Effectdossier · gearchiveerd kwartaal
SPMO
Invesco S&P 500 Momentum ETF · Financial Services · Asset Management - Global
55Gevolgde houders
-3Δ houders
30.16MGehouden aandelen
$3.60BGerapporteerde waarde
+0Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.2% ·
aandelenstroom -2.6% ·
netto nieuwe posities -5.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 722.59K | $109.08M | n/a | −1 |
| Q2 2026 | 65 | +3 | 30.71M | $4.95B | +9 | −7 |
| Q1 2026 | 64 | +8 | 30.17M | $3.38B | +11 | −3 |
| Q4 2025 | 55 | -3 | 30.16M | $3.60B | n/a | −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 | n/a | −1 |
| Q3 2024 | 4 | 0 | 108.56K | $9.84M | +2 | −2 |
| Q2 2024 | 4 | n/a | 261.92K | $22.91M | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.62M | n/a | $790.43M | 0.2% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.31M | n/a | $394.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Cwm, Llc | 2.99M | n/a | $357.03M | 1.0% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 2.68M | +8.1% | $320.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 1.73M | n/a | $205.96M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bnp Paribas Financial Markets | 1.42M | n/a | $169.91M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 1.38M | n/a | $164.29M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 1.32M | n/a | $157.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.23M | -12.1% | $146.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 10 | Cetera Investment Advisers | 1.07M | n/a | $127.27M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.01M | n/a | $120.25M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 12 | Wells Fargo & Company/Mn | 988.13K | n/a | $117.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wealth Enhancement Advisory… | 594.03K | n/a | $71.91M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 567.00K | n/a | $67.65M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 400.23K | n/a | $47.76M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 16 | Commonwealth Equity Services, Llc | 380.05K | n/a | $45.35M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 332.32K | n/a | $39.65M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 297.86K | n/a | $35.54M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 19 | HighTower Advisors, LLC | 282.66K | n/a | $33.73M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Mariner, LLC | 266.53K | n/a | $31.80M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Stifel Financial Corp | 254.37K | n/a | $30.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Mirae Asset Global Investments Co.… | 237.21K | n/a | $28.30M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 136.42K | n/a | $16.28M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Truist Financial Corp | 109.88K | n/a | $13.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Qube Research & Technologies Ltd | 89.27K | n/a | $10.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Invesco Ltd. | 71.92K | n/a | $8.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | National Bank Of Canada /Fi/ | 58.52K | n/a | $6.98M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Creative Planning | 49.77K | n/a | $5.94M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 41.84K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Cibc World Market Inc. | 29.64K | n/a | $3.54M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 22.63K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Us Bancorp \De\ | 22.41K | n/a | $2.67M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Citigroup Inc | 21.19K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 16.42K | n/a | $1.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Citadel Advisors ✦ | 12.08K | -54.5% | $1.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 10.50K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Brown Advisory Inc | 10.23K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 9.61K | +67.6% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 8.88K | n/a | $1.06M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 8.66K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Baird Financial Group, Inc. | 8.52K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Hrt Financial Lp | 8.29K | n/a | $988,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Cerity Partners LLC | 7.45K | n/a | $889,291 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | AQR Capital Management ✦ | 6.59K | +258.8% | $786,796 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Corient Private Wealth LP | 5.69K | n/a | $678,454 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | BlackRock ✦ (passief) | 5.16K | +160.3% | $615,572 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 47 | Rockefeller Capital Management L.P. | 4.84K | n/a | $577,939 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 3.97K | n/a | $473,342 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Bank of New York Mellon Corp | 3.30K | n/a | $393,252 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Ameriprise Financial Inc | 2.76K | n/a | $329,236 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Neuberger Berman Group LLC | 2.43K | n/a | $290,425 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 1.82K | n/a | $217,759 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Lido Advisors, LLC | 1.73K | n/a | $206,187 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Russell Investments Group, Ltd. | 65 | n/a | $7,756 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Toronto Dominion Bank | 9 | n/a | $1,042 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Two Sigma Investments | $65.80M | was 0.1% |
| Marshall Wace | $25.77M | was 0.0% |
| Wellington Management | $8.44M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 644 houders, 55.74M aandelen, $5.89B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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