Purchases and Sales Made in Q1 2025 in 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) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.77M+ 41.71% |
$162M - $183M
|
6.01M
$645M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.4M+ 64.28% |
$129M - $145M
|
3.58M
$384M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
878K+ 201.93% |
$80.6M - $90.7M
|
1.31M
$141M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
492K+ 396.31% |
$45.2M - $50.8M
|
616K
$66.1M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
440K+ 35.39% |
$40.4M - $45.4M
|
1.68M
$180M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
402K+ 27.8% |
$36.9M - $41.5M
|
1.85M
$198M
|
|
|
May 09, 2025
Q1 2025
|
Planning Alternatives LTD
|
BUY
|
- |
357KNew |
$32.8M - $36.9M
|
357K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
348K+ 191.51% |
$31.9M - $35.9M
|
530K
$56.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340K+ 177.88% |
$31.2M - $35.1M
|
531K
$56.9M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
253K+ 83.99% |
$23.2M - $26.2M
|
555K
$59.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
243K+ 1414.55% |
$22.3M - $25.1M
|
260K
$27.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
236K+ 49.56% |
$21.7M - $24.4M
|
713K
$76.4M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
232KNew |
$21.3M - $24M
|
232K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
226K+ 274.3% |
$20.8M - $23.4M
|
309K
$33.1M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
221KNew |
$20.3M - $22.9M
|
221K
$23.7M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
211K+ 886.44% |
$19.4M - $21.8M
|
235K
$25.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
204KNew |
$18.7M - $21.1M
|
204K
$21.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
187K+ 30.57% |
$17.2M - $19.3M
|
798K
$85.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
175K+ 115.7% |
$16.1M - $18.1M
|
326K
$35M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 267.68% |
$15.8M - $17.8M
|
236K
$25.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
146K+ 31.59% |
$13.4M - $15.1M
|
609K
$65.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
141KNew |
$12.9M - $14.5M
|
141K
$15.1M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
136K+ 213.43% |
$12.5M - $14.1M
|
200K
$21.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
125KNew |
$11.4M - $12.9M
|
125K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
121K+ 74.2% |
$11.1M - $12.5M
|
284K
$30.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119K+ 1461.99% |
$10.9M - $12.3M
|
127K
$13.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
116K+ 606.52% |
$10.6M - $12M
|
135K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
108K+ 231.41% |
$9.87M - $11.1M
|
154K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
105K+ 192.75% |
$9.59M - $10.8M
|
159K
$17M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
97.9KNew |
$8.98M - $10.1M
|
97.9K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.5K+ 22.58% |
$8.85M - $9.96M
|
524K
$56.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
96K+ 30.84% |
$8.81M - $9.91M
|
407K
$43.6M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
93.9K+ 24.02% |
$8.62M - $9.7M
|
485K
$52M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90.7K+ 248.8% |
$8.32M - $9.36M
|
127K
$13.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
86.5KNew |
$7.94M - $8.94M
|
86.5K
$9.28M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
80.8K+ 3381.3% |
$7.42M - $8.35M
|
83.2K
$8.92M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
66.7K+ 327.93% |
$6.12M - $6.88M
|
87K
$9.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
65.5K+ 129.39% |
$6.01M - $6.77M
|
116K
$12.4M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.5K+ 100.96% |
$5.73M - $6.45M
|
124K
$13.3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
61.7K+ 9.99% |
$5.66M - $6.37M
|
680K
$72.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
59.7KNew |
$5.48M - $6.17M
|
59.7K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
59.5K+ 2438.93% |
$5.46M - $6.14M
|
61.9K
$6.63M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.3K+ 571.09% |
$5.35M - $6.02M
|
68.5K
$7.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
52.8K+ 1702.29% |
$4.84M - $5.45M
|
55.9K
$5.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
51.8K+ 402.38% |
$4.76M - $5.35M
|
64.7K
$6.94M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
51KNew |
$4.68M - $5.27M
|
51K
$5.47M
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
50.5K+ 679.64% |
$4.63M - $5.21M
|
57.9K
$6.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48.4K+ 290.74% |
$4.44M - $5M
|
65.1K
$6.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.8K+ 44.33% |
$4.38M - $4.93M
|
155K
$16.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
45.5K+ 176.53% |
$4.17M - $4.69M
|
71.2K
$7.63M
|