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 |
|---|---|---|---|---|---|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
4,549
shares
|
$503,756
0.14% of portfolio
|
Q1 2025
Reduced 45.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,499
shares
|
$498,219
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
4,421
shares
|
$489,581
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
4,420
shares
|
$489,470
0.13% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
4,319
shares
|
$478,286
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
4,313
shares
|
$477,621
0.34% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
4,240
shares
|
$469,537
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
4,178
shares
|
$462,671
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,177
shares
|
$462,560
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
4,040
shares
|
$447,389
0.17% of portfolio
|
Q2 2025
Added 48.64%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
4,031
shares
|
$446,392
0.12% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
3,998
shares
|
$442,738
0.11% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,951
shares
|
$437,533
0.03% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
3,934
shares
|
$435,651
0.02% of portfolio
|
Q1 2025
Added 33.81%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
3,900
shares
|
$431,886
0.16% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
3,886
shares
|
$430,335
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,793
shares
|
$420,036
0.0% of portfolio
|
Q1 2025
Reduced 49.42%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
3,691
shares
|
$408,741
0.04% of portfolio
|
Q1 2025
Added 43.95%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
3,660
shares
|
$405,308
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
3,627
shares
|
$401,653
0.12% of portfolio
|
Q1 2025
Reduced 6.04%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
3,501
shares
|
$387,700
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,486
shares
|
$386,039
0.11% of portfolio
|
Q1 2025
Added 41.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,451
shares
|
$382,163
0.02% of portfolio
|
Q1 2025
Reduced 93.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
3,449
shares
|
$381,942
0.01% of portfolio
|
Q1 2025
Reduced 81.82%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
3,435
shares
|
$380,391
0.14% of portfolio
|
Q1 2025
Added 48.19%
|