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 386 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $3.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,055,476
shares
|
$20.9 Million
0.04% of portfolio
|
Q2 2025
Added 21.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
949,611
shares
|
$18.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
944,028
shares
|
$18.7 Million
1.97% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
923,717
shares
|
$18.3 Million
0.06% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
901,386
shares
|
$17.8 Million
0.42% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
859,800
shares
|
$17 Million
0.02% of portfolio
|
Q2 2025
Reduced 30.75%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
859,144
shares
|
$17 Million
1.97% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
844,898
shares
|
$16.7 Million
0.03% of portfolio
|
Q2 2025
Added 8.71%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
812,048
shares
|
$16.1 Million
2.7% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
802,891
shares
|
$15.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
784,423
shares
|
$15.5 Million
0.04% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
748,053
shares
|
$14.8 Million
1.09% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
711,259
shares
|
$14.1 Million
0.88% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Kirr Marbach & CO LLC
|
Oct 14, 2025 Q3 2025 |
709,548
shares
|
$14 Million
2.72% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
709,191
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 4.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
692,706
shares
|
$13.7 Million
0.07% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
652,015
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
631,046
shares
|
$12.5 Million
2.44% of portfolio
|
Q3 2025
Added 11.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
622,372
shares
|
$12.3 Million
0.44% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
531,711
shares
|
$10.5 Million
1.87% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
512,527
shares
|
$10.1 Million
3.76% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
508,564
shares
|
$10.1 Million
0.46% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
503,095
shares
|
$9.95 Million
1.5% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Red Spruce Capital, LLC
|
Oct 06, 2025 Q3 2025 |
502,777
shares
|
$9.94 Million
4.23% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
489,883
shares
|
$9.69 Million
0.14% of portfolio
|
Q3 2023
Reduced 3.54%
|