SPMO Institutional Ownership
Invesco S&P 500 Momentum ETF
1W: +0.2%
1M: +4.8%
3M: +0.2%
YTD: +28.1%
1Y: +27.1%
3Y: +171.6%
5Y: +155.3%
$153.23
+0.48 (+0.31%)
Weekly Expected Move ±2.8%
$145
$149
$153
$158
$162
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SPMO
809
Institutional Holders
+88 vs prior quarter
0.0%
Ownership
+0.00pp
10B
Total Invested
164
New Positions
303
Increased
280
Reduced
39
Closed
0.71
Put/Call Ratio
Ownership Trends
Top Institutional Holders (859 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 7,669,460 | 1.2B | +876,646 | +12.9% | 27Q | SEC ↗ |
| 2 | CWM, LLC | 3,591,581 | $550M | +599,399 | +20.0% | 9Q | SEC ↗ |
| 3 | MORGAN STANLEY | 3,538,672 | $542M | +410,765 | +13.1% | 17Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 3,215,212 | $493M | +5,854 | +0.2% | 15Q | SEC ↗ |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 2,230,110 | $342M | -182,962 | -7.6% | 4Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,822,485 | $279M | +256,756 | +16.4% | 7Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,651,011 | $253M | +104,328 | +6.7% | 10Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,479,343 | $227M | +128,087 | +9.5% | 17Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 1,471,099 | $225M | +246,640 | +20.1% | 15Q | SEC ↗ |
| 10 | Cambridge Investment Research Advisors | 1,343,836 | $206M | +279,905 | +26.3% | 33Q | SEC ↗ |
| 11 | JPMORGAN CHASE & CO | 1,109,590 | $170M | -255,598 | -18.7% | 14Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 1,049,639 | $161M | +234,635 | +28.8% | 26Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 980,323 | $150M | -39,214 | -3.8% | 10Q | SEC ↗ |
| 14 | Performance Wealth Partners, LLC | 912,173 | $140M | +557,997 | +157.5% | 5Q | SEC ↗ |
| 15 | Mirae Asset Global Investments Co., Lt | 869,180 | $133M | +796,315 | +1092.9% | 4Q | SEC ↗ |
| 16 | PLANNING ALTERNATIVES LTD /ADV | 751,352 | $115M | +6,943 | +0.9% | 6Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 721,878 | $111M | +260,137 | +56.3% | 6Q | SEC ↗ |
| 18 | Equitable Holdings, Inc. | 711,587 | $109M | +483 | +0.1% | 10Q | SEC ↗ |
| 19 | MML INVESTORS SERVICES, LLC | 659,465 | $101M | +176,642 | +36.6% | 10Q | SEC ↗ |
| 20 | Redwood Investment Management, LLC | 638,049 | $98M | -18,219 | -2.8% | 8Q | SEC ↗ |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 631,935 | $97M | +254,078 | +67.2% | 23Q | SEC ↗ |
| 22 | MONEY CONCEPTS CAPITAL CORP | 600,487 | $92M | -19,261 | -3.1% | 11Q | SEC ↗ |
| 23 | UBS Group AG | 588,006 | $90M | +243,626 | +70.7% | 8Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC | 574,305 | $88M | +448,568 | +356.8% | 8Q | SEC ↗ |
| 25 | Private Advisor Group, LLC | 550,659 | $84M | -11,821 | -2.1% | 15Q | SEC ↗ |
| 26 | Thrivent Financial for Lutherans | 546,617 | $84M | -39,441 | -6.7% | 8Q | SEC ↗ |
| 27 | Alpine Bank Wealth Management | 490,988 | $75M | -300,726 | -38.0% | 6Q | SEC ↗ |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 429,242 | $66M | +111,393 | +35.0% | 7Q | SEC ↗ |
| 29 | ROYAL BANK OF CANADA | 413,793 | $63M | +92,928 | +29.0% | 14Q | SEC ↗ |
