Security record
SPMO
Invesco S&P 500 Momentum ETF · Financial Services · Asset Management - Global
65Tracked holders
+3Δ holders
30.71MShares held
$4.95BReported value
+9New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow +16.8% ·
net new positions +3.1%
— 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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×6 |
| 3 | Bank Of America Corp /De/ | 3.22M | +0.2% | $519.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Raymond James Financial Inc | 1.82M | +16.4% | $294.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 1.65M | +6.8% | $266.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 1.48M | +9.5% | $238.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.47M | +20.1% | $237.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 1.11M | -18.7% | $175.90M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 9 | Osaic Holdings, Inc. | 1.05M | +28.8% | $169.59M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Cetera Investment Advisers | 980.32K | -3.9% | $158.36M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Mirae Asset Global Investments Co.… | 869.18K | +1092.9% | $140.41M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 721.88K | +56.3% | $111.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 659.47K | +36.6% | $106.53M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 631.93K | +67.2% | $102.08M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 588.01K | +70.7% | $94.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Ameriprise Financial Inc | 574.30K | +356.8% | $92.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 413.79K | +29.0% | $66.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 18 | Wealth Enhancement Advisory… | 429.24K | +35.0% | $66.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 251.44K | +3.1% | $40.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Nomura Asset Management Co Ltd | 224.10K | +937.5% | $36.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 222.30K | -5.9% | $35.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Cerity Partners LLC | 193.44K | -23.3% | $31.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Truist Financial Corp | 108.84K | -1.7% | $17.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 71.82K | -66.0% | $11.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Invesco Ltd. | 69.06K | -7.4% | $11.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 26 | Goldman Sachs Group ✦ | 66.36K | +99.2% | $10.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of Nova Scotia | 59.13K | +479.7% | $9.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Creative Planning | 56.18K | -8.3% | $9.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Citigroup Inc | 47.49K | +53.9% | $7.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 46.98K | +46.1% | $7.59M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | TD Waterhouse Canada Inc. | 42.32K | +17.6% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Assetmark, Inc | 35.68K | -20.1% | $5.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Citadel Advisors ✦ | 33.77K | New | $5.46M | 0.0% | New | 1 | SEC ↗ |
| 34 | Hrt Financial Lp | 32.22K | -26.5% | $5.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | National Bank Of Canada /Fi/ | 28.95K | -44.9% | $4.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Us Bancorp \De\ | 26.69K | +148.7% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | CIBC Bancorp USA Inc. | 22.02K | +41.8% | $3.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Qube Research & Technologies Ltd | 20.57K | New | $3.32M | 0.0% | New | 1 | SEC ↗ |
| 39 | Belvedere Trading LLC | 19.55K | New | $3.16M | 0.3% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 16.52K | +33.5% | $2.67M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Cibc World Market Inc. | 15.39K | -23.1% | $2.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 11.03K | +56.5% | $1.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 10.77K | +49.0% | $1.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | IMC-Chicago, LLC | 10.71K | New | $1.73M | 0.0% | New | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 10.54K | -4.1% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Brown Advisory Inc | 10.23K | 0.0% | $1.65M | 0.0% | Held | 3 | SEC ↗ |
| 47 | Focus Partners Wealth | 9.28K | -53.1% | $1.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 7.75K | +11.0% | $1.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 7.26K | +108.6% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 50 | Bank Of Montreal /Can/ | 6.65K | +20.4% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 51 | Fifth Third Bancorp | 5.82K | +51.1% | $940,490 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 5.54K | +35.4% | $895,093 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | BlackRock ✦ (passive) | 5.15K | -0.6% | $832,390 | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 54 | Bnp Paribas Financial Markets | 5.06K | -37.4% | $817,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Jane Street Group, Llc | 4.18K | -91.2% | $675,883 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Captrust Financial Advisors | 4.07K | +33.0% | $657,150 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Nuveen, LLC | 3.79K | New | $612,722 | 0.0% | New | 1 | SEC ↗ |
| 58 | Corient Private Wealth LP | 2.67K | -16.6% | $430,766 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Lido Advisors, LLC | 1.90K | New | $306,776 | 0.0% | New | 1 | SEC ↗ |
| 60 | Barclays Plc | 680 | New | $109,847 | 0.0% | New | 1 | SEC ↗ |
| 61 | Group One Trading Llc | 637 | New | $102,901 | 0.0% | New | 1 | SEC ↗ |
| 62 | Toronto Dominion Bank | 168 | +394.1% | $27,109 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | UBS AM, a distinct business unit of… | 78 | 0.0% | $12,600 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Russell Investments Group, Ltd. | 48 | -93.7% | $7,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Optiver Holding B.V. | 4 | New | $646 | 0.0% | New | 1 | 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% |
| Lido Advisors, LLC | $306,776 | 0.0% |
| Barclays Plc | $109,847 | 0.0% |
| Group One Trading Llc | $102,901 | 0.0% |
| Optiver Holding B.V. | $646 | 0.0% |
Exited
| HighTower Advisors, LLC | $32.07M | was 0.0% |
| 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 ·
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