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 |
|---|---|---|---|---|---|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
13,679
shares
|
$1.61 Million
1.54% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
13,676
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2025
Added 336.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
13,660
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
13,612
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2025
Added 199.69%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
13,331
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
12,867
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
12,664
shares
|
$1.49 Million
0.89% of portfolio
|
Q3 2025
Added 26.27%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
12,608
shares
|
$1.49 Million
0.25% of portfolio
|
Q3 2025
Added 81.31%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
12,579
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Added 37.51%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,169
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Qp Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
12,033
shares
|
$1.42 Million
1.33% of portfolio
|
Q4 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
11,593
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2025
Added 1.32%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
11,557
shares
|
$1.36 Million
0.31% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
11,400
shares
|
$1.34 Million
0.82% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Oct 21, 2025 Q3 2025 |
11,383
shares
|
$1.34 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
11,360
shares
|
$1.34 Million
0.47% of portfolio
|
Q3 2025
Reduced 33.51%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
11,340
shares
|
$1.34 Million
0.19% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 27, 2025 Q3 2025 |
11,189
shares
|
$1.32 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
11,027
shares
|
$1.3 Million
0.33% of portfolio
|
Q3 2025
Added 87.69%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,008
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2025
Added 148.99%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
10,845
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
10,833
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 97.97%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
10,820
shares
|
$1.27 Million
0.74% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Oct 28, 2025 Q3 2025 |
10,649
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
10,647
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Added 35.03%
|
|