13F Insight
DOSSIER · 13F Holders · Q1 2026
BSMT

INVESCO EXCH TRD SLF IDX FD

124 institutions still hold INVESCO EXCH TRD SLF IDX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46138J478·124 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$134M
visible holders
Holders
124
filers reporting
Concentration
16.49%
Elequin Capital, LP #1
top holder share
AI Holders Summary · Q1 2026

124 institutions reported BSMT in Q1 2026. Elequin Capital, LP leads at 16.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Elequin Capital, LP
CIK 0001810873
$22M943K1.86%Q1 202602
Hills Bank & Trust Co
CIK 0001309148
$15M659K0.73%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$14M587K0.00%Q1 202604
LPL Financial LLC
CIK 0001403438
$7M300K0.00%Q1 202605
Invesco Ltd.
CIK 0000914208
$7M296K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M292K0.00%Q1 202607
Kathmere Capital Management, LLC
CIK 0001794543
$6M275K0.33%Q2 202608
MORGAN STANLEY
CIK 0000895421
$6M245K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$5M234K0.00%Q1 202610
HighTower Advisors, LLC
CIK 0001462245
$5M221K0.01%Q1 202611
Sterling Financial Group, Inc.
CIK 0001991301
$5M207K1.52%Q3 202512
NewEdge Advisors, LLC
CIK 0001633516
$5M199K0.02%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M199K0.00%Q1 202614
Avior Wealth Management, LLC
CIK 0001599868
$4M193K0.12%Q2 202615
Atlantic Union Bankshares Corp
CIK 0000883948
$4M191K0.08%Q1 202616
PRECEDENT WEALTH PARTNERS, LLC
CIK 0002008666
$4M179K0.69%Q2 202617
CENTRAL VALLEY ADVISORS, LLC
CIK 0002010698
$4M170K1.00%Q2 202618
MONECO Advisors, LLC
CIK 0001765690
$4M153K0.27%Q1 202619
Integrated Wealth Concepts LLC
CIK 0001737109
$3M135K0.02%Q1 202620
Legacy Private Trust Co.
CIK 0001352547
$3M133K0.17%Q2 2026
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