13F Insight
DOSSIER · 13F Holders · Q1 2026
IMFL

INVESCO EXCH TRD SLF IDX FD

63 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 46138J437·63 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$764M
visible holders
Holders
63
filers reporting
Concentration
81.81%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

63 institutions reported IMFL in Q1 2026. Invesco Ltd. leads at 81.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$625M19.8M0.06%Q1 202602
Stewardship Advisors, LLC
CIK 0001733219
$19M567K4.04%Q2 202603
LPL Financial LLC
CIK 0001403438
$17M534K0.00%Q1 202604
Private Advisor Group, LLC
CIK 0001567755
$14M457K0.07%Q1 202605
ASHTON THOMAS SECURITIES, LLC
CIK 0000771572
$12M386K1.53%Q1 202606
Geneos Wealth Management Inc.
CIK 0001764754
$12M374K0.27%Q1 202607
Concurrent Investment Advisors, LLC
CIK 0002001015
$9M298K0.10%Q1 202608
Total Clarity Wealth Management, Inc.
CIK 0001804909
$9M256K1.71%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M250K0.00%Q1 202610
Curry Webb Wealth Management LLC
CIK 0002060114
$6M199K2.98%Q1 202611
MORGAN STANLEY
CIK 0000895421
$6M179K0.00%Q1 202612
Avestar Capital, LLC
CIK 0001704404
$6M176K0.36%Q1 202613
Commonwealth Financial Services, LLC
CIK 0001536755
$5M137K0.63%Q2 202614
Asset Allocation Strategies LLC
CIK 0001922879
$4M125K0.70%Q1 202615
CIBC WORLD MARKET INC.
CIK 0001421224
$4M124K0.01%Q1 202616
MGO ONE SEVEN LLC
CIK 0001731444
$2M77K0.05%Q1 202617
PAX Financial Group, LLC
CIK 0001803673
$2M67K0.36%Q1 202618
Elios Financial Group Inc.
CIK 0002035601
$1M49K0.61%Q2 202519
FIRETHORN WEALTH PARTNERS, LLC
CIK 0001845743
$1M30K0.34%Q2 202620
Sequent Planning LLC
CIK 0002009724
$1000K32K0.24%Q1 2026
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