# INVESCO EXCH TRD SLF IDX FD (BSMZ)

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

- Reporting holders: 2
- Reported value: $4.7M
- 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/) | $4.4M | 188,932 | 0.1% | 3 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $232.3K | 9,870 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $4.7M |
| Q2 2026 | 36 | $34.5M |
| Q1 2026 | 29 | $26.0M |
| Q4 2025 | 23 | $16.0M |
| Q3 2025 | 1 | $904.3K |