Invesco S&P International Developed Momentum

IDMO • ARCA

Invesco S&P International Developed Momentum is an exchange-traded fund on ARCA. As of Q3 2025, 178 institutional investors hold shares in this ETF, with total holdings valued at $1.2B. LPL Financial LLC is the largest holder with a position valued at $209.0M.

Overview

Overview of institutional ownership in IDMO as of Q3 2025

All Institutions

Institutions: 178
Value Held: $1.2B
Shares Held: 22.0M
Avg Position: $6.7M
Median Position: $1.3M

Hedge Funds

Hedge Funds: 2
Value Held: $29.7M
Shares Held: 549.3K
Avg Position: $14.8M
Median Position: $14.8M

Biggest Investors

Institutions with the largest positions in IDMO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$209.0M 0.06% of portfolio	3.9M shares	Q4 2021 Held for 3y 11m	$340.07B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$85.0M 0.06% of portfolio	1.6M shares	Q3 2024 Held for 1y 2m	$149.83B
Cetera Investment Advisers RIA/Wealth	Joseph Daniel Neary CEO	$59.6M 0.07% of portfolio	1.1M shares	Q1 2025 Held for 8 months	$85.4B
Equitable Holdings, Inc. Institution	Robin M. Raju CEO	$30.4M 0.22% of portfolio	562.8K shares	Q1 2025 Held for 8 months	$13.6B
GREAT VALLEY ADVISOR GROUP, INC. RIA/Wealth	James J Spinelli CEO	$30.1M 0.60% of portfolio	557.0K shares	Q1 2025 Held for 8 months	$5.0B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$29.4M 0.02% of portfolio	544.5K shares	Q2 2025 Held for 5 months	$122.08B
RFG Advisory Group, LLC RIA/Wealth	Shannon Parrott Spotswood CEO	$26.7M 0.86% of portfolio	495.0K shares	Q2 2025 Held for 5 months	$3.1B
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	Justin Trent Mitchell Partner	$26.3M 7.25% of portfolio	487.2K shares	Q1 2025 Held for 8 months	$363.0M
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$26.1M 0.01% of portfolio	482.9K shares	Q4 2024 Held for 11 months	$310.43B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$23.1M 0.01% of portfolio	427.4K shares	Q2 2023 Held for 2y 5m	$341.99B

Net Capital Flow

Institutional buying and selling activity for IDMO in Q3 2025

Net Flow: +$375.7M
Buyers: 102
Sellers: 24
Total Bought: +$425.1M
Total Sold: −$49.4M
Avg Position: $7.6M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$96.6M +1.8M shares	$209.0M 3.9M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$48.1M +891.2K shares	$85.0M 1.6M shares
Cetera Investment Advisers RIA/Wealth	+$41.8M +773.8K shares	$59.6M 1.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$27.7M +512.4K shares	$29.4M 544.5K shares
RFG Advisory Group, LLC RIA/Wealth	+$26.0M +481.4K shares	$26.7M 495.0K shares
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	+$23.3M +431.6K shares	$26.3M 487.2K shares
A Advisor Group Holdings, Inc. Institution	+$15.9M +296.7K shares	$22.6M 422.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$14.0M +258.8K shares	$26.1M 482.9K shares
Per Stirling Capital Management, LLC. RIA/Wealth	+$12.6M +233.4K shares	$13.1M 243.4K shares
D'Orazio & Associates, Inc. RIA/Wealth	+$9.1M +168.9K shares	$11.7M 217.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
J JANE STREET GROUP, LLC Institution	−$24.6M −455.0K shares	$5.1M 94.8K shares
T Tidemark, LLC RIA/Wealth	−$5.5M −102.0K shares	$1.9M 35.2K shares
A Arizona PSPRS Trust Institution	−$5.3M −103.9K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$3.2M −62.8K shares	Sold Off 0 shares
F FLOW TRADERS U.S. LLC Institution	−$2.9M −55.8K shares	Sold Off 0 shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	−$1.6M −31.7K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$1.3M −24.2K shares	$266.1K 4.9K shares
Lunt Capital Management, Inc. RIA/Wealth	−$1.2M −23.0K shares	$399.1K 7.4K shares
Ameritas Advisory Services, LLC RIA/Wealth	−$1.0M −18.6K shares	$591.4K 11.0K shares
Clear Creek Financial Management, LLC RIA/Wealth	−$892.7K −16.5K shares	$2.6M 47.5K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IDMO in Q3 2025

