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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,451
shares
|
$535,143
0.02% of portfolio
|
Q2 2025
Added 41.26%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
4,408
shares
|
$529,973
0.01% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
4,403
shares
|
$529,372
0.39% of portfolio
|
Q2 2025
Added 37.85%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,395
shares
|
$528,410
0.03% of portfolio
|
Q2 2025
Added 39.35%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
4,379
shares
|
$526,487
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
4,362
shares
|
$524,443
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,313
shares
|
$518,551
0.34% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
4,254
shares
|
$511,458
0.12% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,177
shares
|
$502,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,125
shares
|
$495,948
0.13% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
4,117
shares
|
$494,986
0.5% of portfolio
|
Q2 2025
Added 88.94%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,040
shares
|
$485,729
0.17% of portfolio
|
Q2 2025
Added 48.64%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
4,037
shares
|
$485,368
0.19% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,998
shares
|
$480,679
0.04% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
3,995
shares
|
$480,318
0.0% of portfolio
|
Q2 2025
Reduced 93.55%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
3,902
shares
|
$469,137
0.12% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Financial Architects, LLC
Woodstock, GA |
Oct 20, 2025 Q3 2025 |
3,900
shares
|
$468,897
0.27% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Ellenbecker Investment Group
|
Oct 14, 2025 Q3 2025 |
3,819
shares
|
$459,158
0.07% of portfolio
|
Q3 2025
Added 91.62%
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
Aug 01, 2025 Q2 2025 |
3,819
shares
|
$459,158
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 24, 2025 Q3 2025 |
3,775
shares
|
$453,868
0.28% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
3,759
shares
|
$451,944
0.13% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
3,680
shares
|
$442,446
0.1% of portfolio
|
Q3 2025
Added 145.33%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
3,524
shares
|
$423,690
0.16% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,496
shares
|
$420,324
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
3,494
shares
|
$420,083
0.0% of portfolio
|
Q3 2025
New holding
|