Vault-13

INVESCO EXCH TRD SLF IDX FD BSCU

INVSCO 30 CORP · ETP · CUSIP 46138J460

237 institutional holders +19 vs Q2 2025
94,201,81994.2m shares reported held*
$1.6bnreported value*
32 new 138 added 31 reduced 11 sold out net bought ≈ $203.8m (+12.0m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($294.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.92.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 31Q4 22: 50Q1 23: 55Q2 23: 67Q3 23: 74Q4 23: 103Q1 24: 115Q2 24: 143Q3 24: 163Q4 24: 202Q1 25: 205Q2 25: 218Q3 25: 237237Q3 22Q2 23Q1 24Q4 24Q3 25
Numbers
QuarterHolders
Q3 202231
Q4 202250
Q1 202355
Q2 202367
Q3 202374
Q4 2023103
Q1 2024115
Q2 2024143
Q3 2024163
Q4 2024202
Q1 2025205
Q2 2025218
Q3 2025237

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 23: 74 bought or addedQ4 23: 20 cut or sold outQ1 24: 98 bought or addedQ1 24: 16 cut or sold outQ1 24Q2 24: 113 bought or addedQ2 24: 18 cut or sold outQ3 24: 124 bought or addedQ3 24: 25 cut or sold outQ3 24Q4 24: 141 bought or addedQ4 24: 32 cut or sold outQ1 25: 145 bought or addedQ1 25: 50 cut or sold outQ1 25Q2 25: 145 bought or addedQ2 25: 49 cut or sold outQ3 25: 170 bought or addedQ3 25: 42 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20237420
Q1 20249816
Q2 202411318
Q3 202412425
Q4 202414132
Q1 202514550
Q2 202514549
Q3 202517042

Biggest buyers

Lido Advisors, LLC Added +2,357,648+2.4m
MORGAN STANLEY Added +1,783,045+1.8m
Tradewinds Capital Management, LLC New +1,107,812+1.1m
LPL Financial LLC Added +1,092,532+1.1m
&PARTNERS Added +1,009,278+1.0m
Aptus Capital Advisors, LLC Added +651,187+651.2k
TruWealth Advisors, LLC Added +547,539+547.5k
CENTRAL VALLEY ADVISORS, LLC New +522,411+522.4k
UBS Group AG Added +385,662+385.7k
Sanctuary Advisors, LLC Added +366,322+366.3k

