Invesco S&P 500 Momentum

SPMO • ARCA

Invesco S&P 500 Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 552 institutional investors hold shares in this ETF, with total holdings valued at $6.9B. LPL Financial LLC is the largest holder with a position valued at $779.9M.

Overview

Overview of institutional ownership in SPMO as of Q3 2025

All Institutions

Institutions: 552
Value Held: $6.9B
Shares Held: 57.2M
Avg Position: $12.5M
Median Position: $1.4M

Hedge Funds

Hedge Funds: 7
Value Held: $93.5M
Shares Held: 772.0K
Avg Position: $13.4M
Median Position: $2.8M

Biggest Investors

Institutions with the largest positions in SPMO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$779.9M 0.23% of portfolio	6.4M shares	Q4 2019 Held for 5y 11m	$340.07B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$495.9M 0.14% of portfolio	4.1M shares	Q2 2022 Held for 3y 5m	$341.99B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$337.2M 0.03% of portfolio	2.8M shares	Q3 2017 Held for 8y 2m	$1.33T
CWM, LLC RIA/Wealth	George Burton White CEO	$317.5M 1.01% of portfolio	2.6M shares	Q1 2024 Held for 1y 8m	$31.5B
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	-	$317.2M 2.59% of portfolio	2.6M shares	Q3 2025 Held for 2 months	$12.2B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$300.6M 0.02% of portfolio	2.5M shares	Q2 2022 Held for 3y 5m	$1.65T
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	David Paul Kudla CEO	$165.2M 16.56% of portfolio	1.4M shares	Q3 2024 Held for 1y 2m	$997.6M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$162.3M 0.05% of portfolio	1.3M shares	Q4 2024 Held for 11 months	$310.43B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$141.3M 0.17% of portfolio	1.2M shares	Q1 2024 Held for 1y 8m	$85.4B
A Advisor Group Holdings, Inc. Institution	-	$137.1M 0.19% of portfolio	1.2M shares	Q1 2020 Held for 5y 8m	$71.0B

Net Capital Flow

Institutional buying and selling activity for SPMO in Q3 2025

Traded: +$617.7M
Buyers: 399
Sellers: 166
Total Bought: +$1.8B
Total Sold: −$1.1B
Avg Position: $11.8M

Biggest Buyers

Institution	Net Bought	Current Position
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	+$317.2M +2.6M shares	$317.2M 2.6M shares
L LPL Financial LLC Institution	+$133.2M +1.1M shares	$779.9M 6.4M shares
MORGAN STANLEY RIA/Wealth	+$84.8M +700.8K shares	$300.6M 2.5M shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	+$65.0M +537.3K shares	$65.0M 537.3K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$62.1M +513.0K shares	$162.3M 1.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$45.3M +374.4K shares	$337.2M 2.8M shares
Private Advisor Group, LLC RIA/Wealth	+$43.9M +362.9K shares	$62.5M 516.3K shares
Redwood Investment Management, LLC Long Only Manager	+$41.3M +341.3K shares	$75.4M 622.5K shares
WELLS FARGO & COMPANY/MN Institution	+$35.2M +290.4K shares	$106.8M 882.1K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$34.8M +287.1K shares	$133.1M 1.1M shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$492.8M −4.1M shares	$495.9M 4.1M shares
Clark Capital Management Group, Inc. RIA/Wealth	−$165.2M −1.4M shares	$104.3M 861.4K shares
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	−$153.1M −1.3M shares	$165.2M 1.4M shares
C CLS Investments, LLC Institution	−$71.9M −593.9K shares	$46.6M 384.9K shares
PRINCIPAL SECURITIES, INC. RIA/Wealth	−$35.6M −294.0K shares	$24.1M 198.8K shares
BANK OF NOVA SCOTIA / Institution	−$22.5M −200.0K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$18.6M −165.3K shares	Sold Off 0 shares
BFI Infinity Ltd. RIA/Wealth	−$15.5M −138.2K shares	Sold Off 0 shares
Parker Investment Management, LLC RIA/Wealth	−$14.4M −118.8K shares	$2.7M 22.5K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$11.3M −93.4K shares	$18.6M 154.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPMO in Q3 2025

