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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
120,346
shares
|
$14.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
119,871
shares
|
$14.1 Million
6.18% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
117,913
shares
|
$13.9 Million
0.36% of portfolio
|
Q3 2025
Added 4.61%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
117,896
shares
|
$13.9 Million
0.51% of portfolio
|
Q3 2025
Reduced 13.52%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
117,652
shares
|
$13.9 Million
0.67% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
115,414
shares
|
$13.6 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
112,883
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Added 51.14%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
109,570
shares
|
$12.9 Million
4.9% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
108,008
shares
|
$12.7 Million
0.07% of portfolio
|
Q2 2025
Added 65.97%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
107,470
shares
|
$12.7 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
106,496
shares
|
$12.5 Million
4.85% of portfolio
|
Q3 2025
Added 42.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
106,328
shares
|
$12.5 Million
0.27% of portfolio
|
Q3 2025
Added 27.85%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
101,206
shares
|
$11.9 Million
1.49% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
93,341
shares
|
$11 Million
2.53% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
92,424
shares
|
$10.9 Million
0.27% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
91,770
shares
|
$10.8 Million
3.79% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91,314
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
Added 39.42%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
85,500
shares
|
$10.1 Million
0.86% of portfolio
|
Q3 2025
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
84,728
shares
|
$9.98 Million
4.49% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
80,692
shares
|
$9.51 Million
0.02% of portfolio
|
Q3 2025
Added 106.25%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
80,182
shares
|
$9.45 Million
4.29% of portfolio
|
Q3 2025
Added 15.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
79,320
shares
|
$9.35 Million
0.22% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
78,176
shares
|
$9.21 Million
0.77% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
77,261
shares
|
$9.1 Million
4.21% of portfolio
|
Q3 2025
Added 476.79%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
76,140
shares
|
$8.97 Million
0.26% of portfolio
|
Q3 2025
Added 64.4%
|
|