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 424 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
1,083,748
shares
|
$22.4 Million
8.55% of portfolio
|
Q4 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
1,058,184
shares
|
$21.9 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,048,771
shares
|
$21.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.43%
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
978,796
shares
|
$20.2 Million
1.19% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Kirr Marbach & CO LLC
|
Jul 16, 2025 Q2 2025 |
971,428
shares
|
$20.1 Million
4.23% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
918,475
shares
|
$19 Million
2.02% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
844,588
shares
|
$17.4 Million
0.01% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
722,602
shares
|
$14.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
706,168
shares
|
$14.6 Million
4.61% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
685,968
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 1095.27%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
670,852
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
670,852
shares
|
$13.9 Million
3.24% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
665,296
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 778.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
656,487
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
624,650
shares
|
$12.9 Million
0.9% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
601,626
shares
|
$12.4 Million
0.82% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
599,226
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 56.99%
|
|
|
Kaye Capital Management
El Segundo, CA |
May 02, 2025 Q1 2025 |
594,563
shares
|
$12.3 Million
5.78% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
588,653
shares
|
$12.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
579,825
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.91%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
561,256
shares
|
$11.6 Million
2.5% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
556,375
shares
|
$11.5 Million
1.93% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
554,000
shares
|
$11.4 Million
0.02% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
531,256
shares
|
$11 Million
0.16% of portfolio
|
Q3 2023
Reduced 10.03%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
529,781
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.15%
|