Institutional Ownership Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU). We have compiled data on the 71 institutions that hold shares in the stock, with a total of 4.67 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
385,915
shares
|
$8.46 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
372,800
shares
|
$8.17 Million
0.0% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
327,128
shares
|
$7.17 Million
0.56% of portfolio
|
Q4 2024
Added 477.01%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
253,992
shares
|
$5.56 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
207,276
shares
|
$4.54 Million
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
179,520
shares
|
$3.93 Million
2.02% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.89 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
172,115
shares
|
$3.77 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
144,523
shares
|
$3.17 Million
0.19% of portfolio
|
Q4 2024
Added 31.8%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
140,490
shares
|
$3.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
133,750
shares
|
$2.93 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
132,637
shares
|
$2.91 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
129,957
shares
|
$2.85 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
116,725
shares
|
$2.56 Million
0.58% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
98,346
shares
|
$2.15 Million
0.81% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
96,165
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
91,802
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 84.35%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
88,316
shares
|
$1.94 Million
0.13% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
87,020
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 68.55%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 14, 2025 Q4 2024 |
83,994
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
83,348
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
82,174
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
74,271
shares
|
$1.63 Million
0.53% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
71,008
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
60,386
shares
|
$1.32 Million
0.14% of portfolio
|
Q4 2024
Added 36.72%
|