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 421 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $4.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,718
shares
|
$190,251
0.49% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,642
shares
|
$181,835
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$171,204
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,483
shares
|
$164,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,444
shares
|
$159,908
0.0% of portfolio
|
Q1 2025
Added 226.7%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,433
shares
|
$158,690
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,240
shares
|
$137,317
0.05% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,216
shares
|
$134,659
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,192
shares
|
$132,002
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$125,689
0.08% of portfolio
|
Q1 2025
Added 50.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,123
shares
|
$124,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,005
shares
|
$111,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
963
shares
|
$106,642
0.07% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
956
shares
|
$105,867
0.01% of portfolio
|
Q2 2025
Reduced 26.69%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
842
shares
|
$93,243
0.03% of portfolio
|
Q4 2024
Added 607.56%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
827
shares
|
$91,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
826
shares
|
$91,471
0.0% of portfolio
|
Q1 2025
Added 226.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
803
shares
|
$88,924
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
791
shares
|
$87,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$85,823
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
766
shares
|
$84,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
650
shares
|
$71,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
641
shares
|
$70,984
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
640
shares
|
$70,873
0.05% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$63,011
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|