Stock ownership · SEC 13F · Q4 2025

INVESCO EXCH TRD SLF IDX FD

A breakdown of INVESCO EXCH TRD SLF IDX FD's institutional base (CUSIP 46138J577): the holders, the concentration among them, and what changed last quarter.

$5.4M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$5.4M of INVESCO EXCH TRD SLF IDX FD is reported by 4 institutions as of Q4 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$5.4M
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 46138J577 · Q4 2025 $5M reported

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

  • VALUE-TRACE $5.4M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-FULL 8Q 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.

Largest institutional holders of INVESCO EXCH TRD SLF IDX FD
  1. 1
    Coastline Complete Wealth LLC $3.3M
  2. 2
    Tempo Wealth, LLC $1.1M
  3. 3
    Anchor Investment Management, LLC $649K
  4. 4
    Financially in Tune, LLC $341K

Top 4 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a INVESCO EXCH TRD SLF IDX FD position has risen from 1 to 4 over the last 8 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 4
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 176,559 $3.3M 61.8%
2 Tempo Wealth, LLC 56,406 $1.1M 19.8%
3 Anchor Investment Management, LLC 34,475 $649K 12.1%
4 Financially in Tune, LLC 18,093 $341K 6.3%

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 (4)

Coastline Complete Wealth LLC $3.3M
Tempo Wealth, LLC $1.1M
Anchor Investment Management, LLC $649K
Financially in Tune, LLC $341K

Complete exits (3)

Asset Dedication, LLC exited
Newport Capital Group, LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited

Frequently Asked Questions

How many institutions hold INVESCO EXCH TRD SLF IDX FD?▼
INVESCO EXCH TRD SLF IDX FD is held by 4 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 $5.4M 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 held overwhelmingly by a small core of institutions.
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 $3.3M across 176,559 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.