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 |
|---|---|---|---|---|---|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
55,992
shares
|
$1.19 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
52,575
shares
|
$1.12 Million
0.34% of portfolio
|
Q1 2022
Added 17.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
47,500
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,232
shares
|
$964,798
0.01% of portfolio
|
Q4 2024
Added 157.72%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
43,883
shares
|
$936,024
0.04% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,008
shares
|
$917,360
0.0% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,483
shares
|
$906,162
0.0% of portfolio
|
Q4 2024
Added 83.01%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
42,003
shares
|
$895,923
0.15% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
38,954
shares
|
$830,888
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
38,347
shares
|
$817,941
0.07% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
35,126
shares
|
$749,237
0.0% of portfolio
|
Q4 2024
Added 111.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$688,468
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,837
shares
|
$615,093
0.0% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
28,748
shares
|
$613,194
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 15, 2025 Q1 2025 |
27,769
shares
|
$592,312
0.27% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
27,060
shares
|
$577,189
0.17% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
24,327
shares
|
$518,894
0.39% of portfolio
|
Q4 2024
Added 249.12%
|
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
23,979
shares
|
$511,472
0.1% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
23,253
shares
|
$495,986
0.0% of portfolio
|
Q4 2024
Reduced 30.42%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
23,184
shares
|
$494,514
0.0% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
20,854
shares
|
$444,815
0.17% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
19,809
shares
|
$422,525
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
18,488
shares
|
$394,349
0.18% of portfolio
|
Q1 2025
Reduced 27.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
17,504
shares
|
$373,360
0.0% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,179
shares
|
$366,428
0.0% of portfolio
|
Q4 2024
Added 23.93%
|