SPMO — INVESCO S&P 500 MOMENTUM ETF
Reported value held$1.78B
Funds holding (latest)24
Sector—
Funds holding (Q2 2026)16
Institutional value$1.73B · 10.75M sh
New / Add / Cut / Exit2 / 11 / 2 / 3
Top-5 / Top-10 concentration92.3% / 98.8%
Institutional holdings change
Accumulating +27.3%
(+2.30M sh)
Institutional value change
Up +83.0%
As of Q2 2026, 16 SEC-registered investment managers reported holding SPMO (INVESCO S&P 500 MOMENTUM ETF) in their latest 13F filings, with a combined reported value of $1.73B across 10.75M shares. That is +27.3% by share count (+2.30M shares) versus the previous quarter, while reported value moved +83.0%. Ownership is concentrated: the five largest holders account for 92.3% of reported value and the top ten for 98.8%.
Compared with the prior quarter, 2 opened new positions, 11 added to existing stakes, 2 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 3.54M | $571.64M | 0.03% | Add |
| Bank of America Corp history | 3.22M | $519.39M | 0.04% | Hold |
| Wells Fargo & Co history | 1.47M | $237.64M | 0.04% | Add |
| JPMorgan Chase & Co history | 1.11M | $175.90M | 0.02% | New |
| UBS Group AG history | 590.51K | $95.39M | 0.01% | Add |
| Citadel Advisors history | 370.87K | $59.91M | 0.01% | Add |
| Millennium Management history | 100.00K | $16.15M | 0.01% | New |
| Point72 Asset Management history | 92.90K | $15.01M | 0.02% | Add |
| Invesco Ltd history | 69.06K | $11.16M | 0.00% | Reduce |
| Goldman Sachs Group history | 66.36K | $10.72M | 0.00% | Add |
| Citigroup Inc history | 47.49K | $7.67M | 0.00% | Add |
| AQR Capital Management history | 46.98K | $7.59M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 16.52K | $2.67M | 0.00% | Add |
| BNY Mellon history | 7.26K | $1.17M | 0.00% | Add |
| PNC Financial Services history | 5.54K | $895.09K | 0.00% | Add |
| BlackRock Inc history | 5.15K | $832.39K | 0.00% | Reduce |
Q1 2026 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.21M | $359.80M | 0.03% | Reduce |
| Morgan Stanley history | 3.13M | $350.67M | 0.02% | Add |
| Wells Fargo & Co history | 1.22M | $137.27M | 0.03% | Add |
| UBS Group AG history | 344.38K | $38.61M | 0.01% | Add |
| Citadel Advisors history | 324.10K | $36.33M | 0.01% | Add |
| Invesco Ltd history | 74.57K | $8.36M | 0.00% | Add |
| Goldman Sachs Group history | 33.32K | $3.74M | 0.00% | New |
| AQR Capital Management history | 32.15K | $3.60M | 0.00% | Add |
| Citigroup Inc history | 30.85K | $3.46M | 0.00% | Add |
| D. E. Shaw & Co history | 13.90K | $1.56M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 12.38K | $1.39M | 0.00% | Add |
| BlackRock Inc history | 5.18K | $580.95K | 0.00% | Hold |
| PNC Financial Services history | 4.09K | $458.64K | 0.00% | Add |
| Balyasny Asset Management history | 3.90K | $437.23K | 0.00% | New |
| BNY Mellon history | 3.48K | $390.29K | 0.00% | Add |
| Point72 Asset Management history | 3.40K | $381.17K | 0.00% | Reduce |
| Two Sigma Investments history | 2.30K | $257.85K | 0.00% | New |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 3.31M | $394.79M | 0.03% | Add |
| Morgan Stanley history | 2.68M | $320.12M | 0.02% | Add |
| JPMorgan Chase & Co history | 1.23M | $146.89M | 0.02% | Add |
| Wells Fargo & Co history | 988.13K | $117.90M | 0.02% | Add |
| UBS Group AG history | 297.86K | $35.54M | 0.01% | Reduce |
