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 |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
60,625
shares
|
$7.1 Million
0.8% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
60,206
shares
|
$7.06 Million
0.18% of portfolio
|
Q2 2025
Added 203.86%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
59,654
shares
|
$6.99 Million
2.59% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Jackson Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
58,760
shares
|
$6.89 Million
1.02% of portfolio
|
Q2 2025
Added 147.42%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
58,448
shares
|
$6.85 Million
2.07% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
56,650
shares
|
$6.64 Million
4.68% of portfolio
|
Q2 2025
Added 36.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$6.62 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
55,825
shares
|
$6.54 Million
1.0% of portfolio
|
Q2 2025
Added 372.17%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
55,017
shares
|
$6.45 Million
0.25% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
53,909
shares
|
$6.32 Million
4.25% of portfolio
|
Q2 2025
Added 119.71%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
53,600
shares
|
$6.28 Million
1.95% of portfolio
|
Q2 2025
New holding
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
53,166
shares
|
$6.23 Million
1.14% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
52,919
shares
|
$6.2 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
52,387
shares
|
$6.14 Million
0.08% of portfolio
|
Q2 2025
Added 160.3%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
52,252
shares
|
$6.12 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
|
$6.12 Million
0.17% of portfolio
|
Q2 2025
Added 134.48%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,949
shares
|
$6.09 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
51,945
shares
|
$6.09 Million
0.5% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
50,958
shares
|
$5.97 Million
0.85% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,889
shares
|
$5.96 Million
0.24% of portfolio
|
Q2 2025
Added 583.35%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
49,886
shares
|
$5.85 Million
0.14% of portfolio
|
Q2 2025
Added 26.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
49,744
shares
|
$5.83 Million
0.03% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
48,769
shares
|
$5.72 Million
0.22% of portfolio
|
Q2 2025
Added 753.5%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
48,259
shares
|
$5.66 Million
1.29% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Aug 12, 2025 Q2 2025 |
47,430
shares
|
$5.56 Million
4.1% of portfolio
|
Q2 2025
Added 20.23%
|