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 |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
76,135
shares
|
$8.97 Million
2.39% of portfolio
|
Q3 2025
Added 11.3%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
75,714
shares
|
$8.92 Million
5.31% of portfolio
|
Q2 2025
Added 324.72%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
75,641
shares
|
$8.91 Million
0.87% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
74,809
shares
|
$8.81 Million
0.19% of portfolio
|
Q3 2025
Added 112.04%
|
|
|
Eagle Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
72,222
shares
|
$8.51 Million
3.3% of portfolio
|
Q3 2025
Added 99.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
71,978
shares
|
$8.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
71,670
shares
|
$8.44 Million
5.69% of portfolio
|
Q3 2025
Reduced 23.03%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
71,652
shares
|
$8.44 Million
5.7% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
71,394
shares
|
$8.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
70,106
shares
|
$8.26 Million
0.32% of portfolio
|
Q3 2025
Added 43.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
70,077
shares
|
$8.26 Million
1.11% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
69,711
shares
|
$8.21 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
69,573
shares
|
$8.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 42.78%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
68,672
shares
|
$8.09 Million
2.35% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
67,130
shares
|
$7.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 56.46%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 13, 2025 Q3 2025 |
66,785
shares
|
$7.87 Million
3.29% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
66,653
shares
|
$7.85 Million
1.41% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
65,946
shares
|
$7.77 Million
0.95% of portfolio
|
Q3 2025
Added 866.81%
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
64,593
shares
|
$7.61 Million
2.7% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
64,493
shares
|
$7.6 Million
0.88% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
63,141
shares
|
$7.44 Million
0.69% of portfolio
|
Q3 2025
Added 116.58%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
61,903
shares
|
$7.29 Million
1.13% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
61,722
shares
|
$7.27 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
61,191
shares
|
$7.21 Million
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
60,543
shares
|
$7.13 Million
0.24% of portfolio
|
Q3 2025
Added 10.04%
|
|