Institutional Ownership Invesco Et Seld Idxd Fd Tr Bul (BSCP)
This table provides information about the institutional ownership of Invesco Et Seld Idxd Fd Tr Bul (BSCP). We have compiled data on the 415 institutions that hold shares in the stock, with a total of 160 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
47,894,213
shares
|
$992 Million
4.55% of portfolio
|
Q4 2024
Added 4.45%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
5,610,388
shares
|
$116 Million
0.05% of portfolio
|
Q4 2024
Added 7.94%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,383,189
shares
|
$111 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,354,174
shares
|
$111 Million
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,228,266
shares
|
$108 Million
0.02% of portfolio
|
Q4 2024
Added 6.36%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
3,540,496
shares
|
$73.3 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,838,069
shares
|
$58.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 68.26%
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jan 17, 2025 Q4 2024 |
2,753,260
shares
|
$57 Million
15.46% of portfolio
|
Q4 2024
Added 3.22%
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,680,017
shares
|
$55.5 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
2,590,183
shares
|
$53.6 Million
2.98% of portfolio
|
Q4 2024
Added 4.81%
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,210,277
shares
|
$45.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.67%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,941,920
shares
|
$40.2 Million
0.05% of portfolio
|
Q3 2024
Added 4.32%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,910,643
shares
|
$39.6 Million
0.06% of portfolio
|
Q4 2024
Added 27.82%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,647,389
shares
|
$34.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 19.42%
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,628,765
shares
|
$33.7 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,619,301
shares
|
$33.5 Million
3.45% of portfolio
|
Q4 2024
Added 2.17%
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
1,503,251
shares
|
$31.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,393,256
shares
|
$28.9 Million
0.03% of portfolio
|
Q4 2024
Added 5.03%
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,378,423
shares
|
$28.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
1,374,102
shares
|
$28.5 Million
2.27% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,332,359
shares
|
$27.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
1,226,816
shares
|
$25.4 Million
2.28% of portfolio
|
Q4 2024
Added 4.04%
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
1,164,089
shares
|
$24.1 Million
4.77% of portfolio
|
Q4 2024
Added 12.9%
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,158,013
shares
|
$24 Million
0.08% of portfolio
|
Q4 2024
Added 3.04%
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
1,134,034
shares
|
$23.5 Million
0.46% of portfolio
|
Q4 2024
Added 2.46%
|