Who Owns INVESCO EXCH TRD SLF IDX FD (IUS)? -- Institutional Holders (2026-06-30)

45 institutions reported holding $199.3M of INVESCO EXCH TRD SLF IDX FD (IUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($56.4M), ARQ WEALTH ADVISORS, LLC ($16.6M), Merit Financial Group, LLC ($16.2M), Kestra Advisory Services, LLC ($15.9M), Berkeley, Inc ($15.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$56.4M859,466Trimmed
2ARQ WEALTH ADVISORS, LLC$16.6M247,525Added
3Merit Financial Group, LLC$16.2M246,487Added
4Kestra Advisory Services, LLC$15.9M242,705Trimmed
5Berkeley, Inc$15.3M233,733Added
6Cambridge Investment Research Advisors, Inc.$12.6M192,406Added
7Lighthouse Wealth Management Inc.$11.3M171,964Trimmed
8COMMONWEALTH EQUITY SERVICES, LLC$9.0M137,761Added
9BYRNE FINANCIAL FREEDOM, LLC$8.2M124,932Trimmed
10PFG Advisors$8.1M124,271Added
11Professional Financial Advisors, LLC$5.0M75,825Added
12Nova Wealth Management, Inc.$3.7M56,618Added
13Eagle Strategies LLC$2.4M36,301Added
14Sovereign Financial Group, Inc.$2.2M33,282Trimmed
15CoreCap Advisors, LLC$1.8M27,009Trimmed
16Breakwater Capital Group$1.6M25,072Trimmed
17WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M22,536Added
18Foguth Wealth Management, LLC.$1.3M19,675Trimmed
19RFG - Bristol Wealth Advisors, LLC$1.3M19,791Trimmed
20Centerpoint Advisory Group$1.2M18,683Trimmed
21Tempus Wealth Planning, LLC$952,87714,530New
22RVW Wealth, LLC$919,69414,024Added
23Onyx Bridge Wealth Group LLC$826,04612,596Added
24Prospera Financial Services Inc$550,5938,392Added
25Fermata Advisors, LLC$485,0907,397Added

Source: SEC Form 13F filings · as of 2026-06-30