13FBOX
INVESCO EXCHANGE TRADED FD T · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO EXCHANGE TRADED FD T

SPVM
Institutions
37
Combined AUM (Q2 2026)
$64.5M
Combined Shares (Q2 2026)
866,436
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+115,453
24 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-120,108
13 · 5 Exit · ≈
⚖️ Net
-4,655
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$64.5M
Institutions
37
New Buys
10
Adds
14
Reduces
8
Exits
5
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#13$14.4M193,280$13.5M196,116-2,836-1.45%Reduce
Beta Wealth Group, Inc.
4.84%4.91%#1$12.9M173,484$11.9M172,124+1,360+0.79%Add
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
4.41%4.61%#2$12.5M167,795$11.0M159,658+8,137+5.10%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#15$5.7M76,585$3.7M53,838+22,747+42.25%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#27$3.1M42,156$2.2M32,086+10,070+31.38%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#18$2.4M31,544$1.2M17,660+13,884+78.62%Add
Perennial Investment Advisors, LLC
0.14%0.05%#3$2.1M28,634$596,9218,662+19,972+230.57%Add
HARBOUR INVESTMENTS, INC.
0.02%0.02%#10$1.6M21,969$1.4M20,613+1,356+6.58%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$1.5M19,843$1.4M19,899-56-0.28%Reduce
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#23$1.5M19,508$1.4M20,488-980-4.78%Reduce
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.04%#5$1.1M14,177$591,0008,585+5,592+65.14%Add
MORGAN STANLEY
<0.01%<0.01%#30$945,80412,710$1.4M21,154-8,444-39.92%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#19$798,35710,729$443,1256,431+4,298+66.83%Add
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#17$632,3728,498$409,0005,942+2,556+43.02%Add
CITADEL ADVISORS LLC
<0.01%#31$377,2805,070$00+5,070New Buy
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
0.04%#6$374,4525,032$00+5,032New Buy
PRIVATE TRUST CO NA
0.03%0.03%#8$343,7944,620$318,3184,62000.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#16$339,8654,567$891,83912,944-8,377-64.72%Reduce
Nvest Financial, LLC
0.1%#4$310,3864,171$00+4,171New Buy
Cooper Financial Group
0.03%0.05%#9$310,0734,167$459,5616,670-2,503-37.53%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%#29$276,4813,715$00+3,715New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#22$247,1873,270$00+3,270New Buy
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#24$230,4613,097$220,8933,206-109-3.40%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%#26$207,9622,795$00+2,795New Buy
Accent Capital Management, LLC
0.03%0.03%#7$74,4141,000$68,9001,00000.00%Unchanged
Tower Research Capital LLC (TRC)
<0.01%0.01%#14$65,038874$468,2446,796-5,922-87.14%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#34$48,000649$42,000613+36+5.87%Add
ABOUND FINANCIAL, LLC
0.02%0.02%#11$41,999564$38,705562+2+0.36%Add
IFP Advisors, Inc
<0.01%<0.01%#21$31,180419$5,23676+343+451.32%Add
Clearstead Advisors, LLC
<0.01%<0.01%#25$29,766400$27,56040000.00%Unchanged
Cape Investment Advisory, Inc.
0.01%#12$26,833361$00+361New Buy
FMR LLC
<0.01%<0.01%#37$19,124257$4827+250+3,571.43%Add
WELLS FARGO & COMPANY/MN
<0.01%#35$15,239205$00+205New Buy
ASSETMARK, INC
<0.01%#32$14,883200$00+200New Buy
Key FInancial Inc
<0.01%<0.01%#20$4,39059$4,0655900.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%#33$2,30731$00+31New Buy
Larson Financial Group LLC
<0.01%<0.01%#36$581$53100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow