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 337 institutions that hold shares in the stock, with a total of 24 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
45,876
shares
|
$4.58 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
45,564
shares
|
$4.55 Million
1.73% of portfolio
|
Q4 2024
Reduced 30.78%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
44,747
shares
|
$4.47 Million
0.11% of portfolio
|
Q4 2024
Added 146.96%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
44,200
shares
|
$4.42 Million
0.01% of portfolio
|
Q4 2024
Added 612.9%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
43,997
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 110.93%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
41,200
shares
|
$4.12 Million
0.99% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
40,597
shares
|
$4.06 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
40,003
shares
|
$4 Million
0.22% of portfolio
|
Q4 2024
Added 16.02%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
39,079
shares
|
$3.9 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
38,845
shares
|
$3.88 Million
1.89% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
38,806
shares
|
$3.88 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Generation Capital Management LLC
Pittsford, NY |
Feb 13, 2025 Q4 2024 |
38,614
shares
|
$3.86 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
37,811
shares
|
$3.78 Million
1.64% of portfolio
|
Q4 2024
Added 9.93%
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
37,100
shares
|
$3.71 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
37,044
shares
|
$3.7 Million
1.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
36,982
shares
|
$3.69 Million
0.03% of portfolio
|
Q4 2024
Added 236.6%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
36,848
shares
|
$3.68 Million
0.09% of portfolio
|
Q3 2024
Added 596.3%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
36,449
shares
|
$3.64 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
35,044
shares
|
$3.5 Million
2.4% of portfolio
|
Q4 2024
Added 19.34%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
34,947
shares
|
$3.49 Million
0.04% of portfolio
|
Q4 2024
Added 195.14%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
33,027
shares
|
$3.3 Million
5.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Feb 06, 2025 Q4 2024 |
32,874
shares
|
$3.28 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
32,719
shares
|
$3.27 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
30,499
shares
|
$3.05 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
29,971
shares
|
$2.99 Million
0.17% of portfolio
|
Q4 2024
Added 2.54%
|