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 |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
3,228
shares
|
$380,355
0.0% of portfolio
|
Q3 2025
Added 12.67%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
3,190
shares
|
$375,877
0.13% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Fulcrum Equity Management
|
Jan 06, 2026 Q4 2025 |
3,146
shares
|
$370,693
0.36% of portfolio
|
Q4 2025
Reduced 25.78%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,112
shares
|
$366,686
0.1% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
3,090
shares
|
$364,094
0.38% of portfolio
|
Q3 2025
Reduced 26.43%
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Oct 09, 2025 Q3 2025 |
3,056
shares
|
$360,088
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
3,035
shares
|
$357,614
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
2,938
shares
|
$346,184
0.1% of portfolio
|
Q3 2025
Added 60.02%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
2,936
shares
|
$345,948
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,933
shares
|
$345,595
0.12% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
2,890
shares
|
$340,528
0.0% of portfolio
|
Q3 2025
Reduced 17.33%
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jan 05, 2026 Q4 2025 |
2,889
shares
|
$340,410
0.23% of portfolio
|
Q4 2025
Added 15.7%
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 10, 2025 Q3 2025 |
2,877
shares
|
$338,996
0.05% of portfolio
|
Q3 2024
Reduced 61.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,864
shares
|
$337,465
0.01% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
2,835
shares
|
$334,048
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
2,813
shares
|
$331,455
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
2,741
shares
|
$322,972
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 10, 2025 Q3 2025 |
2,734
shares
|
$322,147
0.26% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
2,713
shares
|
$319,672
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
2,711
shares
|
$319,437
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
2,702
shares
|
$318,376
0.03% of portfolio
|
Q4 2025
Added 63.26%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
2,697
shares
|
$317,787
0.17% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
2,665
shares
|
$314,016
0.17% of portfolio
|
Q3 2025
Reduced 16.04%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
2,654
shares
|
$312,720
0.03% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Smart Wealth LLC
Omaha, NE |
Nov 07, 2025 Q3 2025 |
2,637
shares
|
$310,717
0.12% of portfolio
|
Q3 2025
Added 11.78%
|
|