# INVESCO EXCH TRD SLF IDX FD (BSMW)

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

- Reporting holders: 5
- Reported value: $6.0M
- 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/) | $4.5M | 190,633 | 0.1% | 12 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $733.1K | 31,054 | 0.0% | 4 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $390.9K | 16,460 | 0.2% | 4 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $287.0K | 12,157 | 0.1% | 12 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $43.9K | 1,858 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $6.0M |
| Q2 2026 | 72 | $134.4M |
| Q1 2026 | 65 | $119.4M |
| Q4 2025 | 68 | $100.8M |
| Q3 2025 | 62 | $81.7M |
| Q2 2025 | 54 | $72.4M |
| Q1 2025 | 57 | $71.4M |
| Q4 2024 | 54 | $66.0M |
| Q3 2024 | 45 | $54.1M |
| Q2 2024 | 42 | $47.5M |
| Q1 2024 | 32 | $57.6M |
| Q4 2023 | 29 | $46.7M |