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 |
|---|---|---|---|---|---|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
69,573
shares
|
$8.36 Million
1.09% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
68,672
shares
|
$8.26 Million
2.35% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
68,406
shares
|
$8.22 Million
2.14% of portfolio
|
Q2 2025
Added 62.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
67,517
shares
|
$8.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.48%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
66,653
shares
|
$8.01 Million
1.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
65,494
shares
|
$7.87 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
64,493
shares
|
$7.75 Million
0.88% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
62,728
shares
|
$7.54 Million
0.35% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
62,266
shares
|
$7.49 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
|
$7.36 Million
3.18% of portfolio
|
Q2 2025
Added 16.7%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
59,806
shares
|
$7.19 Million
1.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
59,654
shares
|
$7.17 Million
2.59% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
58,934
shares
|
$7.09 Million
5.02% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
58,800
shares
|
$7.07 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
58,448
shares
|
$7.03 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
55,825
shares
|
$6.71 Million
1.0% of portfolio
|
Q2 2025
Added 372.17%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
55,017
shares
|
$6.61 Million
0.25% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
53,909
shares
|
$6.48 Million
4.25% of portfolio
|
Q2 2025
Added 119.71%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
53,067
shares
|
$6.38 Million
0.17% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
52,919
shares
|
$6.36 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
52,387
shares
|
$6.3 Million
0.08% of portfolio
|
Q2 2025
Added 160.3%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
52,252
shares
|
$6.28 Million
0.05% of portfolio
|
Q2 2025
Added 21.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
52,231
shares
|
$6.28 Million
0.17% of portfolio
|
Q2 2025
Added 134.48%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,949
shares
|
$6.25 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.13%
|