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 229 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
19,712
shares
|
$1.92 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Seros Financial, LLC
Tempe, AZ |
Jan 17, 2025 Q4 2024 |
19,093
shares
|
$1.86 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
19,078
shares
|
$1.86 Million
0.38% of portfolio
|
Q4 2024
Added 100.13%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
18,197
shares
|
$1.78 Million
0.82% of portfolio
|
Q3 2024
Reduced 26.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
18,119
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2024
Reduced 25.89%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
18,037
shares
|
$1.76 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,301
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
17,253
shares
|
$1.68 Million
0.35% of portfolio
|
Q3 2024
Added 65.46%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
17,013
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 371.93%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
16,331
shares
|
$1.59 Million
1.08% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
16,296
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
15,635
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Added 13.07%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
15,377
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
15,026
shares
|
$1.47 Million
0.79% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,618
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2024
Added 32.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
14,473
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
14,115
shares
|
$1.38 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
13,944
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
13,764
shares
|
$1.34 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
13,737
shares
|
$1.34 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,825
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,782
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.97%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
12,563
shares
|
$1.23 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,841
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,471
shares
|
$1.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.8%
|