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 223 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
81,728
shares
|
$7.88 Million
0.27% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
80,900
shares
|
$7.8 Million
0.08% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$6.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
69,105
shares
|
$6.66 Million
3.62% of portfolio
|
Q3 2024
Added 1788.63%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
65,824
shares
|
$6.34 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,821
shares
|
$6.15 Million
0.01% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
61,357
shares
|
$5.91 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
58,286
shares
|
$5.62 Million
3.84% of portfolio
|
Q3 2024
Added 35.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$5.45 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
55,891
shares
|
$5.39 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
55,828
shares
|
$5.38 Million
0.59% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
55,340
shares
|
$5.33 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
53,569
shares
|
$5.16 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,676
shares
|
$4.98 Million
0.03% of portfolio
|
Q3 2024
Added 310.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,127
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
50,653
shares
|
$4.88 Million
0.0% of portfolio
|
Q3 2024
Added 850.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
50,214
shares
|
$4.84 Million
0.05% of portfolio
|
Q3 2024
Added 207.85%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
46,908
shares
|
$4.52 Million
1.13% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
45,868
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
44,937
shares
|
$4.33 Million
0.4% of portfolio
|
Q3 2024
Added 211.03%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
41,200
shares
|
$3.97 Million
0.94% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
40,832
shares
|
$3.93 Million
0.79% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
40,548
shares
|
$3.91 Million
2.79% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
39,311
shares
|
$3.79 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
37,696
shares
|
$3.63 Million
0.14% of portfolio
|
Q3 2024
New holding
|