| Citadel Advisors history | 83.48K | $9.96M | 0.00% | Add |
| Invesco Ltd history | 71.92K | $8.58M | 0.00% | Hold |
| Citigroup Inc history | 21.19K | $2.53M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 9.61K | $1.15M | 0.00% | Add |
| Point72 Asset Management history | 8.20K | $978.42K | 0.00% | New |
| AQR Capital Management history | 6.59K | $786.80K | 0.00% | Add |
| BlackRock Inc history | 5.16K | $615.57K | 0.00% | Add |
| BNY Mellon history | 3.30K | $393.25K | 0.00% | Add |
| PNC Financial Services history | 1.82K | $217.76K | 0.00% | Reduce |
Q3 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.79M | $337.24M | 0.02% | Add |
| Morgan Stanley history | 2.48M | $300.59M | 0.02% | Add |
| Wells Fargo & Co history | 882.06K | $106.78M | 0.02% | Add |
| JPMorgan Chase & Co history | 699.99K | $84.74M | 0.01% | Add |
| Two Sigma Investments history | 543.50K | $65.80M | 0.10% | Add |
| UBS Group AG history | 319.99K | $38.74M | 0.01% | Add |
| Marshall Wace history | 212.88K | $25.77M | 0.03% | Add |
| Citadel Advisors history | 81.72K | $9.89M | 0.00% | Add |
| Invesco Ltd history | 71.98K | $8.71M | 0.00% | Reduce |
| Wellington Management Group history | 69.71K | $8.44M | 0.00% | New |
| Citigroup Inc history | 6.95K | $841.00K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 5.73K | $694.04K | 0.00% | Add |
| Northern Trust Corp history | 3.47K | $420.56K | 0.00% | New |
| BNY Mellon history | 3.17K | $383.91K | 0.00% | New |
| PNC Financial Services history | 2.35K | $284.98K | 0.00% | Add |
| BlackRock Inc history | 1.98K | $239.95K | 0.00% | Reduce |
| AQR Capital Management history | 1.84K | $222.51K | 0.00% | New |
Q2 2025 — 16 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.41M | $271.20M | 0.02% | Add |
| Morgan Stanley history | 1.78M | $200.44M | 0.01% | Add |
| JPMorgan Chase & Co history | 649.19K | $73.01M | 0.01% | Reduce |
| Wells Fargo & Co history | 591.63K | $66.54M | 0.01% | Add |
| Two Sigma Investments history | 437.40K | $49.19M | 0.09% | New |
| UBS Group AG history | 274.21K | $30.84M | 0.01% | Reduce |
| Goldman Sachs Group history | 165.33K | $18.59M | 0.00% | Reduce |
| Marshall Wace history | 105.82K | $11.90M | 0.01% | New |
| Invesco Ltd history | 76.10K | $8.56M | 0.00% | Add |
| Citadel Advisors history | 53.49K | $6.02M | 0.00% | Reduce |
| Renaissance Technologies history | 40.10K | $4.51M | 0.01% | New |
| D. E. Shaw & Co history | 19.80K | $2.23M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.75K | $534.04K | 0.00% | Reduce |
| BlackRock Inc history | 2.62K | $295.19K | 0.00% | Reduce |
| PNC Financial Services history | 2.21K | $248.56K | 0.00% | Add |
| Citigroup Inc history | 1.17K | $131.14K | 0.00% | Reduce |
Q1 2025 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.85M | $171.09M | 0.01% | Add |
| JPMorgan Chase & Co history | 679.70K | $62.89M | 0.01% | Add |
| UBS Group AG history | 616.36K | $57.03M | 0.01% | Add |
| Morgan Stanley history | 529.65K | $49.01M | 0.00% | Add |
| Wells Fargo & Co history | 257.73K | $23.85M | 0.01% | Reduce |
| Goldman Sachs Group history | 204.25K | $18.90M | 0.00% | New |
| Citadel Advisors history | 93.76K | $8.68M | 0.00% | Add |
| Invesco Ltd history | 52.88K | $4.89M | 0.00% | Hold |
| BlackRock Inc history | 17.51K | $1.62M | 0.00% | Reduce |
