DaveManuel.com · Institutional Ownership · Who Owns It
INVESCO EXCH TRD SLF IDX FD (POWA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
75
Reporting holders
$88.9M
Reported value
0.0%
Calls
0.0%
Puts
-2
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $23.8M | 268,417 | 0.01% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 138,988 | 0.02% | 20q | -2.4%-$304.4K |
| 1900 WEALTH MANAGEMENT LLC | $6.7M | 75,293 | 0.37% | 23q | HELD |
| Creative Planning | $4.3M | 48,607 | 0.00% | 12q | -7.9%-$370.7K |
| Delos Wealth Advisors, LLC | $3.9M | 44,252 | 2.02% | 20q | +3.8%+$142.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 41,414 | 0.00% | 31q | -1.0%-$38.2K |
| GOLDMAN SACHS GROUP INC | $3.3M | 36,682 | 0.00% | 16q | +26.8%+$688.3K |
| MORGAN STANLEY | $2.6M | 29,478 | 0.00% | 33q | HELD |
| Jaffetilchin Investment Partners, LLC | $2.4M | 26,741 | 0.13% | 24q | HELD |
| Capital Investment Advisory Services, LLC | $1.6M | 17,704 | 0.10% | 24q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.5M | 17,044 | 0.00% | 31q | -8.1%-$133.5K |
| Avant Capital LLC | $1.4M | 15,250 | 0.85% | 15q | -4.9%-$69.2K |
| Pacific Sun Financial Corp | $1.4M | 15,250 | 0.56% | 25q | -1.1%-$14.8K |
| RAYMOND JAMES FINANCIAL INC | $1.2M | 13,848 | 0.00% | 7q | -10.5%-$144.7K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 13,000 | 0.00% | 31q | +89.9%+$546.4K |
| Mosley Wealth Management | $1.1M | 12,543 | 0.35% | 2q | +1684.2%+$1.1M |
| HighTower Advisors, LLC | $1.1M | 12,053 | 0.00% | 20q | -8.1%-$94.7K |
| Kestra Advisory Services, LLC | $1.0M | 11,813 | 0.00% | 24q | -2.5%-$26.4K |
| OSAIC HOLDINGS, INC. | $1.0M | 11,550 | 0.00% | 26q | -1.8%-$18.6K |
| Caprock Group, LLC | $1.0M | 11,458 | 0.02% | 25q | HELD |
| Trek Financial, LLC | $844.6K | 9,507 | 0.04% | 31q | HELD |
| Cetera Investment Advisers | $804.6K | 9,056 | 0.00% | 10q | -0.7%-$5.5K |
| PARTNERS WEALTH MANAGEMENT, LLC | $803.4K | 9,043 | 0.79% | 7q | HELD |
| IHT Wealth Management, LLC | $761.2K | 8,568 | 0.02% | 10q | +6.6%+$47.4K |
| Sigma Planning Corp | $715.3K | 8,052 | 0.02% | 9q | -14.2%-$118.2K |
| NewEdge Advisors, LLC | $521.4K | 5,869 | 0.00% | 31q | HELD |
| Hyundai Investments Co., Ltd. | $513.7K | 5,804 | 0.56% | 3q | +12.9%+$58.8K |
| Solstein Capital, LLC | $495.0K | 5,572 | 0.17% | 20q | HELD |
| CASTLE WEALTH MANAGEMENT LLC | $446.3K | 5,024 | 0.13% | 17q | -2.2%-$10.0K |
| LEVEL FOUR ADVISORY SERVICES, LLC | $422.0K | 4,750 | 0.01% | 25q | -2.5%-$10.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $398.4K | 4,485 | 0.00% | new | NEW |
