# INVESCO EXCH TRD SLF IDX FD (BSMS)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BSMS/

- Reporting holders: 9
- Reported value: $6.9M
- 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 |
|---|---|---|---|---|
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $2.6M | 113,614 | 1.5% | 4 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.5M | 65,304 | 0.1% | 6 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $1.3M | 57,530 | 0.0% | 1 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $555.0K | 24,342 | 0.1% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $508.4K | 22,298 | 0.3% | 17 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $292.7K | 12,836 | 0.1% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $168.7K | 7,397 | 0.0% | 6 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $11.6K | 510 | 0.0% | 11 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.6K | 288 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $6.9M |
| Q2 2026 | 136 | $220.9M |
| Q1 2026 | 128 | $192.6M |
| Q4 2025 | 121 | $174.3M |
| Q3 2025 | 108 | $157.0M |
| Q2 2025 | 95 | $125.5M |
| Q1 2025 | 94 | $111.3M |
| Q4 2024 | 88 | $94.1M |
| Q3 2024 | 73 | $78.9M |
| Q2 2024 | 63 | $69.6M |
| Q1 2024 | 54 | $72.1M |
| Q4 2023 | 51 | $55.4M |