# INVESCO EXCHANGE TRADED FD T S&P 500 VLU MOMN

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.

## Summary

- Issuer: INVESCO EXCHANGE TRADED FD T
- Class: S&P 500 VLU MOMN
- CUSIP: 46137V423
- 13F holders: 37
- 13F value: $54.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 37 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $13.5M | 196,116 |
| [Beta Wealth Group, Inc.](https://search.stillhousedata.com/firm/165224) | 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.](https://search.stillhousedata.com/firm/19258) | 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](https://search.stillhousedata.com/firm/286477) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46137V423.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.