13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BSCW

INVESCO EXCH TRD SLF IDX FD

176 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 46139W858·176 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.9%
vs prior quarter
13F value held
$835M
58.0% inst. owned
of float
Holders
176
-83 QoQ
filers reporting
Activity
+33 / −79
+902 added · −781 reduced
this quarter
Concentration
21.57%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

176 institutions reported BSCW in Q1 2026. Aptus Capital Advisors, LLC leads at 21.6% of the visible book. -83 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
$180M8.7M1.41%Q1 202602
MORGAN STANLEY
CIK 0000895421
$100M4.8M0.01%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$91M4.4M0.03%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$67M3.3M0.01%Q1 202605
LPL Financial LLC
CIK 0001403438
$47M2.3M0.01%Q1 202606
Atlantic Union Bankshares Corp
CIK 0000883948
$43M2.1M0.82%Q1 202607
UBS Group AG
CIK 0001610520
$42M2.0M0.01%Q1 202608
HENGEHOLD CAPITAL MANAGEMENT LLC
CIK 0001536430
$39M1.9M3.41%Q1 202609
Invesco Ltd.
CIK 0000914208
$34M1.7M0.01%Q1 202610
MONECO Advisors, LLC
CIK 0001765690
$22M1.1M1.69%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$20M995K0.00%Q1 202612
Sterling Financial Group, Inc.
CIK 0001991301
$20M955K6.32%Q3 202513
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$19M932K0.01%Q1 202614
Sequoia Financial Advisors, LLC
CIK 0001599900
$19M906K0.10%Q1 202615
Motley Fool Wealth Management, LLC
CIK 0001607978
$17M848K1.97%Q1 202616
Baird Financial Group, Inc.
CIK 0001648711
$16M781K0.03%Q1 202617
Capital Investment Counsel, LLC
CIK 0002033609
$15M722K2.04%Q1 202618
Vishria Bird Financial Group, LLC
CIK 0001746438
$14M688K2.82%Q3 202519
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M691K0.00%Q1 202620
FORONJY FINANCIAL LLC
CIK 0002040600
$14M681K5.93%Q4 2025
Page 1 of 9
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