New Positions: 43
New Value: $135.0M
Exited Positions: 8
Exited Value: $14.2M

New Positions

Institution	Position Value
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth	$20.4M 378.5K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	$19.4M 358.7K shares
Rooted Wealth Advisors, Inc. RIA/Wealth	$17.2M 316.7K shares
I Insight Wealth Strategies, LLC RIA/Wealth	$16.6M 307.2K shares
Kovack Advisors, Inc. RIA/Wealth	$15.3M 283.6K shares
HighTower Advisors, LLC RIA/Wealth	$8.5M 157.1K shares
Sonoma Allocations LLC RIA/Wealth	$7.5M 140.3K shares
Meridian Wealth Management, LLC RIA/Wealth	$7.3M 134.6K shares
Sowell Financial Services LLC RIA/Wealth	$3.6M 67.4K shares
IFG Advisory, LLC RIA/Wealth	$3.3M 61.0K shares

Exited Positions

Institution	Previous Position
A Arizona PSPRS Trust Institution	$5.3M 103.9K shares
BANK OF AMERICA CORP /DE/ Institution	$3.2M 62.8K shares
F FLOW TRADERS U.S. LLC Institution	$2.9M 55.8K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$1.6M 31.7K shares
A AMERIFLEX GROUP, INC. Institution	$651.3K 12.8K shares
Operose Advisors LLC RIA/Wealth	$271.9K 5.3K shares
F FinDec Wealth Services, Inc. RIA/Wealth	$223.7K 4.4K shares
UBS Group AG Institution	$974.0 19.0 shares

Options Activity

Institutions with the largest Call and Put options positions in IDMO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IDMO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
T Three Cord True Wealth Management, LLC RIA/Wealth	Mathew W Hunnicutt Member	9.21% $13.5M	250.5K shares	Q2 2025 Held for 5 months	$146.8M
ADAMSBROWN WEALTH CONSULTANTS LLC RIA/Wealth	Justin Trent Mitchell Partner	7.25% $26.3M	487.2K shares	Q1 2025 Held for 8 months	$363.0M
C Cyr Financial Inc. RIA/Wealth	Christian John Cyr President	6.05% $8.8M	162.7K shares	Q4 2024 Held for 11 months	$145.3M
Rooted Wealth Advisors, Inc. RIA/Wealth	Zachary Blake Gray CEO	5.25% $17.2M	316.7K shares	Q3 2025 Held for 2 months	$327.6M
StoneCrest Wealth Management, Inc. RIA/Wealth	Keith Casey Mahan President	5.24% $11.1M	206.0K shares	Q2 2025 Held for 5 months	$212.4M
Drake & Associates, LLC RIA/Wealth	Anthony Samuel Drake Managing Partner	4.71% $22.5M	417.4K shares	Q2 2025 Held for 5 months	$477.4M
Whitaker-Myers Wealth Managers, LTD. RIA/Wealth	John-Mark Collier Young President	4.61% $20.4M	378.5K shares	Q3 2025 Held for 2 months	$443.7M
W Wise Wealth Partners RIA/Wealth	Stephanie Elizabeth Meket Managing Partner	3.98% $2.5M	46.9K shares	Q2 2025 Held for 5 months	$63.6M
Legend Financial Advisors, Inc. RIA/Wealth	James Jude Holtzman CEO	3.92% $6.4M	118.4K shares	Q1 2025 Held for 8 months	$163.1M
Able Wealth Management LLC RIA/Wealth	Seth Philip Hodes Managing Partner	3.31% $8.9M	164.2K shares	Q2 2024 Held for 1y 5m	$267.5M

Hedge Fund Spotlight

Discover hedge funds investing in IDMO

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Invesco S&P International Developed Momentum

Market Value: $29.4M
Shares Held: 544.5K
Portfolio Weight: 0.02%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%