# INVESCO EXCH TRD SLF IDX FD (BSMV)

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

- Reporting holders: 5
- Reported value: $6.8M
- 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/) | $5.6M | 280,194 | 0.1% | 19 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $430.1K | 21,624 | 0.0% | 3 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $393.7K | 19,700 | 0.2% | 1 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $350.6K | 17,625 | 0.2% | 4 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $6.3K | 318 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $6.8M |
| Q2 2026 | 89 | $132.4M |
| Q1 2026 | 77 | $122.2M |
| Q4 2025 | 77 | $112.4M |
| Q3 2025 | 72 | $84.8M |
| Q2 2025 | 59 | $68.5M |
| Q1 2025 | 60 | $67.4M |
| Q4 2024 | 59 | $57.6M |
| Q3 2024 | 51 | $47.3M |
| Q2 2024 | 45 | $40.0M |
| Q1 2024 | 40 | $39.8M |
| Q4 2023 | 37 | $34.7M |