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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,135
shares
|
$125,689
0.08% of portfolio
|
Q1 2025
Added 50.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,123
shares
|
$124,361
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,005
shares
|
$111,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
963
shares
|
$106,642
0.07% of portfolio
|
Q1 2025
Added 51.89%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
842
shares
|
$93,243
0.03% of portfolio
|
Q4 2024
Added 607.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
826
shares
|
$91,471
0.0% of portfolio
|
Q1 2025
Added 226.48%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
803
shares
|
$88,924
0.05% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
791
shares
|
$87,595
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
766
shares
|
$84,826
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
751
shares
|
$83,165
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
650
shares
|
$71,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
641
shares
|
$70,984
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
640
shares
|
$70,873
0.05% of portfolio
|
Q1 2025
Reduced 20.3%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
600
shares
|
$66,444
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$63,011
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
529
shares
|
$58,581
0.0% of portfolio
|
Q1 2025
Added 1859.26%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
528
shares
|
$58,470
0.01% of portfolio
|
Q1 2025
Added 41.18%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
480
shares
|
$53,155
0.0% of portfolio
|
Q1 2025
Reduced 78.34%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
430
shares
|
$47,618
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
307
shares
|
$33,997
0.0% of portfolio
|
Q1 2025
Added 51.23%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
300
shares
|
$33,222
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
273
shares
|
$30,232
0.0% of portfolio
|
Q1 2025
Added 273.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
226
shares
|
$25,027
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
225
shares
|
$24,916
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
222
shares
|
$24,584
0.0% of portfolio
|
Q1 2025
New holding
|