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IDMO Institutional Ownership

Invesco S&P International Developed Momentum ETF
1W: -0.5% 1M: -1.2% 3M: +0.6% YTD: +9.4% 1Y: +13.7% 3Y: +93.3% 5Y: +87.6%
$61.52
+0.92 (+1.52%)
 
Weekly Expected Move ±2.1%
$59 $60 $62 $63 $64
ETF AMEX · AUM $4.2B

Institutional Ownership — IDMO

320
Institutional Holders
+29 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
54
New Positions
167
Increased
79
Reduced
30
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (336 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 6,703,162 $412M +1,080,654 +19.2% 19Q SEC ↗
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 3,522,215 $217M +387,585 +12.4% 8Q SEC ↗
3 Cetera Investment Advisers 2,267,920 $140M +169,491 +8.1% 6Q SEC ↗
4 SHP Wealth Management 2,044,639 $126M +40,686 +2.0% 3Q SEC ↗
5 RAYMOND JAMES FINANCIAL INC 1,562,547 $96M +73,358 +4.9% 7Q SEC ↗
6 GREAT VALLEY ADVISOR GROUP, INC. 1,553,226 $96M +161,702 +11.6% 6Q SEC ↗
7 Sixth Street Partners Management Compa NEW 1,394,238 $86M — +0.0% 1Q SEC ↗
8 CHARLES SCHWAB INVESTMENT MANAGEMENT I 1,394,238 $86M +359,858 +34.8% 4Q SEC ↗
9 Equitable Holdings, Inc. 925,783 $57M +200,691 +27.7% 6Q SEC ↗
10 OSAIC HOLDINGS, INC. 861,279 $53M +224,797 +35.3% 14Q SEC ↗
11 COMMONWEALTH EQUITY SERVICES, LLC 804,670 $50M +84,684 +11.8% 9Q SEC ↗
12 HighTower Advisors, LLC 713,099 $44M +147,774 +26.1% 4Q SEC ↗
13 MML INVESTORS SERVICES, LLC 704,192 $43M +190,943 +37.2% 11Q SEC ↗
14 ENVESTNET ASSET MANAGEMENT INC 628,079 $39M +68,164 +12.2% 13Q SEC ↗
15 ADAMSBROWN WEALTH CONSULTANTS LLC 624,654 $38M +30,045 +5.1% 6Q SEC ↗
16 Cambridge Investment Research Advisors 623,770 $38M +46,897 +8.1% 8Q SEC ↗
17 BANK OF AMERICA CORP /DE 612,147 $38M +76,542 +14.3% 3Q SEC ↗
18 Drake & Associates, LLC 598,229 $37M +49,674 +9.1% 5Q SEC ↗
19 CWM, LLC 538,915 $33M +65,680 +13.9% 5Q SEC ↗
20 PLANNING ALTERNATIVES LTD /ADV 503,718 $31M +20,740 +4.3% 2Q SEC ↗
21 Gratus Wealth Advisors, LLC 470,420 $29M +13,604 +3.0% 2Q SEC ↗
22 MANCHESTER FINANCIAL INC 463,576 $29M +7,564 +1.7% 3Q SEC ↗
23 WELLS FARGO & COMPANY/MN 459,347 $28M +101,268 +28.3% 14Q SEC ↗
24 Modern Wealth Management, LLC 457,489 $28M +209,475 +84.5% 5Q SEC ↗
25 McIlrath & Eck, LLC 455,519 $28M +13,686 +3.1% 5Q SEC ↗
26 Retirement Management Systems Inc. 435,488 $27M +30,082 +7.4% 3Q SEC ↗
27 Whitaker-Myers Wealth Managers, LTD. 432,402 $27M +34,679 +8.7% 4Q SEC ↗
28 Rooted Wealth Advisors, Inc. 428,286 $26M +49,116 +13.0% 4Q SEC ↗
29 Insight Wealth Strategies, LLC 385,732 $24M +17,222 +4.7% 4Q SEC ↗
30 MERCER GLOBAL ADVISORS INC /ADV 369,409 $23M +66,422 +21.9% 4Q SEC ↗
31 Kestra Advisory Services, LLC 344,938 $21M +35,310 +11.4% 5Q SEC ↗
32 AFFINITY WEALTH LLC 341,315 $21M +19,262 +6.0% 2Q SEC ↗
33 WEALTH ENHANCEMENT ADVISORY SERVICES, 340,977 $21M +21,056 +6.6% 13Q SEC ↗
34 D'Orazio & Associates, Inc. 321,925 $20M +38,244 +13.5% 5Q SEC ↗
35 Three Cord True Wealth Management, LLC 313,992 $19M +23,981 +8.3% 5Q SEC ↗
36 Private Advisor Group, LLC 285,327 $18M -25,938 -8.3% 13Q SEC ↗
37 NOMURA ASSET MANAGEMENT CO LTD NEW 279,800 $17M — +0.0% 1Q SEC ↗
