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 223 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
5,451,654
shares
|
$511 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,937,232
shares
|
$182 Million
1.23% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,242,778
shares
|
$117 Million
0.05% of portfolio
|
Q3 2024
Added 10.04%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
716,117
shares
|
$67.2 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
616,880
shares
|
$57.9 Million
0.13% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
560,549
shares
|
$52.6 Million
4.07% of portfolio
|
Q3 2024
Added 909.78%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
415,378
shares
|
$39 Million
1.96% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
321,860
shares
|
$30.2 Million
0.71% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
318,600
shares
|
$29.9 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
314,231
shares
|
$29.5 Million
0.1% of portfolio
|
Q3 2024
Added 11.18%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
311,884
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
300,875
shares
|
$28.2 Million
0.15% of portfolio
|
Q3 2024
Added 1416.74%
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 24, 2024 Q3 2024 |
293,274
shares
|
$27.5 Million
7.35% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
283,153
shares
|
$26.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.97%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
256,474
shares
|
$24.1 Million
4.26% of portfolio
|
Q3 2024
New holding
|
|
|
Smart Money Group LLC
|
Nov 05, 2024 Q3 2024 |
244,784
shares
|
$23 Million
8.57% of portfolio
|
Q3 2024
Added 21.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
199,452
shares
|
$18.7 Million
6.3% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
172,580
shares
|
$16.2 Million
0.73% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
149,203
shares
|
$14 Million
2.5% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
147,005
shares
|
$13.8 Million
2.14% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
135,208
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
123,736
shares
|
$11.6 Million
9.65% of portfolio
|
Q3 2024
New holding
|
|
|
Win Advisors, Inc
|
Oct 31, 2024 Q3 2024 |
121,521
shares
|
$11.4 Million
5.43% of portfolio
|
Q3 2024
Added 69.25%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
106,224
shares
|
$9.96 Million
0.01% of portfolio
|
Q3 2024
Added 17.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
99,643
shares
|
$9.35 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.09%
|