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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
2,032
shares
|
$244,307
0.05% of portfolio
|
Q2 2025
Reduced 6.36%
|
|
|
City Center Advisors, LLC
Troy, MI |
Oct 06, 2025 Q3 2025 |
2,031
shares
|
$244,187
0.24% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,027
shares
|
$243,706
0.58% of portfolio
|
Q2 2025
Added 17.99%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
1,987
shares
|
$238,897
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Money Group LLC
|
Aug 06, 2025 Q2 2025 |
1,946
shares
|
$233,967
0.2% of portfolio
|
Q2 2025
Reduced 63.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
1,902
shares
|
$228,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Oct 23, 2025 Q3 2025 |
1,890
shares
|
$227,234
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,881
shares
|
$226,152
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
1,867
shares
|
$224,469
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
1,855
shares
|
$223,026
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 12, 2025 Q2 2025 |
1,851
shares
|
$222,545
2.35% of portfolio
|
Q2 2025
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
1,845
shares
|
$221,824
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
1,836
shares
|
$220,742
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,658
shares
|
$199,341
0.07% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
1,628
shares
|
$195,734
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$185,875
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,471
shares
|
$176,858
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,433
shares
|
$172,289
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
1,373
shares
|
$165,075
0.1% of portfolio
|
Q2 2025
Added 42.58%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
1,301
shares
|
$156,419
0.01% of portfolio
|
Q2 2025
Added 9.14%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
1,216
shares
|
$146,199
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,203
shares
|
$144,636
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,186
shares
|
$142,592
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,166
shares
|
$140,188
0.0% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
1,155
shares
|
$138,865
0.01% of portfolio
|
Q3 2025
New holding
|