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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
13,395
shares
|
$1.48 Million
0.68% of portfolio
|
Q1 2025
Reduced 83.07%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Apr 14, 2025 Q1 2025 |
13,346
shares
|
$1.48 Million
0.84% of portfolio
|
Q1 2025
New holding
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
12,918
shares
|
$1.43 Million
1.23% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
12,273
shares
|
$1.36 Million
0.07% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12,244
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 31.64%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
12,139
shares
|
$1.34 Million
0.13% of portfolio
|
Q1 2025
Reduced 24.85%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
11,823
shares
|
$1.31 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
11,696
shares
|
$1.3 Million
0.16% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
11,626
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 118.7%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
11,349
shares
|
$1.26 Million
0.46% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,119
shares
|
$1.23 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
May 09, 2025 Q1 2025 |
10,851
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
10,583
shares
|
$1.17 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
10,122
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 56.06%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
10,044
shares
|
$1.11 Million
0.76% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
9,850
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 51.54%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
9,738
shares
|
$1.08 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.35%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
9,598
shares
|
$1.06 Million
0.4% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
9,582
shares
|
$1.06 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bfi Infinity Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
9,526
shares
|
$1.05 Million
0.95% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
9,440
shares
|
$1.05 Million
0.44% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
9,332
shares
|
$1.03 Million
0.05% of portfolio
|
Q2 2025
Added 30.65%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
9,128
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Added 21.5%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
8,922
shares
|
$988,022
0.03% of portfolio
|
Q1 2025
Added 313.25%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
8,882
shares
|
$983,592
0.13% of portfolio
|
Q2 2025
Added 244.8%
|