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 |
|---|---|---|---|---|---|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
2,835
shares
|
$276,610
0.04% of portfolio
|
Q2 2024
Added 235.8%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$274,464
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
2,736
shares
|
$266,951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,713
shares
|
$264,707
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
2,684
shares
|
$261,877
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,522
shares
|
$246,071
0.08% of portfolio
|
Q3 2024
Reduced 19.11%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
2,513
shares
|
$245,193
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
2,487
shares
|
$242,656
0.04% of portfolio
|
Q3 2024
Reduced 98.86%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,350
shares
|
$229,289
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
2,317
shares
|
$226,069
0.04% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,300
shares
|
$224,410
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,246
shares
|
$219,142
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,842
shares
|
$179,723
0.0% of portfolio
|
Q3 2024
Added 664.32%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,741
shares
|
$169,869
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,600
shares
|
$156,112
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
1,546
shares
|
$150,843
0.06% of portfolio
|
Q3 2023
Reduced 38.55%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,302
shares
|
$127,036
0.01% of portfolio
|
Q4 2024
Added 85.73%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
946
shares
|
$92,301
0.05% of portfolio
|
Q2 2024
Added 26.81%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
938
shares
|
$91,520
0.01% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
826
shares
|
$80,592
0.0% of portfolio
|
Q2 2024
Added 2073.68%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
787
shares
|
$76,787
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
787
shares
|
$76,787
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
705
shares
|
$68,786
0.01% of portfolio
|
Q3 2024
Added 44.17%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
700
shares
|
$68,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$55,517
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|