INVESCO EXCH TRD SLF IDX FD
CUSIP 46139W775
Invesco Exch Trd Slf Idx Fd has 18 institutional holders in Filings Flow’s 13F database, together reporting 412.9K shares worth $10M as of Q1 2026. The largest reported holders are Moneco Advisors, LLC, Lpl Financial LLC, and Royal Bank Of Canada.
Institutional Holders
18
Q1 2026
Reported Value
$10M
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 |
|---|---|---|---|---|
| Ark Wealth Advisors LLC$101M AUM | 1.00% | $1M | 40.0K | Q1 2026OLDER |
| 4Thought Financial Group Inc.$202M AUM | 0.20% | $411,616 | 16.3K | Q1 2026OLDER |
| MONECO ADVISORS, LLC$1.3B AUM | 0.17% | $2M | 87.4K | Q1 2026OLDER |
| Alaska Permanent Capital Management, LLC$1.4B AUM | 0.02% | $256,949 | 10.2K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.01% | $367,323 | 14.5K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $378,390 | 14.7K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $151,650 | 6.0K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $56,249 | 2.2K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.00% | $19,942 | 792 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $617,832 | 24.5K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 74.2K | Q1 2026OLDER |
| Community Financial Services Group, LLC$686M AUM | 0.00% | $3,159 | 125 | Q2 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 44.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 55.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $871,663 | 33.8K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $423,770 | 16.4K | Q3 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $325,954 | 12.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $1,637 | 65 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $671 | 26 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.