20 institutions reported holding $10.4M of INVESCO EXCH TRD SLF IDX FD (BSJW) in SEC 13F filings for 2026-03-31. Largest institutional holders: MONECO Advisors, LLC ($2.2M), LPL Financial LLC ($1.9M), Royal Bank of Canada ($1.4M), RAYMOND JAMES FINANCIAL INC ($1.1M), Ark Wealth Advisors LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MONECO Advisors, LLC | $2.2M | 87,363 | Added |
| 2 | LPL Financial LLC | $1.9M | 74,211 | Trimmed |
| 3 | Royal Bank of Canada | $1.4M | 55,616 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $1.1M | 44,366 | Added |
| 5 | Ark Wealth Advisors LLC | $1.0M | 39,991 | New |
| 6 | OSAIC HOLDINGS, INC. | $617,832 | 24,537 | Trimmed |
| 7 | 4Thought Financial Group Inc. | $411,616 | 16,348 | Trimmed |
| 8 | Equitable Holdings, Inc. | $378,390 | 14,669 | Added |
| 9 | VestGen Advisors, LLC | $367,323 | 14,473 | New |
| 10 | BANK OF AMERICA CORP /DE/ | $325,954 | 12,946 | Trimmed |
| 11 | Alaska Permanent Capital Management, LLC | $256,949 | 10,237 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $213,000 | 8,471 | Hold |
| 13 | HARBOUR INVESTMENTS, INC. | $151,650 | 6,023 | Hold |
| 14 | Larson Financial Group LLC | $56,249 | 2,234 | New |
| 15 | MORGAN STANLEY | $25,179 | 1,000 | New |
| 16 | Asset Dedication, LLC | $19,942 | 792 | New |
| 17 | Capital Analysts, LLC | $10,000 | 385 | Hold |
| 18 | Community Financial Services Group, LLC | $3,155 | 125 | New |
| 19 | Steward Partners Investment Advisory, LLC | $1,637 | 65 | Hold |
| 20 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31