holders, 55.74M shares, $5.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API