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 282 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
99,643
shares
|
$9.97 Million
0.03% of portfolio
|
Q3 2024
Reduced 33.09%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
87,967
shares
|
$8.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
83,355
shares
|
$8.34 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
81,728
shares
|
$8.18 Million
0.27% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
76,252
shares
|
$7.63 Million
0.07% of portfolio
|
Q4 2024
Added 200.97%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
71,934
shares
|
$7.2 Million
0.78% of portfolio
|
Q4 2024
Added 28.85%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$7.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
70,098
shares
|
$7.01 Million
0.18% of portfolio
|
Q3 2024
Added 14.25%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
69,142
shares
|
$6.92 Million
5.36% of portfolio
|
Q4 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
69,105
shares
|
$6.91 Million
3.62% of portfolio
|
Q3 2024
Added 1788.63%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
68,801
shares
|
$6.88 Million
0.07% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
63,953
shares
|
$6.4 Million
0.61% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,821
shares
|
$6.38 Million
0.01% of portfolio
|
Q3 2024
Added 49.81%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
61,705
shares
|
$6.17 Million
3.83% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
60,589
shares
|
$6.06 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
57,272
shares
|
$5.73 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
55,891
shares
|
$5.59 Million
0.0% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
55,340
shares
|
$5.54 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
53,569
shares
|
$5.36 Million
1.83% of portfolio
|
Q3 2024
New holding
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
52,627
shares
|
$5.26 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
52,567
shares
|
$5.26 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,676
shares
|
$5.17 Million
0.03% of portfolio
|
Q3 2024
Added 310.84%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
51,127
shares
|
$5.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
50,653
shares
|
$5.07 Million
0.0% of portfolio
|
Q3 2024
Added 850.87%
|