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 400 institutions that hold shares in the stock, with a total of 35.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,601
shares
|
$600,259
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
5,486
shares
|
$587,934
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
5,317
shares
|
$569,822
0.46% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,310
shares
|
$569,072
0.06% of portfolio
|
Q1 2025
Reduced 56.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,193
shares
|
$556,533
0.03% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,149
shares
|
$551,818
0.05% of portfolio
|
Q1 2025
Added 77.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,098
shares
|
$546,352
0.05% of portfolio
|
Q1 2025
Added 79.38%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
5,086
shares
|
$545,066
0.28% of portfolio
|
Q1 2025
Added 28.05%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,005
shares
|
$536,385
0.13% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,983
shares
|
$534,028
0.22% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,929
shares
|
$528,240
0.01% of portfolio
|
Q1 2025
Added 60.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,928
shares
|
$528,133
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,863
shares
|
$521,167
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
4,583
shares
|
$491,160
0.36% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,549
shares
|
$487,516
0.14% of portfolio
|
Q1 2025
Reduced 45.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,499
shares
|
$482,157
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,420
shares
|
$473,691
0.13% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,319
shares
|
$462,867
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,313
shares
|
$462,224
0.34% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,240
shares
|
$454,400
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,178
shares
|
$447,756
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,177
shares
|
$447,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
3,998
shares
|
$428,465
0.11% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
3,978
shares
|
$426,322
0.11% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,951
shares
|
$423,428
0.03% of portfolio
|
Q1 2025
Added 3.59%
|