INVESCO EXCH TRD SLF IDX FD

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BSMZ·46138J353·US·ETF·Unknown - Unknown

BSMZ (INVESCO EXCH TRD SLF IDX FD) is held by 16 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($3.8M), Invesco Ltd. ($2.2M), STIFEL FINANCIAL CORP ($1.1M). Net institutional sentiment: Bullish.

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

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	150,431(+1099.3%)	$3.8M	0.0%	-0.48%	43
Invesco Ltd.	Decreased	89,523(-0.8%)	$2.2M	0.0%	+0.31%	0
STIFEL FINANCIAL CORP	Increased	45,379(+52.9%)	$1.1M	0.0%	+0.02%	35
JANE STREET GROUP, LLC	Decreased	40,599(-39.2%)	$1M	0.0%	+1.39%	0
HighTower Advisors, LLC	New	40,214	$1M	0.0%	-0.55%	35
RAYMOND JAMES FINANCIAL INC	Increased	38,032(+56.9%)	$955,786	0.0%	0.00%	35
Equitable Holdings, Inc.	Increased	35,670(+13.1%)	$896,426	0.0%	+0.21%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	31,870(+128.2%)	$800,919	0.0%	-0.17%	40
Kestra Advisory Services, LLC	Increased	19,579(+459.4%)	$492,040	0.0%	-0.39%	39
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	15,270(+27.0%)	$382,514	0.0%	+0.13%	29
JPMORGAN CHASE & CO	New	12,616	$315,858	0.0%	-0.55%	36
OSAIC HOLDINGS, INC.	New	12,400	$311,612	0.0%	-0.55%	32
MML INVESTORS SERVICES, LLC	Decreased	9,378(-21.1%)	$235,676	0.0%	+0.31%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	8,147(+63.4%)	$204,743	0.0%	-0.02%	33
ROYAL BANK OF CANADA	Increased	3,840(+103.2%)	$97,000	0.0%	-0.12%	24
UBS Group AG	New	296	$7,439	0.0%	-0.55%	25
COMMONWEALTH EQUITY SERVICES, LLC	Exited	0(-100.0%)	$264,520	0.0%	+0.87%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer