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 51 institutions that hold shares in the stock, with a total of 2.43 Million shares, which have been reported (via 13F filing form) to have a value of $51.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.8 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
265,529
shares
|
$5.59 Million
0.08% of portfolio
|
Q4 2023
Added 8.48%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
201,871
shares
|
$4.25 Million
2.26% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
189,991
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Added 30.32%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
167,585
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2024
Added 33.04%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
118,889
shares
|
$2.5 Million
0.57% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
103,726
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Added 34.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
84,739
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
71,031
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2024
Added 23.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,730
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
61,974
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
61,371
shares
|
$1.29 Million
0.14% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,968
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
58,226
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
47,440
shares
|
$998,612
0.57% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,042
shares
|
$990,234
0.0% of portfolio
|
Q3 2024
Added 332.65%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
41,049
shares
|
$864,081
0.26% of portfolio
|
Q1 2023
Added 7.88%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
37,192
shares
|
$782,891
0.0% of portfolio
|
Q3 2024
Added 57.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,978
shares
|
$757,336
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,521
shares
|
$684,567
0.0% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
31,818
shares
|
$669,768
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
30,037
shares
|
$632,278
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
28,819
shares
|
$606,639
0.03% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
24,075
shares
|
$506,778
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
23,666
shares
|
$498,169
0.0% of portfolio
|
Q3 2024
Added 4.35%
|