INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J445
Invesco Exch Trd Slf Idx Fd has 95 institutional holders in Filings Flow’s 13F database, together reporting 7.19M shares worth $156M as of Q1 2026. The largest reported holders are Wells Fargo & Company/Mn, Hills Bank & Trust Co, and Lpl Financial LLC.
Institutional Holders
95
Q1 2026
Reported Value
$156M
Ticker
unmapped
private placement or foreign
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CENTRAL VALLEY ADVISORS, LLC$366M AUM | 1.08% | $4M | 180.7K | Q1 2026OLDER |
| Coastline Complete Wealth LLC$161M AUM | 0.94% | $2M | 69.2K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.81% | $4M | 186.3K | Q1 2026OLDER |
| Envision Financial Planning, LLC$276M AUM | 0.63% | $2M | 80.3K | Q1 2026OLDER |
| Sarver Vrooman Wealth Advisors$168M AUM | 0.51% | $853,973 | 39.0K | Q2 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.49% | $10M | 460.9K | Q1 2026OLDER |
| NESTEGG ADVISORS, INC.$114M AUM | 0.45% | $509,879 | 23.4K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.44% | $2M | 113.9K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.40% | $6M | 295.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.36% | $556,111 | 25.5K | Q1 2026OLDER |
| Insight Wealth Partners, LLC$713M AUM | 0.32% | $2M | 103.7K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.31% | $2M | 113.2K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.29% | $1M | 60.6K | Q2 2026 |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.28% | $671,526 | 30.8K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.28% | $4M | 162.7K | Q1 2026OLDER |
| Sterling Financial Group, Inc.$316M AUM | 0.24% | $772,132 | 35.2K | Q3 2025OLDER |
| Legacy Private Trust Co.$1.6B AUM | 0.20% | $3M | 146.9K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.19% | $2M | 112.8K | Q2 2026 |
| Wingate Wealth Advisors, Inc.$187M AUM | 0.19% | $362,033 | 16.6K | Q1 2026OLDER |
| Paulson Wealth Management Inc.$427M AUM | 0.18% | $747,567 | 34.3K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $215,259 | 9.9K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.14% | $655,733 | 30.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.14% | $522,034 | 23.8K | Q3 2025OLDER |
| Cambridge Financial Group, LLC$295M AUM | 0.13% | $371,832 | 17.0K | Q1 2026OLDER |
| FOURPATH CAPITAL MANAGEMENT, LLC$697M AUM | 0.13% | $872,536 | 40.0K | Q1 2026OLDER |
| NorthAvenue LLC$126M AUM | 0.12% | $148,004 | 6.8K | Q1 2026OLDER |
| Hobbs Group Advisors, LLC$334M AUM | 0.11% | $362,856 | 16.6K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.11% | $1M | 66.0K | Q4 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.10% | $1M | 66.8K | Q1 2026OLDER |
| Pineridge Advisors LLC$350M AUM | 0.09% | $312,412 | 14.3K | Q3 2025OLDER |
| TLWM$615M AUM | 0.08% | $522,647 | 23.8K | Q2 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.08% | $4M | 202.6K | Q1 2026OLDER |
| Marietta Wealth Management, LLC$841M AUM | 0.08% | $712,077 | 32.6K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 0.08% | $222,827 | 10.1K | Q4 2025OLDER |
| YANKCOM Partnership$243M AUM | 0.07% | $172,326 | 7.9K | Q1 2026OLDER |
| AlphaStar Capital Management, LLC$1.4B AUM | 0.06% | $783,472 | 35.9K | Q1 2026OLDER |
| Willis Johnson & Associates, Inc.$1.7B AUM | 0.06% | $982,109 | 45.0K | Q1 2026OLDER |
| Gradient Capital Advisors, LLC$386M AUM | 0.05% | $204,632 | 9.4K | Q1 2026OLDER |
| Koss-Olinger Consulting, LLC$1.2B AUM | 0.05% | $665,000 | 30.2K | Q4 2025OLDER |
| Heritage Trust Co$997M AUM | 0.05% | $469,535 | 21.5K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.04% | $327,784 | 14.9K | Q1 2026OLDER |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.04% | $3M | 114.7K | Q2 2026 |
| VestGen Advisors, LLC$3.8B AUM | 0.04% | $1M | 64.3K | Q1 2026OLDER |
| CVFG LLC$804M AUM | 0.04% | $291,031 | 13.3K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.03% | $85,115 | 3.9K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.03% | $310,448 | 14.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $1M | 66.3K | Q3 2025OLDER |
| Crews Bank & Trust$690M AUM | 0.03% | $198,720 | 9.1K | Q1 2026OLDER |
| SAX WEALTH ADVISORS, LLC$2.5B AUM | 0.03% | $653,573 | 30.0K | Q2 2026 |
| ORG Partners LLC$568M AUM | 0.02% | $140,960 | 6.4K | Q4 2025OLDER |
| Jacobi Capital Management LLC$1.8B AUM | 0.02% | $423,823 | 19.4K | Q1 2026OLDER |
| Meridian Wealth Management, LLC$2.8B AUM | 0.02% | $597,949 | 27.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $431,539 | 19.6K | Q4 2025OLDER |
| WFA of San Diego, LLC$125M AUM | 0.02% | $22,141 | 1.0K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.02% | $1M | 50.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 212.1K | Q2 2026 |
| CGN Advisors LLC$1.4B AUM | 0.02% | $204,282 | 9.4K | Q1 2026OLDER |
| Collier Financial$131M AUM | 0.01% | $18,325 | 836 | Q3 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.01% | $4M | 201.8K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $141,787 | 6.5K | Q1 2026OLDER |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV$1.9B AUM | 0.01% | $217,065 | 10.0K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.01% | $2M | 92.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 129.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $139,605 | 6.4K | Q1 2026OLDER |
| MIDLAND WEALTH ADVISORS, LLC$1.9B AUM | 0.01% | $200,552 | 9.2K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $625,267 | 28.7K | Q1 2026OLDER |
| Knights of Columbus Asset Advisors LLC$1.8B AUM | 0.01% | $164,691 | 7.5K | Q1 2026OLDER |
| COOKSON PEIRCE & CO INC$2.4B AUM | 0.01% | $204,763 | 9.4K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.01% | $488,757 | 22.2K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 48.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $232,001 | 10.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $296,988 | 13.6K | Q2 2026 |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.01% | $998,159 | 45.8K | Q1 2026OLDER |
| HUB Investment Partners, LLC$4.2B AUM | 0.01% | $227,816 | 10.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $219,814 | 10.0K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $5M | 209.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $126,779 | 5.8K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.00% | $238,705 | 10.9K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $227,207 | 10.4K | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $616,120 | 28.2K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $1M | 56.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $504,952 | 23.1K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.00% | $238,704 | 10.9K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 434.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 71.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $30,686 | 1.4K | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 518.8K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 66.6K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $943,038 | 43.2K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 65.0K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 229.4K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $251,553 | 11.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 95.6K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $3M | 118.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $121,945 | 5.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $7M | 332.1K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $67,185 | 3.1K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $127,521 | 5.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 296.0K | Q1 2026OLDER |
| Trust Co$1.1B AUM | 0.00% | $9,335 | 428 | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.00% | $129,470 | 5.9K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $710,677 | 32.6K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 105.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $29,710 | 1.4K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 267.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $7M | 324.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $313,503 | 14.2K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $379,990 | 17.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $563,000 | 25.8K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 49.8K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $20 | 910 | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $377,961 | 17.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $358,171 | 16.3K | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $23,212 | 1.1K | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.