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Who Owns INVESCO EXCH TRD SLF IDX FD (BSCU)? -- Institutional Holders (2026-03-31)

311 institutions reported holding $2.03B of INVESCO EXCH TRD SLF IDX FD (BSCU) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($178.7M), Aptus Capital Advisors, LLC ($154.2M), Lido Advisors, LLC ($141.1M), RAYMOND JAMES FINANCIAL INC ($86.1M), LPL Financial LLC ($85.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$178.7M10.7MAdded
2Aptus Capital Advisors, LLC$154.2M9.2MAdded
3Lido Advisors, LLC$141.1M8.4MAdded
4RAYMOND JAMES FINANCIAL INC$86.1M5.1MAdded
5LPL Financial LLC$85.7M5.1MAdded
6TruWealth Advisors, LLC$78.3M4.7MAdded
7Invesco Ltd.$73.6M4.4MAdded
8Clearstead Advisors, LLC$63.9M3.8MAdded
9WELLS FARGO & COMPANY/MN$54.4M3.3MAdded
10BANK OF AMERICA CORP /DE/$46.5M2.8MAdded
11Royal Bank of Canada$44.1M2.6MAdded
12Hills Bank & Trust Co$43.8M2.6MAdded
13Atlantic Union Bankshares Corp$43.6M2.6MAdded
14UBS Group AG$37.1M2.2MAdded
15HENGEHOLD CAPITAL MANAGEMENT LLC$36.0M2.2MAdded
16&PARTNERS$31.9M1.9MAdded
17Brookstone Capital Management$31.8M1.9MAdded
18TLWM$30.2M1.8MAdded
19MAI Capital Management$28.0M1.7MAdded
20IMA Advisory Services, Inc.$24.2M1.4MAdded
21MONECO Advisors, LLC$23.8M1.4MAdded
22Capital Investment Counsel, LLC$19.5M1.2MAdded
23Clark Asset Management, LLC$19.4M1.2MAdded
24ENVESTNET ASSET MANAGEMENT INC$19.0M1.1MAdded
25Motley Fool Wealth Management, LLC$17.5M1.0MTrimmed

Source: SEC Form 13F filings · as of 2026-03-31