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 |
|---|---|---|---|---|---|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
13,351
shares
|
$1.34 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,825
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,782
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 41.97%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
12,563
shares
|
$1.27 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
12,127
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 100.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
11,841
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,471
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
11,352
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 23.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
11,220
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,145
shares
|
$1.12 Million
0.36% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
11,141
shares
|
$1.12 Million
0.06% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,128
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
10,987
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
10,963
shares
|
$1.1 Million
0.15% of portfolio
|
Q4 2024
Added 308.46%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
10,942
shares
|
$1.1 Million
0.08% of portfolio
|
Q4 2024
Added 80.0%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
10,505
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 74.79%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
10,288
shares
|
$1.04 Million
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
10,047
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
9,997
shares
|
$1.01 Million
0.47% of portfolio
|
Q3 2024
Added 57.01%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
9,638
shares
|
$970,932
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
9,452
shares
|
$952,194
0.01% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,425
shares
|
$949,474
0.39% of portfolio
|
Q4 2024
Reduced 28.51%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
9,400
shares
|
$946,956
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,106
shares
|
$917,338
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,870
shares
|
$893,563
0.33% of portfolio
|
Q4 2024
New holding
|