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 |
|---|---|---|---|---|---|
|
Beacon Capital Management, Inc.
|
May 21, 2025 Q1 2025 |
31,818
shares
|
$3.52 Million
0.15% of portfolio
|
Q1 2025
Reduced 18.01%
|
|
|
Mas Advisors LLC
Miami, FL |
May 14, 2025 Q1 2025 |
30,540
shares
|
$3.38 Million
4.46% of portfolio
|
Q1 2025
Added 42.36%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Apr 22, 2025 Q1 2025 |
29,681
shares
|
$3.29 Million
1.6% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
29,476
shares
|
$3.26 Million
0.04% of portfolio
|
Q1 2025
Added 375.42%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
29,386
shares
|
$3.25 Million
0.13% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
29,376
shares
|
$3.25 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
29,283
shares
|
$3.24 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
28,844
shares
|
$3.19 Million
0.2% of portfolio
|
Q2 2025
Added 16.4%
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
28,681
shares
|
$3.18 Million
1.46% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
27,923
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
27,888
shares
|
$3.09 Million
0.56% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
27,569
shares
|
$3.05 Million
0.56% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
27,495
shares
|
$3.04 Million
0.03% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
26,925
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Orser Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
26,185
shares
|
$2.9 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
25,540
shares
|
$2.83 Million
0.75% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
24,880
shares
|
$2.76 Million
1.64% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,853
shares
|
$2.75 Million
0.02% of portfolio
|
Q1 2025
Added 159.26%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
24,752
shares
|
$2.74 Million
2.25% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
24,745
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2025
Added 68.02%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
24,536
shares
|
$2.72 Million
1.96% of portfolio
|
Q1 2025
Added 83.78%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
24,040
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
23,749
shares
|
$2.63 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
23,693
shares
|
$2.62 Million
0.47% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
22,435
shares
|
$2.48 Million
1.3% of portfolio
|
Q1 2025
Added 625.35%
|