INVESCO EXCH TRD SLF IDX FD
CUSIP 46138J593
Invesco Exch Trd Slf Idx Fd has 57 institutional holders in Filings Flow’s 13F database, together reporting 4.84M shares worth $199M as of Q1 2026. The largest reported holders are Invesco Ltd., Bank Of New York Mellon Corp, and Lpl Financial LLC.
Institutional Holders
57
Q1 2026
Reported Value
$199M
Ticker
unmapped
private placement or foreign
Quarters Tracked
8
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Solano Wealth Investment Advisors LLC$201M AUM | 2.15% | $4M | 95.2K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.41% | $2M | 34.0K | Q1 2026OLDER |
| Graney & King, LLC$186M AUM | 0.31% | $583,996 | 12.9K | Q1 2026OLDER |
| Proactive Wealth Strategies LLC$532M AUM | 0.27% | $1M | 31.7K | Q1 2026OLDER |
| First Command Advisory Services, Inc.$14.8B AUM | 0.14% | $22M | 475.1K | Q1 2026OLDER |
| Traction Financial Partners, LLC$162M AUM | 0.13% | $209,984 | 4.6K | Q1 2026OLDER |
| Fortis Group Advisors, LLC$605M AUM | 0.12% | $728,298 | 15.5K | Q4 2025OLDER |
| ERn Financial, LLC$532M AUM | 0.11% | $570,897 | 12.6K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.06% | $3M | 59.8K | Q1 2026OLDER |
| ORRSTOWN FINANCIAL SERVICES INC$597M AUM | 0.06% | $339,487 | 7.5K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.03% | $202,602 | 4.5K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.03% | $906,930 | 20.0K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $51,511 | 1.1K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $471,629 | 10.7K | Q3 2025OLDER |
| Tanglewood Legacy Advisors, LLC$276M AUM | 0.02% | $43,986 | 1.0K | Q3 2025OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.01% | $728,154 | 16.1K | Q1 2026OLDER |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.01% | $351,224 | 7.9K | Q4 2025OLDER |
| Invesco Ltd.$653.3B AUM | 0.01% | $65M | 1.44M | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $33M | 723.9K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $215,486 | 4.9K | Q3 2025OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.01% | $38M | 841.1K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.01% | $422,900 | 8.0K | Q2 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.01% | $12,162 | 228 | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $135,133 | 3.0K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $453,265 | 10.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $901,666 | 19.9K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $498,509 | 11.2K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $106,659 | 2.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $933,246 | 20.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $8M | 179.0K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $225,308 | 5.0K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $16,276 | 366 | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 31.1K | Q1 2026OLDER |
| WFA of San Diego, LLC$125M AUM | 0.00% | $2,263 | 50 | Q1 2026OLDER |
| Milestone Investment Advisors LLC$414M AUM | 0.00% | $6,004 | 135 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $1M | 24.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $9,460 | 209 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $226,326 | 5.0K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $509,399 | 11.3K | Q1 2026OLDER |
| MCGUIRE CAPITAL ADVISORS INC$156M AUM | 0.00% | $1,156 | 26 | Q4 2025OLDER |
| WOLFF WIESE MAGANA LLC$181M AUM | 0.00% | $1,268 | 28 | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $477,875 | 10.6K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $327,493 | 7.1K | Q1 2026OLDER |
| IAG Wealth Partners, LLC$896M AUM | 0.00% | $4,708 | 104 | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $3,299 | 75 | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 61.0K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 122.5K | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $1,585 | 35 | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.00% | $614 | 14 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $32,555 | 717 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $16,232 | 365 | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 23.2K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $43,454 | 960 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 22.2K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $575,906 | 12.7K | Q2 2026 |
| MCF Advisors LLC$2.3B AUM | 0.00% | $1,766 | 39 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $502,886 | 11.4K | Q3 2025OLDER |
| Archer Investment Corp$469M AUM | 0.00% | $308 | 7 | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $492,347 | 10.9K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $9,132 | 202 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $1,206 | 27 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,765 | 39 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $4,487 | 102 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $201,520 | 4.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $419,485 | 9.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $9,415 | 208 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $49,005 | 1.1K | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $770 | 17 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $4,537 | 103 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $43,433 | 986 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3,123 | 69 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $9,254 | 204 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.