# INVESCO EXCH TRD SLF IDX FD (BSMT)

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

- Reporting holders: 9
- Reported value: $5.4M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.1M | 93,965 | 0.0% | 3 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $1.4M | 64,920 | 0.1% | 6 |
| [TLWM](https://holderbook.com/funds/1732537-tlwm/) | $558.8K | 25,100 | 0.1% | 12 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $518.3K | 23,279 | 0.3% | 15 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $378.2K | 16,966 | 0.2% | 4 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $290.8K | 13,062 | 0.1% | 10 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $71.8K | 3,225 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $6.6K | 295 | 0.0% | 17 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.5K | 292 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $5.4M |
| Q2 2026 | 127 | $198.1M |
| Q1 2026 | 114 | $207.4M |
| Q4 2025 | 109 | $165.0M |
| Q3 2025 | 102 | $150.9M |
| Q2 2025 | 95 | $138.3M |
| Q1 2025 | 90 | $128.7M |
| Q4 2024 | 84 | $113.5M |
| Q3 2024 | 69 | $83.9M |
| Q2 2024 | 62 | $72.1M |
| Q1 2024 | 56 | $62.8M |
| Q4 2023 | 49 | $46.5M |