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 349 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $2.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
15,663
shares
|
$1.44 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
15,393
shares
|
$1.42 Million
1.01% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
15,123
shares
|
$1.39 Million
0.34% of portfolio
|
Q4 2024
Added 311.06%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
15,080
shares
|
$1.39 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
15,052
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Added 31.22%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
15,045
shares
|
$1.39 Million
0.74% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
14,893
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
14,733
shares
|
$1.36 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
14,727
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Added 145.94%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
14,131
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.62%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
14,115
shares
|
$1.3 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
13,751
shares
|
$1.27 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
13,657
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
13,546
shares
|
$1.25 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,406
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 106.53%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
13,351
shares
|
$1.23 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
13,340
shares
|
$1.23 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
13,256
shares
|
$1.22 Million
0.11% of portfolio
|
Q4 2024
Added 79.26%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
12,884
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 22.65%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
12,563
shares
|
$1.16 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
12,198
shares
|
$1.12 Million
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
12,127
shares
|
$1.12 Million
0.09% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
11,856
shares
|
$1.09 Million
0.62% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
11,198
shares
|
$1.03 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,145
shares
|
$1.03 Million
0.36% of portfolio
|
Q4 2024
Added 1.86%
|