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 |
|---|---|---|---|---|---|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
91,800
shares
|
$10.8 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
88,561
shares
|
$10.4 Million
0.27% of portfolio
|
Q2 2025
Added 411.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
83,168
shares
|
$9.75 Million
0.22% of portfolio
|
Q2 2025
Added 16.8%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
81,799
shares
|
$9.59 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
|
$9.45 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
80,248
shares
|
$9.4 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
|
$9.3 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
78,242
shares
|
$9.17 Million
3.25% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
76,100
shares
|
$8.92 Million
0.0% of portfolio
|
Q2 2025
Added 43.92%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
74,796
shares
|
$8.77 Million
4.24% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
74,686
shares
|
$8.75 Million
0.01% of portfolio
|
Q2 2025
Added 15.39%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
73,986
shares
|
$8.67 Million
2.89% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
72,492
shares
|
$8.5 Million
1.89% of portfolio
|
Q2 2025
Added 95.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$8.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
69,853
shares
|
$8.19 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
|
$8.16 Million
3.79% of portfolio
|
Q2 2025
Added 8992.82%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
68,406
shares
|
$8.02 Million
2.14% of portfolio
|
Q2 2025
Added 62.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
67,517
shares
|
$7.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.48%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
67,427
shares
|
$7.9 Million
3.61% of portfolio
|
Q2 2025
Added 8.4%
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
66,581
shares
|
$7.8 Million
1.37% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
65,494
shares
|
$7.68 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
64,509
shares
|
$7.56 Million
1.05% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
62,728
shares
|
$7.35 Million
0.35% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
62,266
shares
|
$7.3 Million
1.17% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
61,221
shares
|
$7.17 Million
3.18% of portfolio
|
Q2 2025
Added 16.7%
|