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 |
|---|---|---|---|---|---|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
6,383
shares
|
$752,108
0.56% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,276
shares
|
$739,501
0.43% of portfolio
|
Q2 2025
Added 16.57%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
6,259
shares
|
$737,497
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
6,256
shares
|
$737,144
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,229
shares
|
$733,963
0.3% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
6,147
shares
|
$724,301
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
6,094
shares
|
$718,056
0.1% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
6,061
shares
|
$714,167
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
6,009
shares
|
$708,040
0.37% of portfolio
|
Q3 2025
Reduced 72.02%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
5,992
shares
|
$706,037
0.48% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
5,986
shares
|
$705,330
0.29% of portfolio
|
Q3 2025
Reduced 24.5%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
5,940
shares
|
$699,910
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
5,833
shares
|
$687,302
0.02% of portfolio
|
Q3 2025
Added 31.05%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 27, 2025 Q3 2025 |
5,822
shares
|
$686,006
0.42% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
Asempa Wealth Advisors
Baton Rouge, LA |
Jan 08, 2026 Q4 2025 |
5,697
shares
|
$671,277
0.59% of portfolio
|
Q4 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,628
shares
|
$663,147
0.03% of portfolio
|
Q3 2025
Added 85.56%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
5,604
shares
|
$660,319
0.12% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
5,601
shares
|
$659,965
0.03% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
5,530
shares
|
$651,599
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,518
shares
|
$650,185
0.0% of portfolio
|
Q3 2025
Added 93.0%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
5,450
shares
|
$642,173
0.1% of portfolio
|
Q4 2025
Added 19.13%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
5,395
shares
|
$635,692
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Services Advisory Inc
|
Nov 04, 2025 Q3 2025 |
5,379
shares
|
$633,807
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
5,376
shares
|
$633,454
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,221
shares
|
$615,190
0.2% of portfolio
|
Q3 2025
New holding
|
|