Biggest sellers

ROYAL BANK OF CANADA Reduced -1,194,006-1.2m
WELLS FARGO & COMPANY/MN Reduced -474,660-474.7k
NorthCrest Asset Manangement, LLC Sold out -300,969-301.0k
Motley Fool Wealth Management, LLC Reduced -169,495-169.5k
TRUIST FINANCIAL CORP Reduced -162,078-162.1k
CITADEL ADVISORS LLC Reduced -138,870-138.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -76,140-76.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -72,226-72.2k
Geneos Wealth Management Inc. Reduced -61,373-61.4k
Invesco Ltd. Reduced -32,174-32.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Aptus Capital Advisors, LLC 1.32% of their portfolio FAIRHOPE, AL 8,582,3138.6m $145.0m $145.0m 1.32% Added +651.2k +651,187
2 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 7,735,7467.7m $130.7m $130.7m 0.01% Added +1.8m +1,783,045
3 Lido Advisors, LLC 0.49% of their portfolio Los Angeles, CA 7,123,4757.1m $120.4m $120.4m 0.49% Added +2.4m +2,357,648
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 4,883,4344.9m $82.5m $82.5m 0.03% Added +261.9k +261,913
5 TruWealth Advisors, LLC 3.78% of their portfolio Metairie, LA 4,431,4764.4m $74.9m $74.9m 3.78% Added +547.5k +547,539
6 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 3,394,8393.4m $57.4m $57.4m 0.02% Added +1.1m +1,092,532
7 Clearstead Advisors, LLC 0.82% of their portfolio CLEVELAND, OH 3,335,0313.3m $56.4m $56.4m 0.82% Added +212.0k +211,975
8 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 3,127,1903.1m $52.8m $52.8m 0.01% Reduced -32.2k -32,174
9 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 2,496,1512.5m $42.2m $42.2m 0.01% Reduced -474.7k -474,660
10 Hills Bank & Trust Co 2.36% of their portfolio North Liberty, IA 2,373,1302.4m $40.1m $40.1m 2.36% Added +232.7k +232,725
11 Atlantic Union Bankshares Corp 0.70% of their portfolio GLEN ALLEN, VA 2,204,0322.2m $37.2m $37.2m 0.70% Added +282.5k +282,453
12 HENGEHOLD CAPITAL MANAGEMENT LLC 2.93% of their portfolio CINCINNATI, OH 2,033,1812.0m $34.4m $34.4m 2.93% Added +52.0k +51,958
13 UBS Group AG 0.01% of their portfolio ZURICH, V8 1,737,5571.7m $29.4m $29.4m 0.01% Added +385.7k +385,662
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,718,9541.7m $29.1m $29.1m 0.00% Added +120.0k +120,005
15 TLWM 5.06% of their portfolio SAN ANTONIO, TX 1,665,1521.7m $28.1m $28.1m 5.06% Added +16.7k +16,747
16 Motley Fool Wealth Management, LLC 1.81% of their portfolio ALEXANDRIA, VA 1,582,9921.6m $26.8m $26.8m 1.81% Reduced -169.5k -169,495
17 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 1,525,8501.5m $25.8m $25.8m 0.01% Reduced -76.1k -76,140
18 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,380,7201.4m $23.3m $23.3m 0.00% Reduced -1.2m -1,194,006
19 IMA Advisory Services, Inc. 2.26% of their portfolio DENVER, CO 1,327,1201.3m $22.4m $22.4m 2.26% Added +14.9k +14,946
20 MONECO ADVISORS, LLC 1.81% of their portfolio FAIRFIELD, CT 1,285,8091.3m $21.7m $21.7m 1.81% Added +162.3k +162,296
21 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 1,270,0921.3m $21.5m $21.5m 0.13% Added +105.5k +105,532
22 &PARTNERS 0.13% of their portfolio NASHVILLE, TN 1,169,8631.2m $19.8m $19.8m 0.13% Added +1.0m +1,009,278
23 Tradewinds Capital Management, LLC 4.21% of their portfolio BELLINGHAM, WA 1,107,8121.1m $18.7m $18.7m 4.21% New
24 Baird Financial Group, Inc. 0.02% of their portfolio MILWAUKEE, WI 913,841913.8k $15.4m $15.4m 0.02% Added +56.5k +56,467
25 FORONJY FINANCIAL LLC 6.67% of their portfolio Los Osos, CA 900,434900.4k $15.2m $15.2m 6.67% Added +91.7k +91,670
26 Advisors Capital Management, LLC 0.19% of their portfolio RIDGEWOOD, NJ 896,805896.8k $15.2m $15.2m 0.19% Added +31.7k +31,681
27 Capital Investment Counsel, LLC 2.22% of their portfolio DENVER, CO 891,356891.4k $15.1m $15.1m 2.22% Added +220.3k +220,267
28 Clark Asset Management, LLC 1.56% of their portfolio STRATHAM, NH 791,757791.8k $13.4m $13.4m 1.56% Added +177.2k +177,228
29 CWM, LLC 0.04% of their portfolio OMAHA, NE 790,890790.9k $13.4m $13.4m 0.04% Reduced -16.5k -16,542
30 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 767,393767.4k $13.0m $13.0m 0.02% Added +50.1k +50,073
