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 |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
61,705
shares
|
$5.69 Million
3.83% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
60,589
shares
|
$5.59 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
60,379
shares
|
$5.57 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,963
shares
|
$5.53 Million
0.04% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
57,587
shares
|
$5.31 Million
0.01% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
57,272
shares
|
$5.28 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
56,404
shares
|
$5.2 Million
0.19% of portfolio
|
Q4 2024
Reduced 30.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
55,797
shares
|
$5.14 Million
0.18% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
54,631
shares
|
$5.04 Million
1.95% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
54,292
shares
|
$5.01 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
54,241
shares
|
$5 Million
0.01% of portfolio
|
Q4 2024
Added 67.27%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
52,977
shares
|
$4.88 Million
1.43% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
52,873
shares
|
$4.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
52,627
shares
|
$4.85 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
52,567
shares
|
$4.85 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
52,047
shares
|
$4.8 Million
3.25% of portfolio
|
Q4 2024
Added 28.36%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,949
shares
|
$4.79 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
51,070
shares
|
$4.71 Million
0.01% of portfolio
|
Q4 2024
Added 41.83%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
50,971
shares
|
$4.7 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
50,633
shares
|
$4.67 Million
2.59% of portfolio
|
Q4 2024
Added 76.96%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
48,134
shares
|
$4.44 Million
1.2% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
48,043
shares
|
$4.43 Million
0.0% of portfolio
|
Q4 2024
Added 1372.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,229
shares
|
$4.35 Million
0.03% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
46,479
shares
|
$4.28 Million
0.34% of portfolio
|
Q4 2024
New holding
|