Who Owns INVESCO EXCH TRD SLF IDX FD (BSMQ)? -- Institutional Holders (2026-03-31)
161 institutions reported holding $210.7M of INVESCO EXCH TRD SLF IDX FD (BSMQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: WELLS FARGO & COMPANY/MN ($14.4M), BANK OF AMERICA CORP /DE/ ($13.1M), LPL Financial LLC ($12.0M), UBS Group AG ($9.3M), Invesco Ltd. ($9.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $14.4M | 610,819 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $13.1M | 554,816 | Added |
| 3 | LPL Financial LLC | $12.0M | 506,513 | Trimmed |
| 4 | UBS Group AG | $9.3M | 395,328 | Added |
| 5 | Invesco Ltd. | $9.2M | 388,103 | Added |
| 6 | TRUIST FINANCIAL CORP | $7.9M | 334,424 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.7M | 285,034 | Added |
| 8 | MORGAN STANLEY | $5.5M | 234,073 | Trimmed |
| 9 | Summit Financial, LLC | $5.0M | 213,709 | Added |
| 10 | OSAIC HOLDINGS, INC. | $5.0M | 212,923 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 207,788 | Added |
| 12 | Asset Dedication, LLC | $4.8M | 204,265 | Added |
| 13 | Key Financial Inc | $4.6M | 193,618 | Added |
| 14 | Integrated Wealth Concepts LLC | $4.6M | 192,852 | Added |
| 15 | Atlantic Union Bankshares Corp | $4.2M | 179,385 | Added |
| 16 | Hills Bank & Trust Co | $4.0M | 168,625 | Trimmed |
| 17 | HighTower Advisors, LLC | $3.8M | 160,563 | Trimmed |
| 18 | Thrivent Financial for Lutherans | $3.7M | 155,886 | Added |
| 19 | OneAscent Financial Services LLC | $3.7M | 155,390 | New |
| 20 | MONECO Advisors, LLC | $3.7M | 154,755 | Added |
| 21 | PRECEDENT WEALTH PARTNERS, LLC | $3.0M | 125,313 | Added |
| 22 | Legacy Private Trust Co. | $2.8M | 117,630 | Added |
| 23 | AMERIPRISE FINANCIAL INC | $2.7M | 114,162 | Added |
| 24 | Focus Partners Wealth | $2.7M | 113,490 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 112,438 | Added |
Source: SEC Form 13F filings · as of 2026-03-31