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景顺·S&P MIDCAP MOMENTUM ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

景顺·S&P MIDCAP MOMENTUM ETF

INVESCO S&P MIDCAP MOMENTUM ETFXMMO
持有机构数
481
机构合计市值 (Q2 2026)
$52.22亿
机构合计股数 (Q2 2026)
3,073.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+580.2万股
311 · 80 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-554.5万股
126 · 26 清仓 · ≈
⚖️ 净额
+25.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$52.22亿
持有机构数
481
新买入
80
加仓
231
减仓
100
清仓
26
持股不变
70
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
LPL金融LPL Financial LLC
0.16%0.14%#185$6.97亿409.5万股$5.37亿369.9万股+39.6万股+10.70%加仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#321$4.03亿236.8万股$2.51亿185.9万股+50.9万股+27.38%加仓
Cetera投资顾问Cetera Investment Advisers
0.23%0.21%#152$2.57亿151.0万股$1.98亿136.7万股+14.3万股+10.45%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.12%0.1%#200$2.33亿137.2万股$1.69亿116.6万股+20.6万股+17.71%加仓
富国银行WELLS FARGO & COMPANY/MN
0.04%0.03%#284$2.29亿134.6万股$1.72亿118.3万股+16.3万股+13.74%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.06%0.05%#249$2.21亿129.9万股$1.63亿112.1万股+17.8万股+15.89%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.04%#262$2.20亿129.6万股$1.54亿106.2万股+23.4万股+22.04%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.03%#289$1.73亿101.5万股$1.10亿76.0万股+25.5万股+33.54%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#358$1.70亿100.0万股$1.14亿78.6万股+21.5万股+27.31%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.18%0.16%#173$1.52亿89.3万股$1.08亿74.5万股+14.7万股+19.79%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.12%1.16%#58$1.50亿88.2万股$1.37亿94.4万股-6.3万股-6.63%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.06%0.04%#257$1.40亿83.6万股$8,029.3万56.0万股+27.5万股+49.12%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#349$8,634.7万50.8万股$5,408.2万37.3万股+13.5万股+36.08%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.16%0.14%#183$7,829.7万46.0万股$5,018.6万34.6万股+11.4万股+32.98%加仓
Cambridge Investment Research Advisors, Inc.
0.17%0.11%#180$7,414.5万43.6万股$4,361.3万30.1万股+13.5万股+44.91%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.08%0.07%#232$6,262.2万36.8万股$5,256.6万36.2万股+5,585股+1.54%加仓
Stifel金融STIFEL FINANCIAL CORP
0.05%0.05%#263$6,213.1万36.5万股$5,162.3万35.6万股+9,197股+2.58%加仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.95%0.91%#65$6,022.5万35.4万股$4,983.9万34.4万股+1.0万股+3.00%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.04%#254$5,928.2万34.8万股$3,742.7万25.8万股+9.0万股+35.03%加仓
瑞银集团UBS Group AG
0.01%0.01%#372$5,809.9万34.1万股$4,491.9万31.0万股+3.2万股+10.24%加仓
AFFINITY WEALTH MANAGEMENT LLC
7.02%7.08%#4$5,452.7万32.0万股$4,678.8万32.3万股-2,150股-0.67%减仓
Private Advisor集团Private Advisor Group, LLC
0.21%0.12%#163$4,527.9万26.6万股$2,469.6万17.0万股+9.6万股+56.27%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.19%0.19%#167$3,569.6万21.0万股$3,151.8万21.7万股-7,529股-3.46%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
0.02%#313$3,350.1万19.7万股$00股+19.7万股新买入
AssuredPartners Investment Advisors, LLC
3.1%1.92%#16$3,205.4万18.8万股$1,764.7万12.0万股+6.9万股+57.48%加仓
Equitable控股Equitable Holdings, Inc.
0.18%0.15%#174$2,978.7万17.5万股$2,322.5万16.8万股+7,346股+4.38%加仓
花旗集团CITIGROUP INC
0.01%0.01%#365$2,922.9万17.2万股$2,399.0万16.5万股+6,370股+3.85%加仓
NewEdge顾问NewEdge Advisors, LLC
0.08%0.04%#231$2,648.9万15.6万股$1,135.3万7.8万股+7.7万股+98.88%加仓
Oxford Wealth Group, LLC
10.51%10.93%#2$2,349.9万13.8万股$2,000.4万13.8万股+172股+0.12%加仓
Davidson Capital Management Inc.
3.76%3.67%#12$2,348.6万13.8万股$2,023.8万14.0万股-1,511股-1.08%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.28%0.27%#138$2,316.3万13.6万股$1,852.1万12.8万股+8,423股+6.60%加仓
SHP Wealth Management
1.53%#44$2,224.9万13.1万股$00股+13.1万股新买入
Focus Financial Network, Inc.
0.66%0.64%#80$2,133.3万12.5万股$1,797.6万12.4万股+1,432股+1.16%加仓
Ameritas Investment Partners, Inc.
0.55%0.1%#90$2,057.9万12.1万股$330.7万2.3万股+9.8万股+430.43%加仓
Dala Group, LLC
15.7%12.63%#1$1,905.9万11.2万股$1,511.2万10.4万股+7,789股+7.47%加仓
Peak Planning Group, LLC
4.21%#11$1,864.2万11.0万股$00股+11.0万股新买入
现代财富管理Modern Wealth Management, LLC
0.22%0.28%#158$1,838.9万10.8万股$1,641.4万11.1万股-3,045股-2.74%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.06%0.03%#253$1,812.0万10.7万股$739.0万5.1万股+5.6万股+109.01%加仓
FIFTH THIRD SECURITIES, INC.
0.98%0.9%#63$1,722.6万10.1万股$1,394.5万9.6万股+5,088股+5.29%加仓
Financial Partners Group, Inc
1.74%1.78%#41$1,716.2万10.1万股$1,485.4万10.2万股-1,563股-1.53%减仓
MANCHESTER FINANCIAL INC
2.92%2.63%#19$1,643.2万9.7万股$1,369.0万9.4万股+2,178股+2.31%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.12%0.13%#201$1,622.5万9.5万股$1,553.7万10.7万股-1.2万股-10.99%减仓
Family Investment Center, Inc.
2.63%2.73%#25$1,583.5万9.3万股$1,417.0万9.8万股-4,635股-4.74%减仓
Advance Capital Management, Inc.
0.51%1.03%#91$1,578.3万9.3万股$2,715.6万18.7万股-9.4万股-50.46%减仓
Sound Income Strategies, LLC
0.71%0.57%#76$1,576.0万9.3万股$1,185.4万8.0万股+1.2万股+15.42%加仓
Insight Wealth Strategies, LLC
1.51%1.49%#45$1,545.7万9.3万股$1,335.3万9.2万股+1,040股+1.13%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#311$1,542.7万9.6万股$1,416.2万9.6万股-424股-0.44%减仓
正交资本Quadrature Capital Ltd
0.13%#199$1,480.6万8.7万股$00股+8.7万股新买入
FreeGulliver LLC
5.19%4.56%#8$1,471.9万8.7万股$1,082.3万7.5万股+1.2万股+15.92%加仓
Oasis Advisors, LLC
9.33%15.51%#3$1,437.4万8.4万股$6.77亿466.9万股-458.5万股-98.19%减仓

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