# INVESCO EXCH TRD SLF IDX FD (BSML)

> Institutional ownership reported to the SEC as of Q3 2021, from Form 13F filings. Source: https://holderbook.com/stocks/BSML/

- Reporting holders: 16
- Reported value: $12.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $4.7M | 185,839 | 0.0% | 7 |
| [Beaumont Financial Partners, LLC](https://holderbook.com/funds/1352764-beaumont-financial-partners-llc/) | $1.8M | 72,768 | 0.1% | 4 |
| [STEPHENS INC /AR/](https://holderbook.com/funds/757657-stephens-inc-ar/) | $949.0K | 37,600 | 0.0% | 2 |
| [BCS Wealth Management](https://holderbook.com/funds/1798172-bcs-wealth-management/) | $811.0K | 32,123 | 0.3% | 4 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $779.0K | 30,855 | 0.0% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $553.0K | 21,906 | 0.0% | 6 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $519.0K | 20,562 | 0.0% | 2 |
| [Asset Dedication, LLC](https://holderbook.com/funds/1475896-asset-dedication-llc/) | $424.0K | 16,743 | 0.1% | 6 |
| [Private Advisor Group, LLC](https://holderbook.com/funds/1567755-private-advisor-group-llc/) | $340.0K | 13,465 | 0.0% | 3 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $320.0K | 12,674 | 0.0% | 1 |
| [CAPTRUST FINANCIAL ADVISORS](https://holderbook.com/funds/1512024-captrust-financial-advisors/) | $315.0K | 12,473 | 0.0% | 6 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $285.0K | 11,298 | 0.0% | 7 |
| [Key Financial Inc](https://holderbook.com/funds/1801720-key-financial-inc/) | $269.0K | 10,647 | 0.2% | 5 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $263.0K | 10,377 | 0.1% | 3 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $200.0K | 7,903 | 0.0% | 7 |
| [IBEX WEALTH ADVISORS](https://holderbook.com/funds/1686242-ibex-wealth-advisors/) | $31.0K | 1,229 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2021 | 16 | $12.6M |
| Q2 2021 | 15 | $11.2M |
| Q1 2021 | 14 | $8.6M |
| Q4 2020 | 14 | $9.0M |
| Q3 2020 | 12 | $7.8M |
| Q2 2020 | 11 | $3.9M |
| Q1 2020 | 7 | $3.0M |
| Q4 2019 | 7 | $4.0M |
| Q3 2019 | 5 | $5.0M |