Purchases and Sales Made in Q1 2025 in Invesco ETF Self Indexed Fd Tr (BSMV)
This table provides information about the institutional ownership of Invesco ETF Self Indexed Fd Tr (BSMV) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF SELF-INDEXED FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
130KNew |
$2.67M - $2.74M
|
130K
$2.66M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
83.7K+ 270.35% |
$1.72M - $1.77M
|
115K
$2.35M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.5K+ 26.46% |
$1.47M - $1.51M
|
342K
$6.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
67.2K+ 90.55% |
$1.38M - $1.42M
|
141K
$2.89M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
38.6KNew |
$793K - $814K
|
38.6K
$789K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 45.96% |
$691K - $710K
|
107K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
31KNew |
$637K - $654K
|
31K
$633K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
29.9K+ 77.5% |
$614K - $631K
|
68.4K
$1.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
27.8K+ 23.48% |
$573K - $588K
|
146K
$3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.3K+ 56.6% |
$541K - $555K
|
72.7K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
25.4K+ 147.8% |
$523K - $537K
|
42.7K
$873K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.9K+ 13.4% |
$389K - $399K
|
160K
$3.27M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 76.77% |
$374K - $384K
|
41.8K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18K+ 36.59% |
$370K - $380K
|
67.2K
$1.37M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.4K+ 9.11% |
$316K - $324K
|
184K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 42.76% |
$261K - $268K
|
42.4K
$868K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
11.4KNew |
$235K - $241K
|
11.4K
$234K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.67KNew |
$199K - $204K
|
9.67K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.25K+ 63.79% |
$190K - $195K
|
23.8K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.61K+ 6.62% |
$136K - $140K
|
107K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.51K+ 49.51% |
$134K - $137K
|
19.7K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
6.06KNew |
$125K - $128K
|
6.06K
$124K
|
|
|
Apr 15, 2025
Q1 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
5.85K+ 12.2% |
$120K - $124K
|
53.8K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4.46K+ 7.75% |
$91.8K - $94.2K
|
62.1K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.32K+ 2.09% |
$88.9K - $91.2K
|
211K
$4.32M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.24K+ 12.16% |
$87.2K - $89.5K
|
39.1K
$799K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.78K+ 31.8% |
$57.2K - $58.8K
|
11.5K
$236K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6KNew |
$53.5K - $54.9K
|
2.6K
$53.2K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 5.41% |
$34.7K - $35.6K
|
32.8K
$672K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.4K+ 1.18% |
$28.8K - $29.6K
|
120K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.29K+ 2.56% |
$26.5K - $27.2K
|
51.5K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.29K+ 17.4% |
$26.5K - $27.2K
|
8.68K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.18K+ 3.98% |
$24.3K - $24.9K
|
30.9K
$631K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
1.03K+ 4.77% |
$21.2K - $21.8K
|
22.6K
$463K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.03K+ 21.33% |
$21.1K - $21.7K
|
5.84K
$119K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
951+ 197.3% |
$19.6K - $20.1K
|
1.43K
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
470+ 2.38% |
$9.67K - $9.93K
|
20.3K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
458+ 0.58% |
$9.42K - $9.67K
|
79.4K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
193+ 0.44% |
$3.97K - $4.08K
|
44.5K
$911K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45+ 0.99% |
$926 - $950
|
4.61K
$94.4K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.76% |
$144 - $148
|
930
$19K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-133- 0.84% |
$2.74K - $2.81K
|
15.7K
$321K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-137- 0.23% |
$2.82K - $2.89K
|
58.3K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-427- 6.94% |
$8.78K - $9.02K
|
5.73K
$117K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-517- 2.98% |
$10.6K - $10.9K
|
16.8K
$345K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-520- 5.61% |
$10.7K - $11K
|
8.75K
$179K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-618- 3.23% |
$12.7K - $13.1K
|
18.5K
$379K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-698- 1.08% |
$14.4K - $14.7K
|
64.2K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.18K- 55.95% |
$24.3K - $24.9K
|
929
$19K
|