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 |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
106,496
shares
|
$12.8 Million
4.85% of portfolio
|
Q3 2025
Added 42.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
106,328
shares
|
$12.8 Million
0.27% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
105,820
shares
|
$12.7 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
101,206
shares
|
$12.2 Million
1.49% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
99,987
shares
|
$12 Million
7.55% of portfolio
|
Q2 2025
Added 446.97%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
98,070
shares
|
$11.8 Million
0.58% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
93,341
shares
|
$11.2 Million
2.53% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
91,800
shares
|
$11 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
91,770
shares
|
$11 Million
3.79% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
88,561
shares
|
$10.6 Million
0.27% of portfolio
|
Q2 2025
Added 411.29%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
85,500
shares
|
$10.3 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
84,728
shares
|
$10.2 Million
4.49% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
81,799
shares
|
$9.83 Million
6.63% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
80,634
shares
|
$9.69 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
80,248
shares
|
$9.65 Million
0.94% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
79,320
shares
|
$9.54 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
78,242
shares
|
$9.41 Million
3.25% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
76,100
shares
|
$9.15 Million
0.0% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,809
shares
|
$8.99 Million
0.19% of portfolio
|
Q3 2025
Added 112.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
74,686
shares
|
$8.98 Million
0.01% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
72,222
shares
|
$8.68 Million
3.3% of portfolio
|
Q3 2025
Added 99.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$8.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
70,077
shares
|
$8.43 Million
1.11% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
69,853
shares
|
$8.4 Million
0.01% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
69,651
shares
|
$8.37 Million
3.79% of portfolio
|
Q2 2025
Added 8992.82%
|