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

INVESCO EXCH TRD SLF IDX FD

BSMR
Institutions
145
Combined AUM (Q2 2026)
$243.6M
Combined Shares (Q2 2026)
10.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
82 · 14 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-825,057
43 · 11 Exit · ≈
⚖️ Net
+322,845
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$243.6M
Institutions
145
New Buys
14
Adds
68
Reduces
32
Exits
11
Unchanged
31
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#129$13.8M583,667$12.9M546,535+37,132+6.79%Add
LPL Financial LLC
<0.01%<0.01%#108$12.1M511,446$11.8M500,074+11,372+2.27%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#130$11.4M480,377$11.0M466,692+13,685+2.93%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#119$10.3M435,082$10.9M462,632-27,550-5.96%Reduce
Invesco Ltd.
<0.01%<0.01%#127$9.8M416,301$9.3M394,919+21,382+5.41%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$9.3M392,401$7.9M332,665+59,736+17.96%Add
Key FInancial Inc
1.42%1.44%#1$8.7M367,608$8.1M342,056+25,552+7.47%Add
Financial Solutions Advisory Group, Inc.
1.03%1.13%#4$8.1M343,679$8.2M344,756-1,077-0.31%Reduce
Atlantic Union Bankshares Corp
0.13%0.1%#34$7.6M320,485$5.1M214,466+106,019+49.43%Add
Integrated Wealth Concepts LLC
0.04%0.04%#59$7.2M302,985$4.6M196,490+106,495+54.20%Add
HighTower Advisors, LLC
0.01%0.01%#93$5.8M245,694$5.5M230,738+14,956+6.48%Add
UBS Group AG
<0.01%<0.01%#133$5.2M222,064$6.0M254,229-32,165-12.65%Reduce
NewEdge Advisors, LLC
0.02%0.02%#72$5.1M217,832$4.8M203,640+14,192+6.97%Add
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#86$4.8M202,894$4.2M176,485+26,409+14.96%Add
PRECEDENT WEALTH PARTNERS, LLC
0.75%0.81%#6$4.5M190,052$4.1M171,911+18,141+10.55%Add
CENTRAL VALLEY ADVISORS, LLC
1.12%1.09%#2$4.4M184,560$4.0M169,534+15,026+8.86%Add
Avior Wealth Management, LLC
0.13%0.12%#33$4.3M182,511$4.3M182,51100.00%Unchanged
Hills Bank & Trust Co
0.18%0.26%#22$4.2M178,708$5.5M230,415-51,707-22.44%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#99$3.9M163,122$3.3M138,451+24,671+17.82%Add
MONECO ADVISORS, LLC
0.23%0.28%#13$3.8M159,326$3.6M150,408+8,918+5.93%Add
Summit Financial, LLC
0.04%0.07%#56$3.7M157,385$5.1M215,989-58,604-27.13%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#128$3.1M131,780$3.0M124,735+7,045+5.65%Add
AMERIPRISE FINANCIAL INC
<0.01%<0.01%#134$3.0M127,095$2.5M108,916+18,179+16.69%Add
Asset Dedication, LLC
0.19%0.2%#20$3.0M124,958$2.9M121,741+3,217+2.64%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#104$2.6M110,974$2.5M105,032+5,942+5.66%Add
Kathmere Capital Management, LLC
0.13%0.15%#30$2.5M105,642$2.5M104,384+1,258+1.21%Add
Legacy Private Trust Co.
0.13%0.08%#31$2.4M99,784$1.4M57,520+42,264+73.48%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#98$2.3M95,568$1.6M69,464+26,104+37.58%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#124$2.2M94,170$2.0M83,496+10,674+12.78%Add
SIGNATUREFD, LLC
0.03%0.03%#61$2.1M90,102$2.1M90,10200.00%Unchanged
VestGen Advisors, LLC
0.06%0.06%#50$2.1M87,804$2.2M92,597-4,793-5.18%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#122$1.9M78,505$1.6M68,776+9,729+14.15%Add
Paulson Wealth Management Inc.
0.39%0.44%#8$1.8M77,726$1.9M78,511-785-1.00%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#131$1.8M76,697$1.6M69,182+7,515+10.86%Add
Cornerstone Wealth Management, LLC
0.08%0.08%#46$1.8M75,529$1.7M70,988+4,541+6.40%Add
Kestra Advisory Services, LLC
0.01%<0.01%#94$1.7M72,726$966,72540,869+31,857+77.95%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#139$1.5M64,701$1.6M67,859-3,158-4.65%Reduce
Equitable Holdings, Inc.
0.01%0.01%#81$1.5M63,003$1.6M68,975-5,972-8.66%Reduce
Farnam Financial LLC
1.08%0.96%#3$1.5M62,710$1.2M49,440+13,270+26.84%Add
MISSION WEALTH MANAGEMENT, LP
0.02%#70$1.5M62,477$00+62,477New Buy
Clark Asset Management, LLC
0.12%0.1%#36$1.5M61,999$1.1M47,081+14,918+31.69%Add
OLD MISSION CAPITAL LLC
0.02%#65$1.4M57,709$00+57,709New Buy
Aptus Capital Advisors, LLC
0.01%0.01%#79$1.4M57,158$1.3M54,083+3,075+5.69%Add
Private Advisor Group, LLC
0.01%0.01%#91$1.3M54,416$1.3M53,311+1,105+2.07%Add
Farmers National Bank
0.25%0.27%#12$1.2M51,290$1.2M51,264+26+0.05%Add
OLD SECOND NATIONAL BANK OF AURORA
0.22%0.15%#16$1.2M50,354$745,24331,506+18,848+59.82%Add
Garrett Wealth Advisory Group, LLC
0.18%#21$1.2M49,731$00+49,731New Buy
Steward Partners Investment Advisory, LLC
0.01%0.01%#92$1.1M47,946$1.1M47,995-49-0.10%Reduce
Astoria Portfolio Advisors LLC.
0.19%0.24%#19$1.1M47,872$1.1M48,348-476-0.98%Reduce
PAX Financial Group, LLC
0.17%0.19%#25$1.1M47,651$1.1M47,190+461+0.98%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow