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 184 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2024 Q2 2024 |
13,429
shares
|
$1.2 Million
1.43% of portfolio
|
Q2 2024
New holding
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
12,899
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2024
Added 61.04%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
12,595
shares
|
$1.12 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,578
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
Added 121.4%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,212
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2024
Added 156.23%
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
12,115
shares
|
$1.08 Million
0.52% of portfolio
|
Q2 2024
New holding
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
11,520
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
11,380
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2024
Added 18.59%
|
|
Jackson Wealth Management, LLC
|
Jul 01, 2024 Q2 2024 |
11,265
shares
|
$1 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Weaver Consulting Group
|
Jul 12, 2024 Q2 2024 |
10,695
shares
|
$952,710
0.35% of portfolio
|
Q2 2024
Added 14.41%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
10,427
shares
|
$928,837
0.21% of portfolio
|
Q2 2024
New holding
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
10,410
shares
|
$927,322
0.25% of portfolio
|
Q2 2024
Added 70.1%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
10,208
shares
|
$909,328
0.03% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
9,973
shares
|
$888,394
0.05% of portfolio
|
Q2 2024
Added 78.79%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
9,914
shares
|
$883,139
0.01% of portfolio
|
Q2 2024
Added 30.88%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,764
shares
|
$869,777
0.0% of portfolio
|
Q2 2024
Reduced 68.57%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
9,458
shares
|
$842,518
0.0% of portfolio
|
Q2 2024
Added 106.42%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
9,456
shares
|
$842,340
0.06% of portfolio
|
Q2 2024
New holding
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
9,271
shares
|
$825,860
0.34% of portfolio
|
Q2 2024
Added 49.32%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
9,190
shares
|
$818,645
0.09% of portfolio
|
Q2 2024
Reduced 69.26%
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
9,170
shares
|
$816,863
0.01% of portfolio
|
Q2 2024
Added 71.63%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
8,612
shares
|
$767,156
0.01% of portfolio
|
Q2 2024
New holding
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
8,214
shares
|
$731,703
0.05% of portfolio
|
Q2 2024
Added 36.67%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
7,857
shares
|
$699,901
0.06% of portfolio
|
Q2 2024
Added 49.8%
|
|
Belvedere Trading LLC
|
Aug 09, 2024 Q2 2024 |
7,645
shares
|
$681,016
0.0% of portfolio
|
Q2 2024
New holding
|