BSMY — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMY)? 4 institutions reported holding $6.06M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($5.6M), Bill Few Associates, Inc. ($214,027), Legacy Private Trust Co. ($207,983).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $5.6M | 248,144 | Trimmed |
| 2 | Bill Few Associates, Inc. | $214,027 | 9,420 | Hold |
| 3 | Legacy Private Trust Co. | $207,983 | 9,154 | New |
| 4 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30