Who Owns INVESCO EXCH TRD SLF IDX FD (BSMQ)? -- Institutional Holders (2026-06-30)
157 institutions reported holding $209.0M of INVESCO EXCH TRD SLF IDX FD (BSMQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: WELLS FARGO & COMPANY/MN ($12.9M), LPL Financial LLC ($10.9M), Invesco Ltd. ($9.9M), BANK OF AMERICA CORP /DE/ ($9.8M), TRUIST FINANCIAL CORP ($7.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | WELLS FARGO & COMPANY/MN | $12.9M | 547,171 | Trimmed |
| 2 | LPL Financial LLC | $10.9M | 460,854 | Trimmed |
| 3 | Invesco Ltd. | $9.9M | 422,368 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $9.8M | 417,403 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $7.9M | 335,727 | Added |
| 6 | Key Financial Inc | $6.9M | 292,767 | Added |
| 7 | Integrated Wealth Concepts LLC | $6.1M | 260,978 | Added |
| 8 | MORGAN STANLEY | $5.8M | 247,990 | Added |
| 9 | OSAIC HOLDINGS, INC. | $5.2M | 220,583 | Added |
| 10 | Atlantic Union Bankshares Corp | $5.2M | 220,272 | Added |
| 11 | Asset Dedication, LLC | $4.9M | 206,624 | Added |
| 12 | HUB Investment Partners, LLC | $4.7M | 201,284 | Added |
| 13 | NewEdge Advisors, LLC | $4.6M | 197,332 | Added |
| 14 | UBS Group AG | $4.5M | 189,315 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 176,914 | Trimmed |
| 16 | Thrivent Financial for Lutherans | $4.0M | 169,241 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.9M | 167,277 | Trimmed |
| 18 | MONECO Advisors, LLC | $3.7M | 156,263 | Added |
| 19 | HighTower Advisors, LLC | $3.7M | 155,418 | Trimmed |
| 20 | Summit Financial, LLC | $3.6M | 154,762 | Trimmed |
| 21 | OneAscent Financial Services LLC | $3.3M | 139,089 | Trimmed |
| 22 | Hills Bank & Trust Co | $3.2M | 137,043 | Trimmed |
| 23 | PRECEDENT WEALTH PARTNERS, LLC | $3.0M | 127,638 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $2.9M | 123,166 | Added |
| 25 | Financial Solutions Advisory Group, Inc. | $2.6M | 111,930 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30