Institutional Ownership Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO). We have compiled data on the 484 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
8,166,537
shares
|
$957 Million
0.28% of portfolio
|
Q2 2025
Added 35.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,342,070
shares
|
$626 Million
0.21% of portfolio
|
Q2 2025
Added 49.25%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
2,628,653
shares
|
$308 Million
14.87% of portfolio
|
Q2 2025
Added 111.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,458,025
shares
|
$288 Million
0.97% of portfolio
|
Q2 2025
Added 87.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,411,349
shares
|
$283 Million
0.02% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,226,301
shares
|
$261 Million
1.83% of portfolio
|
Q2 2025
Added 32.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,782,141
shares
|
$209 Million
0.01% of portfolio
|
Q2 2025
Added 236.48%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
994,382
shares
|
$117 Million
8.04% of portfolio
|
Q2 2025
Added 24.54%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
978,370
shares
|
$115 Million
0.13% of portfolio
|
Q2 2025
Added 37.31%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
956,288
shares
|
$112 Million
0.19% of portfolio
|
Q2 2025
Added 72.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
840,248
shares
|
$98.5 Million
0.21% of portfolio
|
Q2 2025
Added 73.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
827,966
shares
|
$97 Million
0.03% of portfolio
|
Q2 2025
Added 153.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
812,704
shares
|
$95.2 Million
0.07% of portfolio
|
Q2 2025
Added 53.02%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
802,816
shares
|
$94.1 Million
13.64% of portfolio
|
Q2 2025
Added 31.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
712,550
shares
|
$83.5 Million
0.71% of portfolio
|
Q1 2025
Added 49.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
705,218
shares
|
$82.6 Million
0.24% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
679,695
shares
|
$79.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Planning Alternatives LTD
|
Aug 12, 2025 Q2 2025 |
592,909
shares
|
$69.5 Million
9.38% of portfolio
|
Q2 2025
Added 66.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
591,633
shares
|
$69.3 Million
0.01% of portfolio
|
Q2 2025
Added 129.55%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
508,615
shares
|
$59.6 Million
0.17% of portfolio
|
Q2 2025
Added 79.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
492,791
shares
|
$57.8 Million
1.04% of portfolio
|
Q2 2025
Added 104.55%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
440,059
shares
|
$51.6 Million
6.7% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
437,400
shares
|
$51.3 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
430,616
shares
|
$50.5 Million
15.71% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
428,698
shares
|
$50.2 Million
0.09% of portfolio
|
Q2 2025
Added 65.0%
|