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 515 institutions that hold shares in the stock, with a total of 55.2 Million shares, which have been reported (via 13F filing form) to have a value of $6.63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
154,539
shares
|
$18.6 Million
0.25% of portfolio
|
Q2 2025
Added 829.84%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
154,183
shares
|
$18.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
153,358
shares
|
$18.4 Million
0.1% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
150,764
shares
|
$18.1 Million
1.54% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
150,056
shares
|
$18 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
149,642
shares
|
$18 Million
0.84% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
146,839
shares
|
$17.7 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
141,338
shares
|
$17 Million
2.51% of portfolio
|
Q2 2025
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Jul 17, 2025 Q2 2025 |
138,176
shares
|
$16.6 Million
12.91% of portfolio
|
Q2 2025
Added 1350.51%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
137,743
shares
|
$16.6 Million
7.1% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
137,273
shares
|
$16.5 Million
0.13% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
136,330
shares
|
$16.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 66.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
135,238
shares
|
$16.3 Million
0.29% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
130,195
shares
|
$15.7 Million
0.18% of portfolio
|
Q2 2025
Added 694.79%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
124,805
shares
|
$15 Million
0.42% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jul 21, 2025 Q2 2025 |
123,761
shares
|
$14.9 Million
8.82% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
121,504
shares
|
$14.6 Million
1.38% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
121,171
shares
|
$14.6 Million
0.4% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
120,670
shares
|
$14.5 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
119,871
shares
|
$14.4 Million
6.18% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
115,414
shares
|
$13.9 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
113,569
shares
|
$13.7 Million
5.93% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
112,714
shares
|
$13.6 Million
0.35% of portfolio
|
Q2 2025
Added 29.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
108,008
shares
|
$13 Million
0.07% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
106,652
shares
|
$12.8 Million
0.66% of portfolio
|
Q2 2025
Reduced 14.26%
|