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 223 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
6,147
shares
|
$592,386
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
6,079
shares
|
$585,833
0.04% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
6,040
shares
|
$582,074
0.08% of portfolio
|
Q3 2024
Reduced 79.29%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,988
shares
|
$577,063
0.0% of portfolio
|
Q3 2024
Reduced 18.49%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
5,988
shares
|
$577,063
0.08% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
5,920
shares
|
$570,510
0.14% of portfolio
|
Q3 2024
Reduced 43.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,781
shares
|
$557,114
0.0% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
5,706
shares
|
$549,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
5,628
shares
|
$542,370
0.0% of portfolio
|
Q3 2024
Reduced 96.62%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
5,601
shares
|
$539,768
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
5,585
shares
|
$538,226
0.18% of portfolio
|
Q3 2024
Reduced 87.9%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,342
shares
|
$514,808
0.02% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 10, 2024 Q3 2024 |
5,271
shares
|
$507,966
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,254
shares
|
$506,327
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
5,153
shares
|
$496,594
0.02% of portfolio
|
Q3 2024
Reduced 98.29%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
5,075
shares
|
$489,077
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
4,984
shares
|
$480,308
0.01% of portfolio
|
Q3 2024
Reduced 19.3%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,785
shares
|
$461,130
0.06% of portfolio
|
Q3 2024
Added 52.39%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
4,748
shares
|
$457,564
0.14% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,702
shares
|
$453,131
0.01% of portfolio
|
Q3 2024
Added 50.42%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
4,283
shares
|
$412,752
0.02% of portfolio
|
Q3 2024
Reduced 40.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,218
shares
|
$406,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,198
shares
|
$404,561
0.14% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$394,442
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$385,480
0.03% of portfolio
|
Q3 2024
New holding
|