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

INVESCO EXCH TRD SLF IDX FD

122 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 46138J478·122 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.6%
vs prior quarter
13F value held
$135M
72.0% inst. owned
of float
Holders
122
-5 QoQ
filers reporting
Activity
+64 / −50
+997 added · −824 reduced
this quarter
Concentration
16.39%
Elequin Capital, LP #1
top holder share
AI Holders Summary · Q1 2026

122 institutions reported BSMT in Q1 2026. Elequin Capital, LP leads at 16.4% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Elequin Capital, LP
CIK 0001810873
$22M943K1.86%Q1 202602
Hills Bank & Trust Co
CIK 0001309148
$15M659K0.73%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M587K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M300K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$7M296K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M292K0.00%Q1 202607
Kathmere Capital Management, LLC
CIK 0001794543
$6M252K0.36%Q1 202608
MORGAN STANLEY
CIK 0000895421
$6M245K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$5M234K0.00%Q1 202610
Avior Wealth Management, LLC
CIK 0001599868
$5M230K0.15%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$5M221K0.01%Q1 202612
Sterling Financial Group, Inc.
CIK 0001991301
$5M207K1.52%Q3 202513
NewEdge Advisors, LLC
CIK 0001633516
$5M199K0.02%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M199K0.00%Q1 202615
Atlantic Union Bankshares Corp
CIK 0000883948
$4M191K0.08%Q1 202616
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M176K1.11%Q1 202617
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M166K0.77%Q1 202618
Sequoia Financial Advisors, LLC
CIK 0001599900
$4M160K0.02%Q1 202619
MONECO Advisors, LLC
CIK 0001765690
$4M153K0.27%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$3M135K0.02%Q1 2026
Page 1 of 7
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