INVESCO EXCH TRD SLF IDX FD (BSDE)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
1
Reporting holders
$2.3M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Envision Financial Transparency, LLC | $2.3M | 112,912 | 1.97% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1 | $2.3M | 112,912 | 1 | 0 | 0 | 0.0% |
| Q1 2023 | 3 | $303.1K | 12,878 | 2 | 1 | 0 | 0.0% |
| Q4 2022 | 17 | $18.8M | 780,482 | 2 | 3 | 7 | 0.0% |
| Q3 2022 | 15 | $25.7M | 1,083,207 | 4 | 6 | 5 | 0.0% |
| Q2 2022 | 16 | $18.5M | 763,354 | 7 | 2 | 5 | 0.0% |
| Q1 2022 | 11 | $31.4M | 1,253,380 | 1 | 6 | 3 | 0.0% |
| Q4 2021 | 12 | $13.4M | 518,559 | 3 | 4 | 4 | 0.0% |
| Q3 2021 | 10 | $13.6M | 520,296 | 0 | 5 | 3 | 0.0% |
| Q2 2021 | 12 | $13.8M | 527,041 | 5 | 4 | 3 | 0.0% |
| Q1 2021 | 9 | $9.0M | 344,129 | 2 | 5 | 1 | 0.0% |
| Q4 2020 | 12 | $9.0M | 343,082 | 2 | 4 | 4 | 0.0% |
| Q3 2020 | 10 | $9.5M | 365,207 | 0 | 6 | 3 | 0.0% |
| Q2 2020 | 11 | $7.6M | 300,661 | 3 | 3 | 3 | 0.0% |
| Q1 2020 | 8 | $9.3M | 398,027 | 3 | 2 | 0 | 0.0% |
| Q4 2019 | 6 | $2.0M | 75,849 | 0 | 3 | 1 | 0.0% |
| Q3 2019 | 6 | $1.9M | 70,503 | 2 | 3 | 0 | 0.0% |
| Q2 2019 | 5 | $1.7M | 65,909 | 2 | 1 | 0 | 0.0% |
| Q1 2019 | 3 | $875.0K | 34,080 | 2 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $672.0K | 27,130 | 0 | 0 | 0 | 0.0% |