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 399 institutions that hold shares in the stock, with a total of 35.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
6,014,557
shares
|
$620 Million
0.19% of portfolio
|
Q1 2025
Added 41.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,579,241
shares
|
$369 Million
0.13% of portfolio
|
Q1 2025
Added 64.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,849,059
shares
|
$190 Million
0.01% of portfolio
|
Q1 2025
Added 27.8%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,683,208
shares
|
$173 Million
1.16% of portfolio
|
Q1 2025
Added 35.39%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,313,198
shares
|
$135 Million
0.48% of portfolio
|
Q1 2025
Added 201.93%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
1,240,366
shares
|
$128 Million
15.94% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
798,446
shares
|
$82.2 Million
5.93% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
712,550
shares
|
$73.4 Million
0.71% of portfolio
|
Q1 2025
Added 49.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
679,695
shares
|
$70 Million
0.0% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
616,358
shares
|
$63.5 Million
0.01% of portfolio
|
Q1 2025
Added 396.31%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
608,934
shares
|
$62.7 Million
9.04% of portfolio
|
Q1 2025
Added 31.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
554,807
shares
|
$57.2 Million
0.1% of portfolio
|
Q1 2025
Added 83.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
531,103
shares
|
$54.7 Million
0.04% of portfolio
|
Q1 2025
Added 177.88%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
529,649
shares
|
$54.6 Million
0.0% of portfolio
|
Q1 2025
Added 191.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
523,849
shares
|
$54 Million
0.16% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
484,961
shares
|
$50 Million
0.11% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
411,623
shares
|
$42.4 Million
1.37% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Apr 24, 2025 Q1 2025 |
407,197
shares
|
$41.9 Million
10.4% of portfolio
|
Q1 2025
Added 30.84%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
380,918
shares
|
$39.2 Million
1.88% of portfolio
|
Q1 2025
Reduced 9.71%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
356,975
shares
|
$36.8 Million
5.1% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
326,302
shares
|
$33.6 Million
0.01% of portfolio
|
Q1 2025
Added 115.7%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
308,960
shares
|
$31.8 Million
0.29% of portfolio
|
Q1 2025
Added 274.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
286,445
shares
|
$29.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
283,928
shares
|
$29.2 Million
0.09% of portfolio
|
Q1 2025
Added 74.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
259,821
shares
|
$26.8 Million
0.05% of portfolio
|
Q1 2025
Added 1414.55%
|