DOSSIER · 13F Holders · Q2 2026
IMFL

INVESCO EXCH TRD SLF IDX FD

71 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J437·71 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$851M
visible holders
Holders
71
filers reporting
Concentration
71.53%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported IMFL in Q2 2026. Invesco Ltd. leads at 71.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$609M17.7M0.05%Q2 2026
02
CI INVESTMENTS INC.
CIK 0001163648
$73M2.1M0.23%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$30M883K0.01%Q2 2026
04
Stewardship Advisors, LLC
CIK 0001733219
$19M567K4.04%Q2 2026
05
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$16M476K2.41%Q2 2026
06
Private Advisor Group, LLC
CIK 0001567755
$16M452K0.07%Q2 2026
07
Geneos Wealth Management Inc.
CIK 0001764754
$15M430K0.30%Q2 2026
08
Concurrent Investment Advisors, LLC
CIK 0002001015
$12M338K0.10%Q2 2026
09
Total Clarity Wealth Management, Inc.
CIK 0001804909
$9M256K1.71%Q2 2026
10
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M250K0.00%Q1 2026
11
Curry Webb Wealth Management LLC
CIK 0002060114
$8M223K3.17%Q2 2026
12
MORGAN STANLEY
CIK 0000895421
$6M188K0.00%Q2 2026
13
Avestar Capital, LLC
CIK 0001704404
$6M184K0.35%Q2 2026
14
Commonwealth Financial Services, LLC
CIK 0001536755
$5M137K0.63%Q2 2026
15
Asset Allocation Strategies LLC
CIK 0001922879
$5M134K0.71%Q2 2026
16
CIBC WORLD MARKET INC.
CIK 0001421224
$4M130K0.01%Q2 2026
17
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M105K0.00%Q2 2026
18
MGO ONE SEVEN LLC
CIK 0001731444
$3M79K0.04%Q2 2026
19
PAX Financial Group, LLC
CIK 0001803673
$2M66K0.34%Q2 2026
20
&PARTNERS
CIK 0000107136
$2M52K0.01%Q2 2026
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