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

121 institutions reported holding $193.9M of INVESCO EXCH TRD SLF IDX FD (BSMT) in SEC 13F filings for 2026-03-31. Largest institutional holders: Elequin Capital, LP ($22.1M), Hills Bank & Trust Co ($15.2M), WELLS FARGO & COMPANY/MN ($13.5M), LPL Financial LLC ($6.9M), Invesco Ltd. ($6.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Elequin Capital, LP$22.1M943,376Added
2Hills Bank & Trust Co$15.2M659,279Added
3WELLS FARGO & COMPANY/MN$13.5M586,718Added
4LPL Financial LLC$6.9M299,559Added
5Invesco Ltd.$6.8M296,105Added
6BANK OF AMERICA CORP /DE/$6.7M291,824Added
7Kathmere Capital Management, LLC$5.8M251,833Trimmed
8MORGAN STANLEY$5.6M245,117Trimmed
9UBS Group AG$5.4M233,923Added
10Avior Wealth Management, LLC$5.3M229,676Added
11HighTower Advisors, LLC$5.1M221,140Added
12RAYMOND JAMES FINANCIAL INC$4.6M199,409Trimmed
13Atlantic Union Bankshares Corp$4.4M190,603Added
14CENTRAL VALLEY ADVISORS, LLC$4.1M176,473Trimmed
15PRECEDENT WEALTH PARTNERS, LLC$3.8M166,299Added
16Sequoia Financial Advisors, LLC$3.7M160,243Trimmed
17MONECO Advisors, LLC$3.5M153,210Added
18Integrated Wealth Concepts LLC$3.1M135,406Added
19OSAIC HOLDINGS, INC.$2.7M118,420Added
20Key Financial Inc$2.6M110,776Trimmed
21COMMONWEALTH EQUITY SERVICES, LLC$2.5M110,167Added
22ENVESTNET ASSET MANAGEMENT INC$2.5M107,458Added
23Lido Advisors, LLC$2.4M106,400Hold
24CONFLUENCE INVESTMENT MANAGEMENT LLC$2.4M104,378New
25Focus Partners Wealth$2.3M99,679Added

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