Institutional Ownership
Invesco Exch Traded Fd Tr II
CUSIP 46138E339S&P 500 MOMNTMSPMOQ1 2026
Institutional Holders
644
13F filers
Shares Held
57.12M
Aggregate institutional
Institutional Value
$6.04B
Q1 2026
Net New Holders
+18
82 new · 64 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions82
Increased336
Decreased171
Sold out64
Institutional Holders
644 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 6.79M | $761.54M | +168.3K | Added |
| 2 | Cwm, LLC | 3.59M | $402.65M | +599.4K | Added |
| 3 | Bank Of America Corp /De/ | 3.21M | $359.80M | −99.3K | Reduced |
| 4 | Morgan Stanley | 3.13M | $350.67M | +445.0K | Added |
| 5 | Vantagepoint Investment Advisers LLC | 2.41M | $270.53M | −42.2K | Reduced |
| 6 | Raymond James Financial Inc | 1.57M | $175.53M | −160.4K | Reduced |
| 7 | Northwestern Mutual Wealth Management Co | 1.55M | $173.40M | +169.8K | Added |
| 8 | Envestnet Asset Management Inc | 1.35M | $151.49M | +29.5K | Added |
| 9 | Jpmorgan Chase & Co | 1.37M | $147.22M | +134.1K | Added |
| 10 | Wells Fargo & Company/Mn | 1.22M | $137.27M | +236.3K | Added |
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