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 609 institutions that hold shares in the stock, with a total of 58.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,711
shares
|
$319,437
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,702
shares
|
$318,376
0.03% of portfolio
|
Q4 2025
Added 63.26%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
2,697
shares
|
$317,787
0.17% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
2,660
shares
|
$313,427
0.03% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
2,657
shares
|
$313,074
0.15% of portfolio
|
Q4 2025
Reduced 55.78%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,637
shares
|
$310,717
0.12% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 26, 2025 Q3 2025 |
2,634
shares
|
$310,364
0.17% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jan 16, 2026 Q4 2025 |
2,629
shares
|
$309,775
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
2,629
shares
|
$309,775
0.21% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
2,579
shares
|
$303,883
0.14% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Bam Wealth Management, LLC
Lakewood, CO |
Jan 20, 2026 Q4 2025 |
2,511
shares
|
$295,871
0.22% of portfolio
|
Q4 2025
Added 33.07%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,507
shares
|
$295,399
0.18% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
2,494
shares
|
$293,868
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
2,475
shares
|
$291,629
0.11% of portfolio
|
Q4 2025
Added 126.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,434
shares
|
$286,798
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
2,432
shares
|
$286,562
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,414
shares
|
$284,441
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,354
shares
|
$277,371
0.0% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2,334
shares
|
$275,015
0.05% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
2,298
shares
|
$270,773
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
2,288
shares
|
$269,595
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
2,258
shares
|
$266,060
0.14% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
2,225
shares
|
$262,171
0.04% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
2,175
shares
|
$256,280
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
2,173
shares
|
$256,044
0.06% of portfolio
|
Q3 2025
New holding
|
|