31 COOKSON PEIRCE & CO INC 0.42% of their portfolio PITTSBURGH, PA 599,045599.0k $10.1m $10.1m 0.42% Added +7.2k +7,184
32 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 589,414589.4k $9.9m $9.9m 0.03% Added +366.3k +366,322
33 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 541,911541.9k $9.2m $9.2m 0.03% Added +20.6k +20,584
34 CENTRAL VALLEY ADVISORS, LLC 2.73% of their portfolio SACRAMENTO, CA 522,411522.4k $8.8m $8.8m 2.73% New
35 Goepper Burkhardt LLC 2.99% of their portfolio GREENVILLE, SC 518,656518.7k $8.8m $8.8m 2.99% Added +52.1k +52,133
36 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 508,038508.0k $8.6m $8.6m 0.02% Added +43.7k +43,731
37 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 505,776505.8k $8.5m $8.5m 0.02% Reduced -1.3k -1,263
38 Asset Dedication, LLC 0.57% of their portfolio SAN FRANCISCO, CA 502,991503.0k $8.5m $8.5m 0.57% Added +43.6k +43,574
39 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 499,828499.8k $8.4m $8.4m 0.01% Added +28.3k +28,339
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 487,636487.6k $8.2m $8.2m 0.00% Added +270.6k +270,582
41 AMJ Financial Wealth Management 1.97% of their portfolio LEESBURG, VA 481,139481.1k $8.1m $8.1m 1.97% Added +11.9k +11,867
42 DAVIS R M INC 0.14% of their portfolio PORTLAND, ME 466,808466.8k $7.9m $7.9m 0.14% Added +96.1k +96,136
43 VISTA INVESTMENT MANAGEMENT 2.62% of their portfolio PITTSBURGH, PA 444,671444.7k $7.5m $7.5m 2.62% Added +6.0k +6,013
44 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 437,136437.1k $7.4m $7.4m 0.01% Reduced -162.1k -162,078
45 HUB Investment Partners, LLC 0.26% of their portfolio AUSTIN, TX 423,561423.6k $7.2m $7.2m 0.26% Added +13.2k +13,221
46 Marietta Wealth Management, LLC 0.83% of their portfolio MARIETTA, GA 402,780402.8k $6.8m $6.8m 0.83% Added +16.6k +16,644
47 Waycross Investment Management Co 6.58% of their portfolio BELLINGHAM, WA 381,431381.4k $6.4m $6.4m 6.58% Reduced -15.0k -14,974
48 Modern Wealth Management, LLC 0.12% of their portfolio KANSAS CITY, MO 355,360355.4k $6.0m $6.0m 0.12% Added +8.4k +8,427
49 VAUGHAN DAVID INVESTMENTS LLC/IL 0.12% of their portfolio PEORIA, IL 342,171342.2k $5.8m $5.8m 0.12% Added +54.5k +54,534
50 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 332,249332.2k $5.6m $5.6m 0.01% Added +227.1k +227,129
51 Addison Advisors LLC 1.22% of their portfolio MIDDLEBURY, VT 311,763311.8k $5.3m $5.3m 1.22% Added +26.7k +26,669
52 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 310,315310.3k $5.2m $5.2m 0.00% Added +30.7k +30,720
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 304,486304.5k $5.1m $5.1m 0.00% Added +56.7k +56,673
54 Wilkins Miller Wealth Management, LLC 2.99% of their portfolio MOBILE, AL 285,694285.7k $4.8m $4.8m 2.99% Added +34.2k +34,202
55 MORTON COMMUNITY BANK 1.07% of their portfolio EAST PEORIA, IL 273,898273.9k $4.6m $4.6m 1.07% Added +29.2k +29,180
56 BCS Wealth Management 0.99% of their portfolio JOHNSON CITY, TN 259,872259.9k $4.4m $4.4m 0.99% Reduced -10.9k -10,913
57 STEPHENS INC /AR/ 0.05% of their portfolio LITTLE ROCK, AR 250,640250.6k $4.2m $4.2m 0.05% Added +51.7k +51,732
58 Colonial Trust Advisors 0.32% of their portfolio SPARTANBURG, SC 244,869244.9k $4.1m $4.1m 0.32% Added +102.8k +102,789
59 COUNTRY CLUB BANK 0.24% of their portfolio KANSAS CITY, MO 239,704239.7k $4.0m $4.0m 0.24% Reduced -10.0k -10,013
60 Straight Path Wealth Management 1.11% of their portfolio Jenison, MI 236,059236.1k $4.0m $4.0m 1.11% Added +51.4k +51,395
61 Souders Financial Advisors 0.45% of their portfolio CINCINNATI, OH 225,457225.5k $3.8m $3.8m 0.45% Added +14.2k +14,208
62 Horizons Wealth Management 2.59% of their portfolio ASHEVILLE, NC 223,327223.3k $3.8m $3.8m 2.59% Added +6.3k +6,285
63 Legacy CG, LLC 1.05% of their portfolio PLANO, TX 219,765219.8k $3.7m $3.7m 1.05% Added +65.1k +65,094
64 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 209,678209.7k $3.5m $3.5m 0.04% Added +49.8k +49,777
65 Geneos Wealth Management Inc. 0.09% of their portfolio ENGLEWOOD, CO 209,570209.6k $3.5m $3.5m 0.09% Reduced -61.4k -61,373
