INVESCO EXCH TRD SLF IDX FD

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BSMY·46139W767·US·ETF·Unknown - Unknown

BSMY (INVESCO EXCH TRD SLF IDX FD) is held by 26 institutional investors as of Q2 2026. Largest holders: RAYMOND JAMES FINANCIAL INC ($6.9M), LPL Financial LLC ($6.9M), Lido Advisors, LLC ($3.5M). Net institutional sentiment: Bullish.

26

Holders

(3 Elite)

$39.2M

Total Value

83% (23)

Consensus

19 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)47

Activist (13D/13G)38

Congressional (STOCK Act)78

Holder Quality

76

★★★★★

Elite

66

★★★★

Strong

84

★★★

Solid

42

★★

Below

19

★

Weak

Held by 26 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for BSMY.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Decreased	280,417(-1.6%)	$6.9M	0.0%	+4.31%	0
LPL Financial LLC	Increased	279,144(+12.0%)	$6.9M	0.0%	+3.13%	31
Lido Advisors, LLC	New	140,228	$3.5M	0.0%	-2.51%	37
BANK OF AMERICA CORP /DE/	Increased	122,603(+5.7%)	$3M	0.0%	+0.62%	28
HighTower Advisors, LLC	Increased	121,349(+39.0%)	$3M	0.0%	+0.01%	35
D.A. DAVIDSON & CO.	Increased	102,325(+6.8%)	$2.5M	0.0%	+3.13%	28
Invesco Ltd.	Increased	96,218(+2.2%)	$2.4M	0.0%	+2.34%	27
Kestra Advisory Services, LLC	Increased	81,720(+18.0%)	$2M	0.0%	+0.93%	30
MORGAN STANLEY	Increased	55,820(+66.6%)	$1.4M	0.0%	-1.03%	37
STIFEL FINANCIAL CORP	Decreased	50,886(-18.6%)	$1.3M	0.0%	+2.45%	0
OSAIC HOLDINGS, INC.	Increased	48,934(+96.2%)	$1.2M	0.0%	-1.07%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	39,382(+8.7%)	$970,815	0.0%	+0.86%	27
UBS Group AG	Increased	29,658(+7.1%)	$731,099	0.0%	+0.46%	26
Sequoia Financial Advisors, LLC	Unchanged	24,212	$596,858	0.0%	-0.48%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	22,547	$555,813	0.0%	+1.23%	0
MML INVESTORS SERVICES, LLC	Increased	15,182(+40.7%)	$374,263	0.0%	+1.72%	32
ROYAL BANK OF CANADA	Increased	14,783(+4.5%)	$364,000	0.0%	+1.83%	25
COMMONWEALTH EQUITY SERVICES, LLC	Increased	14,061(+0.9%)	$346,620	0.0%	+3.24%	24
NewEdge Advisors, LLC	New	13,100	$322,932	0.0%	-2.51%	33
JANE STREET GROUP, LLC	Decreased	12,878(-82.7%)	$317,459	0.0%	+4.18%	0

Showing 1-20 of 26

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BSMYINVESCO EXCH TRD SLF IDX FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer