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 604 institutions that hold shares in the stock, with a total of 58.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
18,528
shares
|
$2.18 Million
0.39% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
18,252
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Orca Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
18,192
shares
|
$2.14 Million
1.84% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
17,963
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
17,715
shares
|
$2.09 Million
0.04% of portfolio
|
Q3 2025
Added 61.57%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,625
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2025
Added 23.21%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
17,411
shares
|
$2.05 Million
0.63% of portfolio
|
Q3 2025
Added 3.49%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
17,105
shares
|
$2.02 Million
0.64% of portfolio
|
Q3 2025
Added 77.57%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
17,099
shares
|
$2.01 Million
0.7% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
17,047
shares
|
$2.01 Million
0.85% of portfolio
|
Q4 2025
Added 268.98%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
16,976
shares
|
$2 Million
0.17% of portfolio
|
Q3 2025
Reduced 6.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
16,928
shares
|
$1.99 Million
0.15% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
16,370
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Added 25.15%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
16,125
shares
|
$1.9 Million
0.71% of portfolio
|
Q3 2025
Added 266.81%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
16,124
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2025
Added 64.95%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
15,972
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
15,919
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Added 32.48%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
15,760
shares
|
$1.86 Million
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 05, 2025 Q3 2025 |
15,603
shares
|
$1.84 Million
0.72% of portfolio
|
Q3 2025
Added 1.53%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
15,425
shares
|
$1.82 Million
0.62% of portfolio
|
Q3 2025
Added 38.73%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
15,262
shares
|
$1.8 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
14,976
shares
|
$1.76 Million
0.7% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
14,584
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2025
Added 13.42%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
13,718
shares
|
$1.62 Million
0.67% of portfolio
|
Q4 2025
Added 40.4%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
13,680
shares
|
$1.61 Million
1.03% of portfolio
|
Q3 2025
Reduced 1.7%
|
|