13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
BSCV

INVESCO EXCH TRD SLF IDX FD

222 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 46138J429·Exchange Traded Fund·222 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.5%
vs prior quarter
13F value held
$857M
76.0% inst. owned
of float
Holders
222
-41 QoQ
filers reporting
Activity
+8 / −93
+758 added · −668 reduced
this quarter
Concentration
20.44%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

222 institutions reported BSCV in Q1 2026. Aptus Capital Advisors, LLC leads at 20.4% of the visible book. -41 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$175M10.6M1.38%Q1 202602
MORGAN STANLEY
CIK 0000895421
$116M7.1M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M4.0M0.02%Q1 202604
Avior Wealth Management, LLC
CIK 0001599868
$44M2.7M1.26%Q1 202605
Hills Bank & Trust Co
CIK 0001309148
$43M2.6M2.09%Q1 202606
LPL Financial LLC
CIK 0001403438
$43M2.6M0.01%Q1 202607
Atlantic Union Bankshares Corp
CIK 0000883948
$40M2.4M0.77%Q1 202608
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$37M2.2M3.23%Q1 202609
Invesco Ltd.
CIK 0000914208
$35M2.1M0.01%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$34M2.0M0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M2.0M0.01%Q1 202612
&PARTNERS
CIK 0000107136
$25M1.5M0.12%Q1 202613
MONECO Advisors, LLC
CIK 0001765690
$24M1.5M1.86%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$23M1.4M0.00%Q1 202615
Capital Investment Counsel, LLC
CIK 0002033609
$22M1.3M2.96%Q1 202616
UBS Group AG
CIK 0001610520
$21M1.3M0.00%Q1 202617
STIFEL FINANCIAL CORP
CIK 0000720672
$21M1.3M0.02%Q1 202618
TruWealth Advisors, LLC
CIK 0001834985
$20M1.2M0.98%Q1 202619
Headland Capital, LLC
CIK 0002056637
$20M1.2M5.52%Q1 202620
Baird Financial Group, Inc.
CIK 0001648711
$16M987K0.03%Q1 2026
Page 1 of 12
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