BSMW — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMW)? 6 institutions reported holding $5.96M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($4.5M), Legacy Private Trust Co. ($733,134), Invariant Investment Management ($390,915).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.5M | 190,633 | Trimmed |
| 2 | Legacy Private Trust Co. | $733,134 | 31,054 | Trimmed |
| 3 | Invariant Investment Management | $390,915 | 16,460 | Added |
| 4 | Bill Few Associates, Inc. | $287,007 | 12,157 | Hold |
| 5 | Horizons Wealth Management | $43,864 | 1,858 | New |
| 6 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30