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Who Owns Invesco S&P 500 Momentum ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Invesco S&P 500 Momentum ETF.

Who crossed 5% of SPMO →
Managers holding
38
as of 2026-09-30
Reported value
$318M
summed across filings
Shares held
2.1M
Added vs trimmed
19 / 11
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
RVW Wealth, LLCS&P 500 MOMNTM272.6K shadded$41.3M
Whitaker-Myers Wealth Managers, LTD.S&P 500 MOMNTM250.1K shadded$37.9M
Insight Wealth Strategies, LLCS&P 500 MOMNTM247K shadded$37.4M
TOMPKINS FINANCIAL CORPS&P 500 MOMNTM244K shtrimmed$37M
Avidian Wealth Enterprises, LLCS&P 500 MOMNTM142.6K shadded$21.6M
Venture Visionary Partners LLCS&P 500 MOMNTM136.2K shadded$20.6M
Financial Enhancement Group LLCS&P 500 MOMNTM128.3K shadded$19.6M
Green Ridge Wealth Planning LLCS&P 500 MOMNTM118.6K shadded$18M
Farther Finance Advisors, LLCETF77.1K shadded$11.7M
Cadent Capital Advisors, LLCS&P 500 MOMNTM74.8K shadded$11.3M
Tactive Advisors, LLCS&P 500 MOMNTM57.1K shadded$8.7M
Wedmont Private CapitalS&P 500 MOMNTM48.8K shadded$7.4M
First Heartland Consultants, Inc.S&P 500 MOMNTM46.6K shadded$7.1M
CoreCap Advisors, LLCETF43.2K shadded$6.6M
MRA Advisory GroupS&P 500 MOMNTM40.3K sh—$6.1M
Delta Wealth Advisors LLCS&P 500 MOMNTM30.8K shtrimmed$4.7M
Weaver Consulting GroupS&P 500 MOMNTM25.1K shadded$3.8M
Prota Financial, LLCS&P 500 MOMNTM24.6K shadded$3.8M
McNaughton Wealth Management, LLCS&P 500 MOMNTM23K shtrimmed$3.5M
Barden Capital Management, Inc.S&P 500 MOMNTM13.4K sh—$2M
Valeo Financial Advisors, LLCETF6.6K shadded$1M
Asempa Wealth AdvisorsS&P 500 MOMNTM6.2K shtrimmed$949.5K
Balefire, LLCS&P 500 MOMNTM6.1K shtrimmed$929.7K
TITLEIST ASSET MANAGEMENT, LLCS&P 500 MOMNTM4.1K shadded$625.9K
Cassilly Financial Group LLCS&P 500 MOMNTM4.1K shtrimmed$623.7K
Paragon Capital Management LtdS&P 500 MOMNTM3.9K shheld$596.2K
RHODES INVESTMENT ADVISORS INC /ADVS&P 500 MOMNTM3.1K sh—$464.6K
Intelligence Driven Advisers, LLCS&P 500 MOMNTM2.9K shheld$436.1K
Meadowbrook Wealth Management, LLCLarge US Bl Eq2.8K shtrimmed$428.6K
Sound Income Strategies, LLCS&P 500 MOMNTM2.8K shtrimmed$425.7K
GK Wealth Management LLCS&P 500 MOMNTM2.7K shtrimmed$406.4K
Castleview Partners, LLCS&P 500 MOMNTM2.4K shtrimmed$357.8K
Cooper Financial GroupS&P 500 MOMNTM2K shtrimmed$301.2K
City Center Advisors, LLCS&P 500 MOMNTM1.4K shadded$205.7K
GAMMA Investing LLCETF703 shheld$106.6K
TOTH FINANCIAL ADVISORY CORPS&P 500 MOMNTM227 shadded$34.4K
Rosenberg Matthew HamiltonETF215 sh—$32.6K
ARMSTRONG ADVISORY GROUP, INCS&P 500 MOMNTM100 shheld$15.2K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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