BSMZ — Invesco Exch Trd Slf Idx Fd Institutional Holders · Q3 2026
Who owns Invesco Exch Trd Slf Idx Fd (BSMZ)? 3 institutions reported holding $4.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Confluence Investment Management LLC ($4.4M), Bill Few Associates, Inc. ($232,266), Wedmont Private Capital ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $4.4M | 188,932 | Trimmed |
| 2 | Bill Few Associates, Inc. | $232,266 | 9,870 | Hold |
| 3 | Wedmont Private Capital | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30