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 59 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,978
shares
|
$755,538
0.0% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
34,831
shares
|
$731,451
0.01% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
31,138
shares
|
$653,898
0.0% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
30,957
shares
|
$650,097
0.0% of portfolio
|
Q4 2024
Added 91.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
29,710
shares
|
$623,910
0.0% of portfolio
|
Q4 2024
Added 179.57%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
29,672
shares
|
$623,112
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,666
shares
|
$496,986
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
21,600
shares
|
$453,600
0.13% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
19,784
shares
|
$415,464
0.0% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
19,704
shares
|
$413,784
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
19,149
shares
|
$402,129
0.0% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
17,365
shares
|
$364,665
0.03% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
17,217
shares
|
$361,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
15,808
shares
|
$331,968
0.12% of portfolio
|
Q4 2024
Added 32.97%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
14,955
shares
|
$314,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,501
shares
|
$304,521
0.0% of portfolio
|
Q4 2024
Added 33.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
13,144
shares
|
$276,024
0.0% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,348
shares
|
$259,308
0.02% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
9,605
shares
|
$201,705
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
9,460
shares
|
$198,660
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
9,269
shares
|
$194,649
0.0% of portfolio
|
Q4 2024
Added 351.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
7,390
shares
|
$155,190
0.0% of portfolio
|
Q4 2024
Added 45.39%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
6,155
shares
|
$129,255
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
5,520
shares
|
$115,920
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,809
shares
|
$100,989
0.0% of portfolio
|
Q1 2024
New holding
|