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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,170
shares
|
$223,531
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,082
shares
|
$214,466
0.0% of portfolio
|
Q1 2025
Added 96.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,741
shares
|
$179,340
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
1,718
shares
|
$176,971
0.49% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,642
shares
|
$169,142
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$159,253
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,483
shares
|
$152,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,444
shares
|
$148,746
0.0% of portfolio
|
Q1 2025
Added 226.7%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,433
shares
|
$147,613
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,304
shares
|
$134,325
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
1,240
shares
|
$127,732
0.05% of portfolio
|
Q1 2025
Added 520.0%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,192
shares
|
$122,787
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$116,916
0.08% of portfolio
|
Q1 2025
Added 50.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,123
shares
|
$115,680
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,005
shares
|
$103,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
963
shares
|
$99,198
0.07% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
842
shares
|
$86,734
0.03% of portfolio
|
Q4 2024
Added 607.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
826
shares
|
$85,086
0.0% of portfolio
|
Q1 2025
Added 226.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
803
shares
|
$82,717
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
791
shares
|
$81,480
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
751
shares
|
$77,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
650
shares
|
$66,956
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
641
shares
|
$66,029
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
640
shares
|
$65,926
0.05% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
600
shares
|
$61,806
0.02% of portfolio
|
Q1 2025
New holding
|