New Positions: 109
New Value: $537.3M
Exited Positions: 34
Exited Value: $94.5M

New Positions

Institution	Position Value
V VANTAGEPOINT INVESTMENT ADVISERS LLC Institution	$317.2M 2.6M shares
T TOMPKINS FINANCIAL CORP Institution	$30.5M 251.7K shares
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth	$25.2M 208.3K shares
Venture Visionary Partners LLC RIA/Wealth	$14.0M 115.4K shares
ADAPT WEALTH ADVISORS, LLC RIA/Wealth	$13.3M 109.6K shares
Summit Financial, LLC RIA/Wealth	$13.0M 107.5K shares
Lifestyle Asset Management, Inc. RIA/Wealth	$11.1M 91.8K shares
J JTC Employer Solutions Trusteee Ltd Institution	$10.4M 85.5K shares
Financially Speaking Inc RIA/Wealth	$8.7M 71.7K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	$8.4M 69.7K shares

Exited Positions

Institution	Previous Position
BANK OF NOVA SCOTIA / Institution	$22.5M 200.0K shares
GOLDMAN SACHS GROUP INC Institution	$18.6M 165.3K shares
BFI Infinity Ltd. RIA/Wealth	$15.5M 138.2K shares
C Capitolis Liquid Global Markets LLC Private Equity	$10.3M 91.8K shares
T Tower Research Capital LLC Institution	$5.9M 52.2K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$4.5M 40.1K shares
D D. E. Shaw & Co., Inc. Institution	$2.2M 19.8K shares
Eqis Capital Management, Inc. RIA/Wealth	$2.0M 18.2K shares
BlueChip Wealth Advisors LLC RIA/Wealth	$1.7M 15.4K shares
Duncan Williams Asset Management, LLC RIA/Wealth	$1.4M 12.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SPMO as of Q3 2025

Call Positions: 6
Call Value: $15.0M
Put Positions: 8
Put Value: $26.5M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$9.7M 799.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.6M 297.0 contracts
W WOLVERINE TRADING, LLC Institution	$736.3K 61.0 contracts
C Cubist Systematic Strategies, LLC Institution	$472.1K 39.0 contracts
B Belvedere Trading LLC Institution	$290.5K 24.0 contracts
S SIG BROKERAGE, LP Institution	$242.1K 20.0 contracts

Put Positions

Institution	Position Value
BFI Infinity Ltd. RIA/Wealth	$18.1M 1.5K contracts
J JANE STREET GROUP, LLC Institution	$3.5M 292.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.1M 255.0 contracts
C Cubist Systematic Strategies, LLC Institution	$738.5K 61.0 contracts
W WOLVERINE TRADING, LLC Institution	$712.2K 59.0 contracts
S SIG BROKERAGE, LP Institution	$242.1K 20.0 contracts
B Belvedere Trading LLC Institution	$48.4K 4.0 contracts
Private Advisor Group, LLC RIA/Wealth	- - contracts

Most Committed Institutions

Institutions with SPMO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Marks Wealth, LLC RIA/Wealth	Charles Marks CEO	20.93% $67.8M	559.7K shares	Q2 2025 Held for 5 months	$323.7M
FISCHER INVESTMENT STRATEGIES, LLC RIA/Wealth	Theodore James Fischer Managing Partner	18.49% $30.8M	254.5K shares	Q3 2024 Held for 1y 2m	$166.7M
MAINSTAY CAPITAL MANAGEMENT LLC /ADV RIA/Wealth	David Paul Kudla CEO	16.56% $165.2M	1.4M shares	Q3 2024 Held for 1y 2m	$997.6M
Seros Financial, LLC RIA/Wealth	Jeremy Windell Smith Managing Partner	14.78% $24.4M	201.4K shares	Q4 2024 Held for 11 months	$165.0M
A Alpine Bank Wealth Management Institution	-	14.62% $103.4M	854.5K shares	Q1 2025 Held for 8 months	$707.6M
S SIERRA OCEAN, LLC RIA/Wealth	Jeffrey Scott Burrow CCO	12.29% $14.6M	120.8K shares	Q4 2024 Held for 11 months	$119.0M
Triton Wealth Management, PLLC RIA/Wealth	Michael Joseph Ryan Managing Partner	9.96% $26.1M	213.0K shares	Q2 2025 Held for 5 months	$262.0M
PLANNING ALTERNATIVES LTD /ADV RIA/Wealth	Nathan Mark Mersereau President	9.31% $72.5M	599.2K shares	Q1 2025 Held for 8 months	$778.7M
Family Investment Center, Inc. RIA/Wealth	Alexander Jason Valner President	9.31% $44.8M	370.4K shares	Q1 2024 Held for 1y 8m	$481.6M
Redwood Investment Management, LLC Long Only Manager	Richard Musser Duff Managing Partner	8.28% $75.4M	622.5K shares	Q3 2024 Held for 1y 2m	$910.5M