BSMV — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMV)? 8 institutions reported holding $6.75M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($5.6M), Legacy Private Trust Co. ($430,135), Invariant Investment Management ($393,702).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.6M | 280,194 | Trimmed |
| 2 | Legacy Private Trust Co. | $430,135 | 21,624 | Trimmed |
| 3 | Invariant Investment Management | $393,702 | 19,700 | New |
| 4 | Horizons Wealth Management | $350,589 | 17,625 | Added |
| 5 | Trust Co | $6,320 | 318 | Hold |
| 6 | Venture Visionary Partners LLC | $0 | 0 | Exited |
| 7 | Wedmont Private Capital | $0 | 0 | Exited |
| 8 | Farther Finance Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30