INVESCO EXCH TRD SLF IDX FD (BSJW)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
21
Reporting holders
$15.6M
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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | $2.7M | 108,523 | 0.02% | 3q | +639.8%+$2.4M |
| MONECO ADVISORS, LLC | $2.2M | 87,707 | 0.14% | 6q | HELD |
| LPL Financial LLC | $1.8M | 72,070 | 0.00% | 6q | -2.9%-$54.2K |
| ROYAL BANK OF CANADA | $1.7M | 66,574 | 0.00% | 7q | +19.7%+$277.2K |
| Ark Wealth Advisors LLC | $1.3M | 50,226 | 1.13% | 2q | +25.6%+$258.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 44,969 | 0.00% | 7q | +1.4%+$15.3K |
| MORGAN STANLEY | $942.1K | 37,244 | 0.00% | 2q | +3624.4%+$916.8K |
| OSAIC HOLDINGS, INC. | $844.2K | 33,366 | 0.00% | 6q | +36.0%+$223.4K |
| JANE STREET GROUP, LLC | $575.7K | 22,760 | 0.00% | new | NEW |
| 4Thought Financial Group Inc. | $433.3K | 17,132 | 0.20% | 7q | +4.8%+$19.8K |
| VestGen Advisors, LLC | $430.2K | 17,007 | 0.01% | 2q | +17.5%+$64.1K |
| SFE Investment Counsel | $401.7K | 15,880 | 0.05% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $356.9K | 14,108 | 0.00% | 5q | +9.0%+$29.4K |
| Alaska Permanent Capital Management, LLC | $258.2K | 10,237 | 0.02% | 2q | HELD |
| IMA Advisory Services, Inc. | $200.4K | 7,922 | 0.01% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $152.4K | 6,023 | 0.00% | 3q | HELD |
| Larson Financial Group LLC | $56.5K | 2,234 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $20.0K | 792 | 0.00% | 2q | HELD |
| Capital Analysts, LLC | $10.0K | 385 | 0.00% | 8q | HELD |
| Community Financial Services Group, LLC | $3.2K | 125 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $1.6K | 65 | 0.00% | 5q | HELD |
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 | 21 | $15.6M | 615,349 | 3 | 9 | 1 | 0.0% |
| Q1 2026 | 19 | $10.4M | 413,852 | 7 | 4 | 3 | 0.0% |
| Q4 2025 | 13 | $8.6M | 335,007 | 2 | 4 | 2 | 0.0% |
| Q3 2025 | 14 | $9.1M | 351,683 | 3 | 5 | 2 | 0.0% |
| Q2 2025 | 14 | $10.3M | 402,042 | 4 | 5 | 2 | 0.0% |
| Q1 2025 | 11 | $4.8M | 192,546 | 5 | 3 | 1 | 0.0% |
| Q4 2024 | 6 | $3.5M | 138,451 | 4 | 0 | 0 | 0.0% |
| Q3 2024 | 2 | $10.0K | 386 | 2 | 0 | 0 | 0.0% |