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 412 institutions that hold shares in the stock, with a total of 36.4 Million shares, which have been reported (via 13F filing form) to have a value of $4.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
6,256
shares
|
$692,789
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
6,147
shares
|
$680,718
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,087
shares
|
$674,074
0.02% of portfolio
|
Q1 2025
Added 113.65%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
5,929
shares
|
$656,577
0.33% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
5,906
shares
|
$654,030
0.38% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
5,772
shares
|
$639,191
0.25% of portfolio
|
Q1 2025
Added 7.49%
|
|
|
Clearview Wealth Advisors LLC
|
Apr 22, 2025 Q1 2025 |
5,771
shares
|
$639,080
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
5,714
shares
|
$632,768
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
5,658
shares
|
$626,566
0.26% of portfolio
|
Q2 2025
Added 99.86%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
5,643
shares
|
$624,905
0.07% of portfolio
|
Q2 2025
Reduced 44.46%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,601
shares
|
$620,254
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
5,479
shares
|
$606,744
0.08% of portfolio
|
Q2 2025
Reduced 71.66%
|
|
|
Smart Money Group LLC
|
May 12, 2025 Q1 2025 |
5,317
shares
|
$588,804
0.46% of portfolio
|
Q1 2025
Reduced 97.92%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
5,310
shares
|
$588,029
0.06% of portfolio
|
Q1 2025
Reduced 56.21%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,193
shares
|
$575,072
0.03% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,149
shares
|
$570,200
0.05% of portfolio
|
Q1 2025
Added 77.92%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,098
shares
|
$564,552
0.05% of portfolio
|
Q1 2025
Added 79.38%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
5,005
shares
|
$554,253
0.13% of portfolio
|
Q1 2025
Reduced 23.0%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Apr 29, 2025 Q1 2025 |
4,983
shares
|
$551,817
0.22% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,929
shares
|
$545,837
0.01% of portfolio
|
Q1 2025
Added 60.29%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
4,928
shares
|
$545,726
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,863
shares
|
$538,528
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
4,758
shares
|
$526,900
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
4,622
shares
|
$511,840
0.01% of portfolio
|
Q2 2025
Reduced 28.54%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
4,583
shares
|
$507,521
0.36% of portfolio
|
Q1 2025
Added 9.72%
|