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 70 institutions that hold shares in the stock, with a total of 3.9 Million shares, which have been reported (via 13F filing form) to have a value of $82.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
330,576
shares
|
$7 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
275,370
shares
|
$5.83 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
188,060
shares
|
$3.98 Million
1.22% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
185,369
shares
|
$3.93 Million
0.0% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
178,091
shares
|
$3.77 Million
0.82% of portfolio
|
Q3 2025
Added 13.46%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
177,165
shares
|
$3.75 Million
0.0% of portfolio
|
Q2 2025
Added 10.83%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
160,769
shares
|
$3.41 Million
0.08% of portfolio
|
Q2 2025
Added 23.76%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
133,904
shares
|
$2.84 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
132,235
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
121,289
shares
|
$2.57 Million
0.51% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
119,087
shares
|
$2.52 Million
0.0% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
117,644
shares
|
$2.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
105,613
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2025
Added 45.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
101,547
shares
|
$2.15 Million
0.2% of portfolio
|
Q1 2025
Added 87.16%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
96,551
shares
|
$2.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
92,818
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 139.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
86,500
shares
|
$1.83 Million
0.01% of portfolio
|
Q2 2025
Added 28.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
81,118
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
66,481
shares
|
$1.41 Million
0.16% of portfolio
|
Q3 2025
Added 37.26%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
62,636
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Jul 10, 2025 Q2 2025 |
53,290
shares
|
$1.13 Million
0.47% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
52,138
shares
|
$1.1 Million
0.28% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
50,743
shares
|
$1.07 Million
0.49% of portfolio
|
Q2 2025
Reduced 75.94%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
50,511
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
48,725
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 14.21%
|