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 600 institutions that hold shares in the stock, with a total of 58.4 Million shares, which have been reported (via 13F filing form) to have a value of $6.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
208,284
shares
|
$24.5 Million
5.5% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
207,825
shares
|
$24.5 Million
0.02% of portfolio
|
Q3 2025
Added 197.52%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Nov 05, 2025 Q3 2025 |
201,404
shares
|
$23.7 Million
14.2% of portfolio
|
Q3 2025
Added 62.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
198,768
shares
|
$23.4 Million
0.4% of portfolio
|
Q3 2025
Reduced 59.66%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
195,748
shares
|
$23.1 Million
0.33% of portfolio
|
Q3 2025
Added 1525.41%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
169,005
shares
|
$19.9 Million
1.85% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
165,051
shares
|
$19.4 Million
0.25% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
162,554
shares
|
$19.2 Million
0.04% of portfolio
|
Q3 2025
Added 546.54%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
153,979
shares
|
$18.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 37.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
150,833
shares
|
$17.8 Million
0.4% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
150,764
shares
|
$17.8 Million
1.54% of portfolio
|
Q3 2025
Reduced 11.12%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
150,056
shares
|
$17.7 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.42%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
149,642
shares
|
$17.6 Million
0.84% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
148,095
shares
|
$17.5 Million
7.76% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
146,839
shares
|
$17.3 Million
2.14% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
142,092
shares
|
$16.7 Million
0.07% of portfolio
|
Q3 2025
Added 583.79%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Nov 12, 2025 Q3 2025 |
141,047
shares
|
$16.6 Million
7.24% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
138,644
shares
|
$16.3 Million
0.29% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
137,743
shares
|
$16.2 Million
7.1% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
137,273
shares
|
$16.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 17.23%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
133,510
shares
|
$15.7 Million
7.97% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
126,354
shares
|
$14.9 Million
0.57% of portfolio
|
Q3 2025
Added 642.21%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
125,995
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 3.23%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
120,824
shares
|
$14.2 Million
12.29% of portfolio
|
Q3 2025
Added 47.71%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
120,670
shares
|
$14.2 Million
2.25% of portfolio
|
Q3 2025
Reduced 0.77%
|
|