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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
2,518
shares
|
$278,843
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,432
shares
|
$269,319
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
2,398
shares
|
$265,554
0.24% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,396
shares
|
$265,333
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Smart Wealth LLC
Omaha, NE |
Apr 29, 2025 Q1 2025 |
2,375
shares
|
$263,007
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
2,336
shares
|
$258,688
0.13% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
2,326
shares
|
$257,581
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
2,320
shares
|
$256,916
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
2,246
shares
|
$248,722
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,181
shares
|
$241,523
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
2,179
shares
|
$241,302
0.23% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,170
shares
|
$240,305
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,082
shares
|
$230,560
0.0% of portfolio
|
Q1 2025
Added 96.79%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jul 02, 2025 Q2 2025 |
2,063
shares
|
$228,456
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,741
shares
|
$192,798
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,718
shares
|
$190,251
0.49% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,642
shares
|
$181,835
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$171,204
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,483
shares
|
$164,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,444
shares
|
$159,908
0.0% of portfolio
|
Q1 2025
Added 226.7%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,433
shares
|
$158,690
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,304
shares
|
$144,404
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,240
shares
|
$137,317
0.05% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
1,216
shares
|
$134,659
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,192
shares
|
$132,002
0.01% of portfolio
|
Q1 2025
New holding
|