INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J353
Invesco Exch Trd Slf Idx Fd has 29 institutional holders in Filings Flow’s 13F database, together reporting 1.04M shares worth $26M as of Q1 2026. The largest reported holders are Confluence Investment Management LLC, Lpl Financial LLC, and Atlantic Union Bankshares Corp.
Institutional Holders
29
Q1 2026
Reported Value
$26M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Elequin Capital, LP$1.2B AUM | 0.16% | $2M | 85.3K | Q4 2025OLDER |
| Key FInancial Inc$562M AUM | 0.14% | $767,378 | 30.5K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.08% | $5M | 206.3K | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.07% | $3M | 138.4K | Q1 2026OLDER |
| Bill Few Associates, Inc.$470M AUM | 0.05% | $253,018 | 9.9K | Q2 2026 |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.04% | $579,000 | 22.8K | Q4 2025OLDER |
| Addison Advisors LLC$452M AUM | 0.03% | $157,170 | 6.3K | Q1 2026OLDER |
| Delta Investment Management, LLC$559M AUM | 0.03% | $200,021 | 7.9K | Q4 2025OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.03% | $99,268 | 4.0K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.03% | $349,448 | 13.9K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.03% | $320,203 | 12.5K | Q2 2026 |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $294,034 | 11.7K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $546,928 | 21.8K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $139,847 | 5.5K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $452,360 | 18.0K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $207,960 | 8.3K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.01% | $896,426 | 35.7K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $382,514 | 15.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $492,040 | 19.6K | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 40.2K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 45.4K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 150.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $235,676 | 9.4K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $7,490 | 298 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $311,612 | 12.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $264,520 | 10.4K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $2M | 89.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $955,786 | 38.0K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $800,919 | 31.9K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,317 | 132 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 40.6K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $204,743 | 8.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $315,858 | 12.6K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $97,000 | 3.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $7,439 | 296 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.