13FBOX
INVESCO EXCH TRD SLF IDX FD · 13F Institutional Holdings
Options Calculator Rankings
I

INVESCO EXCH TRD SLF IDX FD

BSCU
Institutions
310
Combined AUM (Q2 2026)
$2.14B
Combined Shares (Q2 2026)
128.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+21.1M
206 · 35 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-10.9M
85 · 22 Exit · ≈
⚖️ Net
+10.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.14B
Institutions
310
New Buys
35
Adds
171
Reduces
63
Exits
22
Unchanged
41
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
0.01%0.01%#214$181.6M10.9M$130.7M7.7M+3.2M+41.07%Add
Aptus Capital Advisors, LLC
1.07%1.21%#34$156.3M9.4M$154.2M9.2M+162,864+1.77%Add
Lido Advisors, LLC
0.38%0.43%#58$139.1M8.4M$141.1M8.4M-78,477-0.93%Reduce
Waverly Advisors, LLC
0.54%<0.01%#47$92.8M5.6M$423,24225,315+5.5M+21,913.48%Add
LPL Financial LLC
0.02%0.02%#188$92.3M5.5M$85.7M5.1M+422,835+8.25%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.03%#182$92.1M5.5M$86.1M5.1M+383,854+7.46%Add
Invesco Ltd.
0.01%0.01%#228$78.3M4.7M$73.6M4.4M+300,168+6.81%Add
Clearstead Advisors, LLC
0.61%0.58%#46$65.1M3.9M$63.9M3.8M+89,907+2.35%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#215$59.0M3.5M$54.4M3.3M+287,273+8.83%Add
Atlantic Union Bankshares Corp
0.89%0.84%#39$53.3M3.2M$43.6M2.6M+594,046+22.77%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#258$48.9M2.9M$46.5M2.8M+155,204+5.58%Add
ROYAL BANK OF CANADA
0.01%0.01%#225$46.9M2.8M$44.1M2.6M+176,695+6.69%Add
UBS Group AG
0.01%0.01%#236$40.8M2.4M$37.1M2.2M+231,868+10.46%Add
HENGEHOLD CAPITAL MANAGEMENT LLC
2.96%3.15%#9$38.1M2.3M$36.0M2.2M+135,650+6.29%Add
&PARTNERS
0.13%0.16%#116$32.7M2.0M$31.9M1.9M+53,199+2.78%Add
TLWM
5.01%5.44%#2$30.8M1.9M$30.2M1.8M+45,401+2.51%Add
Brookstone Capital Management
0.3%0.36%#71$30.0M1.8M$31.8M1.9M-103,436-5.43%Reduce
MAI Capital Management
0.11%0.16%#121$28.9M1.7M$28.0M1.7M+63,715+3.81%Add
IMA Advisory Services, Inc.
1.64%2.36%#24$26.3M1.6M$24.2M1.4M+130,163+8.99%Add
SHUFRO ROSE & CO LLC
1.47%#26$25.7M1.5M$00+1.5MNew Buy
MONECO ADVISORS, LLC
1.56%1.84%#25$25.6M1.5M$23.8M1.4M+115,909+8.16%Add
Clark Asset Management, LLC
1.83%1.82%#22$23.3M1.4M$19.4M1.2M+240,501+20.77%Add
Baird Financial Group, Inc.
0.03%0.03%#172$21.8M1.3M$16.7M999,401+307,396+30.76%Add
ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#238$21.6M1.3M$19.0M1.1M+157,155+13.80%Add
Capital Investment Counsel, LLC
2.6%2.68%#13$21.0M1.3M$19.5M1.2M+91,371+7.82%Add
Motley Fool Wealth Management, LLC
1.98%1.98%#18$17.5M1.0M$17.5M1.0M00.00%Unchanged
Hills Bank & Trust Co
0.74%2.12%#42$17.4M1.0M$43.8M2.6M-1.6M-60.04%Reduce
FORONJY FINANCIAL LLC
6.25%6.7%#1$17.0M1.0M$16.1M963,719+58,625+6.08%Add
Advisors Capital Management, LLC
0.17%0.19%#96$16.5M990,407$16.0M955,693+34,714+3.63%Add
DAVIS R M INC
0.24%0.24%#79$15.1M908,907$13.5M808,747+100,160+12.38%Add
Kestra Advisory Services, LLC
0.05%0.03%#155$14.6M876,869$7.7M457,911+418,958+91.49%Add
MML INVESTORS SERVICES, LLC
0.03%0.03%#174$14.2M850,723$11.4M683,399+167,324+24.48%Add
OSAIC HOLDINGS, INC.
0.02%0.02%#194$13.3M797,789$12.8M763,061+34,728+4.55%Add
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#176$12.3M740,408$11.6M692,248+48,160+6.96%Add
Asset Dedication, LLC
0.77%0.84%#41$12.3M737,920$12.0M717,414+20,506+2.86%Add
Goepper Burkhardt LLC
3.47%3.45%#5$11.5M693,597$10.3M617,619+75,978+12.30%Add
CVFG LLC
1.21%1.39%#30$11.5M691,355$11.2M670,503+20,852+3.11%Add
KIRR MARBACH & CO LLC /IN/
1.93%2.1%#19$11.5M689,505$11.5M689,400+105+0.02%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#244$11.4M685,236$9.2M551,941+133,295+24.15%Add
Janney Montgomery Scott LLC
0.02%0.03%#187$11.0M663,281$10.9M648,957+14,324+2.21%Add
COOKSON PEIRCE & CO INC
0.36%0.46%#64$10.9M657,395$10.8M646,116+11,279+1.75%Add
CENTRAL VALLEY ADVISORS, LLC
2.73%2.91%#12$10.7M640,350$10.7M637,269+3,081+0.48%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#266$10.5M628,743$8.5M508,021+120,722+23.76%Add
Cetera Investment Advisers
0.01%0.01%#219$9.9M593,583$6.1M366,431+227,152+61.99%Add
Cornerstone Planning, LLC
2.25%2.14%#15$9.7M584,751$9.5M567,021+17,730+3.13%Add
NewEdge Advisors, LLC
0.03%0.03%#175$9.7M581,488$9.6M571,449+10,039+1.76%Add
Apollon Wealth Management, LLC
0.11%#120$9.3M556,798$00+556,798New Buy
GPM Growth Investors, Inc.
3.67%3.21%#4$8.8M528,408$7.6M457,241+71,167+15.56%Add
TRUIST FINANCIAL CORP
0.01%<0.01%#209$8.7M524,787$3.5M208,992+315,795+151.10%Add
HUB Investment Partners, LLC
0.16%0.19%#103$8.6M519,517$8.0M478,616+40,901+8.55%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow