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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
48,253
shares
|
$5.69 Million
0.13% of portfolio
|
Q3 2025
Added 14.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,147
shares
|
$5.67 Million
0.06% of portfolio
|
Q3 2025
Added 18.54%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
47,453
shares
|
$5.59 Million
2.7% of portfolio
|
Q3 2025
Added 3.91%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,229
shares
|
$5.56 Million
0.03% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Threadgill Financial, LLC
|
Oct 07, 2025 Q3 2025 |
46,997
shares
|
$5.54 Million
2.81% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
46,821
shares
|
$5.52 Million
0.17% of portfolio
|
Q3 2025
Added 129.71%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 23, 2025 Q3 2025 |
46,175
shares
|
$5.44 Million
1.09% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
45,624
shares
|
$5.38 Million
0.24% of portfolio
|
Q3 2025
Added 253.46%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
45,259
shares
|
$5.33 Million
0.17% of portfolio
|
Q3 2025
Reduced 64.74%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
43,765
shares
|
$5.16 Million
0.06% of portfolio
|
Q3 2025
Added 35.54%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
42,582
shares
|
$5.02 Million
1.73% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
41,516
shares
|
$4.89 Million
0.43% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
41,412
shares
|
$4.88 Million
3.92% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
41,341
shares
|
$4.87 Million
0.3% of portfolio
|
Q3 2025
Added 50.09%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
41,240
shares
|
$4.86 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
41,200
shares
|
$4.85 Million
1.25% of portfolio
|
Q3 2023
Reduced 4.96%
|
|
|
Pachira Investments Inc.
|
Oct 22, 2025 Q3 2025 |
41,072
shares
|
$4.84 Million
3.05% of portfolio
|
Q3 2025
Added 217.94%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
40,795
shares
|
$4.81 Million
1.92% of portfolio
|
Q3 2025
Added 7.57%
|
|
|
Cardinal Strategic Wealth Guidance
|
Oct 22, 2025 Q3 2025 |
40,689
shares
|
$4.79 Million
1.35% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
39,953
shares
|
$4.71 Million
1.36% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
39,717
shares
|
$4.68 Million
0.28% of portfolio
|
Q3 2025
Added 208.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
38,765
shares
|
$4.57 Million
0.52% of portfolio
|
Q3 2025
Added 21.76%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,343
shares
|
$4.4 Million
0.07% of portfolio
|
Q3 2025
Added 1583.63%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
37,333
shares
|
$4.4 Million
2.95% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
37,084
shares
|
$4.37 Million
5.22% of portfolio
|
Q3 2025
Added 47.53%
|
|