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

INVESCO EXCH TRD SLF IDX FD

BSMV
Institutions
87
Combined AUM (Q2 2026)
$128.2M
Combined Shares (Q2 2026)
6.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1.1M
57 · 17 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-468,258
24 · 8 Exit · ≈
⚖️ Net
+673,231
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$128.2M
Institutions
87
New Buys
17
Adds
40
Reduces
16
Exits
8
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hills Bank & Trust Co
0.32%0.48%#4$7.6M360,323$10.0M479,643-119,320-24.88%Reduce
HighTower Advisors, LLC
0.01%0.01%#41$7.0M334,767$6.3M302,689+32,078+10.60%Add
CONFLUENCE INVESTMENT MANAGEMENT LLC
0.1%#14$6.1M290,826$00+290,826New Buy
LPL Financial LLC
<0.01%<0.01%#60$6.1M288,458$5.3M255,403+33,055+12.94%Add
MORGAN STANLEY
<0.01%<0.01%#79$5.8M276,929$3.0M143,272+133,657+93.29%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#77$5.3M252,121$4.9M233,434+18,687+8.01%Add
Atlantic Union Bankshares Corp
0.08%0.08%#17$5.0M240,138$3.9M188,397+51,741+27.46%Add
Avior Wealth Management, LLC
0.14%0.13%#12$4.7M223,134$4.7M223,13400.00%Unchanged
PRECEDENT WEALTH PARTNERS, LLC
0.75%0.84%#3$4.5M216,030$4.2M201,991+14,039+6.95%Add
Invesco Ltd.
<0.01%<0.01%#76$4.3M204,866$4.3M204,774+92+0.04%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#65$4.2M199,030$4.0M192,663+6,367+3.30%Add
Lido Advisors, LLC
0.01%0.01%#35$4.1M195,700$4.1M195,70000.00%Unchanged
UBS Group AG
<0.01%<0.01%#73$4.0M192,892$4.9M234,071-41,179-17.59%Reduce
CENTRAL VALLEY ADVISORS, LLC
0.98%1.07%#1$3.8M181,265$3.9M188,576-7,311-3.88%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#71$3.1M147,684$3.0M141,636+6,048+4.27%Add
MONECO ADVISORS, LLC
0.18%0.22%#9$2.9M139,362$2.8M134,630+4,732+3.51%Add
Legacy Private Trust Co.
0.14%0.08%#11$2.6M121,639$1.3M60,463+61,176+101.18%Add
Envision Financial Planning, LLC
0.8%0.83%#2$2.5M117,801$2.3M110,258+7,543+6.84%Add
CARY STREET PARTNERS FINANCIAL LLC
0.05%0.04%#21$2.3M109,755$1.6M75,115+34,640+46.12%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#62$2.3M108,383$2.3M108,515-132-0.12%Reduce
Clark Asset Management, LLC
0.18%0.18%#10$2.2M106,337$1.9M93,089+13,248+14.23%Add
Parkway Wealth Management Group, LLC
0.25%0.27%#5$2.2M105,220$2.1M101,986+3,234+3.17%Add
Kestra Advisory Services, LLC
0.01%0.01%#42$2.0M96,149$1.9M91,240+4,909+5.38%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#78$2.0M94,922$1.2M56,223+38,699+68.83%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#57$2.0M93,904$1.7M81,544+12,360+15.16%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#61$1.5M72,758$1.8M85,108-12,350-14.51%Reduce
Key FInancial Inc
0.25%0.39%#7$1.5M71,944$2.2M105,714-33,770-31.94%Reduce
Integrated Wealth Concepts LLC
0.01%0.01%#38$1.5M71,542$921,78044,146+27,396+62.06%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#83$1.4M65,649$1.4M66,040-391-0.59%Reduce
HUNTINGTON NATIONAL BANK
0.01%0.01%#43$1.3M62,405$1.0M47,946+14,459+30.16%Add
UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#40$1.3M60,488$1.2M56,083+4,405+7.85%Add
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#55$1.2M57,332$1.0M49,940+7,392+14.80%Add
Farmers National Bank
0.25%0.26%#6$1.2M57,080$1.2M56,390+690+1.22%Add
VestGen Advisors, LLC
0.03%0.02%#25$1.1M50,598$859,15340,902+9,696+23.71%Add
Jacobi Capital Management LLC
0.05%0.02%#22$982,72546,830$422,40620,230+26,600+131.49%Add
Equitable Holdings, Inc.
0.01%0.01%#46$978,24746,617$1.0M49,045-2,428-4.95%Reduce
Elequin Capital, LP
0.03%#26$948,33345,191$00+45,191New Buy
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#64$912,84043,500$873,04041,811+1,689+4.04%Add
MISSION WEALTH MANAGEMENT, LP
0.01%#37$768,38836,616$00+36,616New Buy
Marietta Wealth Management, LLC
0.07%0.08%#18$713,74234,012$710,18134,01200.00%Unchanged
Wedmont Private Capital
0.02%#30$706,97533,770$00+33,770New Buy
SAX WEALTH ADVISORS, LLC
0.03%#27$667,50131,968$00+31,968New Buy
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#66$662,26231,559$662,94031,750-191-0.60%Reduce
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#80$636,29830,336$517,94124,913+5,423+21.77%Add
Garrett Wealth Advisory Group, LLC
0.09%#15$614,48329,282$00+29,282New Buy
Sequoia Financial Advisors, LLC
<0.01%<0.01%#52$608,04128,975$605,00728,97500.00%Unchanged
Asset Dedication, LLC
0.04%0.04%#23$605,80528,868$580,11827,783+1,085+3.91%Add
BENJAMIN EDWARDS INC
0.01%0.01%#47$582,93627,781$560,37926,840+941+3.51%Add
ROYAL BANK OF CANADA
<0.01%<0.01%#84$471,00022,431$434,00020,785+1,646+7.92%Add
Cetera Investment Advisers
<0.01%#74$430,14420,498$00+20,498New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow