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 88 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
23,913
shares
|
$527,281
0.1% of portfolio
|
Q3 2025
Reduced 0.84%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
23,761
shares
|
$523,930
0.18% of portfolio
|
Q3 2025
Added 14.19%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
23,755
shares
|
$523,797
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
23,717
shares
|
$522,959
0.0% of portfolio
|
Q2 2025
Reduced 12.39%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
22,916
shares
|
$505,297
0.02% of portfolio
|
Q2 2025
Reduced 47.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,967
shares
|
$484,372
0.0% of portfolio
|
Q2 2025
Added 57.48%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,326
shares
|
$404,088
0.02% of portfolio
|
Q2 2025
Added 47.4%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
16,376
shares
|
$361,090
0.25% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,279
shares
|
$292,801
0.02% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
12,633
shares
|
$278,557
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,867
shares
|
$261,667
0.0% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,695
shares
|
$257,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
11,146
shares
|
$245,769
0.02% of portfolio
|
Q3 2025
Reduced 59.78%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$238,889
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,768
shares
|
$237,434
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
10,648
shares
|
$234,788
0.09% of portfolio
|
Q3 2025
Reduced 29.09%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,416
shares
|
$229,672
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
9,705
shares
|
$213,995
0.17% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,529
shares
|
$210,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
9,381
shares
|
$206,851
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
9,110
shares
|
$200,875
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,980
shares
|
$175,959
0.0% of portfolio
|
Q3 2025
Added 409.25%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,550
shares
|
$166,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,570
shares
|
$144,868
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
6,400
shares
|
$141,120
0.03% of portfolio
|
Q3 2025
New holding
|