Stock ownership · SEC 13F · Q4 2025

INVESCO EXCH TRD SLF IDX FD

Who owns INVESCO EXCH TRD SLF IDX FD (CUSIP 46138J510)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$4.7M
Reported value
2
Institutions
100%
Top-5 share

The verdict

As of Q4 2025, 2 institutions report $4.7M in INVESCO EXCH TRD SLF IDX FD positions, ownership that is dominated by its top few institutional owners.

2
institutions hold it
$4.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46138J510 · Q4 2025 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

  • VALUE-TRACE $4.7M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-LIGHT 2 new
  • BOOK-MID 6Q history

Read with: Ownership concentration guide - INVESCO EXCH TRD SLF IDX FD's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a INVESCO EXCH TRD SLF IDX FD position has risen from 1 to 2 over the last 6 quarters of 13F filings.

0.511.522.5 Q2'24Q3'24Q1'25Q2'25Q3'25Q4'25 2
Distinct 13F filers holding INVESCO EXCH TRD SLF IDX FD, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Coastline Complete Wealth LLC 156,640 $3.7M 79.5%
2 Astoria Portfolio Advisors LLC. 40,432 $954K 20.5%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among INVESCO EXCH TRD SLF IDX FD's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (2)

Coastline Complete Wealth LLC $3.7M
Astoria Portfolio Advisors LLC. $954K

Complete exits (2)

Asset Dedication, LLC exited
Vermillion & White Wealth Management Group, LLC exited

Frequently Asked Questions

How many institutions hold INVESCO EXCH TRD SLF IDX FD?▼
INVESCO EXCH TRD SLF IDX FD is held by 2 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of INVESCO EXCH TRD SLF IDX FD?▼
Institutions report $4.7M of INVESCO EXCH TRD SLF IDX FD as of Q4 2025.
How concentrated is ownership of INVESCO EXCH TRD SLF IDX FD?▼
The top five institutional holders account for 100% of the reported institutional value in INVESCO EXCH TRD SLF IDX FD, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of INVESCO EXCH TRD SLF IDX FD?▼
Coastline Complete Wealth LLC is the largest reported holder of INVESCO EXCH TRD SLF IDX FD with $3.7M across 156,640 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.