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

INVESCO EXCH TRD SLF IDX FD

POWA
Institutions
73
Combined AUM (Q2 2026)
$85.9M
Combined Shares (Q2 2026)
966,783
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+38,144
18 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-137,437
41 · 14 Exit · ≈
⚖️ Net
-99,293
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$85.9M
Institutions
73
New Buys
10
Adds
8
Reduces
27
Exits
14
Unchanged
28
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.01%0.01%#29$23.8M268,417$23.1M268,316+101+0.04%Add
MERCER GLOBAL ADVISORS INC /ADV
0.02%0.02%#20$12.3M138,988$12.3M142,415-3,427-2.41%Reduce
1900 WEALTH MANAGEMENT LLC
0.37%0.42%#6$6.7M75,293$6.5M75,387-94-0.12%Reduce
Creative Planning
<0.01%<0.01%#34$4.3M48,607$4.5M52,780-4,173-7.91%Reduce
Delos Wealth Advisors, LLC
2.02%2.1%#1$3.9M44,252$3.7M42,644+1,608+3.77%Add
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#31$3.7M41,414$3.6M41,844-430-1.03%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#52$3.3M36,682$2.5M28,934+7,748+26.78%Add
MORGAN STANLEY
<0.01%<0.01%#57$2.6M29,478$3.0M32,683-3,205-9.81%Reduce
Capital Investment Advisory Services, LLC
0.1%0.11%#12$1.6M17,704$1.5M17,70400.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$1.5M17,044$1.6M18,547-1,503-8.10%Reduce
Avant Capital LLC
0.85%0.97%#2$1.4M15,250$1.4M16,029-779-4.86%Reduce
PACIFIC SUN FINANCIAL CORP
0.56%0.64%#4$1.4M15,250$1.3M15,417-167-1.08%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#51$1.2M13,848$1.3M15,477-1,629-10.53%Reduce
Mosley Wealth Management
0.35%0.03%#7$1.1M12,543$63,637703+11,840+1,684.21%Add
HighTower Advisors, LLC
<0.01%<0.01%#43$1.1M12,053$1.1M13,119-1,066-8.13%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#33$1.0M11,813$1.0M12,110-297-2.45%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$1.0M11,550$1.0M11,759-209-1.78%Reduce
Caprock Group, LLC
0.02%0.02%#17$1.0M11,458$987,08011,45800.00%Unchanged
Trek Financial, LLC
0.04%0.04%#15$844,5869,507$819,0069,50700.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#47$804,5549,056$785,5289,118-62-0.68%Reduce
PARTNERS WEALTH MANAGEMENT, LLC
0.79%0.8%#3$803,3939,043$779,0619,04300.00%Unchanged
IHT Wealth Management, LLC
0.02%0.02%#19$761,1698,568$692,1138,034+534+6.65%Add
Sigma Planning Corp
0.02%0.02%#18$715,3268,052$808,2389,382-1,330-14.18%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#37$577,4496,500$590,0006,845-345-5.04%Reduce
NewEdge Advisors, LLC
<0.01%<0.01%#35$521,3635,869$505,5735,86900.00%Unchanged
Hyundai Investments Co., Ltd.
0.56%0.49%#5$513,6855,804$435,7015,140+664+12.92%Add
Solstein Capital, LLC
0.16%0.2%#8$495,0075,572$480,0155,57200.00%Unchanged
CASTLE WEALTH MANAGEMENT LLC
0.13%0.14%#10$446,3245,024$442,5415,137-113-2.20%Reduce
LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#22$421,9824,750$419,7984,873-123-2.52%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#67$398,4404,485$00+4,485New Buy
MONECO ADVISORS, LLC
0.02%0.03%#16$389,1834,381$377,3964,38100.00%Unchanged
FMR LLC
<0.01%<0.01%#70$357,4034,023$503,9725,850-1,827-31.23%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#36$301,1623,390$287,7333,340+50+1.50%Add
SteelPeak Wealth, LLC
0.01%0.01%#26$292,1903,289$283,3403,28900.00%Unchanged
Symphony Financial Services, Inc.
0.13%0.15%#11$283,5683,192$299,1133,472-280-8.06%Reduce
Wealthcare Advisory Partners LLC
0.01%0.01%#30$278,9373,140$300,6403,490-350-10.03%Reduce
Fearless Solutions, LLC dba Best Invest
0.14%0.17%#9$273,1783,075$279,9803,250-175-5.38%Reduce
ROYAL BANK OF CANADA
<0.01%<0.01%#64$240,0002,701$598,0006,943-4,242-61.10%Reduce
Simplicity Wealth,LLC
0.01%#25$236,4752,662$00+2,662New Buy
Connecticut Wealth Management, LLC
0.01%0.01%#24$228,6902,574$221,7632,57400.00%Unchanged
Mariner, LLC
<0.01%<0.01%#53$225,0532,533$218,2372,53300.00%Unchanged
Equitable Holdings, Inc.
<0.01%<0.01%#38$222,4492,504$225,2222,50400.00%Unchanged
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$221,5832,494$206,6882,399+95+3.96%Add
WESBANCO BANK INC
0.01%0.01%#28$215,7882,429$209,2532,42900.00%Unchanged
Ethos Financial Group, LLC
0.01%#21$214,6732,343$00+2,343New Buy
J.W. COLE ADVISORS, INC.
<0.01%#32$204,4662,302$00+2,302New Buy
Wealthspire Retirement, LLC
0.01%#23$204,3292,300$00+2,300New Buy
S.A. Mason LLC
0.04%0.05%#14$128,8161,450$124,9141,45000.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#48$111,9361,260$112,7671,309-49-3.74%Reduce
UBS Group AG
<0.01%<0.01%#71$109,7151,235$116,4721,352-117-8.65%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow