# INVESCO EXCH TRD SLF IDX FD (BSMY)

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

- Reporting holders: 3
- Reported value: $6.1M
- 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 | 248,144 | 0.1% | 7 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $214.0K | 9,420 | 0.0% | 3 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $208.0K | 9,154 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $6.1M |
| Q2 2026 | 55 | $79.2M |
| Q1 2026 | 45 | $64.5M |
| Q4 2025 | 47 | $66.2M |
| Q3 2025 | 42 | $45.9M |
| Q2 2025 | 31 | $28.3M |
| Q1 2025 | 26 | $19.7M |
| Q4 2024 | 12 | $7.2M |