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 |
|---|---|---|---|---|---|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
51,655
shares
|
$6.21 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jul 17, 2025 Q2 2025 |
50,958
shares
|
$6.13 Million
0.85% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
50,889
shares
|
$6.12 Million
0.24% of portfolio
|
Q2 2025
Added 583.35%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
50,721
shares
|
$6.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
49,744
shares
|
$5.98 Million
0.03% of portfolio
|
Q2 2025
Added 11.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
48,952
shares
|
$5.89 Million
0.18% of portfolio
|
Q3 2025
Added 199.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
48,769
shares
|
$5.86 Million
0.22% of portfolio
|
Q2 2025
Added 753.5%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
48,259
shares
|
$5.8 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
|
$5.7 Million
4.1% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
47,367
shares
|
$5.69 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,229
shares
|
$5.68 Million
0.03% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2025 Q3 2025 |
46,997
shares
|
$5.65 Million
2.81% of portfolio
|
Q3 2025
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 21, 2025 Q2 2025 |
46,710
shares
|
$5.62 Million
1.06% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
46,313
shares
|
$5.57 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
46,175
shares
|
$5.55 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
45,666
shares
|
$5.49 Million
2.61% of portfolio
|
Q2 2025
Added 8.7%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
45,259
shares
|
$5.44 Million
0.17% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
43,765
shares
|
$5.26 Million
0.06% of portfolio
|
Q3 2025
Added 35.54%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
43,073
shares
|
$5.18 Million
0.21% of portfolio
|
Q2 2025
Added 203.27%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
42,388
shares
|
$5.1 Million
1.64% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
42,228
shares
|
$5.08 Million
0.12% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
41,412
shares
|
$4.98 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
41,341
shares
|
$4.97 Million
0.3% of portfolio
|
Q3 2025
Added 50.09%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
41,202
shares
|
$4.95 Million
1.45% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
41,200
shares
|
$4.95 Million
1.07% of portfolio
|
Q3 2023
Reduced 4.96%
|