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

INVESCO EXCH TRD SLF IDX FD

60 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 46138J437·60 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.4%
vs prior quarter
13F value held
$751M
54.0% inst. owned
of float
Holders
60
+58 QoQ
filers reporting
Activity
+37 / −59
+814 added · −686 reduced
this quarter
Concentration
83.26%
Invesco Ltd. #1
top holder share
AI Holders Summary · Q1 2026

60 institutions reported IMFL in Q1 2026. Invesco Ltd. leads at 83.3% of the visible book. +58 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Invesco Ltd.
CIK 0000914208
$625M19.8M0.10%Q1 202602
Stewardship Advisors, LLC
CIK 0001733219
$18M560K4.07%Q1 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
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$8M250K0.00%Q1 202609
Total Clarity Wealth Management, Inc.
CIK 0001804909
$6M190K1.41%Q1 202610
MORGAN STANLEY
CIK 0000895421
$6M179K0.00%Q1 202611
Avestar Capital, LLC
CIK 0001704404
$6M176K0.36%Q1 202612
Asset Allocation Strategies LLC
CIK 0001922879
$4M125K0.70%Q1 202613
CIBC WORLD MARKET INC.
CIK 0001421224
$4M124K0.01%Q1 202614
MGO ONE SEVEN LLC
CIK 0001731444
$2M77K0.05%Q1 202615
PAX Financial Group, LLC
CIK 0001803673
$2M67K0.36%Q1 202616
FIRETHORN WEALTH PARTNERS, LLC
CIK 0001845743
$2M50K0.59%Q1 202617
Elios Financial Group Inc.
CIK 0002035601
$1M49K0.61%Q2 202518
Sequent Planning LLC
CIK 0002009724
$999,66132K0.24%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$855,14627K0.00%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$835,70926K0.00%Q1 2026
Page 1 of 3
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