IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco Exch TRD SLF IDX FD

Q2 2021 vs Q3 2021

Comparing institutional holders between quarters

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Jane Street Group, LLC
INCREASED
Shares185,839 from 150,980
Change+34,859 (+23%)
Value$4.7K (+$877)
Filed 2021-11-16
Beaumont Financial Partners, LLC
DECREASED
Shares72,768 from 80,661
Change-7,893 (-10%)
Value$1.8K (-$201)
Filed 2021-11-12
Stephens Inc
INCREASED
Shares37,600 from 34,600
Change+3,000 (+9%)
Value$949 (+$75)
Filed 2021-10-27
BCS Wealth Management
INCREASED
Shares32,123 from 31,848
Change+275 (+1%)
Value$811 (+$7)
Filed 2021-10-25
Bank of America Corp
DECREASED
Shares30,855 from 33,101
Change-2,246 (-7%)
Value$779 (-$57)
Filed 2021-11-15
Morgan Stanley
DECREASED
Shares21,913 from 22,906
Change-993 (-4%)
Value$553 (-$26)
Filed 2021-11-15
LPL Financial LLC
INCREASED
Shares20,562 from 9,904
Change+10,658 (+108%)
Value$519 (+$269)
Filed 2021-11-15
Asset Dedication, LLC
INCREASED
Shares16,743 from 16,404
Change+339 (+2%)
Value$424 (+$9)
Filed 2021-10-18
Private Advisor Group, LLC
DECREASED
Shares13,465 from 14,965
Change-1,500 (-10%)
Value$340 (-$38)
Filed 2021-10-14
Susquehanna International Group, LLP
NEW
Shares12,674
Change+12,674
Value$320
Filed 2021-11-15
Captrust Financial Advisors
UNCHANGED
Shares12,473 from 12,473
Change0 (0%)
Value$315 ($0)
Filed 2021-11-16
UBS Group AG
INCREASED
Shares11,298 from 7,242
Change+4,056 (+56%)
Value$285 (+$102)
Filed 2021-11-15
Key FInancial Inc
UNCHANGED
Shares10,647 from 10,647
Change0 (0%)
Value$269 ($0)
Filed 2021-11-01
Tlwm
UNCHANGED
Shares10,377 from 10,377
Change0 (0%)
Value$263 ($0)
Filed 2021-11-12
Osaic Holdings, Inc.
INCREASED
Shares7,903 from 7,355
Change+548 (+7%)
Value$200 (+$14)
Filed 2021-11-05
Ibex Wealth Advisors
NEW
Shares1,229
Change+1,229
Value$31
Filed 2021-11-12
Personal Wealth Partners
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$11)
Filed 2021-10-20
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-11-09
Status
Jane Street Group, LLC
INCREASED185,839150,980+34,859+23%$3.8K$4.7K+$8772021-11-16
Beaumont Financial Partners, LLC
DECREASED72,76880,661-7,893-10%$2.0K$1.8K-$2012021-11-12
Stephens Inc
INCREASED37,60034,600+3,000+9%$874$949+$752021-10-27
BCS Wealth Management
INCREASED32,12331,848+275+1%$804$811+$72021-10-25
Bank of America Corp
DECREASED30,85533,101-2,246-7%$836$779-$572021-11-15
Morgan Stanley
DECREASED21,91322,906-993-4%$579$553-$262021-11-15
LPL Financial LLC
INCREASED20,5629,904+10,658+108%$250$519+$2692021-11-15
Asset Dedication, LLC
INCREASED16,74316,404+339+2%$415$424+$92021-10-18
Private Advisor Group, LLC
DECREASED13,46514,965-1,500-10%$378$340-$382021-10-14
Susquehanna International Group, LLP
NEW12,674—+12,674——$320—2021-11-15
Captrust Financial Advisors
UNCHANGED12,47312,47300%$315$315$02021-11-16
UBS Group AG
INCREASED11,2987,242+4,056+56%$183$285+$1022021-11-15
Key FInancial Inc
UNCHANGED10,64710,64700%$269$269$02021-11-01
Tlwm
UNCHANGED10,37710,37700%$263$263$02021-11-12
Osaic Holdings, Inc.
INCREASED7,9037,355+548+7%$186$200+$142021-11-05
Ibex Wealth Advisors
NEW1,229—+1,229——$31—2021-11-12
Personal Wealth Partners
CLOSED0420-420-100%$11$0-$112021-10-20
Proequities, Inc.
UNCHANGED000—$0$0$02021-11-09
Showing 18 of 18 institutions