13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
BSMR

INVESCO EXCH TRD SLF IDX FD

147 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 46138J494·147 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.6%
vs prior quarter
13F value held
$137M
72.0% inst. owned
of float
Holders
147
-21 QoQ
filers reporting
Activity
+41 / −93
+867 added · −757 reduced
this quarter
Concentration
9.72%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

147 institutions reported BSMR in Q1 2026. MORGAN STANLEY leads at 9.7% of the visible book. -21 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M564K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$12M500K0.00%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M467K0.00%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M463K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$9M395K0.00%Q1 202606
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$8M345K1.13%Q1 202607
Key FInancial Inc
CIK 0001801720
$8M342K1.44%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M333K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$6M254K0.00%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$5M231K0.01%Q1 202611
Hills Bank & Trust Co
CIK 0001309148
$5M230K0.26%Q1 202612
Summit Financial, LLC
CIK 0001765536
$5M216K0.07%Q1 202613
Atlantic Union Bankshares Corp
CIK 0000883948
$5M214K0.10%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$5M204K0.02%Q1 202615
Integrated Wealth Concepts LLC
CIK 0001737109
$5M196K0.04%Q1 202616
Avior Wealth Management, LLC
CIK 0001599868
$4M183K0.12%Q1 202617
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M172K0.81%Q1 202618
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M170K1.09%Q1 202619
Coastline Complete Wealth LLC
CIK 0002112134
$4M166K2.44%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$4M158K0.02%Q1 2026
Page 1 of 8
127 more holders available. Log in →