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 |
|---|---|---|---|---|---|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
3,400
shares
|
$376,516
0.21% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,353
shares
|
$371,311
0.01% of portfolio
|
Q1 2025
Reduced 50.57%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
3,329
shares
|
$368,653
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,325
shares
|
$368,210
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,273
shares
|
$362,452
0.25% of portfolio
|
Q1 2025
Reduced 44.86%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
3,208
shares
|
$355,253
0.04% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
3,199
shares
|
$354,257
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
3,194
shares
|
$353,703
0.29% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
3,159
shares
|
$349,827
0.03% of portfolio
|
Q1 2025
Reduced 65.31%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,154
shares
|
$349,273
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,151
shares
|
$348,941
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
3,135
shares
|
$347,169
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
3,114
shares
|
$344,844
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,099
shares
|
$343,183
0.17% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
3,090
shares
|
$342,186
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
3,073
shares
|
$340,304
0.01% of portfolio
|
Q1 2025
Reduced 32.04%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
2,923
shares
|
$323,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,877
shares
|
$318,598
0.05% of portfolio
|
Q3 2024
Reduced 61.55%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$311,511
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
2,771
shares
|
$306,860
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
2,732
shares
|
$302,541
0.14% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
2,713
shares
|
$300,437
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,710
shares
|
$300,105
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,632
shares
|
$291,467
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
2,600
shares
|
$287,924
0.02% of portfolio
|
Q1 2025
Added 0.19%
|