Institutional Ownership Invesco Exc Self Ind Tr (BSCU)
This table provides information about the institutional ownership of Invesco Exc Self Ind Tr (BSCU). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
161,377
shares
|
$2.66 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
158,764
shares
|
$2.62 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
155,942
shares
|
$2.57 Million
0.1% of portfolio
|
Q4 2024
Added 46.34%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
153,155
shares
|
$2.52 Million
0.07% of portfolio
|
Q4 2024
Added 1197.7%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
151,772
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Added 41.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
133,978
shares
|
$2.21 Million
0.0% of portfolio
|
Q4 2024
Added 12.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
130,812
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Added 87.65%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
126,777
shares
|
$2.09 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
124,524
shares
|
$2.05 Million
0.9% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
123,417
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Added 33.21%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
122,381
shares
|
$2.02 Million
0.04% of portfolio
|
Q4 2024
Added 53.92%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
119,740
shares
|
$1.97 Million
1.78% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
118,423
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Added 25.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
116,667
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 52.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
110,998
shares
|
$1.83 Million
0.19% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
109,222
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 148.27%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
107,589
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Added 17.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
104,384
shares
|
$1.72 Million
0.02% of portfolio
|
Q4 2024
Added 202.4%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
92,629
shares
|
$1.53 Million
0.14% of portfolio
|
Q4 2024
Added 54.44%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
90,300
shares
|
$1.49 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
89,944
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
88,513
shares
|
$1.46 Million
0.43% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
87,023
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2024
Reduced 36.16%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
85,370
shares
|
$1.41 Million
0.31% of portfolio
|
Q4 2024
Added 134.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
83,497
shares
|
$1.38 Million
0.02% of portfolio
|
Q4 2024
Added 16.84%
|