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 517 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,144
shares
|
$137,543
0.01% of portfolio
|
Q3 2025
Added 116.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
1,094
shares
|
$131,531
0.29% of portfolio
|
Q3 2025
Reduced 80.03%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$127,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
958
shares
|
$115,180
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
771
shares
|
$92,697
0.0% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
692
shares
|
$83,199
0.02% of portfolio
|
Q3 2025
Added 95.48%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
682
shares
|
$81,996
0.06% of portfolio
|
Q2 2025
Reduced 39.91%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
641
shares
|
$77,067
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
586
shares
|
$70,454
0.05% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
586
shares
|
$70,454
0.05% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$68,410
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
496
shares
|
$59,634
0.01% of portfolio
|
Q2 2025
Added 61.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
430
shares
|
$51,698
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
400
shares
|
$48,092
0.02% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
370
shares
|
$44,485
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$36,670
0.0% of portfolio
|
Q3 2025
Added 117.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
304
shares
|
$36,549
0.01% of portfolio
|
Q2 2025
Added 237.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
280
shares
|
$33,664
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
265
shares
|
$31,860
0.0% of portfolio
|
Q2 2025
Added 99.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
260
shares
|
$31,259
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belvedere Trading LLC
|
Oct 27, 2025 Q3 2025 |
255
shares
|
$30,658
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
235
shares
|
$28,254
0.0% of portfolio
|
Q2 2025
New holding
|