INVESCO EXCHANGE TRADED FD T S&P 500 VLU MOMN is a security (CUSIP 46137V423) tracked across SEC portfolio filings. 37 institutional managers reported $54.2M on Form 13F as of 2026-06-30.
Showing 15 of 37 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| LPL Financial LLC | FORT MILL, SC | $13.5M | 196,116 |
| Beta Wealth Group, Inc. | SAN DIEGO, CA | $12.9M | 173,484 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | DUNMORE, PA | $12.5M | 167,795 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $3.7M | 53,838 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $2.2M | 32,086 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $1.4M | 20,613 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.4M | 19,899 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $1.2M | 17,660 |
| NewEdge Advisors, LLC | New Orleans, LA | $892K | 12,944 |
| Perennial Investment Advisors, LLC | Los Angeles, CA | $597K | 8,662 |
| MORGAN STANLEY | NEW YORK, NY | $495K | 7,182 |
| Tower Research Capital LLC (TRC) | NEW YORK, NY | $468K | 6,796 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $443K | 6,431 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | CONCORD, MA | $374K | 5,032 |
| PRIVATE TRUST CO NA | CLEVELAND, OH | $344K | 4,620 |