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 484 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
152,214
shares
|
$17.8 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
148,375
shares
|
$17.4 Million
1.66% of portfolio
|
Q2 2025
New holding
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
141,338
shares
|
$16.6 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
138,176
shares
|
$16.2 Million
12.91% of portfolio
|
Q2 2025
Added 1350.51%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
136,473
shares
|
$16 Million
5.99% of portfolio
|
Q2 2025
Added 186.56%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
136,330
shares
|
$16 Million
0.59% of portfolio
|
Q2 2025
Reduced 66.88%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
135,739
shares
|
$15.9 Million
0.75% of portfolio
|
Q2 2025
Reduced 64.37%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
135,238
shares
|
$15.8 Million
0.29% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
131,514
shares
|
$15.4 Million
6.74% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
130,195
shares
|
$15.3 Million
0.18% of portfolio
|
Q2 2025
Added 694.79%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
128,364
shares
|
$15 Million
0.49% of portfolio
|
Q2 2025
Added 43.5%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
124,805
shares
|
$14.6 Million
0.42% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
123,761
shares
|
$14.5 Million
8.82% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
121,605
shares
|
$14.3 Million
2.25% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
121,584
shares
|
$14.2 Million
2.2% of portfolio
|
Q2 2025
Reduced 47.68%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
121,504
shares
|
$14.2 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
121,171
shares
|
$14.2 Million
0.4% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
113,569
shares
|
$13.3 Million
5.93% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
112,714
shares
|
$13.2 Million
0.35% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
108,008
shares
|
$12.7 Million
0.07% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
106,652
shares
|
$12.5 Million
0.66% of portfolio
|
Q2 2025
Reduced 14.26%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
106,381
shares
|
$12.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
105,820
shares
|
$12.4 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
99,987
shares
|
$11.7 Million
7.55% of portfolio
|
Q2 2025
Added 446.97%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
98,070
shares
|
$11.5 Million
0.58% of portfolio
|
Q2 2025
Added 1.21%
|