| MONECO ADVISORS, LLC | $389.2K | 4,381 | 0.02% | 31q | HELD |
| FMR LLC | $357.4K | 4,023 | 0.00% | 30q | -31.2%-$162.3K |
| Private Advisor Group, LLC | $301.2K | 3,390 | 0.00% | 14q | +1.5%+$4.4K |
| SteelPeak Wealth, LLC | $292.2K | 3,289 | 0.01% | 6q | HELD |
| Symphony Financial Services, Inc. | $283.6K | 3,192 | 0.13% | 9q | -8.1%-$24.9K |
| Wealthcare Advisory Partners LLC | $278.9K | 3,140 | 0.01% | 16q | -10.0%-$31.1K |
| Fearless Solutions, LLC dba Best Invest | $273.2K | 3,075 | 0.14% | 7q | -5.4%-$15.5K |
| ROYAL BANK OF CANADA | $240.0K | 2,701 | 0.00% | 31q | -61.1%-$376.9K |
| Simplicity Wealth,LLC | $236.5K | 2,662 | 0.01% | new | NEW |
| Connecticut Wealth Management, LLC | $228.7K | 2,574 | 0.01% | 29q | HELD |
| Mariner, LLC | $225.1K | 2,533 | 0.00% | 2q | HELD |
| Equitable Holdings, Inc. | $222.4K | 2,504 | 0.00% | 8q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $221.6K | 2,494 | 0.00% | 3q | +4.0%+$8.4K |
| WESBANCO BANK INC | $215.8K | 2,429 | 0.01% | 5q | HELD |
| Ethos Financial Group, LLC | $214.7K | 2,343 | 0.01% | new | NEW |
| J.W. COLE ADVISORS, INC. | $204.5K | 2,302 | 0.00% | new | NEW |
| Wealthspire Retirement, LLC | $204.3K | 2,300 | 0.01% | new | NEW |
| S.A. Mason LLC | $128.8K | 1,450 | 0.04% | 22q | HELD |
| AE Wealth Management LLC | $111.9K | 1,260 | 0.00% | 19q | -3.7%-$4.4K |
| UBS Group AG | $109.7K | 1,235 | 0.00% | 31q | -8.7%-$10.4K |
| PNC Financial Services Group, Inc. | $101.3K | 1,140 | 0.00% | 4q | HELD |
| BFC Planning, Inc. | $100.7K | 1,134 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $89.7K | 1,010 | 0.00% | 8q | HELD |
| Minot DeBlois Advisors LLC | $88.8K | 1,000 | 0.08% | 2q | HELD |
| Global Retirement Partners, LLC | $72.3K | 813 | 0.00% | 16q | -38.1%-$44.4K |
| JONES FINANCIAL COMPANIES LLLP | $62.7K | 709 | 0.00% | 9q | -38.5%-$39.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $62.5K | 703 | 0.00% | 28q | HELD |
| IFP Advisors, Inc | $61.3K | 690 | 0.00% | 22q | HELD |
| Parallel Advisors, LLC | $52.4K | 590 | 0.00% | 16q | HELD |
| Rockefeller Capital Management L.P. | $38.5K | 433 | 0.00% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $33.5K | 378 | 0.00% | 18q | HELD |
| JPMORGAN CHASE & CO | $31.0K | 350 | 0.00% | 2q | HELD |
| Aptus Capital Advisors, LLC | $29.0K | 326 | 0.00% | 18q | HELD |
| Tower Research Capital LLC (TRC) | $20.0K | 225 | 0.00% | 18q | -94.4%-$334.5K |
| AdvisorNet Financial, Inc | $17.8K | 200 | 0.00% | 2q | HELD |
