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 |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
23,327
shares
|
$505,962
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
22,916
shares
|
$497,048
0.02% of portfolio
|
Q2 2025
Reduced 47.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
21,967
shares
|
$476,464
0.0% of portfolio
|
Q2 2025
Added 57.48%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
21,392
shares
|
$463,992
0.44% of portfolio
|
Q2 2025
Added 23.29%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
20,809
shares
|
$451,347
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
19,809
shares
|
$429,657
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
18,326
shares
|
$397,490
0.02% of portfolio
|
Q2 2025
Added 47.4%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
16,257
shares
|
$352,614
0.31% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
15,017
shares
|
$325,718
0.13% of portfolio
|
Q2 2025
Reduced 18.77%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
13,279
shares
|
$288,021
0.02% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
12,633
shares
|
$274,009
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,867
shares
|
$257,395
0.0% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,695
shares
|
$253,664
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,834
shares
|
$234,989
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,768
shares
|
$233,557
0.01% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,416
shares
|
$225,923
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
9,705
shares
|
$210,501
0.17% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
9,529
shares
|
$206,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,381
shares
|
$203,473
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
9,110
shares
|
$197,595
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
7,550
shares
|
$163,759
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
6,570
shares
|
$142,503
0.0% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,812
shares
|
$126,062
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,726
shares
|
$124,196
0.0% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
5,035
shares
|
$109,209
0.0% of portfolio
|
Q2 2025
Added 28.35%
|