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 601 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
4,806
shares
|
$566,290
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 20, 2026 Q4 2025 |
4,714
shares
|
$555,450
0.43% of portfolio
|
Q4 2025
Reduced 45.46%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
4,694
shares
|
$553,094
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,689
shares
|
$552,504
0.05% of portfolio
|
Q3 2025
Added 26.08%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,641
shares
|
$546,849
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,636
shares
|
$546,259
0.0% of portfolio
|
Q3 2025
Added 76.61%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,634
shares
|
$546,024
0.03% of portfolio
|
Q3 2025
Added 256.19%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
4,627
shares
|
$545,199
0.14% of portfolio
|
Q4 2025
Added 18.58%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
4,508
shares
|
$531,177
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
4,506
shares
|
$530,941
0.16% of portfolio
|
Q3 2025
Added 11.53%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
4,496
shares
|
$529,763
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Nov 03, 2025 Q3 2025 |
4,481
shares
|
$527,996
0.18% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
4,457
shares
|
$525,168
0.37% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
4,380
shares
|
$516,095
0.11% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
4,329
shares
|
$510,086
0.0% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Sheets Smith Wealth Management
|
Jan 20, 2026 Q4 2025 |
4,276
shares
|
$503,841
0.06% of portfolio
|
Q4 2025
Reduced 1.97%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
4,203
shares
|
$495,239
0.12% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,177
shares
|
$492,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
4,129
shares
|
$486,520
0.01% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
4,125
shares
|
$486,048
0.13% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
4,124
shares
|
$485,930
0.01% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
4,059
shares
|
$478,271
0.19% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,984
shares
|
$469,434
0.14% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
3,969
shares
|
$467,667
0.16% of portfolio
|
Q4 2025
Added 143.8%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
3,903
shares
|
$459,890
0.05% of portfolio
|
Q4 2025
Reduced 80.19%
|
|