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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,297
shares
|
$2.93 Million
0.1% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
28,951
shares
|
$2.89 Million
1.34% of portfolio
|
Q4 2024
Added 59.1%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
28,550
shares
|
$2.85 Million
0.02% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
27,495
shares
|
$2.75 Million
0.03% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
27,316
shares
|
$2.73 Million
0.04% of portfolio
|
Q4 2024
Added 35.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
26,878
shares
|
$2.69 Million
0.02% of portfolio
|
Q4 2024
Added 8094.51%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
26,519
shares
|
$2.65 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
25,824
shares
|
$2.58 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
25,758
shares
|
$2.57 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,749
shares
|
$2.57 Million
0.06% of portfolio
|
Q4 2024
Added 58.01%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
24,713
shares
|
$2.47 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
24,440
shares
|
$2.44 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
24,426
shares
|
$2.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 72.23%
|
|
|
Jackson Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
24,329
shares
|
$2.43 Million
0.36% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
23,848
shares
|
$2.38 Million
0.22% of portfolio
|
Q4 2024
Added 369.91%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
23,742
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Added 85.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
23,675
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Added 6113.91%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
23,101
shares
|
$2.31 Million
0.0% of portfolio
|
Q4 2024
Added 216.41%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
22,886
shares
|
$2.29 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
22,786
shares
|
$2.28 Million
1.63% of portfolio
|
Q4 2024
Added 39.53%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
22,295
shares
|
$2.23 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
22,249
shares
|
$2.22 Million
2.42% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
21,814
shares
|
$2.18 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
21,721
shares
|
$2.17 Million
0.0% of portfolio
|
Q4 2024
Added 27.67%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
21,471
shares
|
$2.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.0%
|