| 30 | TD PRIVATE CLIENT WEALTH LLC | 348,450 | $53M | +64,479 | +22.7% | 5Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 338,517 | $52M | +52,456 | +18.3% | 10Q | SEC ↗ |
| 32 | Family Investment Center, Inc. | 330,159 | $51M | -29,131 | -8.1% | 10Q | SEC ↗ |
| 33 | Triton Wealth Management, PLLC | 328,079 | $50M | +53,826 | +19.6% | 5Q | SEC ↗ |
| 34 | Penserra Capital Management LLC | 301,526 | $46M | +1,523 | +0.5% | 2Q | SEC ↗ |
| 35 | Invst, LLC | 284,962 | $44M | -25,828 | -8.3% | 5Q | SEC ↗ |
| 36 | Baltimore-Washington Financial Advisor NEW | 267,862 | $41M | — | +0.0% | 1Q | SEC ↗ |
| 37 | HBW ADVISORY SERVICES LLC | 263,212 | $40M | +19,963 | +8.2% | 8Q | SEC ↗ |
| 38 | RVW Wealth, LLC | 259,247 | $40M | +12,038 | +4.9% | 9Q | SEC ↗ |
| 39 | Sanctuary Advisors, LLC | 255,060 | $39M | -33,928 | -11.7% | 8Q | SEC ↗ |
| 40 | THOROUGHBRED FINANCIAL SERVICES, LLC | 251,472 | $39M | +81,315 | +47.8% | 6Q | SEC ↗ |
| 41 | MERCER GLOBAL ADVISORS INC /ADV | 251,437 | $39M | +7,545 | +3.1% | 5Q | SEC ↗ |
| 42 | TOMPKINS FINANCIAL CORP | 245,323 | $38M | -6,943 | -2.8% | 4Q | SEC ↗ |
| 43 | Marks Wealth, LLC NEW | 239,332 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Davidson Capital Management Inc. | 228,169 | $35M | -5,254 | -2.3% | 3Q | SEC ↗ |
| 45 | NOMURA ASSET MANAGEMENT CO LTD | 224,100 | $34M | +202,500 | +937.5% | 2Q | SEC ↗ |
| 46 | STIFEL FINANCIAL CORP | 222,301 | $34M | -13,952 | -5.9% | 10Q | SEC ↗ |
| 47 | Whitaker-Myers Wealth Managers, LTD. | 220,770 | $34M | +7,898 | +3.7% | 4Q | SEC ↗ |
| 48 | Insight Wealth Strategies, LLC | 215,430 | $33M | +27,392 | +14.6% | 6Q | SEC ↗ |
| 49 | Meridian Wealth Management, LLC | 213,710 | $33M | -33,268 | -13.5% | 7Q | SEC ↗ |
| 50 | Onyx Bridge Wealth Group LLC | 213,011 | $33M | +205,436 | +2712.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Baltimore-Washington Financial Advi | 267,862 | $41M |
| Marks Wealth, LLC | 239,332 | $37M |
| Quadrature Capital Ltd | 117,803 | $18M |
| Pioneer Family Office, LLC | 110,355 | $17M |
| BlueStem Wealth Partners, LLC | 92,559 | $14M |
| Wealth Advisors of Iowa, LLC | 82,862 | $13M |
| BASSO CAPITAL MANAGEMENT, L.P. | 71,185 | $11M |
| Global Retirement Partners, LLC | 65,912 | $10M |
| Convergence Financial, LLC | 64,256 | $10M |
| IFG Advisory, LLC | 61,649 | $9M |
| WIN ADVISORS, INC | 59,881 | $9M |
| Robertson Stephens Wealth Managemen | 48,273 | $7M |
| CHILDRESS CAPITAL ADVISORS, LLC | 45,019 | $7M |
| Tactive Advisors, LLC | 41,841 | $6M |
| Cannon Wealth Management Services, | 40,544 | $6M |
| Gilbert Capital Group, Inc. | 37,303 | $6M |
| CITADEL ADVISORS LLC | 33,772 | $5M |
| Vestmark Advisory Solutions, Inc. | 32,714 | $5M |
| HFG Wealth Management, LLC | 31,052 | $5M |
| MY Wealth Management Inc. | 30,920 | $5M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RMG Wealth Management LLC | 1,406,205 | $215M |
| Mason & Associates Inc | 122,126 | $19M |
| BFI Infinity Ltd. | 82,658 | $13M |
| EWA, LLC | 80,627 | $12M |
| CAPSTONE WEALTH MANAGEMENT GROUP, L | 57,831 | $9M |
| Norris Financial Group, LLC | 55,251 | $8M |
| Lotus Technology Management, LP | 40,531 | $6M |
