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 337 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,316
shares
|
$531,121
0.03% of portfolio
|
Q4 2024
Reduced 30.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
5,165
shares
|
$516,035
0.02% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
5,110
shares
|
$510,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,078
shares
|
$507,342
0.03% of portfolio
|
Q4 2024
Added 53.18%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
4,968
shares
|
$496,352
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
4,872
shares
|
$486,761
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,642
shares
|
$463,782
0.01% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
4,609
shares
|
$460,485
0.11% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
4,376
shares
|
$437,206
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
4,214
shares
|
$421,020
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
4,206
shares
|
$420,221
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
4,204
shares
|
$420,021
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
4,177
shares
|
$417,324
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,167
shares
|
$416,324
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,114
shares
|
$411,029
0.01% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
3,972
shares
|
$396,842
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
3,860
shares
|
$385,652
0.13% of portfolio
|
Q4 2024
Reduced 49.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,814
shares
|
$381,056
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,593
shares
|
$358,976
0.15% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
3,514
shares
|
$351,083
0.04% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,430
shares
|
$342,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
3,401
shares
|
$339,793
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
3,375
shares
|
$337,196
0.06% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
3,325
shares
|
$332,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,252
shares
|
$324,907
0.26% of portfolio
|
Q4 2024
New holding
|