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 515 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
13,679
shares
|
$1.64 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
13,676
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2025
Added 336.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,660
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
13,395
shares
|
$1.61 Million
0.68% of portfolio
|
Q1 2025
Reduced 83.07%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
13,172
shares
|
$1.58 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
13,080
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Added 32.79%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,908
shares
|
$1.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
12,888
shares
|
$1.55 Million
0.09% of portfolio
|
Q2 2025
Added 21.78%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
12,867
shares
|
$1.55 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,858
shares
|
$1.55 Million
0.03% of portfolio
|
Q2 2025
Added 83.06%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
12,371
shares
|
$1.49 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
12,371
shares
|
$1.49 Million
0.33% of portfolio
|
Q2 2025
Added 14.01%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,964
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 51.12%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
11,495
shares
|
$1.38 Million
1.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
11,442
shares
|
$1.38 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
11,434
shares
|
$1.37 Million
0.53% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
11,416
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Added 19.14%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
11,400
shares
|
$1.37 Million
0.82% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
11,383
shares
|
$1.37 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
11,340
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
11,328
shares
|
$1.36 Million
0.92% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,119
shares
|
$1.34 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
11,080
shares
|
$1.33 Million
0.38% of portfolio
|
Q2 2025
Added 377.59%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,008
shares
|
$1.32 Million
0.19% of portfolio
|
Q3 2025
Added 148.99%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 28, 2025 Q2 2025 |
10,653
shares
|
$1.28 Million
0.46% of portfolio
|
Q2 2025
New holding
|