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 87 institutions that hold shares in the stock, with a total of 5.29 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
77,698
shares
|
$1.69 Million
0.07% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
67,541
shares
|
$1.46 Million
0.68% of portfolio
|
Q2 2025
Reduced 62.66%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
65,522
shares
|
$1.42 Million
0.62% of portfolio
|
Q2 2025
Added 7.82%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
59,367
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
57,738
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
56,073
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
47,904
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Added 423.94%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
47,654
shares
|
$1.03 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
47,264
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
47,013
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
45,804
shares
|
$993,488
0.13% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
44,902
shares
|
$973,924
0.0% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
38,253
shares
|
$829,707
0.01% of portfolio
|
Q2 2025
Added 27.41%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
38,175
shares
|
$828,015
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
32,791
shares
|
$711,236
0.0% of portfolio
|
Q2 2025
Added 35.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,277
shares
|
$700,088
0.0% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
31,300
shares
|
$678,897
0.0% of portfolio
|
Q2 2025
Reduced 26.11%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
30,178
shares
|
$654,560
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
29,405
shares
|
$637,794
0.17% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
27,713
shares
|
$601,094
0.06% of portfolio
|
Q2 2025
Reduced 50.51%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
27,604
shares
|
$598,730
0.26% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
24,327
shares
|
$527,652
0.37% of portfolio
|
Q4 2024
Added 249.12%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
24,116
shares
|
$523,076
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
23,755
shares
|
$515,245
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,717
shares
|
$514,421
0.0% of portfolio
|
Q2 2025
Reduced 12.39%
|