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

INVESCO EXCH TRD SLF IDX FD

BSMT
Institutions
125
Combined AUM (Q2 2026)
$189.4M
Combined Shares (Q2 2026)
8.2M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.0M
69 · 16 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.5M
34 · 7 Exit · ≈
⚖️ Net
-494,025
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$189.4M
Institutions
125
New Buys
16
Adds
53
Reduces
27
Exits
7
Unchanged
29
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hills Bank & Trust Co
0.65%0.73%#3$15.3M664,948$15.2M659,279+5,669+0.86%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#93$13.1M567,574$13.5M586,718-19,144-3.26%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#89$8.8M381,835$4.6M199,409+182,426+91.48%Add
LPL Financial LLC
<0.01%<0.01%#95$7.5M324,270$6.9M299,559+24,711+8.25%Add
Invesco Ltd.
<0.01%<0.01%#107$7.0M303,363$6.8M296,105+7,258+2.45%Add
Atlantic Union Bankshares Corp
0.12%0.08%#23$6.9M301,728$4.4M190,603+111,125+58.30%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#110$6.8M293,262$6.7M291,824+1,438+0.49%Add
Kathmere Capital Management, LLC
0.33%0.36%#4$6.3M274,921$5.8M251,833+23,088+9.17%Add
Integrated Wealth Concepts LLC
0.03%0.02%#49$5.8M250,783$3.1M135,406+115,377+85.21%Add
MORGAN STANLEY
<0.01%<0.01%#113$5.7M247,954$5.6M240,369+7,585+3.16%Add
Avior Wealth Management, LLC
0.16%0.15%#18$5.3M229,676$5.3M229,67600.00%Unchanged
HighTower Advisors, LLC
0.01%0.01%#74$5.2M225,499$5.1M221,140+4,359+1.97%Add
NewEdge Advisors, LLC
0.01%0.02%#58$5.0M216,442$4.6M199,494+16,948+8.50%Add
PRECEDENT WEALTH PARTNERS, LLC
0.69%0.77%#2$4.1M178,979$3.8M166,299+12,680+7.62%Add
CENTRAL VALLEY ADVISORS, LLC
1%1.11%#1$3.9M169,747$4.1M176,473-6,726-3.81%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#76$3.9M169,221$2.7M118,420+50,801+42.90%Add
MONECO ADVISORS, LLC
0.22%0.27%#11$3.6M158,107$3.5M153,210+4,897+3.20%Add
UBS Group AG
<0.01%<0.01%#109$3.6M155,342$5.4M233,923-78,581-33.59%Reduce
Legacy Private Trust Co.
0.17%0.12%#15$3.1M132,580$2.0M87,429+45,151+51.64%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#87$2.6M112,989$2.5M110,167+2,822+2.56%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#99$2.5M110,271$2.3M98,583+11,688+11.86%Add
Sequoia Financial Advisors, LLC
0.01%0.02%#60$2.5M107,886$3.7M160,243-52,357-32.67%Reduce
Lido Advisors, LLC
0.01%0.01%#70$2.5M106,400$2.4M106,40000.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#106$2.4M105,968$2.5M107,458-1,490-1.39%Reduce
CONFLUENCE INVESTMENT MANAGEMENT LLC
0.03%0.04%#45$2.2M96,425$2.4M104,378-7,953-7.62%Reduce
Clark Asset Management, LLC
0.17%0.21%#14$2.2M96,171$2.3M98,737-2,566-2.60%Reduce
Kestra Advisory Services, LLC
0.01%0.01%#71$2.0M87,624$1.8M79,023+8,601+10.88%Add
VestGen Advisors, LLC
0.05%0.05%#40$1.8M79,868$1.7M74,934+4,934+6.58%Add
Key FInancial Inc
0.3%0.45%#5$1.8M79,698$2.6M110,776-31,078-28.05%Reduce
SIGNATUREFD, LLC
0.02%0.03%#51$1.8M77,860$1.8M77,86000.00%Unchanged
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#82$1.8M76,642$1.5M64,126+12,516+19.52%Add
Financial Solutions Advisory Group, Inc.
0.21%0.23%#13$1.7M72,527$1.7M72,52700.00%Unchanged
Asset Dedication, LLC
0.1%0.12%#25$1.6M71,381$1.7M74,984-3,603-4.81%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#104$1.6M70,341$1.3M56,006+14,335+25.60%Add
Paulson Wealth Management Inc.
0.28%0.31%#6$1.3M56,803$1.3M57,536-733-1.27%Reduce
HUNTINGTON NATIONAL BANK
0.01%0.01%#73$1.2M53,089$1.0M43,690+9,399+21.51%Add
Farmers National Bank
0.26%0.27%#8$1.2M53,086$1.2M52,436+650+1.24%Add
MISSION WEALTH MANAGEMENT, LP
0.01%<0.01%#59$1.2M51,344$230,23810,000+41,344+413.44%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#97$1.1M46,396$1.1M46,435-39-0.08%Reduce
Willis Johnson & Associates, Inc.
0.06%0.06%#39$995,90343,244$988,81042,947+297+0.69%Add
Carnegie Investment Counsel
0.02%0.02%#52$988,86242,938$991,22143,052-114-0.26%Reduce
Jacobi Capital Management LLC
0.05%0.02%#41$983,98142,726$425,38818,476+24,250+131.25%Add
BROWN ADVISORY INC
<0.01%<0.01%#98$951,27741,306$899,90839,086+2,220+5.68%Add
Sanctuary Advisors, LLC
<0.01%<0.01%#78$917,54039,841$901,02539,134+707+1.81%Add
AlphaStar Capital Management, LLC
0.06%0.07%#37$884,74038,417$906,54039,374-957-2.43%Reduce
Garrett Wealth Advisory Group, LLC
0.13%#22$877,39738,098$00+38,098New Buy
Equitable Holdings, Inc.
0.01%0.01%#75$840,62336,501$860,60137,175-674-1.81%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#120$835,41336,275$00+36,275New Buy
STIFEL FINANCIAL CORP
<0.01%<0.01%#103$817,07735,479$722,59931,385+4,094+13.04%Add
HARBOUR INVESTMENTS, INC.
0.01%0.01%#63$790,24234,314$839,07736,443-2,129-5.84%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow