Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCQ)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCQ). We have compiled data on the 433 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $3.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,116,372
shares
|
$21.8 Million
2.13% of portfolio
|
Q1 2025
Added 41.25%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,019,256
shares
|
$19.9 Million
1.75% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,011,401
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,006,161
shares
|
$19.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
994,418
shares
|
$19.5 Million
4.09% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Ironwood Wealth Management, Llc.
|
Aug 06, 2025 Q2 2025 |
980,751
shares
|
$19.2 Million
7.06% of portfolio
|
Q2 2025
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
926,002
shares
|
$18.1 Million
5.11% of portfolio
|
Q4 2023
Added 1.2%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
862,488
shares
|
$16.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
858,239
shares
|
$16.8 Million
0.03% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
791,502
shares
|
$15.5 Million
0.05% of portfolio
|
Q2 2025
Added 11.84%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
752,055
shares
|
$14.7 Million
2.0% of portfolio
|
Q2 2025
Added 22.03%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
750,231
shares
|
$14.7 Million
0.96% of portfolio
|
Q2 2025
Reduced 4.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
740,588
shares
|
$14.5 Million
0.08% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
714,608
shares
|
$14 Million
0.34% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Red Spruce Capital, LLC
|
Jul 08, 2025 Q2 2025 |
681,151
shares
|
$13.3 Million
5.95% of portfolio
|
Q2 2025
Added 33.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
655,569
shares
|
$12.8 Million
0.81% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
619,100
shares
|
$12.1 Million
2.97% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
597,536
shares
|
$11.7 Million
0.42% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
592,423
shares
|
$11.6 Million
2.49% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
587,913
shares
|
$11.5 Million
0.17% of portfolio
|
Q3 2023
Reduced 7.98%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
586,843
shares
|
$11.5 Million
2.68% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
586,843
shares
|
$11.5 Million
2.68% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
582,822
shares
|
$11.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
543,756
shares
|
$10.6 Million
0.25% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
542,920
shares
|
$10.6 Million
0.16% of portfolio
|
Q2 2025
Added 11.14%
|