13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
BSCQ

INVESCO EXCH TRD SLF IDX FD

430 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J791·Exchange Traded Fund·430 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.5%
vs prior quarter
13F value held
$2.2B
70.0% inst. owned
of float
Holders
430
-71 QoQ
filers reporting
Activity
+12 / −101
+1,041 added · −804 reduced
this quarter
Concentration
47.94%
Lido Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

430 institutions reported BSCQ in Q1 2026. Lido Advisors, LLC leads at 47.9% of the visible book. -71 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Lido Advisors, LLC
CIK 0001650150
$1.0B53.6M3.20%Q1 202602
LPL Financial LLC
CIK 0001403438
$153M7.9M0.04%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$135M6.9M0.03%Q1 202604
MORGAN STANLEY
CIK 0000895421
$116M6.0M0.01%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$80M4.1M0.01%Q1 202606
Invesco Ltd.
CIK 0000914208
$72M3.7M0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$69M3.5M0.02%Q1 202608
Hills Bank & Trust Co
CIK 0001309148
$57M2.9M2.76%Q1 202609
UBS Group AG
CIK 0001610520
$52M2.7M0.01%Q1 202610
MAI Capital Management
CIK 0001040197
$51M2.6M0.29%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$47M2.4M0.13%Q1 202612
Fusion Family Wealth LLC
CIK 0001696209
$45M2.3M3.39%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$41M2.1M0.01%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$36M1.8M0.05%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$34M1.7M0.01%Q1 202616
TLWM
CIK 0001732537
$33M1.7M5.99%Q1 202617
Brookstone Capital Management
CIK 0001599584
$30M1.5M0.34%Q1 202618
SNS Financial Group, LLC
CIK 0001557485
$29M1.5M2.53%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M1.4M0.01%Q1 202620
Asset Dedication, LLC
CIK 0001475896
$27M1.4M1.86%Q1 2026
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