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 601 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,343
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2025
Added 1583.63%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
37,333
shares
|
$4.4 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
37,084
shares
|
$4.37 Million
5.22% of portfolio
|
Q3 2025
Added 47.53%
|
|
|
Peak Financial Advisors LLC
|
Jan 12, 2026 Q4 2025 |
36,980
shares
|
$4.36 Million
2.85% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
36,954
shares
|
$4.35 Million
0.26% of portfolio
|
Q2 2025
Added 14.2%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
36,777
shares
|
$4.33 Million
0.08% of portfolio
|
Q3 2025
Added 60.84%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
36,604
shares
|
$4.31 Million
0.44% of portfolio
|
Q4 2025
Added 70.74%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
35,736
shares
|
$4.21 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
35,262
shares
|
$4.15 Million
0.78% of portfolio
|
Q3 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
34,772
shares
|
$4.1 Million
2.45% of portfolio
|
Q3 2025
Added 991.06%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
34,468
shares
|
$4.06 Million
0.99% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
33,622
shares
|
$3.96 Million
0.06% of portfolio
|
Q3 2025
Added 627.43%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
33,335
shares
|
$3.93 Million
0.02% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
32,926
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.15%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Nov 04, 2025 Q3 2025 |
32,799
shares
|
$3.86 Million
4.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
31,616
shares
|
$3.73 Million
0.02% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
31,069
shares
|
$3.66 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
30,647
shares
|
$3.61 Million
0.13% of portfolio
|
Q4 2025
Added 2.32%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
30,630
shares
|
$3.61 Million
0.19% of portfolio
|
Q3 2025
Reduced 2.75%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
30,254
shares
|
$3.56 Million
0.16% of portfolio
|
Q3 2025
Added 68.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
30,187
shares
|
$3.56 Million
2.23% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
29,961
shares
|
$3.53 Million
6.39% of portfolio
|
Q3 2025
Reduced 7.77%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
29,854
shares
|
$3.52 Million
0.91% of portfolio
|
Q3 2025
Added 25.6%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
29,290
shares
|
$3.45 Million
1.73% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
29,182
shares
|
$3.44 Million
1.12% of portfolio
|
Q3 2025
Reduced 6.7%
|
|