INVESCO EXCH TRD SLF IDX FD

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BSMZ·46138J353·US·ETF

BSMZ (INVESCO EXCH TRD SLF IDX FD) is held by 16 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($4.6M), Invesco Ltd. ($2.4M), HighTower Advisors, LLC ($1.6M). Net institutional sentiment: Bullish.

16

Holders

(2 Elite)

$16.1M

Total Value

79% (19)

Consensus

15 buying - 4 selling

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

Smart Money Verdict

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Institutional (13F)76

Insider (Form 4)63

Activist (13D/13G)34

Congressional (STOCK Act)84

Holder Quality

11

★★★★★

Elite

19

★★★★

Strong

19

★★★

Solid

57

★★

Below

52

★

Weak

Held by 16 funds

2 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	180,678(+20.1%)	$4.6M	0.0%	-4.85%	32
Invesco Ltd.	Increased	94,298(+5.3%)	$2.4M	0.0%	-4.91%	28
HighTower Advisors, LLC	Increased	61,839(+53.8%)	$1.6M	0.0%	-5.33%	36
Equitable Holdings, Inc.	Increased	47,096(+32.0%)	$1.2M	0.0%	-5.32%	32
RAYMOND JAMES FINANCIAL INC	Increased	43,238(+13.7%)	$1.1M	0.0%	-4.93%	29
STIFEL FINANCIAL CORP	Decreased	38,897(-14.3%)	$997,128	0.0%	-4.64%	0
OSAIC HOLDINGS, INC.	Increased	35,592(+187.0%)	$912,578	0.0%	-6.16%	40
ENVESTNET ASSET MANAGEMENT INC	Increased	35,162(+10.3%)	$901,376	0.0%	-4.79%	28
Kestra Advisory Services, LLC	Increased	21,743(+11.1%)	$557,387	0.0%	-4.70%	27
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	17,058(+11.7%)	$435,649	0.0%	-4.95%	27
NewEdge Advisors, LLC	New	13,000	$333,256	0.0%	-7.11%	33
MML INVESTORS SERVICES, LLC	Increased	11,650(+24.2%)	$298,655	0.0%	-5.25%	29
AMERIPRISE FINANCIAL INC	New	11,002	$282,046	0.0%	-7.11%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	9,322(+14.4%)	$238,970	0.0%	-4.94%	26
ROYAL BANK OF CANADA	Increased	5,702(+48.5%)	$146,000	0.0%	-5.41%	21
MORGAN STANLEY	New	1,557	$39,914	0.0%	-7.11%	31
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$315,858	0.0%	+2.98%	0
UBS Group AG	Exited	0(-100.0%)	$7,439	0.0%	+2.98%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1M	0.0%	+3.54%	0

BSMZINVESCO EXCH TRD SLF IDX FD

1M3M6M1Y3Y5Y

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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