| Millennium Management history | 8.36K | $773.64K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.79K | $443.34K | 0.00% | Add |
| PNC Financial Services history | 2.08K | $192.65K | 0.00% | Add |
| Citigroup Inc history | 1.44K | $133.61K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.11M sh · $175.90M
- Millennium Management 100.00K sh · $16.15M
Fully Exited (vs previous quarter)
- D. E. Shaw & Co sold 13.90K sh · $1.56M
- Balyasny Asset Management sold 3.90K sh · $437.23K
- Two Sigma Investments sold 2.30K sh · $257.85K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 3.54M | 3.13M | 2.68M | 2.48M | 1.78M | 529.65K | 181.69K | 5.63K | 166.55K | 3.00K | 2.84K | 2.85K | 2.85K | 2.85K | 3.30K | 3.30K | 3.70K | — | — | — |
| Bank of America Corp | 3.22M | 3.21M | 3.31M | 2.79M | 2.41M | 1.85M | 1.45M | 311.88K | 270.67K | 158.49K | 106.43K | 116.62K | 123.84K | 123.34K | 124.76K | 95.29K | 90.57K | 98.26K | 98.47K | 112.50K |
| Wells Fargo & Co | 1.47M | 1.22M | 988.13K | 882.06K | 591.63K | 257.73K | 312.12K | 412 | 1 | 1 | 6.06K | — | 1 | — | 1 | 1 | — | 1 | 1 | — |
| JPMorgan Chase & Co | 1.11M | — | 1.23M | 699.99K | 649.19K | 679.70K | 617.96K | 158 | 229 | 4 | 4 | 4 | 10 | 536 | — | — | 715 | — | — | — |
| UBS Group AG | 590.51K | 344.38K | 297.86K | 319.99K | 274.21K | 616.36K | 124.19K | 43.60K | — | 2.26K | 2.26K | 302 | 1.05K | 3.10K | — | 660 | — | 1.09K | 27 | 7 |
| Citadel Advisors | 370.87K | 324.10K | 83.48K | 81.72K | 53.49K | 93.76K | 65.04K | 27.26K | — | — | 11.24K | 6.70K | 5.70K | — | — | 17.20K | 4.13K | — | 56.52K | 5.26K |
| Millennium Management | 100.00K | — | — | — | — | 8.36K | — | — | 2.47K | — | — | — | — | — | — | — | — | — | — | — |
| Point72 Asset Management | 92.90K | 3.40K | 8.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 69.06K | 74.57K | 71.92K | 71.98K | 76.10K | 52.88K | 52.87K | 55.89K | 55.61K | 65.65K | 73.97K | 127.71K | 138.74K | 154.17K | 145.12K | 149.06K | 149.35K | 165.69K | 160.16K | 160.31K |
| Goldman Sachs Group | 66.36K | 33.32K | — | — | 165.33K | 204.25K | — | 4.22K | — | — | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 6.37K | 7.91K | 147.52K | 6.49K |
| Citigroup Inc | 47.49K | 30.85K | 21.19K | 6.95K | 1.17K | 1.44K | 442 | — | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 46.98K | 32.15K | 6.59K | 1.84K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 16.52K | 12.38K | 9.61K | 5.73K | 4.75K | 4.79K | 2.54K | 3.00K | 1.82K | 440 | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 7.26K | 3.48K | 3.30K | 3.17K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 5.54K | 4.09K | 1.82K | 2.35K | 2.21K | 2.08K | 1.06K | 826 | 826 | 38 | — | — | — | — | — | — | — | — | — | — |
| BlackRock Inc | 5.15K | 5.18K | 5.16K | 1.98K | 2.62K | 17.51K | 43.05K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | 2.30K | — | 543.50K | 437.40K | — | — | — | 146.60K | — | — | — | — | — | — | — | — | — | — | — |
| Balyasny Asset Management | — | 3.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| D. E. Shaw & Co | — | 13.90K | — | — | 19.80K | — | — | 11.13K | — | — | — | — | — | — | — | — | — | — | — | — |
| Marshall Wace | — | — | — | 212.88K | 105.82K | — | 24.43K | 87.97K | 92.95K | 28.91K | — | 3.89K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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