38 Bucket List Wealth Management, LLC 253,224 $16M +38,357 +17.9% 3Q SEC ↗
39 Janney Montgomery Scott LLC 249,475 $15M +38,171 +18.1% 6Q SEC ↗
40 Clark Wealth Partners 239,167 $15M +3,248 +1.4% 7Q SEC ↗
41 TITLEIST ASSET MANAGEMENT, LLC 237,623 $15M +9,510 +4.2% 7Q SEC ↗
42 Kovack Advisors, Inc. 237,623 $15M +5,097 +2.2% 4Q SEC ↗
43 StoneCrest Wealth Management, Inc. 224,418 $14M -1,090 -0.5% 5Q SEC ↗
44 Kingsview Wealth Management, LLC 224,057 $14M +35,237 +18.7% 5Q SEC ↗
45 Amplius Wealth Advisors, LLC 222,327 $14M +30,534 +15.9% 6Q SEC ↗
46 Meridian Wealth Management, LLC 220,360 $14M +57,902 +35.6% 4Q SEC ↗
47 JANE STREET GROUP, LLC 200,000 $12M +116,963 +140.9% 14Q SEC ↗
48 Cyr Financial Inc. 199,919 $12M +10,205 +5.4% 7Q SEC ↗
49 Per Stirling Capital Management, LLC. 198,739 $12M -1,109 -0.6% 5Q SEC ↗
50 Thrivent Financial for Lutherans NEW 191,933 $12M — +0.0% 1Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +1,080,654 +19.2% 6,703,162
NORTHWESTERN MUTUAL WEALTH MANAGEME +387,585 +12.4% 3,522,215
CHARLES SCHWAB INVESTMENT MANAGEMEN +359,858 +34.8% 1,394,238
OSAIC HOLDINGS, INC. +224,797 +35.3% 861,279
Modern Wealth Management, LLC +209,475 +84.5% 457,489
Equitable Holdings, Inc. +200,691 +27.7% 925,783
MML INVESTORS SERVICES, LLC +190,943 +37.2% 704,192
Segment Wealth Management, LLC +174,657 +1789.5% 184,417
Cetera Investment Advisers +169,491 +8.1% 2,267,920
GREAT VALLEY ADVISOR GROUP, INC. +161,702 +11.6% 1,553,226
HighTower Advisors, LLC +147,774 +26.1% 713,099
CPA Asset Management Group, LLC +126,615 +251.6% 176,931
JANE STREET GROUP, LLC +116,963 +140.9% 200,000
Waverly Advisors, LLC +108,649 +8402.9% 109,942
WELLS FARGO & COMPANY/MN +101,268 +28.3% 459,347
Integrated Wealth Concepts LLC +86,340 +180.5% 134,169
COMMONWEALTH EQUITY SERVICES, LLC +84,684 +11.8% 804,670
BANK OF AMERICA CORP /DE +76,542 +14.3% 612,147
RAYMOND JAMES FINANCIAL INC +73,358 +4.9% 1,562,547
ENVESTNET ASSET MANAGEMENT INC +68,164 +12.2% 628,079
Biggest Decreases (20)
HolderReducedChange %Total Shares
RFG Advisory, LLC -427,616 -75.0% 142,809
Avid Wealth Partners LLC -137,148 -76.6% 41,790
JPMORGAN CHASE & CO -121,435 -79.4% 31,441
Brookstone Capital Management -113,235 -48.6% 119,574
CITADEL ADVISORS LLC -63,704 -41.1% 91,400
Able Wealth Management LLC -33,844 -33.3% 67,724
Private Advisor Group, LLC -25,938 -8.3% 285,327
HARBOUR INVESTMENTS, INC. -23,704 -19.0% 101,105
PRINCIPAL SECURITIES, INC. -23,453 -57.4% 17,371
NewEdge Advisors, LLC -22,493 -93.5% 1,557
Alpine Bank Wealth Management -21,593 -14.5% 127,504
Steward Partners Investment Advisor -13,655 -31.3% 29,902
Belpointe Asset Management LLC -10,815 -31.5% 23,544
Systelligence, LLC -8,462 -5.1% 156,673
Clear Creek Financial Management, L -6,455 -13.5% 41,507
Advisory Services Network, LLC -5,718 -45.1% 6,965
HBW ADVISORY SERVICES LLC -4,394 -9.5% 41,840
WealthCare Investment Partners, LLC -4,090 -3.0% 131,304
PCG Wealth Advisors, LLC -4,084 -6.1% 62,617
FOUNDERS FINANCIAL SECURITIES LLC -3,356 -4.8% 67,117

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms