Institutional Ownership
Invesco Exchange Traded Fd T
CUSIP 46137V423S&P 500 VLU MOMNSPVMQ1 2026
Institutional Holders
31
13F filers
Shares Held
844.2K
Aggregate institutional
Institutional Value
$57.14M
Q1 2026
Net New Holders
+4
9 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions9
Increased9
Decreased7
Sold out5
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 196.1K | $13.51M | +56.9K | Added |
| 2 | Beta Wealth Group, Inc. | 172.1K | $11.86M | −2.5K | Reduced |
| 3 | Capstone Wealth Management Group, LLC | 159.7K | $11.00M | +1.9K | Added |
| 4 | Tactive Advisors, LLC | 90.3K | $6.22M | +90.3K | New |
| 5 | Raymond James Financial Inc | 53.8K | $3.71M | −200.2K | Reduced |
| 6 | Bank Of America Corp /De/ | 32.1K | $2.21M | −5.2K | Reduced |
| 7 | Harbour Investments, Inc. | 20.6K | $1.42M | +20.6K | New |
| 8 | Ameriprise Financial Inc | 20.5K | $1.41M | +1.2K | Added |
| 9 | Susquehanna International Group, LLP | 19.9K | $1.37M | +16.3K | Added |
| 10 | Jones Financial Companies Lllp | 17.7K | $1.20M | +8.8K | Added |
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