INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU)

CUSIP: 46138J445

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / INVSC 30 MUNI BD
Total 13F shares
2,291,437
Share change
+215,750
Total reported value
$51,334,819
Price per share
$22.42
Number of holders
47
Value change
+$4,863,953
Number of buys
31
Number of sells
10

Quarterly Holders Quick Answers

What is CUSIP 46138J445?
CUSIP 46138J445 identifies BSMU - INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD in SEC institutional holdings data.

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Top shareholders of BSMU - INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) as of Q4 2023

As of 31 Dec 2023, INVESCO EXCH TRD SLF IDX FD - INVSC 30 MUNI BD (BSMU) was held by 47 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,291,437 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, Insight Wealth Partners, LLC, Envision Financial Planning, LLC, LPL Financial LLC, AE Wealth Management LLC, Legacy Private Trust Co., Pineridge Advisors LLC, CGN Advisors LLC, Invesco Ltd., and Key FInancial Inc. This page lists 47 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
33
Q4 2023 holders
47
Holder diff
14
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
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