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 349 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
162,991
shares
|
$15 Million
0.05% of portfolio
|
Q4 2024
Added 63.57%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
159,163
shares
|
$14.7 Million
2.33% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
153,321
shares
|
$14.1 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
151,274
shares
|
$13.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
139,833
shares
|
$12.9 Million
10.56% of portfolio
|
Q4 2024
Added 13.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
127,131
shares
|
$11.7 Million
0.4% of portfolio
|
Q4 2024
Added 5427.43%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
126,878
shares
|
$11.7 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
124,189
shares
|
$11.4 Million
0.0% of portfolio
|
Q4 2024
Added 707.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
115,222
shares
|
$10.6 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
107,731
shares
|
$9.93 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.32%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
107,396
shares
|
$9.9 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
105,118
shares
|
$9.69 Million
4.96% of portfolio
|
Q4 2024
Reduced 13.5%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
103,390
shares
|
$9.53 Million
0.06% of portfolio
|
Q4 2024
Added 302.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
94,055
shares
|
$8.67 Million
0.02% of portfolio
|
Q4 2024
Added 549.87%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
83,355
shares
|
$7.68 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
82,544
shares
|
$7.61 Million
0.08% of portfolio
|
Q4 2024
Added 64.38%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
79,114
shares
|
$7.29 Million
4.1% of portfolio
|
Q4 2024
Added 14.48%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
76,252
shares
|
$7.03 Million
0.07% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
71,934
shares
|
$6.63 Million
0.78% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$6.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
69,142
shares
|
$6.37 Million
5.36% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
68,801
shares
|
$6.34 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
64,304
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Added 473.12%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
63,953
shares
|
$5.9 Million
0.61% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
63,838
shares
|
$5.89 Million
0.35% of portfolio
|
Q4 2024
New holding
|