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 337 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,244,331
shares
|
$424 Million
0.13% of portfolio
|
Q4 2024
Reduced 22.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,178,729
shares
|
$218 Million
0.09% of portfolio
|
Q4 2024
Added 75.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,446,799
shares
|
$145 Million
0.01% of portfolio
|
Q4 2024
Added 363.89%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,243,203
shares
|
$124 Million
0.86% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
1,216,892
shares
|
$122 Million
19.53% of portfolio
|
Q4 2024
Added 374.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
617,959
shares
|
$61.7 Million
0.0% of portfolio
|
Q4 2024
Added 391013.28%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
611,529
shares
|
$61.1 Million
4.6% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
476,417
shares
|
$47.6 Million
0.48% of portfolio
|
Q4 2024
Reduced 33.47%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
434,939
shares
|
$43.5 Million
0.17% of portfolio
|
Q4 2024
Added 117451.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
427,365
shares
|
$42.7 Million
0.14% of portfolio
|
Q4 2024
Added 36.0%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
421,901
shares
|
$42.2 Million
2.13% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
391,025
shares
|
$39.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 36.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
380,906
shares
|
$38.1 Million
1.28% of portfolio
|
Q4 2024
Added 19.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
312,120
shares
|
$31.2 Million
0.01% of portfolio
|
Q4 2024
Added 75657.28%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
311,213
shares
|
$31.1 Million
8.27% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
303,174
shares
|
$30.3 Million
0.03% of portfolio
|
Q4 2024
Added 734.85%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
301,544
shares
|
$30.1 Million
0.06% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
288,988
shares
|
$28.9 Million
5.11% of portfolio
|
Q4 2024
Added 93.69%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
255,603
shares
|
$25.5 Million
9.55% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
240,915
shares
|
$24.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 25.15%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
222,994
shares
|
$22.3 Million
6.88% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
191,124
shares
|
$19.1 Million
0.02% of portfolio
|
Q4 2024
Added 277.32%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
184,135
shares
|
$18.4 Million
0.81% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
181,692
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 3128.36%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
176,271
shares
|
$17.6 Million
0.02% of portfolio
|
Q4 2024
Added 176.2%
|