Who Owns INVESCO EXCH TRD SLF IDX FD (ESGL1)? -- Institutional Holders (2026-03-31)

34 institutions reported holding $26.0M of INVESCO EXCH TRD SLF IDX FD (ESGL1) in SEC 13F filings for 2026-03-31. Largest institutional holders: CONFLUENCE INVESTMENT MANAGEMENT LLC ($5.6M), LPL Financial LLC ($3.8M), Atlantic Union Bankshares Corp ($3.5M), Invesco Ltd. ($2.2M), STIFEL FINANCIAL CORP ($1.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1CONFLUENCE INVESTMENT MANAGEMENT LLC$5.6M223,117New
2LPL Financial LLC$3.8M150,431Added
3Atlantic Union Bankshares Corp$3.5M138,398Added
4Invesco Ltd.$2.2M89,523Trimmed
5STIFEL FINANCIAL CORP$1.1M45,379Added
6JANE STREET GROUP, LLC$1.0M40,599Trimmed
7HighTower Advisors, LLC$1.0M40,214New
8RAYMOND JAMES FINANCIAL INC$955,78638,032Added
9Equitable Holdings, Inc.$896,42635,670Added
10ENVESTNET ASSET MANAGEMENT INC$800,91931,870Added
11Key Financial Inc$767,37830,535Added
12MGO ONE SEVEN LLC$546,92821,763Added
13Kestra Advisory Services, LLC$492,04019,579Added
14IFP Advisors, Inc$452,36018,000New
15UNITED CAPITAL FINANCIAL ADVISORS, LLC$382,51415,270Added
16MONECO Advisors, LLC$349,44813,905Added
17JPMORGAN CHASE & CO$315,85812,616New
18OSAIC HOLDINGS, INC.$311,61212,400New
19Jacobi Capital Management LLC$294,03411,700New
20MML INVESTORS SERVICES, LLC$235,6769,378Trimmed
21COOKSON PEIRCE & CO INC$207,9608,275Trimmed
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$204,7438,147Added
23Addison Advisors LLC$157,1706,254Added
24INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$139,8475,545Hold
25GILL CAPITAL PARTNERS, LLC$99,2683,950New

Source: SEC Form 13F filings · as of 2026-03-31