BSMY INVESCO EXCH TRD SLF IDX FD: institutional ownership and insider trading

57 funds reported holding $76.8M of INVESCO EXCH TRD SLF IDX FD in their latest 13F filings; in Q2 2026 funds net bought $12.1M, with 9 new positions and 2 funds selling out.

Largest institutional holders of BSMY

  1. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $6.91M
  2. LPL Financial LLC — $6.88M
  3. BCS Wealth Management — $5.79M
  4. CONFLUENCE INVESTMENT MANAGEMENT LLC — $5.64M
  5. Atlantic Union Bankshares Corp (AUB, AUB-PA) — $4.75M
  6. Lido Advisors, LLC — $3.46M
  7. Hills Bank & Trust Co — $3.30M
  8. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $3.02M
  9. Envision Financial Planning, LLC — $3.02M
  10. NESTEGG ADVISORS, INC. — $2.99M

All BSMY 13F holders