Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 26.1 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
2,489,747
shares
|
$57.6 Million
10.85% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,851,243
shares
|
$42.9 Million
0.02% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,334,596
shares
|
$30.9 Million
0.07% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,117,475
shares
|
$25.9 Million
0.0% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,036,439
shares
|
$24 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
970,893
shares
|
$22.5 Million
0.01% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
649,883
shares
|
$15 Million
4.17% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
639,633
shares
|
$14.8 Million
3.24% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
563,517
shares
|
$13 Million
0.19% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
540,448
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
523,113
shares
|
$12.1 Million
0.1% of portfolio
|
Q4 2024
Added 36.52%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
497,017
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
464,251
shares
|
$10.7 Million
5.83% of portfolio
|
Q4 2024
Added 22.36%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
461,029
shares
|
$10.7 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
458,538
shares
|
$10.6 Million
2.22% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
455,235
shares
|
$10.5 Million
9.36% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
407,607
shares
|
$9.44 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
399,229
shares
|
$9.24 Million
0.36% of portfolio
|
Q4 2024
Added 354.48%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
377,301
shares
|
$8.73 Million
0.31% of portfolio
|
Q4 2024
Added 10.33%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
360,059
shares
|
$8.34 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
293,665
shares
|
$6.8 Million
1.81% of portfolio
|
Q4 2024
Added 32.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
293,005
shares
|
$6.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
279,967
shares
|
$6.48 Million
1.19% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
271,658
shares
|
$6.29 Million
1.38% of portfolio
|
Q4 2024
New holding
|