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 199 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 $1.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
92,951
shares
|
$8.5 Million
0.01% of portfolio
|
Q2 2024
Added 221.55%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
90,039
shares
|
$8.23 Million
0.01% of portfolio
|
Q2 2024
Added 88.17%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
81,065
shares
|
$7.41 Million
0.27% of portfolio
|
Q2 2024
Added 29.82%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
79,735
shares
|
$7.29 Million
0.96% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
78,072
shares
|
$7.14 Million
0.08% of portfolio
|
Q2 2024
Added 43.47%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$6.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
65,824
shares
|
$6.02 Million
2.36% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,821
shares
|
$5.83 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
|
$5.61 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
58,286
shares
|
$5.33 Million
3.84% of portfolio
|
Q3 2024
Added 35.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
57,986
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2024
Added 40.21%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
56,909
shares
|
$5.2 Million
0.23% of portfolio
|
Q2 2024
Added 4706.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$5.17 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
55,828
shares
|
$5.1 Million
0.59% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
55,607
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.3%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
55,340
shares
|
$5.06 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
49,509
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2024
Added 58.28%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
46,908
shares
|
$4.29 Million
1.13% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
44,937
shares
|
$4.11 Million
0.4% of portfolio
|
Q3 2024
Added 211.03%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
41,200
shares
|
$3.77 Million
0.94% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
40,832
shares
|
$3.73 Million
0.79% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
40,548
shares
|
$3.71 Million
2.79% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
39,311
shares
|
$3.59 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
37,272
shares
|
$3.41 Million
1.74% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
34,480
shares
|
$3.15 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.7%
|