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 |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Apr 11, 2025 Q1 2025 |
62,200
shares
|
$6.41 Million
3.66% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
62,083
shares
|
$6.4 Million
1.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
61,962
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Added 28.97%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
61,899
shares
|
$6.38 Million
0.02% of portfolio
|
Q1 2025
Added 2438.93%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
59,976
shares
|
$6.18 Million
0.15% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
59,714
shares
|
$6.15 Million
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
59,028
shares
|
$6.08 Million
2.03% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
57,927
shares
|
$5.97 Million
0.85% of portfolio
|
Q1 2025
Added 679.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,478
shares
|
$5.82 Million
0.01% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
55,871
shares
|
$5.76 Million
4.35% of portfolio
|
Q1 2025
Added 1702.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
55,797
shares
|
$5.75 Million
0.18% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
54,451
shares
|
$5.61 Million
1.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
52,877
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
52,564
shares
|
$5.41 Million
2.07% of portfolio
|
Q1 2025
Added 39.02%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
52,460
shares
|
$5.4 Million
2.79% of portfolio
|
Q1 2025
Added 81.2%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,949
shares
|
$5.35 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
51,739
shares
|
$5.33 Million
1.24% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
51,020
shares
|
$5.26 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
May 06, 2025 Q1 2025 |
50,163
shares
|
$5.17 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
47,454
shares
|
$4.89 Million
1.14% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,229
shares
|
$4.87 Million
0.03% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
44,535
shares
|
$4.59 Million
0.03% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
43,781
shares
|
$4.51 Million
1.3% of portfolio
|
Q1 2025
Added 18.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
43,049
shares
|
$4.43 Million
0.04% of portfolio
|
Q1 2025
Added 16.41%
|