Who Owns INVESCO EXCH TRD SLF IDX FD (BSMW)? -- Institutional Holders (2026-03-31)
72 institutions reported holding $111.3M of INVESCO EXCH TRD SLF IDX FD (BSMW) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($11.5M), LPL Financial LLC ($10.5M), Stratos Wealth Advisors, LLC ($5.9M), WELLS FARGO & COMPANY/MN ($5.9M), Atlantic Union Bankshares Corp ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $11.5M | 464,271 | Added |
| 2 | LPL Financial LLC | $10.5M | 421,922 | Trimmed |
| 3 | Stratos Wealth Advisors, LLC | $5.9M | 238,650 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $5.9M | 237,129 | Trimmed |
| 5 | Atlantic Union Bankshares Corp | $5.6M | 226,065 | Added |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.3M | 212,666 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $4.9M | 198,668 | Added |
| 8 | Invesco Ltd. | $4.2M | 169,437 | Trimmed |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | $4.0M | 161,355 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.6M | 145,942 | Added |
| 11 | UBS Group AG | $3.4M | 138,713 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 117,176 | Added |
| 13 | Hills Bank & Trust Co | $2.9M | 115,584 | Added |
| 14 | MONECO Advisors, LLC | $2.8M | 114,289 | Added |
| 15 | Envision Financial Planning, LLC | $2.8M | 112,884 | Added |
| 16 | Kestra Advisory Services, LLC | $2.7M | 108,408 | Added |
| 17 | Lido Advisors, LLC | $2.7M | 107,600 | Added |
| 18 | HighTower Advisors, LLC | $2.6M | 106,184 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $2.2M | 90,197 | Added |
| 20 | Legacy Private Trust Co. | $1.7M | 69,770 | Added |
| 21 | Clark Asset Management, LLC | $1.7M | 69,307 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.6M | 65,511 | Added |
| 23 | STIFEL FINANCIAL CORP | $1.4M | 58,051 | Added |
| 24 | Key Financial Inc | $1.2M | 49,403 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.2M | 48,742 | Added |
Source: SEC Form 13F filings · as of 2026-03-31