| PRIVATE TRUST CO NA | $15.9K | 179 | 0.00% | 17q | HELD |
| HORIZON FINANCIAL SERVICES, LLC | $15.4K | 173 | 0.01% | 10q | HELD |
| Institute for Wealth Management, LLC. | $8.9K | 100 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.6K | 52 | 0.00% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $4.4K | 50 | 0.00% | 2q | -94.7%-$80.0K |
| BlackRock, Inc. | $4.4K | 50 | 0.00% | new | NEW |
| BFSG, LLC | $1.3K | 15 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $1.1K | 12 | 0.00% | 10q | HELD |
| WELLS FARGO & COMPANY/MN | $9 | none filed | 0.00% | 31q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $11.8M | 136,589 | 5 | 2 | 4 | 0.0% |
| Q2 2026 | 75 | $88.9M | 1,000,724 | 9 | 8 | 26 | 0.0% |
| Q1 2026 | 77 | $91.6M | 1,062,972 | 11 | 8 | 21 | 0.0% |
| Q4 2025 | 75 | $95.0M | 1,056,285 | 6 | 14 | 24 | 0.0% |
| Q3 2025 | 75 | $91.5M | 1,010,891 | 7 | 8 | 30 | 0.0% |
| Q2 2025 | 72 | $99.1M | 1,144,860 | 1 | 13 | 26 | 0.0% |
| Q1 2025 | 78 | $98.3M | 1,196,199 | 7 | 16 | 23 | 0.0% |
| Q4 2024 | 73 | $95.6M | 1,176,491 | 2 | 13 | 28 | 0.0% |
| Q3 2024 | 72 | $116.9M | 1,278,864 | 9 | 11 | 24 | 7.3% |
| Q2 2024 | 67 | $100.3M | 1,290,814 | 4 | 9 | 27 | 0.0% |
| Q1 2024 | 69 | $114.4M | 1,457,880 | 10 | 9 | 26 | 0.0% |
| Q4 2023 | 66 | $101.2M | 1,398,803 | 7 | 16 | 22 | 0.0% |
| Q3 2023 | 66 | $100.3M | 1,529,024 | 6 | 10 | 26 | 0.0% |
| Q2 2023 | 72 | $116.7M | 1,685,414 | 4 | 9 | 25 | 0.0% |
| Q1 2023 | 77 | $137.3M | 2,085,899 | 10 | 24 | 18 | 0.0% |
| Q4 2022 | 82 | $161.0M | 2,418,420 | 17 | 25 | 25 | 0.0% |
| Q3 2022 | 76 | $693.6M | 11,518,328 | 9 | 20 | 21 | 0.0% |
| Q2 2022 | 77 | $1.2B | 18,438,880 | 8 | 20 | 24 | 0.0% |
| Q1 2022 | 78 | $1.4B | 19,943,764 | 16 | 24 | 17 | 0.0% |
| Q4 2021 | 69 | $808.5M | 11,061,125 | 5 | 23 | 20 | 0.0% |
| Q3 2021 | 73 | $612.7M | 9,270,932 | 15 | 15 | 21 | 0.0% |
| Q2 2021 | 65 | $480.9M | 7,298,283 | 7 | 21 | 20 | 0.0% |
| Q1 2021 | 61 | $423.2M | 6,925,962 | 4 | 12 | 26 | 0.0% |
| Q4 2020 | 66 | $757.8M | 12,502,868 | 6 | 18 | 24 | 0.0% |
| Q3 2020 | 64 | $695.3M | 12,531,945 | 6 | 11 | 29 | 0.0% |
| Q2 2020 | 62 | $787.7M | 15,256,905 | 5 | 14 | 23 | 0.0% |
| Q1 2020 | 67 | $713.7M | 15,949,938 | 13 | 22 | 15 | 0.0% |
| Q4 2019 | 68 | $840.4M | 15,081,517 | 11 | 26 | 11 | 0.0% |
| Q3 2019 | 57 | $763.8M | 14,091,413 | 5 | 21 | 13 | 0.0% |
| Q2 2019 | 56 | $719.4M | 13,604,403 | 12 | 14 | 19 | 0.0% |
| Q1 2019 | 50 | $525.7M | 10,554,462 | 8 | 19 | 12 | 0.0% |
| Q4 2018 | 48 | $179.9M | 4,084,836 | 2 | 2 | 0 | 0.0% |