BSMS — Invesco Exch Trd Slf Idx Fd 机构持仓 · 2026年Q3
谁持有 Invesco Exch Trd Slf Idx Fd(BSMS)?2026年Q3(报告期截至 2026-09-30)共有 10 家机构在 SEC 13F 申报中报告持有,合计 693.98 万美元。前几大持有机构:Invariant Investment Management(260.00 万美元)、Legacy Private Trust Co.(150.00 万美元)、Confluence Investment Management LLC(130.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Invariant Investment Management | $2.6M | 113,614 | 增持 |
| 2 | Legacy Private Trust Co. | $1.5M | 65,304 | 减持 |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.3M | 57,530 | 新建仓 |
| 4 | TLWM | $555,023 | 24,342 | 增持 |
| 5 | Horizons Wealth Management | $508,417 | 22,298 | 增持 |
| 6 | Bill Few Associates, Inc. | $292,674 | 12,836 | 持平 |
| 7 | Farther Finance Advisors, LLC | $168,659 | 7,397 | 减持 |
| 8 | Davis Capital Management | $11,629 | 510 | 减持 |
| 9 | Trust Co | $6,558 | 288 | 持平 |
| 10 | Wedmont Private Capital | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30