INVESCO EXCH TRD SLF IDX FD (BSJX)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
12
Reporting holders
$15.3M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| IMA Advisory Services, Inc. | $7.4M | 292,163 | 0.46% | new | NEW |
| MONECO ADVISORS, LLC | $2.3M | 106,814 | 0.14% | 3q | +437.2%+$1.9M |
| JANE STREET GROUP, LLC | $2.1M | 81,662 | 0.00% | 3q | +4.8%+$94.9K |
| Ark Wealth Advisors LLC | $1.3M | 50,715 | 1.13% | 2q | +25.4%+$258.8K |
| RAYMOND JAMES FINANCIAL INC | $857.0K | 34,050 | 0.00% | 3q | +10.4%+$80.6K |
| LPL Financial LLC | $585.0K | 23,245 | 0.00% | 3q | +85.7%+$270.0K |
| 4Thought Financial Group Inc. | $436.5K | 17,344 | 0.21% | 3q | +4.8%+$20.1K |
| VestGen Advisors, LLC | $205.7K | 8,174 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $179.7K | 7,139 | 0.00% | 2q | +279.7%+$132.4K |
| Asset Dedication, LLC | $19.8K | 787 | 0.00% | new | NEW |
| Community Financial Services Group, LLC | $3.1K | 125 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $1.8K | 70 | 0.00% | 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 | 12 | $15.3M | 622,288 | 4 | 7 | 0 | 0.0% |
| Q1 2026 | 8 | $5.0M | 200,124 | 3 | 4 | 1 | 0.0% |
| Q4 2025 | 5 | $2.0M | 79,005 | 5 | 0 | 0 | 0.0% |