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 184 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
5,461,136
shares
|
$469 Million
0.17% of portfolio
|
Q2 2024
Added 36.39%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
2,142,594
shares
|
$184 Million
1.41% of portfolio
|
Q2 2024
Added 29.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
1,129,339
shares
|
$97 Million
0.05% of portfolio
|
Q2 2024
Added 33.65%
|
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
734,257
shares
|
$63 Million
0.72% of portfolio
|
Q2 2024
Added 28.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
686,108
shares
|
$58.9 Million
0.15% of portfolio
|
Q2 2024
Added 44.18%
|
|
|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
534,755
shares
|
$45.9 Million
2.58% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
377,409
shares
|
$32.4 Million
0.08% of portfolio
|
Q2 2024
Added 61.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
291,727
shares
|
$25 Million
0.7% of portfolio
|
Q2 2024
Added 39.35%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 19, 2024 Q2 2024 |
289,029
shares
|
$24.8 Million
7.78% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
282,635
shares
|
$24.3 Million
0.09% of portfolio
|
Q2 2024
Added 505.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
270,669
shares
|
$23.2 Million
0.0% of portfolio
|
Q2 2024
Added 70.78%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
218,272
shares
|
$18.7 Million
3.79% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
217,596
shares
|
$18.7 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Smart Money Group LLC
|
Aug 12, 2024 Q2 2024 |
201,235
shares
|
$17.3 Million
7.22% of portfolio
|
Q2 2024
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Aug 06, 2024 Q2 2024 |
180,021
shares
|
$15.5 Million
5.54% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
166,546
shares
|
$14.3 Million
0.0% of portfolio
|
Q1 2024
Added 5.52%
|
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
158,979
shares
|
$13.6 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
148,918
shares
|
$12.8 Million
0.05% of portfolio
|
Q2 2024
Added 68.21%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
146,600
shares
|
$12.6 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
143,263
shares
|
$12.3 Million
0.05% of portfolio
|
Q2 2024
Added 23.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
96,627
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2024
Added 29.04%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
92,951
shares
|
$7.98 Million
0.01% of portfolio
|
Q2 2024
Added 221.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
90,039
shares
|
$7.73 Million
0.01% of portfolio
|
Q2 2024
Added 88.17%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
81,065
shares
|
$6.96 Million
0.27% of portfolio
|
Q2 2024
Added 29.82%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
79,735
shares
|
$6.85 Million
0.96% of portfolio
|
Q2 2024
New holding
|