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 |
|---|---|---|---|---|---|
|
Tsa Wealth Managment LLC
Houston, TX |
Apr 23, 2025 Q1 2025 |
29,376
shares
|
$3.03 Million
1.08% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
29,283
shares
|
$3.02 Million
1.36% of portfolio
|
Q1 2025
New holding
|
|
|
Win Advisors, Inc
|
Apr 23, 2025 Q1 2025 |
28,681
shares
|
$2.95 Million
1.46% of portfolio
|
Q1 2025
Reduced 72.72%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
27,923
shares
|
$2.88 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
|
$2.87 Million
0.56% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
27,741
shares
|
$2.86 Million
0.1% of portfolio
|
Q1 2025
Added 7.42%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
27,569
shares
|
$2.84 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
|
$2.83 Million
0.03% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
26,925
shares
|
$2.77 Million
0.01% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
25,540
shares
|
$2.63 Million
0.75% of portfolio
|
Q1 2025
Added 33.09%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
24,880
shares
|
$2.56 Million
1.64% of portfolio
|
Q1 2025
Added 9.19%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
24,853
shares
|
$2.56 Million
0.02% of portfolio
|
Q1 2025
Added 159.26%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
24,781
shares
|
$2.55 Million
0.14% of portfolio
|
Q1 2025
Added 15.42%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
24,752
shares
|
$2.55 Million
2.25% of portfolio
|
Q1 2025
Added 54.59%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
24,745
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 68.02%
|
|
|
Berbice Capital Management LLC
Melville, NY |
May 01, 2025 Q1 2025 |
24,536
shares
|
$2.53 Million
1.96% of portfolio
|
Q1 2025
Added 83.78%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
24,040
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Jackson Wealth Management, LLC
|
Apr 29, 2025 Q1 2025 |
23,749
shares
|
$2.45 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
23,693
shares
|
$2.44 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
|
$2.31 Million
1.3% of portfolio
|
Q1 2025
Added 625.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
22,275
shares
|
$2.29 Million
0.06% of portfolio
|
Q1 2025
Added 5400.0%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
22,249
shares
|
$2.29 Million
2.42% of portfolio
|
Q1 2025
Added 7.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
22,150
shares
|
$2.28 Million
0.09% of portfolio
|
Q1 2025
Added 22.46%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
21,788
shares
|
$2.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.23%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Apr 22, 2025 Q1 2025 |
21,572
shares
|
$2.22 Million
1.92% of portfolio
|
Q1 2025
Added 36.71%
|