| PLANWISER FINANCIAL, LLC | 40,301 | $6M |
| Payne Capital LLC | 32,767 | $5M |
| TUDOR INVESTMENT CORP ET AL | 30,152 | $5M |
| Kestra Investment Management, LLC | 29,946 | $5M |
| One Capital Management, LLC | 27,850 | $4M |
| Jackson Wealth Management, LLC | 26,809 | $4M |
| ORSER CAPITAL MANAGEMENT, LLC | 24,555 | $4M |
| Ferguson Shapiro LLC | 23,926 | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,134 | $2M |
| BANK HAPOALIM BM | 14,958 | $2M |
| D. E. Shaw & Co., Inc. | 13,896 | $2M |
| Newport Capital Group, LLC | 13,170 | $2M |
| Larry Mathis Financial Planning, LL | 9,602 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +876,646 | +12.9% | 7,669,460 |
| Mirae Asset Global Investments Co., | +796,315 | +1092.9% | 869,180 |
| CWM, LLC | +599,399 | +20.0% | 3,591,581 |
| Performance Wealth Partners, LLC | +557,997 | +157.5% | 912,173 |
| AMERIPRISE FINANCIAL INC | +448,568 | +356.8% | 574,305 |
| MORGAN STANLEY | +410,765 | +13.1% | 3,538,672 |
| Cambridge Investment Research Advis | +279,905 | +26.3% | 1,343,836 |
| JONES FINANCIAL COMPANIES LLLP | +260,137 | +56.3% | 721,878 |
| RAYMOND JAMES FINANCIAL INC | +256,756 | +16.4% | 1,822,485 |
| COMMONWEALTH EQUITY SERVICES, LLC | +254,078 | +67.2% | 631,935 |
| WELLS FARGO & COMPANY/MN | +246,640 | +20.1% | 1,471,099 |
| UBS Group AG | +243,626 | +70.7% | 588,006 |
| OSAIC HOLDINGS, INC. | +234,635 | +28.8% | 1,049,639 |
| Onyx Bridge Wealth Group LLC | +205,436 | +2712.0% | 213,011 |
| NOMURA ASSET MANAGEMENT CO LTD | +202,500 | +937.5% | 224,100 |
| MML INVESTORS SERVICES, LLC | +176,642 | +36.6% | 659,465 |
| Ameritas Advisory Services, LLC | +135,432 | +928.3% | 150,022 |
| ENVESTNET ASSET MANAGEMENT INC | +128,087 | +9.5% | 1,479,343 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +111,393 | +35.0% | 429,242 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +104,328 | +6.7% | 1,651,011 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Independent Advisor Alliance | -313,944 | -98.8% | 3,712 |
| Alpine Bank Wealth Management | -300,726 | -38.0% | 490,988 |
| JPMORGAN CHASE & CO | -255,598 | -18.7% | 1,109,590 |
| VANTAGEPOINT INVESTMENT ADVISERS LL | -182,962 | -7.6% | 2,230,110 |
| Mariner, LLC | -139,352 | -66.0% | 71,816 |
| RFG Advisory, LLC | -113,325 | -68.3% | 52,639 |
| HUB Investment Partners, LLC | -82,522 | -97.9% | 1,812 |
| Ascent Group, LLC | -68,708 | -25.8% | 197,756 |
| Goldstein Advisors, LLC | -61,082 | -30.1% | 141,576 |
| Cerity Partners LLC | -58,748 | -23.3% | 193,442 |
| JANE STREET GROUP, LLC | -43,530 | -91.2% | 4,184 |
| CreativeOne Wealth, LLC | -40,945 | -22.1% | 144,435 |
| CFS Investment Advisory Services, L | -40,877 | -31.4% | 89,281 |
| Thrivent Financial for Lutherans | -39,441 | -6.7% | 546,617 |
| Cetera Investment Advisers | -39,214 | -3.8% | 980,323 |
| Scarborough Advisors, LLC | -36,026 | -90.4% | 3,813 |
| Sanctuary Advisors, LLC | -33,928 | -11.7% | 255,060 |
| Meridian Wealth Management, LLC | -33,268 | -13.5% | 213,710 |
| THREADGILL FINANCIAL, LLC | -32,021 | -54.4% | 26,828 |
| Family Investment Center, Inc. | -29,131 | -8.1% | 330,159 |