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 79 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $105 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
|
$8.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
372,800
shares
|
$7.95 Million
0.0% of portfolio
|
Q4 2024
Added 37.32%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
340,704
shares
|
$7.27 Million
0.54% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
248,788
shares
|
$5.31 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
207,276
shares
|
$4.42 Million
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
179,520
shares
|
$3.83 Million
2.02% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
177,397
shares
|
$3.78 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
172,115
shares
|
$3.67 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
159,834
shares
|
$3.41 Million
0.23% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
140,490
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Insight Wealth Partners, LLC
|
Feb 14, 2025 Q4 2024 |
133,750
shares
|
$2.85 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
132,637
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
129,957
shares
|
$2.77 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
129,822
shares
|
$2.77 Million
0.78% of portfolio
|
Q1 2025
Added 74.8%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
118,800
shares
|
$2.53 Million
0.57% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,444
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
98,464
shares
|
$2.1 Million
0.83% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
96,165
shares
|
$2.05 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
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
Added 84.35%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
90,961
shares
|
$1.94 Million
0.14% of portfolio
|
Q1 2025
Added 2.99%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
83,994
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
83,348
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
82,174
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
71,008
shares
|
$1.51 Million
0.0% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
60,386
shares
|
$1.29 Million
0.14% of portfolio
|
Q4 2024
Added 36.72%
|