SPMO
ETF

Invesco S&P 500 Momentum ETF

S&P 500 MOMNTM As of Jun 30, 2026 CUSIP 46138E339
Institutional Holders
764
Total Held Value
$9.47B
Total Exact Shares
59.91M
Largest Holder
LPL Financial
7.67M shares • $1.24B
Reported Holders764
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 LPL Financial $1.24B 0.3% +12.9% 7.67M Jun 30, 2026
2 Morgan Stanley $571.6M <0.1% +13.1% 3.54M Jun 30, 2026
3 Bank of America $519.4M <0.1% +0.2% 3.22M Jun 30, 2026
4 Vantagepoint Investment Advisers
Filing dated Sep 30, 2026
 $353.6M 2.7% +4.6% 2.33M Sep 30, 2026
5 Raymond James Financial $294.4M 0.1% +16.4% 1.82M Jun 30, 2026
6 Northwestern Mutual Wealth Management $266.7M 0.1% +6.7% 1.65M Jun 30, 2026
7 Envestnet Asset Management $239.0M 0.1% +9.5% 1.48M Jun 30, 2026
8 Wells Fargo $237.6M <0.1% +20.1% 1.47M Jun 30, 2026
9 JPMorgan Chase $175.9M <0.1% -18.7% 1.11M Jun 30, 2026
10 Osaic Holdings $169.6M 0.2% +28.8% 1.05M Jun 30, 2026
11 Cetera Investment Advisers $158.4M 0.1% -3.8% 980.3K Jun 30, 2026
12 Performance Wealth Partners $147.4M 3.7% +157.5% 912.2K Jun 30, 2026
13 Planning Alternatives $121.4M 13.0% +0.9% 751.4K Jun 30, 2026
14 Mirae Asset Global Investments
Filing dated Sep 30, 2026
 $119.4M 0.2% -9.4% 787.4K Sep 30, 2026
15 Equitable Holdings $114.9M 0.7% +0.1% 711.6K Jun 30, 2026
16 Jones Financial Companies $111.3M <0.1% +56.3% 721.9K Jun 30, 2026
17 MML Investors Services $106.5M 0.2% +36.6% 659.5K Jun 30, 2026
18 Redwood Investment Management $103.1M 10.2% -2.8% 638.0K Jun 30, 2026
19 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $102.2M 0.2% +57.8% 677.3K Sep 30, 2026
20 Commonwealth Equity Services $102.1M 0.1% +67.2% 631.9K Jun 30, 2026
Exited in Latest Filing69
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.