Institutional Ownership Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 1.98 Million shares, which have been reported (via 13F filing form) to have a value of $41.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
285,757
shares
|
$5.99 Million
0.09% of portfolio
|
Q1 2024
Added 1854.96%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.77 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Apr 30, 2024 Q1 2024 |
183,976
shares
|
$3.86 Million
3.17% of portfolio
|
Q1 2024
Added 9.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
130,605
shares
|
$2.74 Million
0.0% of portfolio
|
Q1 2024
Added 168.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
124,952
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.74%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
118,981
shares
|
$2.49 Million
0.0% of portfolio
|
Q1 2024
Added 91.09%
|
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
88,389
shares
|
$1.85 Million
0.49% of portfolio
|
Q4 2023
Added 18.33%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
82,919
shares
|
$1.74 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
71,429
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 15.85%
|
|
|
Garrett Investment Advisors LLC
|
Apr 12, 2024 Q1 2024 |
69,776
shares
|
$1.46 Million
0.2% of portfolio
|
Q1 2024
Reduced 33.11%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
58,128
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2024
Added 7.17%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 23, 2024 Q1 2024 |
48,680
shares
|
$1.02 Million
0.45% of portfolio
|
Q1 2024
Added 29.39%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Apr 10, 2024 Q1 2024 |
47,790
shares
|
$1 Million
0.64% of portfolio
|
Q1 2024
Added 55.81%
|
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
42,103
shares
|
$882,478
0.04% of portfolio
|
Q1 2024
Reduced 23.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
34,896
shares
|
$731,420
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
28,783
shares
|
$603,291
0.0% of portfolio
|
Q1 2024
Added 154.33%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
27,631
shares
|
$579,145
0.0% of portfolio
|
Q1 2024
Added 9.93%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
27,007
shares
|
$566,066
0.0% of portfolio
|
Q1 2024
Added 53.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
25,207
shares
|
$528,338
0.0% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
21,917
shares
|
$459,380
0.0% of portfolio
|
Q1 2024
Added 40.9%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
21,395
shares
|
$448,439
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
19,704
shares
|
$412,995
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
19,330
shares
|
$405,156
0.15% of portfolio
|
Q1 2024
Added 19.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
17,829
shares
|
$373,695
0.0% of portfolio
|
Q1 2024
Added 29.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
17,285
shares
|
$362,293
0.01% of portfolio
|
Q1 2024
Added 7.36%
|
|