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 383 institutions that hold shares in the stock, with a total of 165 Million shares, which have been reported (via 13F filing form) to have a value of $3.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
49,557,795
shares
|
$976 Million
3.76% of portfolio
|
Q2 2025
Added 70.04%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
8,882,353
shares
|
$175 Million
0.01% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,224,885
shares
|
$123 Million
0.03% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
5,250,884
shares
|
$103 Million
0.04% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
5,142,382
shares
|
$101 Million
3.75% of portfolio
|
Q2 2025
Added 1914.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,815,374
shares
|
$94.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
4,000,991
shares
|
$78.8 Million
0.01% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
3,650,888
shares
|
$71.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.27%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
2,984,509
shares
|
$58.8 Million
0.01% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,777,610
shares
|
$54.7 Million
0.79% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
2,426,509
shares
|
$47.8 Million
1.74% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,415,100
shares
|
$47.6 Million
3.14% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,333,128
shares
|
$46 Million
0.03% of portfolio
|
Q3 2024
Added 14.54%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,287,479
shares
|
$45.1 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
|
$44.6 Million
1.23% of portfolio
|
Q1 2024
Added 16.24%
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,675,353
shares
|
$33 Million
3.16% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
1,617,265
shares
|
$31.9 Million
0.6% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
1,452,466
shares
|
$28.6 Million
0.43% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,419,533
shares
|
$28 Million
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,379,321
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,298,090
shares
|
$25.6 Million
0.07% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
1,159,357
shares
|
$22.8 Million
4.37% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,086,314
shares
|
$21.4 Million
1.87% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
1,085,086
shares
|
$21.4 Million
2.08% of portfolio
|
Q1 2025
Added 40.85%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,060,598
shares
|
$20.9 Million
0.02% of portfolio
|
Q2 2025
Added 7.09%
|