Institutional Ownership Invesco Et Self Idxd Fd Tr Bul (BSCR)
This table provides information about the institutional ownership of Invesco Et Self Idxd Fd Tr Bul (BSCR). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 140 Million shares, which have been reported (via 13F filing form) to have a value of $2.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
29,144,549
shares
|
$571 Million
2.38% of portfolio
|
Q1 2025
Added 5880.28%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
8,648,024
shares
|
$170 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
5,937,594
shares
|
$116 Million
0.03% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,029,257
shares
|
$98.6 Million
0.04% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
4,756,437
shares
|
$93.2 Million
0.01% of portfolio
|
Q1 2025
Added 21.14%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
3,895,172
shares
|
$76.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,607,275
shares
|
$70.7 Million
0.01% of portfolio
|
Q1 2025
Added 11.77%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,697,302
shares
|
$52.9 Million
0.84% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
2,620,336
shares
|
$51.4 Million
0.01% of portfolio
|
Q1 2025
Added 14.44%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
2,471,396
shares
|
$48.4 Million
11.89% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
2,421,039
shares
|
$47.5 Million
1.88% of portfolio
|
Q1 2025
Added 16.92%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,409,045
shares
|
$47.2 Million
3.48% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,333,128
shares
|
$45.7 Million
0.03% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,287,479
shares
|
$44.8 Million
0.34% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,263,580
shares
|
$44.4 Million
1.23% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
1,585,339
shares
|
$31.1 Million
3.17% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,566,496
shares
|
$30.7 Million
0.62% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
1,531,447
shares
|
$30 Million
0.49% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,379,321
shares
|
$27 Million
0.04% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,357,662
shares
|
$26.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.41%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,241,592
shares
|
$24.3 Million
0.04% of portfolio
|
Q1 2025
Added 284.75%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
1,147,761
shares
|
$22.5 Million
4.54% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
1,145,877
shares
|
$22.5 Million
0.07% of portfolio
|
Q1 2025
Added 33.17%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,067,606
shares
|
$20.9 Million
2.52% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,061,353
shares
|
$20.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 20.04%
|