D.E. Shaw & Co
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D.E. Shaw & Co’s Invesco S&P 500 Momentum ETF SPMO Stock Holding History

D.E. Shaw & Co’s Portfolio SPMO Stock Details SPMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-13,896
Closed -$1.56M – 5196
2026
Q1 		$1.56M Buy
+13,896
New +$1.64M ﹤0.01% 3111
2025
Q3 		– Sell
-19,796
Closed -$2.23M – 4907
2025
Q2 		$2.23M Buy
+19,796
New +$1.98M ﹤0.01% 2664
2024
Q4 		– Sell
-11,128
Closed -$1.01M – 4849
2024
Q3 		$1.01M Buy
+11,128
New +$974K ﹤0.01% 3265

Other funds holding SPMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

D.E. Shaw & Co's SPMO Position: Q2 2026 in Review

D.E. Shaw & Co sold out of Invesco S&P 500 Momentum ETF (SPMO) in Q2 2026, closing a stake of 13,896 shares — an estimated $1.56M sold.

D.E. Shaw & Co first reported a position in SPMO in Q3 2024 and held it in 3 quarters. The position peaked at $2.23M in Q2 2025. 764 funds tracked by Wall St. Rank hold SPMO as of Q2 2026.

  • D.E. Shaw & Co reported no remaining Invesco S&P 500 Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 13,896 Invesco S&P 500 Momentum ETF shares in Q2 2026, an estimated $1.56M.
  • D.E. Shaw & Co first reported a position in Invesco S&P 500 Momentum ETF in Q3 2024 and held it in 3 quarters.
  • D.E. Shaw & Co's Invesco S&P 500 Momentum ETF position peaked at $2.23M in Q2 2025.
  • 764 funds tracked by Wall St. Rank held Invesco S&P 500 Momentum ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.