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 |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
586
shares
|
$69,048
0.05% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
586
shares
|
$69,048
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
586
shares
|
$69,048
0.04% of portfolio
|
Q3 2025
Reduced 57.32%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
570
shares
|
$67,163
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
569
shares
|
$67,045
0.0% of portfolio
|
Q2 2021
Reduced 43.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
563
shares
|
$66,338
0.0% of portfolio
|
Q3 2025
Added 887.72%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
551
shares
|
$64,924
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
547
shares
|
$64,453
0.05% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
538
shares
|
$63,392
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
527
shares
|
$62,096
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
500
shares
|
$58,915
0.02% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
430
shares
|
$50,666
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
421
shares
|
$49,606
0.0% of portfolio
|
Q3 2025
Added 90.5%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
415
shares
|
$48,899
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
370
shares
|
$43,597
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
346
shares
|
$40,769
0.0% of portfolio
|
Q3 2025
Reduced 46.02%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
334
shares
|
$39,355
0.01% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
325
shares
|
$38,294
0.0% of portfolio
|
Q3 2025
Added 22.64%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$35,938
0.0% of portfolio
|
Q3 2025
Added 117.86%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
294
shares
|
$34,642
0.01% of portfolio
|
Q3 2025
Reduced 97.99%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
280
shares
|
$32,992
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
274
shares
|
$32,285
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
272
shares
|
$32,049
0.0% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
267
shares
|
$31,460
0.14% of portfolio
|
Q3 2025
Reduced 60.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
260
shares
|
$30,635
0.0% of portfolio
|
Q3 2025
New holding
|
|