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 |
|---|---|---|---|---|---|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,090
shares
|
$318,300
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,073
shares
|
$316,549
0.01% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,923
shares
|
$301,098
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
2,877
shares
|
$296,359
0.05% of portfolio
|
Q3 2024
Reduced 61.55%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
2,831
shares
|
$291,621
0.12% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$289,767
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,771
shares
|
$285,440
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,732
shares
|
$281,423
0.14% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,718
shares
|
$279,981
0.11% of portfolio
|
Q1 2025
Reduced 12.52%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
2,713
shares
|
$279,466
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,710
shares
|
$279,157
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,632
shares
|
$271,122
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
2,600
shares
|
$267,826
0.02% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
2,576
shares
|
$265,353
0.04% of portfolio
|
Q1 2025
Reduced 9.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,518
shares
|
$259,379
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
2,446
shares
|
$251,962
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,432
shares
|
$250,520
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,396
shares
|
$246,811
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,375
shares
|
$244,648
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,336
shares
|
$240,631
0.13% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,326
shares
|
$239,601
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,320
shares
|
$238,983
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,246
shares
|
$231,360
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,181
shares
|
$224,664
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,179
shares
|
$224,458
0.23% of portfolio
|
Q1 2025
Reduced 1.98%
|