BSMS — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMS)? 10 institutions reported holding $6.94M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Invariant Investment Management ($2.6M), Legacy Private Trust Co. ($1.5M), Confluence Investment Management LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Invariant Investment Management | $2.6M | 113,614 | Added |
| 2 | Legacy Private Trust Co. | $1.5M | 65,304 | Trimmed |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 57,530 | New |
| 4 | TLWM | $555,023 | 24,342 | Added |
| 5 | Horizons Wealth Management | $508,417 | 22,298 | Added |
| 6 | Bill Few Associates, Inc. | $292,674 | 12,836 | Hold |
| 7 | Farther Finance Advisors, LLC | $168,659 | 7,397 | Trimmed |
| 8 | Davis Capital Management | $11,629 | 510 | Trimmed |
| 9 | Trust Co | $6,558 | 288 | Hold |
| 10 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30