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 484 institutions that hold shares in the stock, with a total of 53 Million shares, which have been reported (via 13F filing form) to have a value of $6.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
1,192
shares
|
$139,690
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
1,186
shares
|
$138,987
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,166
shares
|
$136,643
0.0% of portfolio
|
Q2 2025
Reduced 19.25%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,062
shares
|
$124,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
956
shares
|
$112,033
0.01% of portfolio
|
Q2 2025
Reduced 26.69%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
827
shares
|
$96,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
775
shares
|
$90,822
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
682
shares
|
$79,923
0.06% of portfolio
|
Q2 2025
Reduced 39.91%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
641
shares
|
$75,118
0.0% of portfolio
|
Q1 2025
Reduced 33.71%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
586
shares
|
$68,673
0.05% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
586
shares
|
$68,673
0.05% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$66,681
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
529
shares
|
$61,993
0.0% of portfolio
|
Q1 2025
Added 1859.26%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
496
shares
|
$58,126
0.01% of portfolio
|
Q2 2025
Added 61.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
430
shares
|
$50,391
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
400
shares
|
$46,876
0.02% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
354
shares
|
$41,485
0.01% of portfolio
|
Q2 2025
Added 342.5%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
304
shares
|
$35,625
0.01% of portfolio
|
Q2 2025
Added 237.78%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
280
shares
|
$32,813
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
265
shares
|
$31,055
0.0% of portfolio
|
Q2 2025
Added 99.25%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
235
shares
|
$27,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
226
shares
|
$26,484
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
226
shares
|
$26,484
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
222
shares
|
$26,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
221
shares
|
$25,898
0.0% of portfolio
|
Q2 2025
Added 316.98%
|