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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
34,946
shares
|
$4.1 Million
0.33% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
34,106
shares
|
$4 Million
2.54% of portfolio
|
Q2 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
33,152
shares
|
$3.89 Million
0.33% of portfolio
|
Q2 2025
Added 504.3%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
32,485
shares
|
$3.81 Million
7.12% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
32,290
shares
|
$3.78 Million
0.04% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
31,836
shares
|
$3.73 Million
0.44% of portfolio
|
Q2 2025
Added 63572.0%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
31,818
shares
|
$3.73 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
31,304
shares
|
$3.67 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
31,278
shares
|
$3.67 Million
1.28% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
29,386
shares
|
$3.44 Million
0.13% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
29,364
shares
|
$3.44 Million
1.52% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
29,153
shares
|
$3.42 Million
0.32% of portfolio
|
Q2 2025
Added 231.43%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
29,129
shares
|
$3.41 Million
1.72% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
28,844
shares
|
$3.38 Million
0.2% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
28,834
shares
|
$3.38 Million
1.18% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
28,543
shares
|
$3.34 Million
0.67% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
28,350
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
28,108
shares
|
$3.29 Million
0.6% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
27,545
shares
|
$3.23 Million
0.24% of portfolio
|
Q1 2025
Reduced 47.74%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,375
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
27,220
shares
|
$3.19 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,026
shares
|
$3.17 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jul 17, 2025 Q2 2025 |
26,633
shares
|
$3.12 Million
1.0% of portfolio
|
Q2 2025
Added 52.23%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jul 14, 2025 Q2 2025 |
26,627
shares
|
$3.12 Million
1.57% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
26,507
shares
|
$3.11 Million
2.62% of portfolio
|
Q2 2025
Added 32.57%
|