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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
29,143
shares
|
$3.43 Million
0.59% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jan 12, 2026 Q4 2025 |
29,011
shares
|
$3.42 Million
0.92% of portfolio
|
Q4 2025
Added 66.62%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
28,855
shares
|
$3.4 Million
0.67% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
28,650
shares
|
$3.38 Million
1.84% of portfolio
|
Q3 2025
Added 8.65%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
28,464
shares
|
$3.35 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Nov 03, 2025 Q3 2025 |
28,120
shares
|
$3.31 Million
2.77% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
28,076
shares
|
$3.31 Million
0.04% of portfolio
|
Q3 2025
Added 65.49%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 10, 2025 Q3 2025 |
27,927
shares
|
$3.29 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
27,869
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
27,686
shares
|
$3.26 Million
2.59% of portfolio
|
Q3 2025
Added 30.29%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
27,675
shares
|
$3.26 Million
0.02% of portfolio
|
Q3 2025
Added 32.6%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
26,609
shares
|
$3.14 Million
0.01% of portfolio
|
Q3 2025
Added 24.66%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
26,518
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2025
Added 563.78%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
26,482
shares
|
$3.12 Million
0.37% of portfolio
|
Q4 2025
Added 122.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
26,153
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26,102
shares
|
$3.08 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
25,842
shares
|
$3.04 Million
5.13% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
25,434
shares
|
$3 Million
0.02% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
25,352
shares
|
$2.99 Million
2.57% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
25,208
shares
|
$2.97 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
25,169
shares
|
$2.97 Million
0.13% of portfolio
|
Q3 2025
Added 44.65%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
24,921
shares
|
$2.94 Million
0.08% of portfolio
|
Q3 2025
Added 61.42%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
24,757
shares
|
$2.92 Million
1.48% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
24,627
shares
|
$2.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 60.74%
|
|
|
Orser Capital Management, LLC
|
Jan 12, 2026 Q4 2025 |
24,555
shares
|
$2.89 Million
1.76% of portfolio
|
Q3 2025
Reduced 6.22%
|
|