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

INVESCO EXCH TRD SLF IDX FD

BSCX
Institutions
131
Combined AUM (Q2 2026)
$799.8M
Combined Shares (Q2 2026)
38.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.6M
95 · 23 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-856,778
29 · 9 Exit · ≈
⚖️ Net
+5.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$799.8M
Institutions
131
New Buys
23
Adds
72
Reduces
20
Exits
9
Unchanged
16
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Aptus Capital Advisors, LLC
1.15%1.16%#13$167.5M8.0M$148.1M7.0M+949,942+13.56%Add
AMERIPRISE FINANCIAL INC
0.02%0.01%#68$74.4M3.5M$52.8M2.5M+1.0M+41.58%Add
RAYMOND JAMES FINANCIAL INC
0.02%0.02%#63$71.9M3.4M$68.3M3.2M+186,520+5.78%Add
Clearstead Advisors, LLC
0.55%0.51%#18$57.9M2.8M$56.3M2.7M+88,835+3.34%Add
LPL Financial LLC
0.01%0.01%#74$44.4M2.1M$42.4M2.0M+106,136+5.30%Add
MORGAN STANLEY
<0.01%<0.01%#109$27.6M1.3M$31.6M1.5M-159,019-10.81%Reduce
IMA Advisory Services, Inc.
1.58%#7$25.3M1.2M$00+1.2MNew Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#95$19.3M915,739$17.5M829,291+86,448+10.42%Add
Invesco Ltd.
<0.01%<0.01%#108$19.2M911,142$18.2M861,568+49,574+5.75%Add
Janney Montgomery Scott LLC
0.03%0.03%#60$14.0M666,639$13.3M629,946+36,693+5.82%Add
Baird Financial Group, Inc.
0.02%0.02%#65$13.1M622,811$11.2M530,705+92,106+17.36%Add
GOLDMAN SACHS GROUP INC
<0.01%#114$11.9M567,411$00+567,411New Buy
Motley Fool Wealth Management, LLC
1.29%1.3%#9$11.5M543,485$11.5M543,48500.00%Unchanged
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#90$11.3M534,589$10.3M493,669+40,920+8.29%Add
Clark Asset Management, LLC
0.86%0.84%#17$10.9M519,107$8.9M423,028+96,079+22.71%Add
COOKSON PEIRCE & CO INC
0.36%0.44%#23$10.9M516,334$10.5M496,315+20,019+4.03%Add
Parkway Wealth Management Group, LLC
1.17%1.28%#12$10.1M480,088$10.1M475,922+4,166+0.88%Add
BCS Wealth Management
1.7%1.87%#6$9.5M449,212$9.2M432,811+16,401+3.79%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#119$9.3M441,183$8.8M414,450+26,733+6.45%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#111$8.4M398,162$8.1M383,288+14,874+3.88%Add
Modern Wealth Management, LLC
0.09%0.12%#42$7.9M376,705$7.1M337,138+39,567+11.74%Add
Equitable Holdings, Inc.
0.04%0.04%#55$6.4M303,093$6.7M313,449-10,356-3.30%Reduce
OSAIC HOLDINGS, INC.
0.01%0.01%#80$6.3M297,388$5.7M268,288+29,100+10.85%Add
Apollon Wealth Management, LLC
0.07%#44$6.1M289,335$00+289,335New Buy
Asset Dedication, LLC
0.38%0.4%#22$6.0M286,678$5.7M267,433+19,245+7.20%Add
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%<0.01%#78$5.5M262,943$950,104256,488+6,455+2.52%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#97$5.1M242,570$5.0M237,436+5,134+2.16%Add
NorthAvenue LLC
3.31%3.5%#1$4.6M219,593$4.4M208,260+11,333+5.44%Add
NorthCrest Asset Manangement, LLC
0.12%0.14%#38$4.5M216,837$4.5M211,723+5,114+2.42%Add
STEPHENS INC /AR/
0.05%0.05%#51$4.5M212,785$4.3M201,774+11,011+5.46%Add
NOTTINGHAM ADVISORS, INC.
0.54%0.56%#19$4.5M212,131$4.3M205,032+7,099+3.46%Add
Lido Advisors, LLC
0.01%0.01%#71$4.2M201,547$3.5M164,304+37,243+22.67%Add
VIRTUE ASSET MANAGEMENT LLC
2.97%2.58%#2$4.2M200,790$3.2M152,871+47,919+31.35%Add
Ledgewood Wealth Advisors, LLC
2.19%2.3%#5$4.1M195,591$4.1M193,173+2,418+1.25%Add
MAI Capital Management
0.01%0.01%#69$3.5M164,142$2.2M105,995+58,147+54.86%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#117$3.4M159,600$2.7M128,246+31,354+24.45%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.06%#47$3.3M155,542$00+155,542New Buy
DWM Financial Group, Inc.
2.96%#3$3.3M152,130$00+152,130New Buy
Cetera Investment Advisers
<0.01%<0.01%#96$3.2M153,991$2.7M126,629+27,362+21.61%Add
PARK AVENUE SECURITIES LLC
0.02%0.02%#64$3.0M143,484$2.3M110,277+33,207+30.11%Add
Infinity Wealth Counsel, LLC
2.41%2.42%#4$3.0M141,517$2.6M124,400+17,117+13.76%Add
Kestra Advisory Services, LLC
0.01%<0.01%#75$2.9M140,017$638,49630,189+109,828+363.80%Add
Savvy Advisors, Inc.
0.06%#48$2.9M136,118$00+136,118New Buy
JANE STREET GROUP, LLC
<0.01%<0.01%#122$2.9M136,028$4.0M188,023-51,995-27.65%Reduce
MML INVESTORS SERVICES, LLC
0.01%0.01%#86$2.8M134,082$2.1M97,189+36,893+37.96%Add
Carroll Advisory Group, LLC
0.87%0.93%#16$2.7M126,318$2.4M113,599+12,719+11.20%Add
Addison Advisors LLC
1.24%1.24%#11$2.6M124,613$5.6M265,879-141,266-53.13%Reduce
NOVARE CAPITAL MANAGEMENT LLC
0.18%0.18%#31$2.5M117,620$2.3M108,589+9,031+8.32%Add
LeClair Wealth Partners LLC
1.27%#10$2.5M116,695$00+116,695New Buy
DAVIS R M INC
0.04%0.02%#56$2.3M110,653$1.2M55,294+55,359+100.12%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow