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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
29,153
shares
|
$3.51 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
|
$3.5 Million
1.72% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
28,834
shares
|
$3.47 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
|
$3.43 Million
0.67% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
28,350
shares
|
$3.41 Million
0.01% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
28,108
shares
|
$3.38 Million
0.6% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
27,717
shares
|
$3.33 Million
0.13% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
27,686
shares
|
$3.33 Million
2.59% of portfolio
|
Q3 2025
Added 30.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
27,375
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
27,220
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
27,134
shares
|
$3.26 Million
1.45% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
27,026
shares
|
$3.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.21%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
26,507
shares
|
$3.19 Million
2.62% of portfolio
|
Q2 2025
Added 32.57%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
26,370
shares
|
$3.17 Million
1.86% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
26,298
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
25,994
shares
|
$3.13 Million
4.93% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
25,965
shares
|
$3.12 Million
1.44% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
25,918
shares
|
$3.12 Million
0.26% of portfolio
|
Q3 2025
Reduced 21.82%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
25,734
shares
|
$3.09 Million
0.0% of portfolio
|
Q2 2025
Added 7.05%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,434
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
25,142
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Added 57.22%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
25,030
shares
|
$3.01 Million
2.69% of portfolio
|
Q2 2025
Added 5.13%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
24,983
shares
|
$3 Million
1.47% of portfolio
|
Q2 2025
Reduced 36.02%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
24,644
shares
|
$2.96 Million
0.54% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Orser Capital Management, LLC
|
Oct 07, 2025 Q3 2025 |
24,555
shares
|
$2.95 Million
1.69% of portfolio
|
Q3 2025
Reduced 6.22%
|