Security record · archived quarter
SPMO
Invesco S&P 500 Momentum ETF · Financial Services · Asset Management - Global
64Tracked holders
+8Δ holders
30.17MShares held
$3.38BReported value
+11New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +14.3% ·
share flow 0.0% ·
net new positions +12.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.79M | +2.5% | $761.54M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Cwm, Llc | 3.59M | +20.0% | $402.65M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.21M | -3.0% | $359.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 3.13M | +16.6% | $350.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 1.57M | -9.3% | $175.53M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Northwestern Mutual Wealth… | 1.55M | +12.3% | $173.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 1.35M | +2.2% | $151.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.37M | +10.9% | $147.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 1.22M | +23.9% | $137.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 1.02M | -4.4% | $114.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 815.00K | -19.1% | $91.38M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Mml Investors Services, Llc | 482.82K | -14.8% | $54.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 461.74K | +39.0% | $50.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 377.86K | -0.6% | $42.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 344.38K | +15.6% | $38.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Wealth Enhancement Advisory… | 317.85K | -46.5% | $36.47M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 320.87K | -19.8% | $35.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 18 | HighTower Advisors, LLC | 286.06K | +1.2% | $32.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cerity Partners LLC | 252.19K | +3283.7% | $28.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Mercer Global Advisors Inc /Adv | 243.89K | +78.8% | $27.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Stifel Financial Corp | 236.25K | -7.1% | $26.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 211.17K | -20.8% | $23.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Ameriprise Financial Inc | 125.74K | +4457.3% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 110.68K | +0.7% | $12.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 74.57K | +3.7% | $8.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Mirae Asset Global Investments Co.… | 72.86K | -69.3% | $8.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 61.26K | +23.1% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 52.56K | -10.2% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 47.71K | New | $5.35M | 0.0% | New | 1 | SEC ↗ ×2 |
| 30 | Assetmark, Inc | 44.65K | +6.7% | $5.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Hrt Financial Lp | 43.83K | +429.1% | $4.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 35.99K | +59.0% | $4.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 33.32K | New | $3.74M | 0.0% | New | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 32.15K | +387.5% | $3.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citigroup Inc | 30.85K | +45.6% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 30.15K | New | $3.38M | 0.0% | New | 1 | SEC ↗ |
| 37 | Nomura Asset Management Co Ltd | 21.60K | New | $2.42M | 0.0% | New | 1 | SEC ↗ |
| 38 | Cibc World Market Inc. | 20.02K | -32.5% | $2.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Focus Partners Wealth | 19.79K | +123.0% | $2.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 15.53K | n/a | $1.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 15.13K | -7.8% | $1.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | D. E. Shaw & Co. ✦ | 13.90K | New | $1.56M | 0.0% | New | 1 | SEC ↗ |
| 43 | Fidelity (FMR) ✦ | 12.38K | +28.8% | $1.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 10.99K | +126.9% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 10.73K | -52.1% | $1.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Bank Of Nova Scotia | 10.20K | New | $1.15M | 0.0% | New | 1 | SEC ↗ |
| 47 | Brown Advisory Inc | 10.23K | 0.0% | $1.15M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 8.09K | -99.4% | $906,409 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Gotham Asset Management ✦ | 7.23K | New | $810,331 | 0.0% | New | 1 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 7.05K | -17.2% | $790,375 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 51 | Quantinno Capital Management LP | 6.98K | -33.5% | $782,831 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 5.52K | +39.1% | $618,736 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | BlackRock ✦ (passive) | 5.18K | +0.5% | $580,954 | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 54 | Pnc Financial Services Group, Inc. | 4.09K | +124.2% | $458,642 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Balyasny Asset Management L.P. | 3.90K | New | $437,229 | 0.0% | New | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 3.85K | New | $431,850 | 0.0% | New | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 3.48K | +5.6% | $390,292 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 58 | Corient Private Wealth LP | 3.20K | -43.8% | $358,419 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Captrust Financial Advisors | 3.06K | -64.7% | $342,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 2.43K | 0.0% | $272,876 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Two Sigma Investments ✦ | 2.30K | New | $257,853 | 0.0% | New | 1 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 762 | +1072.3% | $85,428 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 78 | New | $8,745 | 0.0% | New | 1 | SEC ↗ |
| 64 | Toronto Dominion Bank | 34 | +277.8% | $3,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $5.35M | 0.0% |
| Goldman Sachs Group | $3.74M | 0.0% |
| Tudor Investment Corp Et Al | $3.38M | 0.0% |
| Nomura Asset Management Co Ltd | $2.42M | 0.0% |
| D. E. Shaw & Co. | $1.56M | 0.0% |
| Bank Of Nova Scotia | $1.15M | 0.0% |
| Gotham Asset Management | $810,331 | 0.0% |
| Balyasny Asset Management L.P. | $437,229 | 0.0% |
| Fifth Third Bancorp | $431,850 | 0.0% |
| Two Sigma Investments | $257,853 | 0.0% |
| UBS AM, a distinct business… | $8,745 | 0.0% |
Exited
| Qube Research & Technologies… | $10.65M | was 0.0% |
| Citadel Advisors | $1.44M | was 0.0% |
| Lido Advisors, LLC | $206,187 | 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: Q1 2026 ·
Methodology ·
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