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 248 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
45,868
shares
|
$4.62 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
43,997
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 110.93%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
41,200
shares
|
$4.15 Million
0.94% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
40,832
shares
|
$4.11 Million
0.79% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Nov 01, 2024 Q3 2024 |
40,548
shares
|
$4.08 Million
2.79% of portfolio
|
Q3 2024
Added 10.32%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
39,311
shares
|
$3.96 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
38,845
shares
|
$3.91 Million
1.89% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
37,696
shares
|
$3.8 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
37,128
shares
|
$3.74 Million
0.11% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
36,848
shares
|
$3.71 Million
0.09% of portfolio
|
Q3 2024
Added 596.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
36,315
shares
|
$3.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,008
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
34,480
shares
|
$3.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
34,395
shares
|
$3.46 Million
1.42% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
32,427
shares
|
$3.27 Million
0.0% of portfolio
|
Q3 2024
Added 32988.78%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
29,364
shares
|
$2.96 Million
2.03% of portfolio
|
Q3 2024
Added 55.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
29,297
shares
|
$2.95 Million
0.1% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
29,228
shares
|
$2.94 Million
0.16% of portfolio
|
Q3 2024
Added 5036.73%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
28,222
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2024
Added 30.87%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
25,749
shares
|
$2.59 Million
0.06% of portfolio
|
Q4 2024
Added 58.01%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
25,667
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
24,951
shares
|
$2.51 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
24,713
shares
|
$2.49 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,630
shares
|
$2.48 Million
0.03% of portfolio
|
Q2 2024
Added 0.78%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
23,101
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 216.41%
|