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

INVESCO EXCH TRD SLF IDX FD

BSJS
Institutions
137
Combined AUM (Q2 2026)
$434.4M
Combined Shares (Q2 2026)
20.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.3M
89 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.6M
47 · 16 Exit · ≈
⚖️ Net
+1.7M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$434.4M
Institutions
137
New Buys
10
Adds
79
Reduces
31
Exits
16
Unchanged
17
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#82$56.2M2.6M$50.8M2.3M+242,215+10.35%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#91$32.3M1.5M$34.9M1.6M-127,467-7.91%Reduce
MORGAN STANLEY
<0.01%<0.01%#116$27.2M1.3M$11.3M511,744+739,052+144.42%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#107$27.0M1.2M$25.6M1.2M+57,575+4.87%Add
Cetera Investment Advisers
0.02%0.02%#73$19.0M873,931$16.4M755,566+118,365+15.67%Add
OSAIC HOLDINGS, INC.
0.02%0.02%#71$15.8M726,891$12.9M593,186+133,705+22.54%Add
MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#75$13.7M629,699$12.4M572,726+56,973+9.95%Add
Mirador Capital Partners LP
1.49%0.07%#8$12.2M560,921$505,07123,291+537,630+2,308.32%Add
CAPTRUST FINANCIAL ADVISORS
0.02%0.02%#72$12.0M550,103$10.8M499,435+50,668+10.15%Add
Ashton Thomas Private Wealth, LLC
0.25%0.27%#29$11.8M543,796$11.5M529,399+14,397+2.72%Add
HUB Investment Partners, LLC
0.2%0.26%#34$11.2M514,180$10.7M493,130+21,050+4.27%Add
Parkway Wealth Management Group, LLC
1.17%1.29%#11$10.2M467,842$10.2M465,029+2,813+0.60%Add
UBS Group AG
<0.01%<0.01%#120$9.9M454,105$12.8M590,222-136,117-23.06%Reduce
SFE Investment Counsel
1.16%1.31%#12$8.5M390,757$8.3M384,000+6,757+1.76%Add
BANTA ASSET MANAGEMENT LP
6.47%7.23%#1$7.2M333,370$7.2M331,520+1,850+0.56%Add
Advisory Alpha, LLC
0.17%0.18%#37$7.1M327,100$6.6M302,172+24,928+8.25%Add
Verity Asset Management, Inc.
2.58%2.29%#2$6.8M313,387$5.5M251,431+61,956+24.64%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#92$6.6M304,273$6.4M293,132+11,141+3.80%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#117$6.6M304,230$5.9M270,106+34,124+12.63%Add
GPM Growth Investors, Inc.
2.17%2.33%#3$5.2M239,447$5.5M255,074-15,627-6.13%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#121$5.1M235,729$4.9M226,726+9,003+3.97%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#112$5.1M235,148$4.7M218,624+16,524+7.56%Add
MML INVESTORS SERVICES, LLC
0.01%0.01%#88$5.0M230,713$3.9M178,173+52,540+29.49%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#130$4.7M214,541$659,33230,405+184,136+605.61%Add
HOWARD WEALTH MANAGEMENT, LLC
1.68%1.69%#7$4.5M208,429$4.0M184,719+23,710+12.84%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#131$4.5M205,059$3.8M176,556+28,503+16.14%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#126$4.4M200,397$5.4M250,641-50,244-20.05%Reduce
Intrua Financial, LLC
0.37%0.12%#24$4.0M184,340$1.2M55,610+128,730+231.49%Add
Tower Research Capital LLC (TRC)
0.09%0.05%#50$3.9M178,219$2.0M91,739+86,480+94.27%Add
Pacific Wealth Strategies Group, Inc.
1.97%1.61%#4$3.4M157,603$2.6M118,877+38,726+32.58%Add
Prospera Financial Services Inc
0.05%0.05%#58$3.3M152,568$3.3M152,105+463+0.30%Add
Oder Investment Management, LLC
1.91%1.93%#5$3.0M135,898$2.5M116,076+19,822+17.08%Add
Equitable Holdings, Inc.
0.02%0.03%#77$2.6M121,236$4.2M188,760-67,524-35.77%Reduce
LBMC INVESTMENT ADVISORS, LLC
0.13%0.15%#40$2.4M111,946$2.4M111,907+39+0.03%Add
Strait & Sound Wealth Management LLC
0.84%0.76%#15$2.4M109,848$2.0M93,557+16,291+17.41%Add
Turning Point Benefit Group, Inc.
1.02%0.91%#13$2.4M108,839$1.4M65,538+43,301+66.07%Add
Ironwood Financial, llc
0.35%0.4%#25$2.3M103,581$2.3M105,655-2,074-1.96%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#114$2.2M103,215$2.2M100,714+2,501+2.48%Add
Invesco Ltd.
<0.01%<0.01%#132$2.0M93,835$2.2M103,631-9,796-9.45%Reduce
S.E.E.D. Planning Group LLC
0.54%0.49%#21$2.0M93,606$1.7M77,528+16,078+20.74%Add
Glass Jacobson Investment Advisors llc
0.58%0.46%#19$1.9M85,992$1.3M61,977+24,015+38.75%Add
Hennion & Walsh Asset Management, Inc.
0.05%0.07%#57$1.9M85,549$2.0M90,279-4,730-5.24%Reduce
NewEdge Advisors, LLC
<0.01%0.01%#104$1.6M74,831$1.6M72,459+2,372+3.27%Add
Compound Planning, Inc.
0.04%0.05%#59$1.6M74,175$1.6M73,931+244+0.33%Add
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#109$1.6M73,978$1.9M89,065-15,087-16.94%Reduce
Independent Wealth Advisors LLC
1.4%1.45%#9$1.5M71,279$1.5M68,091+3,188+4.68%Add
FCA CORP /TX
0.37%0.35%#23$1.5M69,274$1.2M57,452+11,822+20.58%Add
ASHTON THOMAS SECURITIES, LLC
0.22%0.19%#31$1.5M69,200$1.5M69,110+90+0.13%Add
Ark Wealth Advisors LLC
1.33%1.66%#10$1.5M68,975$1.7M77,469-8,494-10.96%Reduce
Sound Stewardship, LLC
0.59%0.63%#18$1.4M65,395$1.4M63,019+2,376+3.77%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow