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 |
|---|---|---|---|---|---|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
42,630
shares
|
$4.39 Million
1.31% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
42,203
shares
|
$4.35 Million
1.29% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
42,011
shares
|
$4.33 Million
2.17% of portfolio
|
Q1 2025
New holding
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
41,200
shares
|
$4.24 Million
0.95% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
40,667
shares
|
$4.19 Million
0.09% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
40,634
shares
|
$4.19 Million
1.43% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
40,389
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2025
Added 346.53%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
39,580
shares
|
$4.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.33%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
May 05, 2025 Q1 2025 |
39,449
shares
|
$4.06 Million
3.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
39,048
shares
|
$4.02 Million
1.88% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
38,923
shares
|
$4.01 Million
0.04% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
38,832
shares
|
$4 Million
1.54% of portfolio
|
Q1 2025
Added 81.68%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
38,207
shares
|
$3.94 Million
1.1% of portfolio
|
Q1 2025
Added 16.77%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
37,704
shares
|
$3.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
37,042
shares
|
$3.82 Million
0.84% of portfolio
|
Q1 2025
Added 144.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
36,148
shares
|
$3.72 Million
2.41% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
35,456
shares
|
$3.65 Million
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
34,453
shares
|
$3.55 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.87%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Apr 23, 2025 Q1 2025 |
33,749
shares
|
$3.48 Million
5.14% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
32,507
shares
|
$3.35 Million
1.2% of portfolio
|
Q1 2025
Reduced 38.23%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
32,395
shares
|
$3.34 Million
1.45% of portfolio
|
Q1 2025
Added 101.05%
|
|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
31,818
shares
|
$3.28 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,540
shares
|
$3.15 Million
4.46% of portfolio
|
Q1 2025
Added 42.36%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
29,681
shares
|
$3.06 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
29,476
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Added 375.42%
|