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

INVESCO EXCH TRD SLF IDX FD

BSCV
Institutions
222
Combined AUM (Q2 2026)
$1.39B
Combined Shares (Q2 2026)
84.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+15.3M
153 · 27 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-6.3M
51 · 17 Exit · ≈
⚖️ Net
+9.0M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.39B
Institutions
222
New Buys
27
Adds
126
Reduces
34
Exits
17
Unchanged
35
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Aptus Capital Advisors, LLC
1.21%1.38%#27$177.5M10.8M$175.2M10.6M+188,508+1.77%Add
MORGAN STANLEY
0.01%<0.01%#156$125.8M7.7M$67.3M4.0M+3.6M+90.34%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#126$70.3M4.3M$65.0M4.0M+337,097+8.53%Add
LPL Financial LLC
0.01%0.01%#137$57.5M3.5M$42.9M2.6M+902,346+34.60%Add
Atlantic Union Bankshares Corp
0.84%0.77%#34$50.3M3.1M$40.2M2.4M+628,502+25.73%Add
Avior Wealth Management, LLC
1.3%1.26%#25$44.3M2.7M$44.3M2.7M00.00%Unchanged
Invesco Ltd.
<0.01%0.01%#178$40.1M2.4M$34.9M2.1M+327,111+15.44%Add
HENGEHOLD CAPITAL MANAGEMENT LLC
3.04%3.23%#5$39.2M2.4M$37.0M2.2M+147,385+6.56%Add
WELLS FARGO & COMPANY/MN
0.01%0.01%#159$35.8M2.2M$33.1M2.0M+172,018+8.55%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#185$35.7M2.2M$33.7M2.0M+132,330+6.46%Add
UBS Group AG
<0.01%<0.01%#176$29.8M1.8M$21.4M1.3M+521,301+40.12%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#175$27.0M1.6M$22.8M1.4M+262,880+19.01%Add
MONECO ADVISORS, LLC
1.58%1.86%#18$25.9M1.6M$24.0M1.5M+119,038+8.15%Add
&PARTNERS
0.11%0.12%#82$25.7M1.6M$24.8M1.5M+61,993+4.11%Add
Capital Investment Counsel, LLC
2.71%2.96%#8$21.9M1.3M$21.6M1.3M+25,083+1.91%Add
STIFEL FINANCIAL CORP
0.02%0.02%#128$21.5M1.3M$20.8M1.3M+47,632+3.77%Add
Headland Capital, LLC
5.27%5.52%#2$21.4M1.3M$19.6M1.2M+113,813+9.56%Add
Waverly Advisors, LLC
0.12%<0.01%#79$20.6M1.3M$384,43523,356+1.2M+5,276.08%Add
Clark Asset Management, LLC
1.48%1.51%#20$18.8M1.1M$16.0M974,950+174,678+17.92%Add
Baird Financial Group, Inc.
0.02%0.03%#122$17.3M1.1M$16.2M987,210+66,855+6.77%Add
Janney Montgomery Scott LLC
0.03%0.04%#113$16.9M1.0M$16.4M994,524+38,265+3.85%Add
GPM Growth Investors, Inc.
6.79%#1$16.3M991,889$00+991,889New Buy
MAI Capital Management
0.06%0.08%#93$16.0M974,092$14.8M899,121+74,971+8.34%Add
Legacy Financial Group LLC
1.56%1.22%#19$13.9M846,268$9.7M587,420+258,848+44.07%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#180$12.3M750,708$10.3M623,742+126,966+20.36%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#169$11.3M688,529$9.5M581,283+107,246+18.45%Add
COOKSON PEIRCE & CO INC
0.36%0.45%#43$10.9M666,947$10.7M649,604+17,343+2.67%Add
CENTRAL VALLEY ADVISORS, LLC
2.79%2.87%#7$10.9M663,366$10.5M638,344+25,022+3.92%Add
Motley Fool Wealth Management, LLC
1.21%1.22%#28$10.8M654,597$10.8M654,59700.00%Unchanged
DAVIS R M INC
0.17%0.12%#67$10.7M653,039$6.9M422,068+230,971+54.72%Add
AMJ Financial Wealth Management
2.32%2.42%#11$10.2M622,503$10.2M622,50300.00%Unchanged
Lido Advisors, LLC
0.03%0.03%#117$10.0M612,339$9.7M591,197+21,142+3.58%Add
Hills Bank & Trust Co
0.42%2.09%#40$9.9M602,856$43.2M2.6M-2.0M-77.03%Reduce
Goepper Burkhardt LLC
2.89%2.84%#6$9.6M588,199$8.5M516,873+71,326+13.80%Add
Cornerstone Planning, LLC
2.22%2.12%#13$9.6M586,699$9.4M570,689+16,010+2.81%Add
Modern Wealth Management, LLC
0.11%0.15%#81$9.0M549,842$8.5M516,916+32,926+6.37%Add
Asset Dedication, LLC
0.57%0.61%#37$9.0M549,142$8.7M526,220+22,922+4.36%Add
OSAIC HOLDINGS, INC.
0.01%0.01%#146$9.0M548,149$8.5M518,819+29,330+5.65%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#192$8.4M512,472$4.0M245,240+267,232+108.97%Add
KIRR MARBACH & CO LLC /IN/
1.35%1.47%#23$8.0M488,157$8.1M491,310-3,153-0.64%Reduce
JANE STREET GROUP, LLC
<0.01%<0.01%#200$8.0M485,744$6.7M407,186+78,558+19.29%Add
HUB Investment Partners, LLC
0.14%0.17%#70$7.8M477,244$7.1M433,577+43,667+10.07%Add
Marietta Wealth Management, LLC
0.8%0.88%#36$7.8M476,339$7.4M451,928+24,411+5.40%Add
MML INVESTORS SERVICES, LLC
0.02%0.02%#130$7.6M464,246$6.3M381,692+82,554+21.63%Add
Kestra Advisory Services, LLC
0.02%0.01%#121$7.5M456,905$2.0M121,226+335,679+276.90%Add
Sanctuary Advisors, LLC
0.03%0.06%#111$7.4M453,793$10.3M625,123-171,330-27.41%Reduce
Red Spruce Capital, LLC
2.41%0.28%#10$6.9M422,257$684,55541,589+380,668+915.31%Add
Decker Wealth Management LLC
1.42%1.81%#21$6.7M409,510$8.0M485,735-76,225-15.69%Reduce
Carmel Capital Partners, LLC
2.13%2.32%#15$6.5M395,166$6.4M390,386+4,780+1.22%Add
VAUGHAN DAVID INVESTMENTS LLC/IL
0.12%#77$6.1M374,288$00+374,288New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow