13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
SPMO

Invesco ETF Trust II - S&P500 Momentum ETF

646 institutions still hold Invesco ETF Trust II - S&P500 Momentum ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138e339·646 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.2%
vs prior quarter
13F value held
$3.7B
59.0% inst. owned
of float
Holders
646
+1 QoQ
filers reporting
Activity
+61 / −78
+757 added · −646 reduced
this quarter
Concentration
20.74%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

646 institutions reported SPMO in Q1 2026. LPL Financial LLC leads at 20.7% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$762M6.8M0.20%Q1 202602
CWM, LLC
CIK 0001535847
$403M3.6M1.06%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$360M3.2M0.03%Q1 202604
MORGAN STANLEY
CIK 0000895421
$351M3.1M0.02%Q1 202605
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$271M2.4M2.29%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$176M1.6M0.05%Q1 202607
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$173M1.5M0.11%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$151M1.4M0.04%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$147M1.4M0.01%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$137M1.2M0.03%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$114M1.0M0.12%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$91M815K0.13%Q1 202613
Alpine Bank Wealth Management
CIK 0001974910
$89M792K12.91%Q1 202614
Equitable Holdings, Inc.
CIK 0001333986
$85M711K0.54%Q1 202615
PLANNING ALTERNATIVES LTD /ADV
CIK 0000712011
$83M744K10.77%Q1 202616
MONEY CONCEPTS CAPITAL CORP
CIK 0000716851
$69M620K3.84%Q1 202617
Private Advisor Group, LLC
CIK 0001567755
$63M562K0.30%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$54M483K0.15%Q1 202619
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$51M462K0.02%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$42M378K0.06%Q1 2026
Page 1 of 33
626 more holders available. Log in →