INVESCO EXCH TRD SLF IDX FD (BSMR) is held by 43 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is MORGAN STANLEY as of Q1 2026.

Are institutions buying or selling BSMR?

In Q1 2026, 29 institutions opened or increased positions in INVESCO EXCH TRD SLF IDX FD while 14 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BSMR?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for INVESCO EXCH TRD SLF IDX FD.

How many hedge funds hold BSMR?

43 institutional investors report holding INVESCO EXCH TRD SLF IDX FD (BSMR) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BSMR?

As of Q1 2026, tracked institutions in INVESCO EXCH TRD SLF IDX FD show 29 buyers versus 14 sellers — net inflows.

INVESCO EXCH TRD SLF IDX FD

BSMR·46138J494·US·ETF·Unknown - Unknown

Holders

Avg rating(17 Elite)

$126.9M

Total Value

67% (47)

Fund Consensus

29 buying - 14 selling

No verdict yet — fewer than 2 funds hold BSMR.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	563,847(+2.5%)	$13.3M	0.0%	+4.66%	29
LPL Financial LLC	Increased	500,074(+12.2%)	$11.8M	0.0%	+4.01%	31
BANK OF AMERICA CORP /DE/	Increased	466,692(+63.9%)	$11M	0.0%	+1.42%	40
WELLS FARGO & COMPANY/MN	Increased	462,632(+3.0%)	$10.9M	0.0%	+4.85%	29
Invesco Ltd.	Increased	394,919(+6.8%)	$9.3M	0.0%	+4.26%	30
RAYMOND JAMES FINANCIAL INC	Increased	332,665(+65.6%)	$7.9M	0.0%	+1.31%	40
UBS Group AG	Increased	254,229(+29.4%)	$6M	0.0%	+3.09%	34
HighTower Advisors, LLC	Increased	230,738(+44.6%)	$5.5M	0.0%	+0.97%	37
NewEdge Advisors, LLC	Increased	203,640(+11.4%)	$4.8M	0.0%	+7.49%	30
IWIntegrated Wealth Concepts LLC	Increased	196,490(+14.1%)	$4.6M	0.0%	+2.25%	31
Sanctuary Advisors, LLC	Decreased	158,199(-15.5%)	$3.7M	0.0%	+3.93%	0
OSAIC HOLDINGS, INC.	Increased	138,451(+7.2%)	$3.3M	0.0%	+2.93%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	124,735(+7.9%)	$3M	0.0%	+4.57%	28
FWFocus Partners Wealth	Increased	112,943(+0.9%)	$2.7M	0.0%	+3.55%	26
AMERIPRISE FINANCIAL INC	Increased	108,916(+45.2%)	$2.5M	0.0%	+0.38%	36
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	105,032(-5.0%)	$2.5M	0.0%	+3.76%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	83,496(+56.6%)	$2M	0.0%	+1.28%	37
MML INVESTORS SERVICES, LLC	Decreased	69,464(-21.1%)	$1.6M	0.0%	+3.38%	0
JONES FINANCIAL COMPANIES LLLP	Increased	69,182(+24.1%)	$1.6M	0.0%	+0.90%	31
Equitable Holdings, Inc.	Increased	68,975(+2.6%)	$1.6M	0.0%	+3.62%	26