66 SFE Investment Counsel 0.55% of their portfolio LOS ANGELES, CA 204,342204.3k $3.5m $3.5m 0.55% Added +19.0k +18,980
67 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% of their portfolio Seattle, WA 194,872194.9k $3.3m $3.3m 0.07% Added +4.0k +3,972
68 EVEXIA WEALTH LLC 0.99% of their portfolio STEVENS POINT, WI 194,092194.1k $3.3m $3.3m 0.99% Added +8.8k +8,781
69 NOVARE CAPITAL MANAGEMENT LLC 0.25% of their portfolio CHARLOTTE, NC 192,049192.0k $3.2m $3.2m 0.25% Added +14.3k +14,326
70 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 187,395187.4k $3.2m $3.2m 0.02% Added +12.0k +11,997
71 Farnam Financial LLC 2.45% of their portfolio PHOENIX, AZ 186,590186.6k $3.2m $3.2m 2.45% Added +25.5k +25,470
72 Carnegie Investment Counsel 0.06% of their portfolio PEPPER PIKE, OH 181,185181.2k $3.1m $3.1m 0.06% Added +8.5k +8,477
73 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 172,650172.7k $2.9m $2.9m 0.00% Added +92.8k +92,819
74 Infinity Wealth Counsel, LLC 2.80% of their portfolio Loveland, OH 170,872170.9k $2.9m $2.9m 2.80% Reduced -2.2k -2,194
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 170,326170.3k $2.9m $2.9m 0.00% Added +6.0k +5,957
76 Ledgewood Wealth Advisors, LLC 1.70% of their portfolio EXETER, NH 170,183170.2k $2.9m $2.9m 1.70% Added +45.2k +45,154
77 Opulen Financial Group LLC 2.17% of their portfolio ARLINGTON, VA 169,725169.7k $2.9m $2.9m 2.17% Added +25.2k +25,185
78 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 169,143169.1k $2.9m $2.9m 0.00% Reduced -18.6k -18,602
79 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 157,712157.7k $2.7m $2.7m 0.01% Added +34.2k +34,210
80 Colonial Trust Co / SC 0.36% of their portfolio SPARTANBURG, SC 157,631157.6k $2.7m $2.7m 0.36% Added +52.0k +51,956
81 MGO ONE SEVEN LLC 0.06% of their portfolio Beachwood, OH 149,911149.9k $2.5m $2.5m 0.06% New
82 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 149,574149.6k $2.5m $2.5m 0.00% Added +63.3k +63,286
83 Milestones Private Investment Advisors LLC 1.66% of their portfolio FAIRPORT, NY 143,946143.9k $2.4m $2.4m 1.66% Added +11.4k +11,434
84 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 133,877133.9k $2.3m $2.3m 0.00% Added +21.6k +21,596
85 Avior Wealth Management, LLC 0.07% of their portfolio OMAHA, NE 123,415123.4k $2.1m $2.1m 0.07% Added +53.4k +53,437
86 Smartleaf Asset Management LLC 0.12% of their portfolio BOSTON, MA 113,656113.7k $1.9m $1.9m 0.12% Added +2.7k +2,683
87 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 106,578106.6k $1.8m $1.8m 0.01% Added +8.7k +8,653
88 Ellevest, Inc. 0.25% of their portfolio NEW YORK, NY 103,829103.8k $1.8m $1.8m 0.25% Added +3.9k +3,888
89 SAWGRASS ASSET MANAGEMENT LLC 0.20% of their portfolio PONTE VEDRA BEACH, FL 94,28994.3k $1.6m $1.6m 0.20% Added +4.1k +4,087
90 G2 CAPITAL MANAGEMENT, LLC / OH 0.39% of their portfolio COLUMBUS, OH 91,65391.7k $1.5m $1.5m 0.39% Added +1.1k +1,079
91 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 91,56591.6k $1.5m $1.5m 0.00% Added +7.3k +7,342
92 SEMITAM BONAM LLC 1.36% of their portfolio GOSHEN, NY 89,65489.7k $1.5m $1.5m 1.36% New
93 Ironwood Financial, llc 0.27% of their portfolio TUCSON, AZ 89,47189.5k $1.5m $1.5m 0.27% Added +8.9k +8,919
94 BUTENSKY & COHEN FINANCIAL SECURITY, INC 0.39% of their portfolio PONTE VEDRA BEACH, FL 83,42283.4k $1.4m $1.4m 0.39% Added +3.3k +3,321
95 HOWARD WEALTH MANAGEMENT, LLC 0.63% of their portfolio Madison, CT 80,93380.9k $1.4m $1.4m 0.63% New
96 ArborFi Advisors, LLC 1.04% of their portfolio ANN ARBOR, MI 75,60975.6k $1.3m $1.3m 1.04% Added +5.9k +5,925
97 Red Spruce Capital, LLC 0.52% of their portfolio BERWYN, PA 75,24075.2k $1.3m $1.3m 0.52% Added +3.3k +3,305
98 VestGen Advisors, LLC 0.04% of their portfolio CHICAGO, IL 73,21473.2k $1.2m $1.2m 0.04% Added +8.1k +8,060
99 EVERPAR ADVISORS LLC 0.49% of their portfolio TULSA, OK 73,16773.2k $1.2m $1.2m 0.49% Added +40.0k +40,013
100 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 72,48372.5k $1.2m $1.2m 0.02% Reduced -6.3k -6,343