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 |
|---|---|---|---|---|---|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
60,134
shares
|
$7.09 Million
4.48% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Jackson Wealth Management, LLC
|
Oct 03, 2025 Q3 2025 |
59,806
shares
|
$7.05 Million
1.0% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
59,696
shares
|
$7.03 Million
0.35% of portfolio
|
Q3 2025
Reduced 39.13%
|
|
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
Nov 12, 2025 Q3 2025 |
59,163
shares
|
$6.97 Million
5.05% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
59,045
shares
|
$6.96 Million
0.28% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
58,934
shares
|
$6.94 Million
5.02% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
58,800
shares
|
$6.93 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
57,577
shares
|
$6.78 Million
0.43% of portfolio
|
Q3 2025
Added 46.22%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Oct 31, 2025 Q3 2025 |
56,728
shares
|
$6.68 Million
1.9% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
56,511
shares
|
$6.66 Million
0.0% of portfolio
|
Q3 2024
Added 497.49%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
56,194
shares
|
$6.62 Million
5.3% of portfolio
|
Q3 2025
Added 40.29%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 30, 2025 Q3 2025 |
55,100
shares
|
$6.49 Million
0.86% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
54,942
shares
|
$6.47 Million
0.15% of portfolio
|
Q3 2025
Added 75.51%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
54,061
shares
|
$6.37 Million
0.05% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
53,579
shares
|
$6.31 Million
3.04% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
53,067
shares
|
$6.25 Million
0.17% of portfolio
|
Q3 2025
Added 6.38%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
52,232
shares
|
$6.15 Million
0.87% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,949
shares
|
$6.12 Million
1.05% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
51,655
shares
|
$6.09 Million
1.13% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
50,927
shares
|
$6 Million
0.17% of portfolio
|
Q3 2025
Reduced 57.97%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
50,721
shares
|
$5.98 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
50,205
shares
|
$5.92 Million
0.03% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
49,768
shares
|
$5.86 Million
1.3% of portfolio
|
Q3 2025
Added 3.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
48,952
shares
|
$5.77 Million
0.18% of portfolio
|
Q3 2025
Added 199.77%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
48,895
shares
|
$5.76 Million
1.28% of portfolio
|
Q3 2025
Added 3.23%
|
|