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 |
|---|---|---|---|---|---|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
7,904
shares
|
$950,297
0.18% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
7,808
shares
|
$938,755
0.16% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Aug 11, 2025 Q2 2025 |
7,492
shares
|
$900,763
0.72% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
7,410
shares
|
$890,904
0.92% of portfolio
|
Q3 2025
Added 468.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,357
shares
|
$884,532
0.07% of portfolio
|
Q2 2025
Added 555.12%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
7,333
shares
|
$881,646
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
7,097
shares
|
$853,272
0.26% of portfolio
|
Q3 2025
Reduced 73.35%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
7,084
shares
|
$851,709
0.07% of portfolio
|
Q2 2025
Added 37.58%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,954
shares
|
$836,079
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,905
shares
|
$830,188
0.49% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
6,821
shares
|
$820,088
0.1% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
6,804
shares
|
$818,044
0.07% of portfolio
|
Q3 2025
Added 43.0%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
6,596
shares
|
$793,037
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
6,596
shares
|
$793,037
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
6,480
shares
|
$779,090
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
6,480
shares
|
$779,090
0.55% of portfolio
|
Q2 2025
Added 41.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
6,469
shares
|
$777,767
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
6,370
shares
|
$765,865
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
6,323
shares
|
$760,214
0.42% of portfolio
|
Q2 2025
Added 49.13%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,276
shares
|
$754,563
0.43% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,267
shares
|
$753,481
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
6,256
shares
|
$752,158
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,229
shares
|
$748,912
0.3% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
6,147
shares
|
$739,053
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,061
shares
|
$728,714
0.22% of portfolio
|
Q3 2025
New holding
|