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 609 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
6,259
shares
|
$737,497
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
6,256
shares
|
$737,144
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
6,166
shares
|
$726,539
0.04% of portfolio
|
Q4 2025
Added 543.63%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
6,147
shares
|
$724,301
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,094
shares
|
$718,056
0.1% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
5,992
shares
|
$706,037
0.48% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,986
shares
|
$705,330
0.29% of portfolio
|
Q3 2025
Reduced 24.5%
|
|
|
Robinhood Asset Management, LLC
Menlo Park, CA |
Jan 21, 2026 Q4 2025 |
5,984
shares
|
$705,094
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
5,940
shares
|
$699,910
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 16, 2026 Q4 2025 |
5,927
shares
|
$698,378
0.43% of portfolio
|
Q4 2025
Added 57.01%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
5,697
shares
|
$671,277
0.59% of portfolio
|
Q4 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,628
shares
|
$663,147
0.03% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,601
shares
|
$659,965
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
5,553
shares
|
$654,309
0.06% of portfolio
|
Q4 2025
Added 13.21%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,530
shares
|
$651,599
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,518
shares
|
$650,185
0.0% of portfolio
|
Q3 2025
Added 93.0%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
5,450
shares
|
$642,173
0.1% of portfolio
|
Q4 2025
Added 19.13%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,395
shares
|
$635,692
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
5,379
shares
|
$633,807
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,376
shares
|
$633,454
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,204
shares
|
$613,187
0.17% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,181
shares
|
$610,477
0.0% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
5,160
shares
|
$608,002
0.03% of portfolio
|
Q4 2025
Added 351.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
5,027
shares
|
$592,331
0.07% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
4,966
shares
|
$585,143
0.13% of portfolio
|
Q3 2025
Reduced 29.01%
|
|